Summit Wealth Group, LLC - Portfolio Stock Holdings
Summit Wealth Group, LLC disclosed 132 stock positions in a recent SEC 13F filing. $489,457,192 of stock holdings were filed, with the largest holdings including VOO, BND, and VEA. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $182,490,922 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
132Est. Stock Holding Value:
$489,457,192Top Stock Holdings By Sector
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Portfolio Stock Holdings - Summit Wealth Group, LLC
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Stock
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Holdings (Shares)
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% of Portfolio
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