Summit Wealth Group, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 123 distinct positions held by the firm.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with 101 of the reported holdings being ETFs. The remaining 22 positions consist of individual common stocks.
Among the top individual stock holdings, NVIDIA Corporation is listed with 19,435 shares. Microsoft Corporation follows with 6,083 shares, and Alphabet Inc. Class A is held with 3,441 shares. Other notable individual stock positions include Apple Inc. (18,798 shares), Amazon.com Inc. (6,536 shares), and Meta Platforms Inc. Class A (901 shares).
The filing also details significant exposure to bond ETFs. Vanguard Total Bond Market ETF is the largest holding with 434,368 shares, followed by Vanguard Extended Market ETF (79,650 shares) and Vanguard Long-Term Bond ETF (153,719 shares). Additionally, the firm holds substantial positions in various Vanguard and iShares ETFs, including the Vanguard S&P 500 ETF Shares (123,636 shares) and the iShares Core S&P 500 ETF (2,512 shares).
