Summit Wealth Group, LLC
•CIK: 1802865•Filing: Q4 2025
**Summit Wealth Group, LLC** manages $428M across a diversified portfolio of 119 positions. The strategy exhibits a significant allocation to core U.S. equity and fixed income, evidenced by the top holdings in VOO ($75.9M) and BND ($28.1M). Further diversification is maintained through international exposure (VEA, BNDX) and tactical allocations to credit and specialized sectors, including DFAC ($15.6M) and USHY ($13.9M). This structure suggests a disciplined, multi-asset approach targeting stability alongside targeted growth vectors.
Total AUM
$428.3M
QoQ Performance
+3.6%
Positions
62
Top 10 Concentration
54.0%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
BND
VOO17.7%
BND6.6%
IGIB4.5%
VEA4.4%
VXF3.8%
BNDX3.7%
DFAC3.6%
DFUV3.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other75.6%
ETF18.2%
Technology4.0%
Consumer0.6%
Healthcare0.5%
Financial0.4%
Industrial0.4%
Energy0.2%
🚪 Exited Positionssold since Q3 2025
—
PROVIDENT BANCORP INC
SOLD
$278.2K
Changes from Q3 2025
NEW10 new positions
↑58 increased
↓33 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023