Summit Wealth Group, LLC — 13F holdings

Summit Wealth Group, LLC reported 129 holdings worth $490M in its 13F filing for Q2 2026, filed August 4, 2026.

Largest positions

1. VOO VANGUARD INDEX FDS — $84.9M (17.3%)
2. BND VANGUARD BD INDEX FDS — $30.7M (6.3%)
3. VEA VANGUARD TAX-MANAGED FDS — $21.6M (4.4%)
4. IGIB ISHARES TR — $20.3M (4.1%)
5. VXF VANGUARD INDEX FDS — $19.9M (4.1%)
6. MTUM ISHARES TR — $18.3M (3.7%)
7. DFUV DIMENSIONAL ETF TRUST — $17.6M (3.6%)
8. BNDX VANGUARD CHARLOTTE FDS — $17.5M (3.6%)
9. DIMENSIONAL ETF TRUST — $16.5M (3.4%)
10. USHY ISHARES TR — $15.1M (3.1%)