account_balance
Investment manager · 13F filer · SEC CIK 1802865
Summit Wealth Group, LLC
Reported value$472Mas of Sep 30, 2026
Positions123 2 new, 8 sold out
Top 10 weight54.9%VOO alone is 18%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
18.3%
BNDVanguard Bd Index FDS
6.5%Added +4%
VEAVanguard Tax-Managed FDS
4.5%
IGIBiShares Tr
4.3%Added +5%
VXFVanguard Index FDS
3.9%
BNDXVanguard Charlotte FDS
3.8%Added +6%
DFUVDimensional ETF Trust
3.7%
DFACDimensional ETF Trust
3.4%
MTUMiShares Tr
3.3%Trimmed −7%
USHYiShares Tr
3.2%+4%
DFASDimensional ETF Trust
3.0%
IXNiShares Tr
2.9%−7%
VOOVanguard Index FDS
18.3%
BNDVanguard Bd Index FDS
6.5%
VEAVanguard Tax-Managed FDS
4.5%
IGIBiShares Tr
4.3%+5%
VXF3.9%
BNDXVanguard Charlotte FDS
3.8%
DFUVDimensional ETF Trust
3.7%
DFACDimensional ETF Trust
3.4%
MTUMiShares Tr
3.3%
USHY3.2%
DFAS
IXN2.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 18.3% Held
BND Vanguard Bd Index FDS 6.5% Added +4%
VEA Vanguard Tax-Managed FDS 4.5% Held
IGIB iShares Tr 4.3% Added +5%
VXF Vanguard Index FDS 3.9% Held
BNDX Vanguard Charlotte FDS 3.8% Added +6%
DFUV Dimensional ETF Trust 3.7% Held
DFAC Dimensional ETF Trust 3.4% Held
MTUM iShares Tr 3.3% Trimmed −7%
USHY iShares Tr 3.2% Added +4%
DFAS Dimensional ETF Trust 3.0% Held
IXN iShares Tr 2.9% Trimmed −7%
What changed
Biggest moves since Jun 30, 2026
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