Summit Wealth Group, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 8, 2024
Value $
$347M
Signature - Title
Ashleigh Swayze - Counsel
Location
White River Junction, VT
Summary
This page shows a list of all the recent 13F filings made by Summit Wealth Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Summit Wealth Group, LLC reported 98 stock holdings with total value $347M as of Q3 2024. Top holdings included VOO, BND, DFAC, BNDX, and VEA.
Holdings Value