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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
Page 5 of 7  ·  126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 JNJ JOHNSON & JOHNSON Healthcare 1,852.0 $453K 0.10% -27.0 -1.4% $244.42 +0.5%
82 IWM ISHARES TR 1,825.0 $453K 0.10% $248.00 +20.0%
83 CMF ISHARES TR 6,849.0 $389K 0.09% $56.86 +1.2%
84 PEP PEPSICO INC Consumer Defensive 2,364.0 $367K 0.08% -121.0 -4.9% $155.29 -10.1%
85 GEV GE VERNOVA INC Utilities 419.0 $366K 0.08% -11.0 -2.6% $872.90 +23.9%
86 CSCO CISCO SYS INC Technology 4,669.0 $362K 0.08% -301.0 -6.1% $77.60 +52.8%
87 DFSB DIMENSIONAL ETF TRUST 6,928.0 $358K 0.08% $51.74 +0.9%
88 LLY ELI LILLY & CO Healthcare 385.0 $354K 0.08% +52.0 +15.6% $919.77 +22.8%
89 VCEB VANGUARD WORLD FD 5,602.0 $352K 0.08% $62.83 +0.3%
90 MZTI MARZETTI COMPANY Consumer Defensive 2,541.0 $351K 0.08% +18.0 +0.7% $138.32 -18.8%
91 NSC NORFOLK SOUTHN CORP Industrials 1,223.0 $351K 0.08% $287.00 +8.2%
92 LMT LOCKHEED MARTIN CORP Industrials 575.0 $347K 0.08% $603.87 -16.7%
93 WPC WP CAREY INC Real Estate 5,010.0 $340K 0.08% $67.96 +7.6%
94 VO VANGUARD INDEX FDS 1,147.0 $329K 0.08% +53.0 +4.8% $287.18 -72.0%
95 CAT CATERPILLAR INC Industrials 461.0 $327K 0.07% $708.46 +47.9%
96 NBBK NB BANCORP INC Financial Services 15,340.0 $323K 0.07% $21.07 -0.4%
97 ORCL ORACLE CORP Technology 2,169.0 $319K 0.07% $147.11 +3.6%
98 MA MASTERCARD INCORPORATED Financial Services 638.0 $319K 0.07% +249.0 +64.0% $499.80 -1.6%
99 V VISA INC Financial Services 1,004.0 $303K 0.07% +397.0 +65.4% $302.24 +9.9%
100 IYH ISHARES TR 4,902.0 $302K 0.07% -406.0 -7.7% $61.64 +6.6%
Page 5 of 7  ·  126 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 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%