Summit Wealth Group, LLC - Portfolio overview

Summit Wealth Group, LLC has 128 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Real Estate.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 16.88%
2. BND - VANGUARD BD INDEX FDS, 6.74%
3. IGIB - ISHARES TR, 4.55%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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