Notify me when Summit Wealth Group, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 111 | $413,524,977 | +$10,590,447 | -$8,261,351 | +$2,329,096 | VOO, BND, IGIB, VEA, VXF | 13F-HR | 23 Oct 2025, 14:54 |
| Q2 2025 | 111 | $389,412,000 | +$56,154,891 | -$32,080,831 | +$24,074,060 | VOO, BND, IGIB, VEA, DFAC | 13F-HR | 06 Aug 2025, 09:44 |
| Q1 2025 | 100 | $342,093,000 | +$11,534,616 | -$8,516,708 | +$3,017,908 | VOO, BND, DFAC, VEA, BNDX | 13F-HR | 02 May 2025, 11:29 |
| Q4 2024 | 98 | $345,176,000 | +$16,147,495 | -$9,478,445 | +$6,669,050 | VOO, BND, DFAC, BNDX, VEA | 13F-HR | 04 Feb 2025, 16:31 |
| Q3 2024 | 98 | $346,652,000 | +$36,423,237 | -$39,720,811 | -$3,297,574 | VOO, BND, DFAC, BNDX, VEA | 13F-HR | 08 Nov 2024, 09:17 |
| Q2 2024 | 96 | $333,291,000 | +$189,548,733 | -$5,271,278 | +$184,277,455 | VOO, DFAC, BND, MTUM, VEA | 13F-HR | 31 Jul 2024, 10:54 |
| Q1 2024 | 43 | $146,832,000 | +$13,362,556 | -$2,110,386 | +$11,252,170 | DFAC, MTUM, BNDX, EAGL, VLUE | 13F-HR | 01 May 2024, 14:31 |
| Q4 2023 | 42 | $127,838,000 | +$8,325,702 | -$2,597,711 | +$5,727,991 | DFAC, MTUM, BNDX, VLUE, AAPL | 13F-HR | 30 Jan 2024, 10:04 |
| Q3 2023 | 82 | $112,062,000 | +$9,980,567 | -$141,587,212 | -$131,606,645 | DFAC, BNDX, MTUM, VLUE, AAPL | 13F-HR | 31 Oct 2023, 11:46 |
| Q2 2023 | 77 | $246,947,000 | $0 | VOO, DFAC, BND, BNDX, VEA | 13F-HR | 26 Jul 2023, 10:10 | ||
| Q1 2023 | 0 | $0 | 13F-HR | 10 May 2023, 09:12 | ||||
| Q4 2022 | 31 | $94,748,000 | +$12,852,663 | -$6,769,840 | +$6,082,823 | DFAC, USMV, BNDX, MTUM, ICSH | 13F-HR | 08 Feb 2023, 08:41 |
| Q3 2022 | 23 | $84,776,000 | +$6,827,618 | -$2,433,198 | +$4,394,420 | BNDX, DFAC, USMV, VMBS, MTUM | 13F-HR | 09 Nov 2022, 08:47 |
| Q2 2022 | 23 | $84,647,000 | +$2,959,431 | -$759,312 | +$2,200,119 | BNDX, USMV, VMBS, DFAC, MTUM | 13F-HR | 10 Aug 2022, 13:06 |
| Q1 2022 | 28 | $95,479,000 | +$15,022,679 | -$1,605,394 | +$13,417,285 | BNDX, USMV, MTUM, AAPL, DFAC | 13F-HR | 04 May 2022, 13:54 |
| Q4 2021 | 30 | $87,750,000 | +$45,097,469 | -$776,099 | +$44,321,370 | BNDX, USMV, MTUM, VMBS, DFAC | 13F-HR | 14 Feb 2022, 15:34 |
| Q3 2021 | 43 | $63,236,000 | +$27,992,244 | -$31,975,858 | -$3,983,614 | MTUM, USMV, DFAC, SUI, IXN | 13F-HR | 10 Nov 2021, 19:03 |
| Q2 2021 | 187 | $67,327,000 | +$15,549,037 | -$11,995,232 | +$3,553,805 | BNDX, MTUM, USMV, VMBS, DFAC | 13F-HR | 02 Nov 2021, 11:14 |
| Q1 2021 | 166 | $62,055,000 | +$22,126,268 | -$119,782,454 | -$97,656,186 | BNDX, VMBS, USMV, MTUM, ICSH | 13F-HR | 11 May 2021, 12:45 |
| Q4 2020 | 41 | $159,399,000 | +$39,086,825 | -$4,178,001 | +$34,908,824 | VOO, SUI, VEA, BNDX, BSV | 13F-HR | 11 Feb 2021, 11:51 |
| Q3 2020 | 30 | $115,149,000 | +$4,336,795 | -$2,546,207 | +$1,790,588 | VOO, SUI, VEA, BNDX, BSV | 13F-HR | 06 Nov 2020, 09:50 |
| Q2 2020 | 28 | $109,353,000 | +$4,964,691 | -$4,673,932 | +$290,759 | VOO, SUI, VEA, SHV, BNDX | 13F-HR | 06 Aug 2020, 16:38 |
| Q1 2020 | 27 | $98,693,000 | +$6,682,882 | -$66,781 | +$6,616,101 | VOO, SUI, VEA, SHV, BNDX | 13F-HR | 12 May 2020, 17:24 |
| Q4 2019 | 28 | $105,970,000 | $0 | VOO, SUI, VEA, SHV, BNDX | 13F-HR | 10 Feb 2020, 15:54 |