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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 5 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GEV GE VERNOVA INC Utilities 419.0 $492K 0.10% $1174.86 -19.7%
82 IWM ISHARES TR 1,636.0 $492K 0.10% -189.0 -10.4% $300.45 -0.6%
83 RTX RTX CORPORATION Industrials 2,542.0 $482K 0.10% -16.0 -0.6% $189.73 +10.2%
84 SUI SUN CMNTYS INC Real Estate 3,887.0 $466K 0.10% $119.91 +3.4%
85 DFIC DIMENSIONAL ETF TRUST 12,047.0 $449K 0.09% -2K -13.1% $37.26 +5.9%
86 DFGP DIMENSIONAL ETF TRUST 8,009.0 $436K 0.09% NEW $54.46 -1.8%
87 CAT CATERPILLAR INC Industrials 399.0 $425K 0.09% -62.0 -13.4% $1064.90 -23.5%
88 LLY ELI LILLY & CO Healthcare 353.0 $423K 0.09% -32.0 -8.3% $1199.43 +4.3%
89 CVX CHEVRON CORPORATION Energy 2,479.0 $411K 0.08% -251.0 -9.2% $165.76 +21.2%
90 CMF ISHARES TR 6,849.0 $395K 0.08% $57.64 -1.9%
91 NSC NORFOLK SOUTHN CORP Industrials 1,223.0 $385K 0.08% $314.59 +11.9%
92 IYW ISHARES TR 1,495.0 $377K 0.08% $252.23 -2.1%
93 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 776.0 $371K 0.08% -26.0 -3.2% $477.57 -12.9%
94 WPC WP CAREY INC Real Estate 5,023.0 $359K 0.07% $71.50 -0.3%
95 SPY STATE STR SPDR S&P 500 ETF T Financial Services 478.0 $357K 0.07% +100.0 +26.5% $746.45 +2.6%
96 VCEB VANGUARD WORLD FD 5,602.0 $352K 0.07% $62.76 -1.8%
97 VO VANGUARD INDEX FDS 4,118.0 $332K 0.07% +3K +259.0% $80.57 +2.7%
98 NBBK NB BANCORP INC Financial Services 15,340.0 $324K 0.07% $21.13 +5.4%
99 ORCL ORACLE CORP Technology 2,195.0 $322K 0.07% +26.0 +1.2% $146.55 -1.1%
100 PEP PEPSICO INC Consumer Defensive 2,367.0 $320K 0.07% $135.38 +5.5%
Page 5 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%