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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 4 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IEMG ISHARES INC 8,929.0 $740K 0.15% -307.0 -3.3% $82.84 -1.7%
62 UNH UNITEDHEALTH GROUP INC Healthcare 1,740.0 $723K 0.15% -50.0 -2.8% $415.63 -4.5%
63 ESGE ISHARES INC 13,120.0 $718K 0.15% -994.0 -7.0% $54.69 -1.6%
64 GE GE AEROSPACE Industrials 1,885.0 $704K 0.14% $373.71 -7.4%
65 TSLA TESLA INC Consumer Cyclical 1,611.0 $678K 0.14% -34.0 -2.1% $420.60 -16.5%
66 MS MORGAN STANLEY Financial Services 3,166.0 $662K 0.14% $209.02 +2.6%
67 AVGO BROADCOM INC Technology 1,666.0 $629K 0.13% +132.0 +8.6% $377.75 -4.9%
68 HD HOME DEPOT INC Consumer Cyclical 1,766.0 $623K 0.13% -13.0 -0.7% $352.60 -4.9%
69 DFSB DIMENSIONAL ETF TRUST 11,288.0 $588K 0.12% +4K +62.9% $52.11 -2.3%
70 AMAT APPLIED MATLS INC Technology 809.0 $585K 0.12% -5.0 -0.6% $723.00 -32.6%
71 TLT ISHARES TR 6,712.0 $580K 0.12% -550.0 -7.6% $86.42 -3.9%
72 MRK MERCK & CO INC Healthcare 4,302.0 $553K 0.11% $128.50 +19.2%
73 XOM EXXON MOBIL CORP Energy 4,028.0 $551K 0.11% +151.0 +3.9% $136.71 +18.3%
74 MLI MUELLER INDS INC Industrials 4,432.0 $545K 0.11% -33.0 -0.7% $122.94 -47.5%
75 BSV VANGUARD BD INDEX FDS 6,813.0 $531K 0.11% $77.91 -0.3%
76 CSCO CISCO SYS INC Technology 4,408.0 $518K 0.11% -261.0 -5.6% $117.47 -5.0%
77 JNJ JOHNSON & JOHNSON Healthcare 2,032.0 $516K 0.10% +180.0 +9.7% $253.98 +6.9%
78 IXUS ISHARES TR 5,319.0 $508K 0.10% -163.0 -3.0% $95.44 +2.7%
79 TIP ISHARES TR 4,619.0 $505K 0.10% -566.0 -10.9% $109.42 -1.8%
80 META META PLATFORMS INC Communication Services 895.0 $504K 0.10% -43.0 -4.6% $563.29 +0.3%
Page 4 of 7  ·  129 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%