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Summit Wealth Group, LLCETFConcentrated long-term

CIK: 0001802865 | WHITE RIVER JUNCTION, VT

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR129$490.3M2026-08-04SEC ↗
Q1 2026
13F-HR126$435.8M2026-05-04SEC ↗
Q4 2025
13F-HR119$428.3M2026-02-06SEC ↗
Q3 2025
13F-HR111$413.5M2025-10-23SEC ↗
Q2 2025
13F-HR111$7.6M2025-08-06SEC ↗
Q1 2025
13F-HR100$8.0M2025-05-02SEC ↗
Q4 2024
13F-HR98$9.5M2025-02-04SEC ↗
Q3 2024
13F-HR99$9.7M2024-11-08SEC ↗
Q2 2024
13F-HR96$8.9M2024-07-31SEC ↗
Q1 2024
13F-HR43$9.7M2024-05-01SEC ↗
Q4 2023
13F-HR42$2.9M2024-01-30SEC ↗
Q3 2023
13F-HR39$2.7M2023-10-31SEC ↗
Q2 2023
13F-HR77$1.6M2023-07-26SEC ↗
Q1 2023
13F-HR270$4.2K2023-05-10SEC ↗
Q4 2022
13F-HR31$1.6M2023-02-08SEC ↗
Q3 2022
13F-HR23$1.3M2022-11-09SEC ↗
Q2 2022
13F-HR23$607.1K2022-08-10SEC ↗
Q1 2022
13F-HR28$299.3K2022-05-04SEC ↗
Q4 2021
13F-HR30$87.8K2022-02-14SEC ↗
Q3 2021
13F-HR43$63.2K2021-11-12SEC ↗
Q2 2021
13F-HR213$434.0K2021-11-02SEC ↗
Q1 2021
13F-HR197$410.7K2021-05-11SEC ↗
Q4 2020
13F-HR46$159.4K2021-02-11SEC ↗
Q3 2020
13F-HR35$115.1K2020-11-06SEC ↗
Q2 2020
13F-HR33$109.4K2020-08-06SEC ↗
Q1 2020
13F-HR27$98.7K2020-05-12SEC ↗
Q4 2019
13F-HR33$106.0K2020-02-10SEC ↗