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Value $
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$347M
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Signature - Title
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Ashleigh Swayze - Counsel
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Location
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White River Junction, VT
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Summary
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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.