Summit Wealth Group, LLC ETF holdings
White River Junction, VT
Reported $442.3M in 77 ETFs in its Form 13F for June 30, 2026.
ETF value
$442.3M
ETFs held
77
Change from prior quarter
+11.8%
With price moves
ETFs as a share of its 13F
90.2%
of $490.3M
Top 10 of 77 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VOO | Vanguard S&P 500 ETF | $84.9M | 123,620 | +352 shares |
| BND | Vanguard Total Bond Market ETF | $30.7M | 417,650 | +18,607 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $21.6M | 303,158 | +1,911 shares |
| IGIB | iShares 5-10 Year Investment Grade Corporate Bond ETF | $20.3M | 381,429 | +8,398 shares |
| VXF | Vanguard Extended Market ETF | $19.9M | 80,902 | +1,093 shares |
| MTUM | iShares MSCI USA Momentum Factor ETF | $18.3M | 53,239 | +97 shares |
| DFUV | Dimensional US Marketwide Value ETF | $17.6M | 319,089 | +7,912 shares |
| BNDX | Vanguard Total International Bond ETF | $17.5M | 360,811 | +13,238 shares |
| DFAC | Dimensional U.S. Core Equity 2 ETF | $16.5M | 371,403 | −17,089 shares |
| USHY | iShares Broad USD High Yield Corporate Bond ETF | $15.1M | 408,392 | +11,843 shares |
67 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001802865. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Summit Wealth Group, LLC own?
Summit Wealth Group, LLC reported 77 ETF positions worth $442.3M in its Form 13F for June 30, 2026. The largest was VOO, at $84.9M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.