13F Filings History of Summit Wealth Group, LLC
- Latest 13F filing
- Q1 2026 - 04 May 2026
- Latest reported 13F value
- $405,004,088
- Form 13F summary
-
- Summit Wealth Group, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Summit Wealth Group, LLC reported 126 equity holdings with a total reported market value of $405,004,088 for Q1 2026. Top reported holdings included VANGUARD INDEX FDS, VANGUARD BD INDEX FDS, ISHARES TR, VANGUARD TAX-MANAGED FDS, and VANGUARD CHARLOTTE FDS.
- Largest 13F holdings
-
VANGUARD INDEX FDS VANGUARD BD INDEX FDS ISHARES TR VANGUARD TAX-MANAGED FDS VANGUARD CHARLOTTE FDS DIMENSIONAL ETF TRUST 2023 ETF SERIES TRUST VANGUARD MUN BD FDS VANGUARD WORLD FD VANGUARD INTL EQUITY INDEX F VANGUARD STAR FDS
- Manager signature
- Ashleigh Swayze - Counsel
- Manager location
- White River Junction, VT
13F snapshot
Latest parsed holdings, value, and filing-period context.
2 signals
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
Follow Filing Activity
Follow Summit Wealth Group, LLC with Pro and return when a new 13F portfolio filing changes the record on this page.
Pro alert delivery is coming soon and remains tied to source-backed filing changes rather than inferred market advice.
Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q1 2026
Latest value
$405,004,088
Quarter delta
n/a
Accepted
04 May 2026, 16:17
Rows shown
1-1 of 1
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q1 2026 | 126 | $405,004,088 | $0 | $0 | $0 | VANGUARD INDEX FDS, VANGUARD BD INDEX FDS, ISHARES TR, VANGUARD TAX-MANAGED FDS, VANGUARD CHARLOTTE FDS | 13F-HR | 04 May 2026, 16:17 |