Portfolio (Quarterly) Guide ↗

Summit Wealth Group, LLC

· CIK 0001802865

13F Portfolio $436M AUM 126 positions Filed May 4, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 8 New 40 Added 33 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	EFA	ISHARES TR	—	3,646	$350K	0.08%	SOLD

Sector Allocation

Technology 51.6%

Industrials 8.5%

Healthcare 7.9%

Financial Services 7.4%

Consumer Cyclical 7.0%

Communication Services 5.8%

Consumer Defensive 4.5%

Energy 3.7%

Real Estate 2.1%

Utilities 0.9%