Summit Wealth Group
Summit Wealth Group reported 129 stocks worth $490M in its 13F filing for Q2 2026, filed Aug 4, 2026. Its largest holdings are VOO (17.3%), BND (6.3%) and VEA (4.4%). Compared with Q1 2026, the fund opened new positions in DFGP, added to VOO, BND and VEA, trimmed MUB, ESGU and VXUS and sold out of TJX, PFE and SHW.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VOO Vanguard S&P 500 ETF | $84.9M | 17.3% | 124K | +352 (+0%) | 8 of 8 | |
| 2 |  BND Vanguard BD Index Fds | $30.7M | 6.3% | 418K | +19K (+5%) | 8 of 8 | |
| 3 |  VEA Vanguard Tax-Managed Fds | $21.6M | 4.4% | 303K | +1,911 (+1%) | 8 of 8 | |
| 4 |  IGIB Ishares TR | $20.3M | 4.1% | 381K | +8,398 (+2%) | 8 of 8 | |
| 5 |  VXF Vanguard Index Fds | $19.9M | 4.1% | 81K | +1,093 (+1%) | 8 of 8 | |
| 6 |  MTUM Ishares Msci USA Momntum | $18.3M | 3.7% | 53K | +97 (+0%) | 8 of 8 | |
| 7 |  DFUV Dimensional US Marketwide Value ETF | $17.6M | 3.6% | 319K | +7,912 (+3%) | 8 of 8 | |
| 8 |  BNDX Vanguard Total | $17.5M | 3.6% | 361K | +13K (+4%) | 8 of 8 | |
| 9 | DIMENSIONAL ETF TRUST | $16.5M | 3.4% | 371K | −17K (−4%) | 8 of 8 | |
| 10 |  USHY Ishares TR | $15.1M | 3.1% | 408K | +12K (+3%) | 7 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 4, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Summit Wealth Group 13F FAQ
What does Summit Wealth Group own?
Summit Wealth Group reported 129 stocks worth $490M in its 13F filing for Q2 2026, filed Aug 4, 2026. Its largest holdings are VOO (17.3%), BND (6.3%) and VEA (4.4%). The table above lists every position in the filing (the top 10 without an account).
What did Summit Wealth Group buy and sell in Q2 2026?
Compared with Q1 2026: 8 new positions, 39 added to, 55 trimmed and 5 sold out. New positions include DFGP. It sold all of TJX, PFE and SHW.
When will Summit Wealth Group file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Summit Wealth Group's portfolio worth?
The Q2 2026 filing reports $490M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.