account_balance

Investment manager · 13F filer · SEC CIK 2081278

Summit Wealth Group LLC

Reported value$1.58Bas of Sep 30, 2026
Positions439 69 new, 26 sold out
Top 10 weight50.9%SEIM alone is 11%
FiledOct 2929 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
SEIM SEI Exchange Traded Funds 10.7% Added +19%
SEIV SEI Exchange Traded Funds 10.0% Added +6%
SEIE SEI Exchange Traded Funds 9.9% Added +63%
SEIQ SEI Exchange Traded Funds 5.2% Added +22%
SEIS SEI Exchange Traded Funds 4.3% Added +17%
SEEM SEI Exchange Traded Funds 3.4% Added +30%
AAPL Apple Inc. 2.4% Added +16%
FBCG Fidelity Covington Trust 1.7% Added +375%
IVV iShares Tr 1.7% Added +275%
NVDA NVIDIA Corp 1.6% Added +23%
SPHQ Invesco Exchange Traded Fd T 1.4% Trimmed −11%
IWF iShares Tr 1.3% Trimmed −10%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 29, 2026, compared with the Jul 28, 2026 filing
add_circleNew
  • DYNF $10.2M
  • BINV $6.33M
  • JEPI $3.62M
  • PHYL $2.8M
arrow_upwardAdded
  • GLD +1954%
  • AVEM +1389%
  • EVTR +1081%
  • MA +1069%
arrow_downwardTrimmed
  • SCHD −11%
  • SPHQ −11%
  • IWF −10%
  • IWD −10%
remove_circleSold out
  • SYY $751K
  • FIGB $634K
  • QDEF $355K
  • APP $299K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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