Summit Wealth Group, LLC

CIK 0001802865 • 6 13F filings • May 2, 2025 – Aug 4, 2026

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Filer information

Filed by: Summit Wealth Group, LLC, Counsel
Address: 205 BILLINGS FARM RD # 2A, WHITE RIVER JUNCTION, VT, 05001
Phone: 6463953900
AUM: $428.3M

AUM over time

$490.3M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $428.3M119 positionsView on SEC.gov

			% of Portfolio
2023 ETF SERIES TRUST	EAGLE CAPITAL SE	$11.9M	2.8%Prev: 2.8%	365,976 SH	Increased
ALPHABET INC	CAP STK CL A	$983K	0.2%Prev: 0.2%	3,139 SH	Increased+381 SH
ALPHABET INC	CAP STK CL C	$871K	0.2%Prev: 0.2%	2,775 SH	Increased-107 SH
AMAZON COM INC	COM	$1.3M	0.3%Prev: 0.3%	5,718 SH	Increased+496 SH
APPLE INC	COM	$5.3M	1.2%Prev: 1.2%	19,523 SH	Increased+569 SH
AXON ENTERPRISE INC	COM	$318K	0.1%Prev: 0.1%	560 SH	Decreased
BANK AMERICA CORP	COM	$250K	0.1%Prev: 0.1%	4,549 SH	Increased+378 SH
BAUSCH HEALTH COS INC	COM	$83K	0.0%Prev: 0.0%	11,918 SH	Increased
BROADCOM INC	COM	$545K	0.1%Prev: 0.1%	1,574 SH	Increased+296 SH
CATERPILLAR INC	COM	$264K	0.1%Prev: 0.1%	461 SH	Increased+16 SH
CHEVRON CORP NEW	COM	$344K	0.1%Prev: 0.1%	2,258 SH	Increased+62 SH
CISCO SYS INC	COM	$383K	0.1%Prev: 0.1%	4,970 SH	Increased+868 SH
CONOCOPHILLIPS	COM	$207K	0.0%	2,210 SH	New
DIMENSIONAL ETF TRUST	GLOBAL SUSTAINA	$359K	0.1%Prev: 0.1%	6,928 SH	Decreased-1,078 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$212K	0.0%	4,252 SH	New
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$475K	0.1%Prev: 0.1%	13,784 SH	Increased-98 SH
DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$3.1M	0.7%Prev: 0.8%	64,819 SH	Increased-253 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$15.6M	3.6%Prev: 3.7%	394,752 SH	Increased-5,721 SH
DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$3.2M	0.7%Prev: 0.7%	82,917 SH	Increased+4,100 SH
DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$3.4M	0.8%Prev: 0.8%	99,727 SH	Increased+815 SH
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$14.0M	3.3%Prev: 3.2%	300,827 SH	Increased+7,793 SH
DIMENSIONAL ETF TRUST	US REAL ESTATE E	$2.4M	0.6%Prev: 0.6%	105,417 SH	Decreased+2,052 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$11.7M	2.7%Prev: 2.7%	168,102 SH	Increased+4,205 SH
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$3.9M	0.9%Prev: 0.9%	119,574 SH	Increased-3,338 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$4.4M	1.0%Prev: 1.0%	135,611 SH	Increased-1,988 SH
EATON CORP PLC	SHS	$202K	0.0%Prev: 0.1%	635 SH	Decreased+32 SH
ELI LILLY & CO	COM	$358K	0.1%Prev: 0.1%	333 SH	Increased
ESPERION THERAPEUTICS INC NE	COM	$1.3M	0.3%Prev: 0.2%	340,606 SH	Increased+17,606 SH
EXXON MOBIL CORP	COM	$473K	0.1%Prev: 0.1%	3,929 SH	Increased+97 SH
GE AEROSPACE	COM NEW	$593K	0.1%Prev: 0.1%	1,926 SH	Increased+105 SH
GE VERNOVA INC	COM	$281K	0.1%Prev: 0.1%	430 SH	Increased+23 SH
GOLDMAN SACHS GROUP INC	COM	$228K	0.1%	259 SH	New
HOME DEPOT INC	COM	$611K	0.1%Prev: 0.2%	1,777 SH	Decreased+2 SH
HONEYWELL INTL INC	COM	$209K	0.0%Prev: 0.1%	1,071 SH	Decreased+4 SH
INTERNATIONAL BUSINESS MACHS	COM	$322K	0.1%Prev: 0.1%	1,087 SH	Increased+72 SH
INVESCO ACTIVELY MANAGED EXC	TOTAL RETURN	$280K	0.1%	5,908 SH	New
ISHARES INC	CORE MSCI EMKT	$623K	0.1%Prev: 0.1%	9,266 SH	Increased-47 SH
ISHARES INC	ESG AWR MSCI EM	$650K	0.2%Prev: 0.2%	14,727 SH	Decreased-373 SH
ISHARES TR	20 YR TR BD ETF	$691K	0.2%Prev: 0.2%	7,926 SH	Decreased-333 SH
ISHARES TR	BROAD USD HIGH	$13.9M	3.2%Prev: 3.2%	370,580 SH	Increased+15,210 SH
ISHARES TR	CALIF MUN BD ETF	$394K	0.1%Prev: 0.1%	6,849 SH	Increased
ISHARES TR	CORE INTL AGGR	$3.4M	0.8%Prev: 0.8%	67,795 SH	Decreased-315 SH
ISHARES TR	CORE MSCI TOTAL	$464K	0.1%Prev: 0.1%	5,482 SH	Increased
ISHARES TR	CORE S&P MCP ETF	$276K	0.1%Prev: 0.1%	4,183 SH	Increased
ISHARES TR	CORE S&P500 ETF	$1.8M	0.4%Prev: 0.4%	2,570 SH	Increased-21 SH
ISHARES TR	CORE US AGGBD ET	$6.9M	1.6%Prev: 1.7%	69,424 SH	Decreased+178 SH
ISHARES TR	ESG ADVNCD HY BD	$747K	0.2%Prev: 0.2%	15,817 SH	Increased+670 SH
ISHARES TR	ESG AW MSCI EAFE	$1.7M	0.4%Prev: 0.4%	17,780 SH	Increased-286 SH
ISHARES TR	ESG AWARE MSCI	$1.4M	0.3%Prev: 0.3%	30,524 SH	Increased-581 SH
ISHARES TR	ESG AWR MSCI USA	$6.2M	1.4%Prev: 1.5%	41,466 SH	Increased-679 SH
ISHARES TR	ESG AWR US AGRGT	$1.4M	0.3%Prev: 0.3%	29,965 SH	Decreased-108 SH
ISHARES TR	ESG AWRE 1 5 YR	$964K	0.2%Prev: 0.2%	38,203 SH	Decreased-180 SH
ISHARES TR	ESG AWRE USD ETF	$2.2M	0.5%Prev: 0.5%	94,624 SH	Decreased+495 SH
ISHARES TR	GLOBAL TECH ETF	$10.2M	2.4%Prev: 2.4%	97,190 SH	Increased+378 SH
ISHARES TR	IBONDS 27 ETF	$674K	0.2%	27,779 SH	New
ISHARES TR	IBONDS DEC2026	$698K	0.2%	28,806 SH	New
ISHARES TR	IBOXX HI YD ETF	$206K	0.0%Prev: 0.1%	2,554 SH	Decreased
ISHARES TR	ISHS 5-10YR INVT	$19.3M	4.5%Prev: 4.6%	357,940 SH	Increased+8,742 SH
ISHARES TR	MBS ETF	$1.0M	0.2%Prev: 0.2%	10,892 SH	Increased+307 SH
ISHARES TR	MSCI EAFE ETF	$350K	0.1%	3,646 SH	New
ISHARES TR	MSCI USA MMENTM	$13.3M	3.1%Prev: 3.3%	52,991 SH	Decreased-231 SH
ISHARES TR	MSCI USA VALUE	$1.1M	0.3%Prev: 0.2%	7,838 SH	Increased-98 SH
ISHARES TR	NATIONAL MUN ETF	$8.8M	2.0%Prev: 2.1%	81,767 SH	Decreased-1,252 SH
ISHARES TR	RUSSELL 2000 ETF	$451K	0.1%Prev: 0.1%	1,834 SH	Decreased-155 SH
ISHARES TR	S&P 500 GRWT ETF	$274K	0.1%Prev: 0.1%	2,223 SH	Increased
ISHARES TR	TIPS BD ETF	$609K	0.1%Prev: 0.1%	5,543 SH	Decreased+45 SH
ISHARES TR	U.S. TECH ETF	$278K	0.1%Prev: 0.1%	1,392 SH	Increased-7 SH
ISHARES TR	ULTRA SHORT DUR	$9.8M	2.3%Prev: 2.2%	193,187 SH	Increased+15,804 SH
ISHARES TR	US HLTHCARE ETF	$346K	0.1%Prev: 0.1%	5,308 SH	Increased-231 SH
ISHARES TR	US TREAS BD ETF	$1.5M	0.4%Prev: 0.4%	67,138 SH	Decreased-713 SH
JOHNSON & JOHNSON	COM	$389K	0.1%Prev: 0.1%	1,879 SH	Increased+144 SH
JPMORGAN CHASE & CO.	COM	$953K	0.2%Prev: 0.2%	2,958 SH	Increased+207 SH
LOCKHEED MARTIN CORP	COM	$278K	0.1%Prev: 0.1%	574 SH	Decreased+1 SH
MARZETTI COMPANY	COM	$415K	0.1%Prev: 0.1%	2,523 SH	Decreased+15 SH
MASTERCARD INCORPORATED	CL A	$222K	0.1%	389 SH	New
MERCK & CO INC	COM	$460K	0.1%Prev: 0.1%	4,366 SH	Increased+441 SH
META PLATFORMS INC	CL A	$470K	0.1%Prev: 0.1%	712 SH	Increased+168 SH
MICRON TECHNOLOGY INC	COM	$884K	0.2%Prev: 0.1%	3,099 SH	Increased+94 SH
MICROSOFT CORP	COM	$3.3M	0.8%Prev: 0.8%	6,724 SH	Decreased+288 SH
MORGAN STANLEY	COM NEW	$562K	0.1%Prev: 0.1%	3,166 SH	Increased+180 SH
MUELLER INDS INC	COM	$511K	0.1%Prev: 0.1%	4,451 SH	Increased+10 SH
NB BANCORP INC	COM	$304K	0.1%	15,340 SH	New
NORFOLK SOUTHN CORP	COM	$353K	0.1%Prev: 0.1%	1,223 SH	Decreased+20 SH
NVIDIA CORPORATION	COM	$4.7M	1.1%Prev: 1.1%	25,358 SH	Increased+1,840 SH
ORACLE CORP	COM	$423K	0.1%Prev: 0.1%	2,169 SH	Decreased+160 SH
PEPSICO INC	COM	$357K	0.1%Prev: 0.1%	2,485 SH	Increased
PFIZER INC	COM	$203K	0.0%Prev: 0.0%	8,169 SH	Increased+225 SH
PROCTER AND GAMBLE CO	COM	$1.1M	0.3%Prev: 0.3%	7,727 SH	Decreased+171 SH
RTX CORPORATION	COM	$469K	0.1%Prev: 0.1%	2,558 SH	Increased+112 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$276K	0.1%Prev: 0.1%	8,456 SH	Increased
SCHWAB STRATEGIC TR	US TIPS ETF	$4.3M	1.0%Prev: 1.0%	160,897 SH	Decreased+2,619 SH
SPDR S&P 500 ETF TR	TR UNIT	$258K	0.1%Prev: 0.1%	378 SH	Decreased-36 SH
SUN CMNTYS INC	COM	$482K	0.1%Prev: 0.1%	3,887 SH	Decreased
TESLA INC	COM	$694K	0.2%Prev: 0.1%	1,543 SH	Increased+152 SH
UNITEDHEALTH GROUP INC	COM	$543K	0.1%Prev: 0.1%	1,645 SH	Decreased
VANGUARD BD INDEX FDS	INTERMED TERM	$286K	0.1%Prev: 0.1%	3,667 SH	Decreased-377 SH
VANGUARD BD INDEX FDS	LONG TERM BOND	$8.9M	2.1%Prev: 2.1%	127,842 SH	Increased+3,741 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$533K	0.1%Prev: 0.1%	6,768 SH	Decreased-874 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$28.1M	6.6%Prev: 6.6%	379,709 SH	Increased+14,792 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$15.9M	3.7%Prev: 3.8%	328,459 SH	Increased+14,700 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$16.4M	3.8%Prev: 4.0%	78,495 SH	Decreased+29 SH
VANGUARD INDEX FDS	MID CAP ETF	$318K	0.1%Prev: 0.1%	1,094 SH	Decreased-12 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$75.9M	17.7%Prev: 17.9%	121,058 SH	Increased+62 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$2.1M	0.5%Prev: 0.5%	6,293 SH	Increased-7 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$6.1M	1.4%Prev: 1.5%	114,325 SH	Decreased+577 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$7.9M	1.9%Prev: 1.8%	157,714 SH	Increased+7,838 SH
VANGUARD SCOTTSDALE FDS	LG-TERM COR BD	$233K	0.1%Prev: 0.1%	3,068 SH	Decreased
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$1.4M	0.3%Prev: 0.3%	29,522 SH	Decreased-463 SH
VANGUARD STAR FDS	VG TL INTL STK F	$5.9M	1.4%Prev: 1.4%	78,653 SH	Increased-587 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$18.8M	4.4%Prev: 4.3%	300,322 SH	Increased+178 SH
VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$302K	0.1%Prev: 0.1%	4,472 SH	Increased
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$755K	0.2%Prev: 0.2%	5,261 SH	Increased
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$738K	0.2%Prev: 0.2%	8,199 SH	Increased+6 SH
VANGUARD WORLD FD	ESG INTL STK ETF	$1.6M	0.4%Prev: 0.4%	22,035 SH	Increased-350 SH
VANGUARD WORLD FD	ESG US CORP BD	$356K	0.1%Prev: 0.1%	5,602 SH	Decreased
VANGUARD WORLD FD	ESG US STK ETF	$2.4M	0.6%Prev: 0.6%	19,815 SH	Increased
VANGUARD WORLD FD	HEALTH CAR ETF	$7.0M	1.6%Prev: 1.5%	24,192 SH	Increased-307 SH
VISA INC	COM CL A	$213K	0.0%	607 SH	New
WP CAREY INC	COM	$322K	0.1%Prev: 0.1%	4,996 SH	Decreased+13 SH

Sold (vs prior filing)

PROVIDENT BANCORP INC — $278K
SERVICENOW INC — $202K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 6, 2026	Q4 2025	13F-HR	0001802865-26-000001	$428.3M	View
Oct 23, 2025	Q3 2025	13F-HR	0001802865-25-000007	$413.5M	View
Aug 4, 2026	Q2 2026