Summit Wealth Group, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 4, 2026), Summit Wealth Group, LLC reported 126 stock positions worth $435.8 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 16.9% of the portfolio, followed by Vanguard Total Bond Market (BND, 6.7%) and iShares 5-10Y Inv Grade (IGIB, 4.6%). Compared with Q4 2025, it opened 8 new positions, sold out of 1, added to 51 and reduced 42. The biggest buy was a new position in Analog Devices (ADI) and the biggest sale Eagle Capital Select Eqty (EAGL, shares −0%).

Most Recent 13F
Q2 2026
Location
WHITE RIVER JUNCTION, VT
CIK
0001802865
Portfolio Value
$435.8M (Q1 2026)
SEC Filing
0001802865-26-000003 ↗ filed May 4, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $146.8M Q1 2024 Q2 2024: $333.3M Q2 2024 Q3 2024: $346.7M Q3 2024 Q4 2024: $345.2M Q4 2024 Q1 2025: $342.1M Q1 2025 Q2 2025: $389.4M Q2 2025 Q3 2025: $413.5M Q3 2025 Q4 2025: $428.3M Q4 2025 Q1 2026: $435.8M $435.8M Q1 2026 Q2 2026: $490.3M Q2 2026

Holdings 126 stocks · $435.8M
VOO Vanguard S&P 500 ETF 16.90% 123,268 $73.7M Add +1.8%
BND Vanguard Total Bond Market 6.74% 399,043 $29.4M Add +5.1%
IGIB iShares 5-10Y Inv Grade Corp. 4.56% 373,031 $19.9M Add +4.2%
VEA Vanguard Ftse Developed ETF 4.43% 301,247 $19.3M Add +0.3%
BNDX Vanguard Total Intl Bond ETF 3.83% 347,573 $16.7M Add +5.8%
VXF Vanguard Extended Market ETF 3.77% 79,809 $16.4M Add +1.7%
DFAC Dimensional US Core Equity 2 3.46% 388,492 $15.1M Reduce -1.6%
DFUV Dimensional US Marketwide Va 3.46% 311,177 $15.1M Add +3.4%
USHY iShares Broad Usd High Yield 3.35% 396,549 $14.6M Add +7.0%
MTUM iShares MSCI USA Momentum Fa 2.93% 53,142 $12.8M Add +0.3%
DFAS Dimensional US Small Cap ETF 2.83% 173,634 $12.4M Add +3.3%
EAGL Eagle Capital Select Eqty 2.55% 365,626 $11.1M Reduce -0.1%
IXN iShares Global Tech ETF 2.30% 100,149 $10.0M Add +3.0%
BLV Vanguard Long-Term Bond ETF 2.17% 137,433 $9.5M Add +7.5%
ICSH iShares Ultra Short Duration 2.15% 185,529 $9.4M Reduce -4.0%
MUB iShares National Muni Bond E 1.99% 81,731 $8.7M Reduce -0.0%
VTEB Vanguard Tax-Exempt Bond ETF 1.94% 169,021 $8.4M Add +7.2%
AGG iShares Core U.S. Aggregate 1.55% 67,872 $6.7M Reduce -2.2%
VHT Vanguard Health Care ETF 1.53% 24,506 $6.7M Add +1.3%
VWO Vanguard Ftse Emerging Marke 1.44% 116,147 $6.3M Add +1.6%
VXUS Vanguard Total Intl Stock 1.38% 77,956 $6.0M Reduce -0.9%
ESGU iShares ESG Aware MSCI USA 1.31% 40,269 $5.7M Reduce -2.9%
AAPL Apple Inc. 1.09% 18,773 $4.8M Reduce -3.8%
NVDA Nvidia Corp. 1.08% 27,023 $4.7M Add +6.6%
DFAX Dimensional World Ex US Core 1.02% 130,648 $4.4M Reduce -3.7%
SCHP Schwab U.S. Tips ETF 1.01% 165,226 $4.4M Add +2.7%
DFSV Dimensional US Small Cap Val 0.99% 123,316 $4.3M Add +3.1%
DFLV Dim US Large Cap Value ETF 0.84% 102,082 $3.6M Add +2.4%
IAGG iShares Intl Aggregate Bond 0.78% 67,511 $3.4M Reduce -0.4%
DUHP Dimensional US High Profi Et 0.73% 86,330 $3.2M Add +4.1%
ADI Analog Devices Inc. 0.72% 9,879 $3.1M New
DFNM Dimensional National Muni BD 0.71% 64,792 $3.1M Reduce -0.0%
MSFT Microsoft Corp. 0.63% 7,452 $2.8M Add +10.8%
DFAR Dimensional US Real Est ETF 0.60% 110,103 $2.6M Add +4.5%
COHR Coherent Corp. 0.56% 10,288 $2.5M New
SUSC iShares ESG Aware Usd Corpor 0.51% 96,649 $2.2M Add +2.1%
ESGV Vanguard ESG US Stock ETF 0.49% 19,193 $2.2M Reduce -3.1%
VTI VG Morningstar TS MKT ETF-US 0.46% 6,263 $2.0M Reduce -0.5%
IVV iShares Core S&P 500 ETF 0.38% 2,559 $1.7M Reduce -0.4%
ESGD iShares Trust iShares ESG Aw 0.38% 17,336 $1.7M Reduce -2.5%
VSGX Vanguard ESG Intl Stock ETF 0.36% 21,774 $1.6M Reduce -1.2%
GOVT iShares US Treasury Bond ETF 0.35% 66,512 $1.5M Reduce -0.9%
EAGG iShares ESG Aware US Aggrega 0.33% 29,992 $1.4M Add +0.1%
AMZN Amazon.com Inc. 0.32% 6,759 $1.4M Add +18.2%
ESML iShares ESG Aware MSCI USA S 0.32% 29,649 $1.4M Reduce -2.9%
VMBS Vanguard Mortgage-Backed Sec 0.32% 29,666 $1.4M Add +0.5%
ESPR Esperion Therapeutics Inc. 0.25% 405,369 $1.1M Add +19.0%
PG The Procter & Gamble Co. 0.25% 7,627 $1.1M Reduce -1.3%
MU Micron Technology Inc. 0.24% 3,127 $1.1M Add +0.9%
MBB iShares MBS ETF 0.23% 10,585 $1.0M Reduce -2.8%
GOOGL Alphabet Inc. Class A 0.23% 3,474 $999K Add +10.7%
VLUE iShares MSCI USA Value Facto 0.22% 6,818 $969K Reduce -13.0%
SUSB iShares ESG Aware 1-5 Year U 0.21% 37,081 $929K Reduce -2.9%
JPM JPMorgan Chase & Co. 0.19% 2,867 $843K Reduce -3.1%
GOOG Alphabet Inc. Class C 0.19% 2,814 $807K Add +1.4%
HYXF iShares ESG Adv High Yield 0.18% 16,966 $786K Add +7.3%
VYM Vanguard High DVD Yield ETF 0.18% 5,261 $779K No change
VYMI Vanguard Int High DVD YLD Inc. 0.18% 8,203 $773K Add +0.1%
IBDR iShares Ibonds Dec 2026 Term 0.16% 28,806 $698K No change
IBDS Ishrs Ibnds Dec 27 Corp. ETF 0.15% 27,779 $673K No change
XOM Exxon Mobil Corp. 0.15% 3,877 $658K Reduce -1.3%
IEMG iShares Core MSCI Emerging 0.15% 9,236 $644K Reduce -0.3%
ESGE iShares Inc. iShares ESG Awar 0.15% 14,114 $642K Reduce -4.2%
TLT iShares 20+ Year Treasury BD 0.14% 7,262 $630K Reduce -8.4%
TSLA Tesla Inc. 0.14% 1,645 $612K Add +6.6%
HD Home Depot Inc. 0.13% 1,779 $585K Add +0.1%
TIP iShares Tips Bond ETF 0.13% 5,185 $572K Reduce -6.5%
CVX Chevron Corp. 0.13% 2,730 $565K Add +20.9%
META Meta Platforms Inc. Class A 0.12% 938 $537K Add +31.7%
GE General Electric filed as GE AEROSPACE 0.12% 1,885 $535K Reduce -2.1%
BSV Vanguard Short-Term Bond ETF 0.12% 6,794 $533K Add +0.4%
MS Morgan Stanley 0.12% 3,166 $521K No change
MRK Merck & Co. Inc. 0.12% 4,299 $517K Reduce -1.5%
MLI Mueller Industries Inc. 0.11% 4,465 $495K Add +0.3%
RTX RTX Corp. 0.11% 2,558 $493K No change
DFIC Dimensional International Co. 0.11% 13,855 $492K Add +0.5%
SUI Sun Communities Inc. filed as SUN CMNTYS INC 0.11% 3,887 $490K No change
UNH Unitedhealth Group Inc. 0.11% 1,790 $484K Add +8.8%
IXUS iShares Core Intl Stock ETF 0.11% 5,482 $475K No change
AVGO Broadcom Inc. 0.11% 1,534 $475K Reduce -2.5%
JNJ Johnson & Johnson 0.10% 1,852 $453K Reduce -1.4%
IWM iShares Russell 2000 ETF 0.10% 1,825 $453K Reduce -0.5%
CMF iShares California Muni Bond 0.09% 6,849 $389K No change
PEP Pepsico Inc. 0.08% 2,364 $367K Reduce -4.9%
GEV GE Vernova Inc. 0.08% 419 $366K Reduce -2.6%
CSCO Cisco Systems Inc. 0.08% 4,669 $362K Reduce -6.1%
DFSB Dim GLB Sustain Fix Inc. ETF 0.08% 6,928 $358K No change
LLY Eli Lilly & Co. 0.08% 385 $354K Add +15.6%
VCEB Vanguard ESG US Corp. Bond 0.08% 5,602 $352K No change
MZTI The Marzetti Company 0.08% 2,541 $351K Add +0.7%
NSC Norfolk Southern Corp. 0.08% 1,223 $351K No change
LMT Lockheed Martin Corp. 0.08% 575 $347K Add +0.2%
WPC WP Carey Inc. 0.08% 5,010 $340K Add +0.3%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.08% 1,147 $329K Add +4.8%
CAT Caterpillar Inc. 0.07% 461 $327K No change
NBBK NB Bancorp Inc. 0.07% 15,340 $323K No change
ORCL Oracle Corp. 0.07% 2,169 $319K No change
MA Mastercard Inc. Class A 0.07% 638 $319K Add +64.0%
V Visa Inc. Class A 0.07% 1,004 $303K Add +65.4%
IYH iShares U.S. Healthcare ETF 0.07% 4,902 $302K Reduce -7.7%
VWOB Vanguard Emerg MKTS Gov BND 0.07% 4,472 $294K No change
COP Conocophillips 0.07% 2,208 $291K Reduce -0.1%
BIV Vanguard Intermediate-Term B 0.07% 3,684 $284K Add +0.5%
GTO Invesco Total Return Bond Et 0.06% 6,024 $282K Add +2.0%
AMAT Applied Materials Inc. 0.06% 814 $278K New
IYW iShares Ustechnology ETF 0.06% 1,501 $272K Add +7.8%
TSM Taiwan Semiconductor-SP ADR 0.06% 802 $271K New
IJH iShares Core S&P Midcap ETF 0.06% 3,850 $260K Reduce -8.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.06% 1,064 $258K Reduce -2.1%
IVW iShares S&P 500 Growth ETF 0.06% 2,223 $251K No change
IDEV iShares Core MSCI Dev MKTS 0.06% 3,000 $251K New
SCHG Schwab US Large-Cap Growth 0.06% 8,456 $246K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.06% 378 $246K No change
HON Honeywell International Inc. 0.06% 1,071 $242K No change
AXON Axon Enterprise Inc. 0.05% 560 $238K No change
DFIV Dimensional International Va 0.05% 4,471 $236K Add +5.2%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.05% 1,459 $233K New
VCLT Vanguard Long-Term Corp. Bond 0.05% 3,068 $229K No change
ETN Eaton Corp. PLC 0.05% 635 $227K No change
GS Goldman Sachs Group Inc. 0.05% 259 $219K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.05% 4,475 $218K Reduce -1.6%
PFE Pfizer Inc. 0.05% 7,649 $215K Reduce -6.4%
SHW The Sherwin-Williams Co. 0.05% 647 $207K New
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.05% 2,554 $203K No change
UNP Union Pacific Corp. 0.05% 825 $200K New
BHC Bausch Health Cos Inc. 0.01% 11,918 $64K No change

Portfolio Sells Q4 2025 → Q1 2026
EAGL Eagle Capital Select Eqty Reduce -0.1% 2.55% −0.22
DFAC Dimensional US Core Equity 2 Reduce -1.6% 3.46% −0.18
AAPL Apple Inc. Reduce -3.8% 1.09% −0.15
ESGU iShares ESG Aware MSCI USA Reduce -2.9% 1.31% −0.14
ICSH iShares Ultra Short Duration Reduce -4.0% 2.15% −0.13
EFA iShares MSCI Eafe ETF Sold out 0.00% −0.08
AGG iShares Core U.S. Aggregate Reduce -2.2% 1.55% −0.07
ESGV Vanguard ESG US Stock ETF Reduce -3.1% 0.49% −0.07
MUB iShares National Muni Bond E Reduce -0.0% 1.99% −0.05
VTI VG Morningstar TS MKT ETF-US Reduce -0.5% 0.46% −0.03
JPM JPMorgan Chase & Co. Reduce -3.1% 0.19% −0.03
VLUE iShares MSCI USA Value Facto Reduce -13.0% 0.22% −0.03
IVV iShares Core S&P 500 ETF Reduce -0.4% 0.38% −0.03
AVGO Broadcom Inc. Reduce -2.5% 0.11% −0.02
DFAX Dimensional World Ex US Core Reduce -3.7% 1.02% −0.02
TLT iShares 20+ Year Treasury BD Reduce -8.4% 0.14% −0.02
DFNM Dimensional National Muni BD Reduce -0.0% 0.71% −0.02
IAGG iShares Intl Aggregate Bond Reduce -0.4% 0.78% −0.02
IBM Intl Business Machines Corp. Reduce -2.1% 0.06% −0.02
GE General Electric Reduce -2.1% 0.12% −0.02
ESGD iShares Trust iShares ESG Aw Reduce -2.5% 0.38% −0.01
SUSB iShares ESG Aware 1-5 Year U Reduce -2.9% 0.21% −0.01
MBB iShares MBS ETF Reduce -2.8% 0.23% −0.01
IYH iShares U.S. Healthcare ETF Reduce -7.7% 0.07% −0.01
GOVT iShares US Treasury Bond ETF Reduce -0.9% 0.35% −0.01
TIP iShares Tips Bond ETF Reduce -6.5% 0.13% −0.01
VSGX Vanguard ESG Intl Stock ETF Reduce -1.2% 0.36% −0.01
BAC Bank of America Corp. Reduce -1.6% 0.05% −0.01
ESML iShares ESG Aware MSCI USA S Reduce -2.9% 0.32% −0.01
CSCO Cisco Systems Inc. Reduce -6.1% 0.08% −0.01
VXUS Vanguard Total Intl Stock Reduce -0.9% 1.38% −0.01
PG The Procter & Gamble Co. Reduce -1.3% 0.25% −0.01
IJH iShares Core S&P Midcap ETF Reduce -8.0% 0.06% −0.00
ESGE iShares Inc. iShares ESG Awar Reduce -4.2% 0.15% −0.00
IWM iShares Russell 2000 ETF Reduce -0.5% 0.10% −0.00
PEP Pepsico Inc. Reduce -4.9% 0.08% +0.00
PFE Pfizer Inc. Reduce -6.4% 0.05% +0.00
IEMG iShares Core MSCI Emerging Reduce -0.3% 0.15% +0.00
MRK Merck & Co. Inc. Reduce -1.5% 0.12% +0.01
JNJ Johnson & Johnson Reduce -1.4% 0.10% +0.01
GEV GE Vernova Inc. Reduce -2.6% 0.08% +0.02
COP Conocophillips Reduce -0.1% 0.07% +0.02
XOM Exxon Mobil Corp. Reduce -1.3% 0.15% +0.04

Portfolio Buys Q4 2025 → Q1 2026
ADI Analog Devices Inc. New 0.72% +0.72
COHR Coherent Corp. New 0.56% +0.56
DFUV Dimensional US Marketwide Va Add +3.4% 3.46% +0.19
BND Vanguard Total Bond Market Add +5.1% 6.74% +0.18
BNDX Vanguard Total Intl Bond ETF Add +5.8% 3.83% +0.13
USHY iShares Broad Usd High Yield Add +7.0% 3.35% +0.12
DFAS Dimensional US Small Cap ETF Add +3.3% 2.83% +0.10
BLV Vanguard Long-Term Bond ETF Add +7.5% 2.17% +0.09
VTEB Vanguard Tax-Exempt Bond ETF Add +7.2% 1.94% +0.08
DFSV Dimensional US Small Cap Val Add +3.1% 0.99% +0.07
AMAT Applied Materials Inc. New 0.06% +0.06
TSM Taiwan Semiconductor-SP ADR New 0.06% +0.06
IDEV iShares Core MSCI Dev MKTS New 0.06% +0.06
TJX TJX Companies Inc. New 0.05% +0.05
IGIB iShares 5-10Y Inv Grade Corp. Add +4.2% 4.56% +0.05
CVX Chevron Corp. Add +20.9% 0.13% +0.05
VEA Vanguard Ftse Developed ETF Add +0.3% 4.43% +0.05
SHW The Sherwin-Williams Co. New 0.05% +0.05
UNP Union Pacific Corp. New 0.05% +0.05
DFLV Dim US Large Cap Value ETF Add +2.4% 0.84% +0.04
MU Micron Technology Inc. Add +0.9% 0.24% +0.04
DFAR Dimensional US Real Est ETF Add +4.5% 0.60% +0.03
MA Mastercard Inc. Class A Add +64.0% 0.07% +0.02
V Visa Inc. Class A Add +65.4% 0.07% +0.02
LMT Lockheed Martin Corp. Add +0.2% 0.08% +0.01
AMZN Amazon.com Inc. Add +18.2% 0.32% +0.01
SCHP Schwab U.S. Tips ETF Add +2.7% 1.01% +0.01
META Meta Platforms Inc. Class A Add +31.7% 0.12% +0.01
HYXF iShares ESG Adv High Yield Add +7.3% 0.18% +0.01
VWO Vanguard Ftse Emerging Marke Add +1.6% 1.44% +0.01
VYMI Vanguard Int High DVD YLD Inc. Add +0.1% 0.18% +0.01
DFIV Dimensional International Va Add +5.2% 0.05% +0.00
WPC WP Carey Inc. Add +0.3% 0.08% +0.00
DFIC Dimensional International Co. Add +0.5% 0.11% +0.00
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +4.8% 0.08% +0.00
GOOGL Alphabet Inc. Class A Add +10.7% 0.23% −0.00
GTO Invesco Total Return Bond Et Add +2.0% 0.06% −0.00
BIV Vanguard Intermediate-Term B Add +0.5% 0.07% −0.00
LLY Eli Lilly & Co. Add +15.6% 0.08% −0.00
BSV Vanguard Short-Term Bond ETF Add +0.4% 0.12% −0.00
IYW iShares Ustechnology ETF Add +7.8% 0.06% −0.00
SUSC iShares ESG Aware Usd Corpor Add +2.1% 0.51% −0.00
VMBS Vanguard Mortgage-Backed Sec Add +0.5% 0.32% −0.00
MLI Mueller Industries Inc. Add +0.3% 0.11% −0.01
EAGG iShares ESG Aware US Aggrega Add +0.1% 0.33% −0.01
DUHP Dimensional US High Profi Et Add +4.1% 0.73% −0.01
HD Home Depot Inc. Add +0.1% 0.13% −0.01
UNH Unitedhealth Group Inc. Add +8.8% 0.11% −0.02
MZTI The Marzetti Company Add +0.7% 0.08% −0.02
GOOG Alphabet Inc. Class C Add +1.4% 0.19% −0.02

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 129$490.3MVOO, BND, VEA, IGIB, VXF
Q1 2026 126$435.8MVOO, BND, IGIB, VEA, BNDX
Q4 2025 119$428.3MVOO, BND, IGIB, VEA, VXF
Q3 2025 111$413.5MVOO, BND, IGIB, VEA, VXF
Q2 2025 111$389.4MVOO, BND, IGIB, VEA, DFAC
Q1 2025 100$342.1MVOO, BND, DFAC, VEA, BNDX
Q4 2024 98$345.2MVOO, BND, DFAC, BNDX, VEA
Q3 2024 98$346.7MVOO, BND, DFAC, BNDX, VEA
Q2 2024 95$333.3MVOO, DFAC, BND, MTUM, VEA
Q1 2024 43$146.8MDFAC, MTUM, BNDX, EAGL, VLUE