StockDriftsStockDriftsTop 50 Summit Wealth Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 17.32% | 123.6K | $84.9M | +0.29%(+352) | $388.88(+83.26%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 6.25% | 417.6K | $30.7M | +4.66%(+18.61K) | $73.07(-1.12%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 4.41% | 303.2K | $21.6M | +0.63%(+1.91K) | $44.75(+65.39%) | 2026-06-30 | |
| IGIB | ISHARES TR | 4.14% | 381.4K | $20.3M | +2.25%(+8.40K) | $52.50(-0.78%) | 2026-06-30 | |
| VXF | VANGUARD INDEX FDS | 4.06% | 80.9K | $19.9M | +1.37%(+1.09K) | $156.85(+58.02%) | 2026-06-30 | |
| MTUM | ISHARES TR | 3.72% | 53.2K | $18.3M | +0.18%(+97) | $145.93(+120.78%) | 2026-06-30 | |
| DFUV | DIMENSIONAL ETF TRUST | 3.58% | 319.1K | $17.6M | +2.54%(+7.91K) | $40.80(+41.06%) | 2026-06-30 | |
| BNDX | VANGUARD CHARLOTTE FDS | 3.56% | 360.8K | $17.5M | +3.81%(+13.24K) | $48.52(-1.70%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 3.36% | 371.4K | $16.5M | -4.40%(-17.09K) | $25.41(+81.19%) | 2026-06-30 | |
| USHY | ISHARES TR | 3.08% | 408.4K | $15.1M | +2.99%(+11.84K) | $37.15(-0.97%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.91% | +43.95% | +7.01% | +40.29% |
| Top 20 Holdings Unweighted | +10.11% | +33.51% | +4.41% | +24.07% |
Summit Wealth Group, LLC reports $490.28M in US-listed equity holdings across 129 positions in its most recent 13F filing. Its largest disclosed positions are VOO (17.3%), BND (6.3%) and VEA (4.4%). The top 20 holdings account for 74.02% of reported assets. Its disclosed equity book has returned +43.95% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Summit Wealth Group, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1802865). View Summit Wealth Group, LLC’s 13F filings on SEC