Summit Wealth Group, LLC: 13F holdings
CIK 18028652026Q2
| Positions | 129 |
|---|
| Reported value | $490.3m |
|---|
| Filed | 2026-08-04 |
|---|
Change since last quarter
| Positions | 129 (+3 vs prior quarter) |
|---|
| Reported value | $490.3m (+12.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 123,620 | $84.9m | 17.3% |
| BND VANGUARD BD INDEX FDS | 417,650 | $30.7m | 6.3% |
| VEA VANGUARD TAX-MANAGED FDS | 303,158 | $21.6m | 4.4% |
| IGIB ISHARES TR | 381,429 | $20.3m | 4.1% |
| VXF VANGUARD INDEX FDS | 80,902 | $19.9m | 4.1% |
| MTUM ISHARES TR | 53,239 | $18.3m | 3.7% |
| YM=F DIMENSIONAL ETF TRUST | 319,089 | $17.6m | 3.6% |
| BNDX VANGUARD CHARLOTTE FDS | 360,811 | $17.5m | 3.6% |
| DIMENSIONAL ETF TRUST | 371,403 | $16.5m | 3.4% |
| USHY ISHARES TR | 408,392 | $15.1m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1802865")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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