Summit Wealth Group, LLC

13F Filings History

Latest 13F report
Q2 2024 - Jul 31, 2024
Value $
$333M
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 96 stock holdings with total value $333M as of Q2 2024. Top holdings included VOO, DFAC, BND, MTUM, and VEA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 96 $333M +$190M -$5.27M +$184M VOO, DFAC, BND, MTUM, VEA 13F-HR 7/31/2024, 10:54 AM
Q1 2024 43 $147M +$13.4M -$2.11M +$11.3M DFAC, MTUM, BNDX, EAGL, VLUE 13F-HR 5/1/2024, 02:31 PM
Q4 2023 42 $128M +$8.33M -$2.6M +$5.73M DFAC, MTUM, BNDX, VLUE, AAPL 13F-HR 1/30/2024, 10:04 AM
Q3 2023 39 $112M +$9.98M -$142M -$132M DFAC, BNDX, MTUM, VLUE, AAPL 13F-HR 10/31/2023, 11:46 AM
Q2 2023 77 $247M +$213K $0 +$213K VOO, DFAC, BND, BNDX, VEA 13F-HR 7/26/2023, 10:10 AM
Q1 2023 151 $0 $0 $0 13F-HR 5/10/2023, 09:12 AM
Q4 2022 31 $94.7M +$12.9M -$6.77M +$6.08M DFAC, USMV, BNDX, MTUM, ICSH 13F-HR 2/8/2023, 09:41 AM
Q3 2022 23 $84.8M +$6.83M -$2.64M +$4.19M BNDX, DFAC, USMV, VMBS, MTUM 13F-HR 11/9/2022, 09:47 AM
Q2 2022 23 $84.6M +$2.96M -$2.71M +$250K BNDX, USMV, VMBS, DFAC, MTUM 13F-HR 8/10/2022, 01:06 PM
Q1 2022 28 $95.5M +$15M -$3.31M +$11.7M BNDX, USMV, MTUM, AAPL, DFAC 13F-HR 5/4/2022, 01:54 PM
Q4 2021 30 $87.8M +$45.1M -$23.4M +$21.6M BNDX, USMV, MTUM, VMBS, DFAC 13F-HR 2/14/2022, 04:34 PM
Q3 2021 43 $63.2M +$28M -$32M -$3.97M MTUM, USMV, DFAC, SUI, IXN 13F-HR 11/10/2021, 07:03 PM
Q2 2021 196 $67.3M +$15.5M -$12M +$3.55M BNDX, MTUM, USMV, VMBS, DFAC 13F-HR 11/2/2021, 11:14 AM
Q1 2021 176 $62.1M +$22.1M -$120M -$97.7M BNDX, VMBS, USMV, MTUM, ICSH 13F-HR 5/11/2021, 12:45 PM
Q4 2020 41 $159M +$39.1M -$4.18M +$34.9M VOO, SUI, VEA, BNDX, BSV 13F-HR 2/11/2021, 12:51 PM
Q3 2020 30 $115M +$4.34M -$2.55M +$1.79M VOO, SUI, VEA, BNDX, BSV 13F-HR 11/6/2020, 10:50 AM
Q2 2020 28 $109M +$4.96M -$4.67M +$291K VOO, SUI, VEA, SHV, BNDX 13F-HR 8/6/2020, 04:38 PM
Q1 2020 27 $98.7M +$6.68M -$490K +$6.19M VOO, SUI, VEA, SHV, BNDX 13F-HR 5/12/2020, 05:24 PM
Q4 2019 28 $106M $0 $0 VOO, SUI, VEA, SHV, BNDX 13F-HR 2/10/2020, 04:54 PM