account_balance
Investment manager · 13F filer · SEC CIK 2161287
Summit Wealth Group, LLC
Reported value$59Mas of Sep 30, 2026
Positions53 1 new, 10 sold out
Top 10 weight53.4%SPYM alone is 8%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYMSPDR Series Trust
8.5%Trimmed −19%
IVEiShares Tr
6.8%Trimmed −23%
IAUiShares Gold Trust
6.4%Trimmed −29%
QQQMInvesco Exch Traded Fd Tr II
5.9%Trimmed −18%
SCHDSchwab Strategic Tr
5.4%Trimmed −15%
TBILRBB Fd Inc
5.3%Trimmed −21%
IGSBiShares Tr
4.2%Trimmed −31%
AAPLApple Inc.
4.0%Trimmed −16%
DGROiShares Tr
3.6%Added +15%
BRK-BBerkshire Hathaway Inc
3.2%Trimmed −13%
SPYSPDR S&P 500 ETF Trust
3.1%Trimmed −17%
QQQInvesco QQQ Tr
2.8%Trimmed −15%
SPYMSPDR Series Trust
8.5%Trimmed −19%
IVEiShares Tr
6.8%Trimmed −23%
IAUiShares Gold Trust
6.4%−29%
QQQMInvesco Exch Traded Fd Tr II
5.9%−18%
SCHDSchwab Strategic Tr
5.4%−15%
TBILRBB Fd Inc
5.3%
IGSBiShares Tr
4.2%
AAPLApple Inc.
4.0%
DGROiShares Tr
3.6%
QQQ2.8%
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
SPYM SPDR Series Trust 8.5% Trimmed −19%
IVE iShares Tr 6.8% Trimmed −23%
IAU iShares Gold Trust 6.4% Trimmed −29%QQQM Invesco Exch Traded Fd Tr II 5.9% Trimmed −18%
SCHD Schwab Strategic Tr 5.4% Trimmed −15%
TBIL RBB Fd Inc 5.3% Trimmed −21%
IGSB iShares Tr 4.2% Trimmed −31%
AAPL Apple Inc. 4.0% Trimmed −16%DGRO iShares Tr 3.6% Added +15%
BRK-B Berkshire Hathaway Inc 3.2% Trimmed −13%SPY SPDR S&P 500 ETF Trust 3.1% Trimmed −17%QQQ Invesco QQQ Tr 2.8% Trimmed −15%
What changed
Biggest moves since Jun 30, 2026
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