Summit Wealth Group, LLC
All 13F Filings
- Location
- White River Junction, VT
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 428,280
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/6/2026 | 119 | 428,280 | 13F-HR | Summit Wealth Group, LLC |
| Q3 2025 | 10/23/2025 | 111 | 413,525 | 13F-HR | Summit Wealth Group, LLC |
| Q2 2025 | 8/6/2025 | 111 | 389,412 | 13F-HR | Summit Wealth Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 226.8 K | 53.0% | 9.123 K | 0 | 9.123 K |
| ETFs | 176.8 K | 41.3% | 3.808 K | 0 | 3.808 K |
| Debt | 10.79 K | 2.5% | 1.397 K | 0 | 1.397 K |
| Other | 13.86 K | 3.2% | 432 | 0 | 432 |
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Fund Snapshot
Q4 2025
Latest filed
2/6/2026
Total value ($000)
428,280
Holdings
119
QoQ value change ($000)
14,755
(3.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.