Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Summit Wealth Group, LLC (CIK 1802865) reported $435.8M across 126 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($73.7M, 16.90%), BND ($29.4M, 6.74%), IGIB ($19.9M, 4.56%), VEA ($19.3M, 4.43%), BNDX ($16.7M, 3.83%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $73.7M | 16.90% | 123,268 | Added |
| 2 | BND | VANGUARD BD INDEX FDS | $29.4M | 6.74% | 399,043 | Added |
| 3 | IGIB | ISHARES TR | $19.9M | 4.56% | 373,031 | Added |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $19.3M | 4.43% | 301,247 | Added |
| 5 | BNDX | VANGUARD CHARLOTTE FDS | $16.7M | 3.83% | 347,573 | Added |
| 6 | VXF | VANGUARD INDEX FDS | $16.4M | 3.77% | 79,809 | Added |
| 7 | DFUV | DIMENSIONAL ETF TRUST | $15.1M | 3.46% | 311,177 | Added |
| 8 | DFAC | DIMENSIONAL ETF TRUST | $15.1M | 3.46% | 388,492 | Trimmed |
| 9 | USHY | ISHARES TR | $14.6M | 3.35% | 396,549 | Added |
| 10 | MTUM | ISHARES TR | $12.8M | 2.93% | 53,142 | Added |
| 11 | DFAS | DIMENSIONAL ETF TRUST | $12.4M | 2.83% | 173,634 | Added |
| 12 | EAGL | 2023 ETF SERIES TRUST | $11.1M | 2.55% | 365,626 | Trimmed |
| 13 | IXN | ISHARES TR | $10.0M | 2.30% | 100,149 | Added |
| 14 | BLV | VANGUARD BD INDEX FDS | $9.5M | 2.17% | 137,433 | Added |
| 15 | ICSH | ISHARES TR | $9.4M | 2.16% | 185,529 | Trimmed |
| 16 | MUB | ISHARES TR | $8.7M | 1.99% | 81,731 | Trimmed |
| 17 | VTEB | VANGUARD MUN BD FDS | $8.4M | 1.93% | 169,021 | Added |
| 18 | AGG | ISHARES TR | $6.7M | 1.55% | 67,872 | Trimmed |
| 19 | VHT | VANGUARD WORLD FD | $6.7M | 1.53% | 24,506 | Added |
| 20 | VWO | VANGUARD INTL EQUITY INDEX F | $6.3M | 1.44% | 116,147 | Added |
| 21 | VXUS | VANGUARD STAR FDS | $6.0M | 1.38% | 77,956 | Trimmed |
| 22 | ESGU | ISHARES TR | $5.7M | 1.31% | 40,269 | Trimmed |
| 23 | AAPL | APPLE INC | $4.8M | 1.09% | 18,773 | Trimmed |
| 24 | NVDA | NVIDIA CORPORATION | $4.7M | 1.08% | 27,023 | Added |
| 25 | DFAX | DIMENSIONAL ETF TRUST | $4.4M | 1.02% | 130,648 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31