StockDriftsStockDriftsTop 50 Summit Wealth Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 16.9% | 123.3K | $73.7M | +1.83%(+2.21K) | $388.18(+75.80%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 6.74% | 399.0K | $29.4M | +5.09%(+19.33K) | $73.05(+0.17%) | 2026-03-31 | |
| IGIB | ISHARES TR | 4.56% | 373.0K | $19.9M | +4.22%(+15.09K) | $52.49(+1.13%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 4.43% | 301.2K | $19.3M | +0.31%(+925) | $44.61(+58.33%) | 2026-03-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 3.83% | 347.6K | $16.7M | +5.82%(+19.11K) | $48.53(-1.30%) | 2026-03-31 | |
| VXF | VANGUARD INDEX FDS | 3.77% | 79.8K | $16.4M | +1.67%(+1.31K) | $155.95(+45.95%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 3.46% | 388.5K | $15.1M | -1.59%(-6.26K) | $25.41(+70.08%) | 2026-03-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 3.46% | 311.2K | $15.1M | +3.44%(+10.35K) | $40.53(+29.85%) | 2026-03-31 | |
| USHY | ISHARES TR | 3.35% | 396.5K | $14.6M | +7.01%(+25.97K) | $37.16(-0.52%) | 2026-03-31 | |
| MTUM | ISHARES TR | 2.93% | 53.1K | $12.8M | +0.28%(+151) | $145.65(+109.69%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.02% | +33.17% |
| Top 20 Holdings Unweighted | +7.65% | +24.76% |
Sign up free to track Summit Wealth Group, LLC, compare funds side by side, and get alerts the moment positions change.