Summit Wealth Group, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 4, 2026), Summit Wealth Group, LLC reported 129 stock positions worth $490.3 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 17.3% of the portfolio, followed by Vanguard Total Bond Market (BND, 6.3%) and Vanguard Ftse Developed ETF (VEA, 4.4%). Compared with Q1 2026, it opened 8 new positions, sold out of 5, added to 41 and reduced 57. The biggest buy was iShares MSCI USA Momentum Fa (MTUM, shares +0%) and the biggest sale Nvidia (NVDA, shares −31%).

Most Recent 13F
Q2 2026
Location
WHITE RIVER JUNCTION, VT
CIK
0001802865
Portfolio Value
$490.3M (Q2 2026)
SEC Filing
0001802865-26-000004 ↗ filed Aug 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 Q1 2026 Q2 2026: $490.3M $490.3M Q2 2026

Holdings 129 stocks · $490.3M
VOO Vanguard S&P 500 ETF 17.32% 123,620 $84.9M Add +0.3%
BND Vanguard Total Bond Market 6.25% 417,650 $30.7M Add +4.7%
VEA Vanguard Ftse Developed ETF 4.41% 303,158 $21.6M Add +0.6%
IGIB iShares 5-10Y Inv Grade Corp. 4.14% 381,429 $20.3M Add +2.3%
VXF Vanguard Extended Market ETF 4.06% 80,902 $19.9M Add +1.4%
MTUM iShares MSCI USA Momentum Fa 3.72% 53,239 $18.3M Add +0.2%
DFUV Dimensional US Marketwide Va 3.58% 319,089 $17.6M Add +2.5%
BNDX Vanguard Total Intl Bond ETF 3.56% 360,811 $17.5M Add +3.8%
DFAC Dimensional US Core Equity 2 3.36% 371,403 $16.5M Reduce -4.4%
USHY iShares Broad Usd High Yield 3.08% 408,392 $15.1M Add +3.0%
DFAS Dimensional US Small Cap ETF 3.02% 179,901 $14.8M Add +3.6%
IXN iShares Global Tech ETF 2.98% 100,969 $14.6M Add +0.8%
EAGL Eagle Capital Select Eqty 2.40% 365,626 $11.8M No change
ICSH iShares Ultra Short Duration 2.12% 205,499 $10.4M Add +10.8%
BLV Vanguard Long-Term Bond ETF 2.02% 143,517 $9.9M Add +4.4%
VTEB Vanguard Tax-Exempt Bond ETF 1.96% 189,684 $9.6M Add +12.2%
MUB iShares National Muni Bond E 1.77% 80,642 $8.7M Reduce -1.3%
VHT Vanguard Health Care ETF 1.51% 24,838 $7.4M Add +1.4%
VWO Vanguard Ftse Emerging Marke 1.45% 118,862 $7.1M Add +2.3%
ESGU iShares ESG Aware MSCI USA 1.31% 39,245 $6.4M Reduce -2.5%
VXUS Vanguard Total Intl Stock 1.29% 74,124 $6.3M Reduce -4.9%
AGG iShares Core U.S. Aggregate 1.27% 62,901 $6.2M Reduce -7.3%
AAPL Apple Inc. 1.10% 18,594 $5.4M Reduce -0.9%
DFSV Dimensional US Small Cap Val 0.97% 122,611 $4.8M Reduce -0.6%
MU Micron Technology Inc. 0.96% 4,079 $4.7M Add +30.4%
SCHP Schwab U.S. Tips ETF 0.91% 168,327 $4.5M Add +1.9%
DFAX Dimensional World Ex US Core 0.90% 120,182 $4.4M Reduce -8.0%
COHR Coherent Corp. 0.83% 10,288 $4.1M No change
DFLV Dim US Large Cap Value ETF 0.80% 99,283 $3.9M Reduce -2.7%
ADI Analog Devices Inc. 0.80% 9,879 $3.9M No change
NVDA Nvidia Corp. 0.76% 18,565 $3.7M Reduce -31.3%
DUHP Dimensional US High Profi Et 0.76% 88,776 $3.7M Add +2.8%
IAGG iShares Intl Aggregate Bond 0.67% 65,143 $3.3M Reduce -3.5%
DFNM Dimensional National Muni BD 0.61% 61,832 $3.0M Reduce -4.6%
DFAR Dimensional US Real Est ETF 0.60% 113,079 $3.0M Add +2.7%
MSFT Microsoft Corp. 0.54% 7,085 $2.6M Reduce -4.9%
ESGV Vanguard ESG US Stock ETF 0.51% 19,012 $2.5M Reduce -0.9%
SUSC iShares ESG Aware Usd Corpor 0.46% 97,913 $2.3M Add +1.3%
VTI VG Morningstar TS MKT ETF-US 0.45% 5,995 $2.2M Reduce -4.3%
IVV iShares Core S&P 500 ETF 0.39% 2,545 $1.9M Reduce -0.6%
VSGX Vanguard ESG Intl Stock ETF 0.35% 20,788 $1.7M Reduce -4.5%
ESGD iShares Trust iShares ESG Aw 0.35% 16,511 $1.7M Reduce -4.8%
ESML iShares ESG Aware MSCI USA S 0.32% 28,444 $1.6M Reduce -4.1%
ESPR Esperion Therapeutics Inc. 0.32% 499,708 $1.6M Add +23.3%
AMZN Amazon.com Inc. 0.32% 6,503 $1.5M Reduce -3.8%
GOVT iShares US Treasury Bond ETF 0.31% 65,784 $1.5M Reduce -1.1%
EAGG iShares ESG Aware US Aggrega 0.29% 29,955 $1.4M Reduce -0.1%
VMBS Vanguard Mortgage-Backed Sec 0.28% 29,528 $1.4M Reduce -0.5%
VLUE iShares MSCI USA Value Facto 0.26% 6,271 $1.3M Reduce -8.0%
GOOGL Alphabet Inc. Class A 0.25% 3,396 $1.2M Reduce -2.3%
GOOG Alphabet Inc. Class C 0.21% 2,904 $1.0M Add +3.2%
PG The Procter & Gamble Co. 0.20% 6,832 $1.0M Reduce -10.4%
MBB iShares MBS ETF 0.20% 10,509 $993K Reduce -0.7%
IBDR iShares Ibonds Dec 2026 Term 0.20% 40,083 $971K Add +39.1%
JPM JPMorgan Chase & Co. 0.19% 2,868 $939K Add +0.0%
SUSB iShares ESG Aware 1-5 Year U 0.19% 37,195 $930K Add +0.3%
VYM Vanguard High DVD Yield ETF 0.17% 5,416 $856K Add +3.0%
VYMI Vanguard Int High DVD YLD Inc. 0.16% 8,211 $806K Add +0.1%
HYXF iShares ESG Adv High Yield 0.16% 17,105 $799K Add +0.8%
IBDS Ishrs Ibnds Dec 27 Corp. ETF 0.15% 30,918 $749K Add +11.3%
IEMG iShares Core MSCI Emerging 0.15% 8,929 $740K Reduce -3.3%
UNH Unitedhealth Group Inc. 0.15% 1,740 $723K Reduce -2.8%
ESGE iShares Inc. iShares ESG Awar 0.15% 13,120 $718K Reduce -7.0%
GE General Electric filed as GE AEROSPACE 0.14% 1,885 $704K No change
TSLA Tesla Inc. 0.14% 1,611 $678K Reduce -2.1%
MS Morgan Stanley 0.14% 3,166 $662K No change
AVGO Broadcom Inc. 0.13% 1,666 $629K Add +8.6%
HD Home Depot Inc. 0.13% 1,766 $623K Reduce -0.7%
DFSB Dim GLB Sustain Fix Inc. ETF 0.12% 11,288 $588K Add +62.9%
AMAT Applied Materials Inc. 0.12% 809 $585K Reduce -0.6%
TLT iShares 20+ Year Treasury BD 0.12% 6,712 $580K Reduce -7.6%
MRK Merck & Co. Inc. 0.11% 4,302 $553K Add +0.1%
XOM Exxon Mobil Corp. 0.11% 4,028 $551K Add +3.9%
MLI Mueller Industries Inc. 0.11% 4,432 $545K Reduce -0.7%
BSV Vanguard Short-Term Bond ETF 0.11% 6,813 $531K Add +0.3%
CSCO Cisco Systems Inc. 0.11% 4,408 $518K Reduce -5.6%
JNJ Johnson & Johnson 0.11% 2,032 $516K Add +9.7%
IXUS iShares Core Intl Stock ETF 0.10% 5,319 $508K Reduce -3.0%
TIP iShares Tips Bond ETF 0.10% 4,619 $505K Reduce -10.9%
META Meta Platforms Inc. Class A 0.10% 895 $504K Reduce -4.6%
GEV GE Vernova Inc. 0.10% 419 $492K No change
IWM iShares Russell 2000 ETF 0.10% 1,636 $492K Reduce -10.4%
RTX RTX Corp. 0.10% 2,542 $482K Reduce -0.6%
SUI Sun Communities Inc. filed as SUN CMNTYS INC 0.10% 3,887 $466K No change
DFIC Dimensional International Co. 0.09% 12,047 $449K Reduce -13.1%
DFGP Dimensional GLBL Core PL Fix 0.09% 8,009 $436K New
CAT Caterpillar Inc. 0.09% 399 $425K Reduce -13.4%
LLY Eli Lilly & Co. 0.09% 353 $423K Reduce -8.3%
CVX Chevron Corp. 0.08% 2,479 $411K Reduce -9.2%
CMF iShares California Muni Bond 0.08% 6,849 $395K No change
NSC Norfolk Southern Corp. 0.08% 1,223 $385K No change
IYW iShares Ustechnology ETF 0.08% 1,495 $377K Reduce -0.4%
TSM Taiwan Semiconductor-SP ADR 0.08% 776 $371K Reduce -3.2%
WPC WP Carey Inc. 0.07% 5,023 $359K Add +0.3%
SPY SS SPDR S&P 500 ETF Trust-US 0.07% 478 $357K Add +26.5%
VCEB Vanguard ESG US Corp. Bond 0.07% 5,602 $352K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.07% 4,118 $332K Reduce -10.2%
NBBK NB Bancorp Inc. 0.07% 15,340 $324K No change
ORCL Oracle Corp. 0.07% 2,195 $322K Add +1.2%
PEP Pepsico Inc. 0.07% 2,367 $320K Add +0.1%
AXON Axon Enterprise Inc. 0.06% 560 $314K No change
IYH iShares U.S. Healthcare ETF 0.06% 4,663 $312K Reduce -4.9%
IVW iShares S&P 500 Growth ETF 0.06% 2,223 $306K No change
VWOB Vanguard Emerg MKTS Gov BND 0.06% 4,472 $301K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.06% 1,064 $299K No change
IJH iShares Core S&P Midcap ETF 0.06% 3,850 $297K No change
V Visa Inc. Class A 0.06% 841 $289K Reduce -16.2%
LMT Lockheed Martin Corp. 0.06% 565 $288K Reduce -1.7%
SCHG Schwab US Large-Cap Growth 0.06% 8,456 $286K No change
GTO Invesco Total Return Bond Et 0.06% 6,024 $282K No change
BIV Vanguard Intermediate-Term B 0.06% 3,681 $282K Reduce -0.1%
ETN Eaton Corp. PLC 0.06% 661 $282K Add +4.1%
TXN Texas Instruments Inc. 0.06% 923 $275K New
MA Mastercard Inc. Class A 0.06% 530 $272K Reduce -16.9%
GS Goldman Sachs Group Inc. 0.05% 259 $262K No change
BAC Bank of America Corp. 0.05% 4,359 $248K Reduce -2.6%
MZTI The Marzetti Company 0.05% 2,119 $242K Reduce -16.6%
APH Amphenol Corp. Class A 0.05% 1,348 $238K New
DFIV Dimensional International Va 0.05% 4,329 $234K Reduce -3.2%
VCLT Vanguard Long-Term Corp. Bond 0.05% 3,068 $231K No change
COP Conocophillips 0.05% 2,208 $230K No change
IDEV iShares Core MSCI Dev MKTS 0.05% 2,508 $223K Reduce -16.4%
FTNT Fortinet Inc. 0.04% 1,368 $210K New
DGRO iShares Core Dividend Growth 0.04% 2,762 $209K New
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.04% 103 $205K New
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.04% 2,554 $204K No change
EMB iShares JP Morgan Usd Emergi 0.02% 1,164 $112K New
USRT iShares Core US REIT ETF 0.02% 1,113 $74K New
BHC Bausch Health Cos Inc. 0.01% 11,918 $59K No change

Portfolio Sells Q1 2026 → Q2 2026
NVDA Nvidia Corp. Reduce -31.3% 0.76% −0.32
AGG iShares Core U.S. Aggregate Reduce -7.3% 1.27% −0.28
MUB iShares National Muni Bond E Reduce -1.3% 1.77% −0.22
DFAX Dimensional World Ex US Core Reduce -8.0% 0.90% −0.12
DFAC Dimensional US Core Equity 2 Reduce -4.4% 3.36% −0.10
DFNM Dimensional National Muni BD Reduce -4.6% 0.61% −0.10
IAGG iShares Intl Aggregate Bond Reduce -3.5% 0.67% −0.10
MSFT Microsoft Corp. Reduce -4.9% 0.54% −0.09
VXUS Vanguard Total Intl Stock Reduce -4.9% 1.29% −0.09
HON Honeywell International Inc. Sold out 0.00% −0.06
TJX TJX Companies Inc. Sold out 0.00% −0.05
PFE Pfizer Inc. Sold out 0.00% −0.05
PG The Procter & Gamble Co. Reduce -10.4% 0.20% −0.05
SHW The Sherwin-Williams Co. Sold out 0.00% −0.05
UNP Union Pacific Corp. Sold out 0.00% −0.05
CVX Chevron Corp. Reduce -9.2% 0.08% −0.05
GOVT iShares US Treasury Bond ETF Reduce -1.1% 0.31% −0.04
VMBS Vanguard Mortgage-Backed Sec Reduce -0.5% 0.28% −0.04
EAGG iShares ESG Aware US Aggrega Reduce -0.1% 0.29% −0.04
DFLV Dim US Large Cap Value ETF Reduce -2.7% 0.80% −0.04
ESGD iShares Trust iShares ESG Aw Reduce -4.8% 0.35% −0.03
MZTI The Marzetti Company Reduce -16.6% 0.05% −0.03
TIP iShares Tips Bond ETF Reduce -10.9% 0.10% −0.03
MBB iShares MBS ETF Reduce -0.7% 0.20% −0.03
TLT iShares 20+ Year Treasury BD Reduce -7.6% 0.12% −0.03
DFIC Dimensional International Co. Reduce -13.1% 0.09% −0.02
DFSV Dimensional US Small Cap Val Reduce -0.6% 0.97% −0.02
LMT Lockheed Martin Corp. Reduce -1.7% 0.06% −0.02
META Meta Platforms Inc. Class A Reduce -4.6% 0.10% −0.02
MA Mastercard Inc. Class A Reduce -16.9% 0.06% −0.02
RTX RTX Corp. Reduce -0.6% 0.10% −0.01
IDEV iShares Core MSCI Dev MKTS Reduce -16.4% 0.05% −0.01
V Visa Inc. Class A Reduce -16.2% 0.06% −0.01
VSGX Vanguard ESG Intl Stock ETF Reduce -4.5% 0.35% −0.01
VTI VG Morningstar TS MKT ETF-US Reduce -4.3% 0.45% −0.01
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -10.2% 0.07% −0.01
BIV Vanguard Intermediate-Term B Reduce -0.1% 0.06% −0.01
HD Home Depot Inc. Reduce -0.7% 0.13% −0.01
AMZN Amazon.com Inc. Reduce -3.8% 0.32% −0.01
DFIV Dimensional International Va Reduce -3.2% 0.05% −0.01
IYH iShares U.S. Healthcare ETF Reduce -4.9% 0.06% −0.01
IXUS iShares Core Intl Stock ETF Reduce -3.0% 0.10% −0.01
IWM iShares Russell 2000 ETF Reduce -10.4% 0.10% −0.00
MLI Mueller Industries Inc. Reduce -0.7% 0.11% −0.00
TSLA Tesla Inc. Reduce -2.1% 0.14% −0.00
ESGE iShares Inc. iShares ESG Awar Reduce -7.0% 0.15% −0.00
BAC Bank of America Corp. Reduce -2.6% 0.05% +0.00
IEMG iShares Core MSCI Emerging Reduce -3.3% 0.15% +0.00
ESGU iShares ESG Aware MSCI USA Reduce -2.5% 1.31% +0.00
AAPL Apple Inc. Reduce -0.9% 1.10% +0.00

Portfolio Buys Q1 2026 → Q2 2026
MTUM iShares MSCI USA Momentum Fa Add +0.2% 3.72% +0.80
MU Micron Technology Inc. Add +30.4% 0.96% +0.72
IXN iShares Global Tech ETF Add +0.8% 2.98% +0.68
VOO Vanguard S&P 500 ETF Add +0.3% 17.32% +0.42
VXF Vanguard Extended Market ETF Add +1.4% 4.06% +0.29
DFAS Dimensional US Small Cap ETF Add +3.6% 3.02% +0.19
DFUV Dimensional US Marketwide Va Add +2.5% 3.58% +0.12
DFGP Dimensional GLBL Core PL Fix New 0.09% +0.09
ESPR Esperion Therapeutics Inc. Add +23.3% 0.32% +0.07
TXN Texas Instruments Inc. New 0.06% +0.06
APH Amphenol Corp. Class A New 0.05% +0.05
FTNT Fortinet Inc. New 0.04% +0.04
DGRO iShares Core Dividend Growth New 0.04% +0.04
ASML ASML Holding NV-NY Reg SHS New 0.04% +0.04
IBDR iShares Ibonds Dec 2026 Term Add +39.1% 0.20% +0.04
DFSB Dim GLB Sustain Fix Inc. ETF Add +62.9% 0.12% +0.04
DUHP Dimensional US High Profi Et Add +2.8% 0.76% +0.03
GOOG Alphabet Inc. Class C Add +3.2% 0.21% +0.02
EMB iShares JP Morgan Usd Emergi New 0.02% +0.02
VTEB Vanguard Tax-Exempt Bond ETF Add +12.2% 1.96% +0.02
AVGO Broadcom Inc. Add +8.6% 0.13% +0.02
SPY SS SPDR S&P 500 ETF Trust-US Add +26.5% 0.07% +0.02
USRT iShares Core US REIT ETF New 0.02% +0.02
VWO Vanguard Ftse Emerging Marke Add +2.3% 1.45% +0.01
DFAR Dimensional US Real Est ETF Add +2.7% 0.60% +0.01
ETN Eaton Corp. PLC Add +4.1% 0.06% +0.01
JNJ Johnson & Johnson Add +9.7% 0.11% +0.00
IBDS Ishrs Ibnds Dec 27 Corp. ETF Add +11.3% 0.15% −0.00
JPM JPMorgan Chase & Co. Add +0.0% 0.19% −0.00
VYM Vanguard High DVD Yield ETF Add +3.0% 0.17% −0.00
WPC WP Carey Inc. Add +0.3% 0.07% −0.00
MRK Merck & Co. Inc. Add +0.1% 0.11% −0.01
ORCL Oracle Corp. Add +1.2% 0.07% −0.01
VYMI Vanguard Int High DVD YLD Inc. Add +0.1% 0.16% −0.01
BSV Vanguard Short-Term Bond ETF Add +0.3% 0.11% −0.01
VHT Vanguard Health Care ETF Add +1.4% 1.51% −0.02
HYXF iShares ESG Adv High Yield Add +0.8% 0.16% −0.02
PEP Pepsico Inc. Add +0.1% 0.07% −0.02
SUSB iShares ESG Aware 1-5 Year U Add +0.3% 0.19% −0.02
VEA Vanguard Ftse Developed ETF Add +0.6% 4.41% −0.02
ICSH iShares Ultra Short Duration Add +10.8% 2.12% −0.04
XOM Exxon Mobil Corp. Add +3.9% 0.11% −0.04
SUSC iShares ESG Aware Usd Corpor Add +1.3% 0.46% −0.05
SCHP Schwab U.S. Tips ETF Add +1.9% 0.91% −0.10
BLV Vanguard Long-Term Bond ETF Add +4.4% 2.02% −0.15
BNDX Vanguard Total Intl Bond ETF Add +3.8% 3.56% −0.27
USHY iShares Broad Usd High Yield Add +3.0% 3.08% −0.27
IGIB iShares 5-10Y Inv Grade Corp. Add +2.3% 4.14% −0.42
BND Vanguard Total Bond Market Add +4.7% 6.25% −0.49

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