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Portfolio (Quarterly) Guide ↗

Summit Wealth Group, LLC

· CIK 0001802865
13F Portfolio $490M AUM 129 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 33 Added 52 Reduced 5 Exited
Page 3 of 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CAT CATERPILLAR INC Industrials 399.0 $425K 0.09% -62.0 -13.4% $1064.90 -23.8%
42 LLY ELI LILLY & CO Healthcare 353.0 $423K 0.09% -32.0 -8.3% $1199.43 +4.0%
43 CVX CHEVRON CORPORATION Energy 2,479.0 $411K 0.08% -251.0 -9.2% $165.76 +22.5%
44 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 776.0 $371K 0.08% -26.0 -3.2% $477.57 -14.1%
45 IYH ISHARES TR 4,663.0 $312K 0.06% -239.0 -4.9% $67.01 +10.2%
46 V VISA INC Financial Services 841.0 $289K 0.06% -163.0 -16.2% $343.09 +11.5%
47 LMT LOCKHEED MARTIN CORP Industrials 565.0 $288K 0.06% -10.0 -1.7% $509.12 +10.8%
48 MA MASTERCARD INCORPORATED Financial Services 530.0 $272K 0.06% -108.0 -16.9% $513.78 +16.8%
49 BAC BANK OF AMER CORP Financial Services 4,359.0 $248K 0.05% -116.0 -2.6% $56.98 +9.4%
50 MZTI MARZETTI COMPANY Consumer Defensive 2,119.0 $242K 0.05% -422.0 -16.6% $114.16 +1.4%
51 DFIV DIMENSIONAL ETF TRUST 4,329.0 $234K 0.05% -142.0 -3.2% $54.02 +7.8%
52 IDEV ISHARES TR 2,508.0 $223K 0.05% -492.0 -16.4% $89.01 +4.6%
Page 3 of 3  ·  52 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 59.1%
Healthcare 8.2%
Industrials 7.3%
Financial Services 7.1%
Consumer Cyclical 6.0%
Communication Services 3.6%
Consumer Defensive 3.3%
Energy 2.5%
Real Estate 1.8%
Utilities 1.0%