Summit Wealth Group LLC /
Summit Wealth Group LLC / reported 439 stocks worth $1.6B in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are SEIM (10.7%), SEIV (10.0%) and SEIE (9.9%). Compared with Q2 2026, the fund opened new positions in DUHP, DYNF and BINV, added to SEIM, SEIV and SEIE, trimmed SPHQ, IWF and IWD and sold out of XOM, SYY and FIGB.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 6 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SEIM Sei Enhanced | $169M | 10.7% | 3.2M | +498K (+19%) | 6 of 6 | |
| 2 |  SEIV Sei Enhanced | $158M | 10.0% | 3.2M | +186K (+6%) | 5 of 6 | |
| 3 |  SEIE Sei Select | $156M | 9.9% | 4.4M | +1.7M (+63%) | 5 of 6 | |
| 4 |  SEIQ Sei Enhanced | $82.4M | 5.2% | 2M | +361K (+22%) | 5 of 6 | |
| 5 |  SEIS Sei Select | $68.3M | 4.3% | 2.2M | +314K (+17%) | 5 of 6 | |
| 6 |  SEEM Sei Select | $53.5M | 3.4% | 1.4M | +319K (+30%) | 5 of 6 | |
| 7 |  AAPL Apple Inc | $37.7M | 2.4% | 113K | +15K (+16%) | 6 of 6 | |
| 8 |  FBCG Fidelity Covington Trust | $27.1M | 1.7% | 429K | +338K (+375%) | 5 of 6 | |
| 9 |  IVV Ishares TR | $26.7M | 1.7% | 35K | +26K (+275%) | 5 of 6 | |
| 10 |  NVDA Nvidia Corporation | $25.3M | 1.6% | 111K | +21K (+23%) | 6 of 6 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
DIMENSIONAL ETF TRUST | $13.9M | 333K |
DIMENSIONAL US REAL | $4.9M | 188K |
DIMENSIONAL ETF TRUST | $4.5M | 116K |
 XOM Exxon Mobil Corp | $2.1M | 16K |
DIMENSIONAL ETF TRUST | $1.1M | 14K |
🔒 Free account: see all 30.
Reported value
last 6 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 Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 29, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Summit Wealth Group LLC / 13F FAQ
What does Summit Wealth Group LLC / own?
Summit Wealth Group LLC / reported 439 stocks worth $1.6B in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are SEIM (10.7%), SEIV (10.0%) and SEIE (9.9%). The table above lists every position in the filing (the top 10 without an account).
What did Summit Wealth Group LLC / buy and sell in Q3 2026?
Compared with Q2 2026: 74 new positions, 209 added to, 127 trimmed and 31 sold out. New positions include DUHP, DYNF and BINV. It sold all of XOM, SYY and FIGB.
When will Summit Wealth Group LLC / file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Summit Wealth Group LLC /'s portfolio worth?
The Q3 2026 filing reports $1.6B 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.