Summit Wealth Group, LLC

Business address
205 Billings Farm Rd # 2 A, White River Junction, VT, 05001
Top securities (13F)
VOO, BND, IGIB, VEA, VXF, BNDX, DFAC, MTUM, USHY, DFUV, EAGL, DFAS, IXN, ICSH, MUB, BLV, VTEB, AGG, VHT, and VWO
State of incorporation
VT
Fiscal year end
31 December
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Summit Wealth Group, LLC has filed 26 SEC EDGAR filings since 10 Feb 2020

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 23 Oct 2025 30 Sep 2025 028-19826
N-PX Open Document Open Filing 06 Aug 2025 30 Jun 2025 028-19826
13F-HR Open Document Open Filing 06 Aug 2025 30 Jun 2025 028-19826
13F-HR Open Document Open Filing 02 May 2025 31 Mar 2025 028-19826
13F-HR Open Document Open Filing 04 Feb 2025 31 Dec 2024 028-19826
13F-HR Open Document Open Filing 08 Nov 2024 30 Sep 2024 028-19826
N-PX Open Document Open Filing 02 Oct 2024 30 Jun 2024 028-19826
13F-HR Open Document Open Filing 31 Jul 2024 30 Jun 2024 028-19826
13F-HR Open Document Open Filing 01 May 2024 31 Mar 2024 028-19826
13F-HR Open Document Open Filing 30 Jan 2024 31 Dec 2023 028-19826
13F-HR Open Document Open Filing 31 Oct 2023 30 Sep 2023 028-19826
13F-HR Open Document Open Filing 26 Jul 2023 30 Jun 2023 028-19826
13F-HR Open Document Open Filing 10 May 2023 31 Mar 2023 028-19826
13F-HR Open Document Open Filing 08 Feb 2023 31 Dec 2022 028-19826
13F-HR Open Document Open Filing 09 Nov 2022 30 Sep 2022 028-19826
13F-HR Open Document Open Filing 10 Aug 2022 30 Jun 2022 028-19826
13F-HR Open Document Open Filing 04 May 2022 31 Mar 2022 028-19826
13F-HR Open Document Open Filing 14 Feb 2022 31 Dec 2021 028-19826
13F-HR Open Document Open Filing 12 Nov 2021 30 Sep 2021 028-19826
13F-HR Open Document Open Filing 02 Nov 2021 30 Jun 2021 028-19826
13F-HR Open Document Open Filing 11 May 2021 31 Mar 2021 028-19826
13F-HR Open Document Open Filing 11 Feb 2021 31 Dec 2020 028-19826
13F-HR Open Document Open Filing 06 Nov 2020 30 Sep 2020 028-19826
13F-HR Open Document Open Filing 06 Aug 2020 30 Jun 2020 028-19826
13F-HR Open Document Open Filing 12 May 2020 31 Mar 2020 028-19826
13F-HR Open Document Open Filing 10 Feb 2020 31 Dec 2019 028-19826