Summit Wealth Group LLC
$1.6B 13F equity value
465 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Summit Wealth Group LLC covers the quarter ended September 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SEIM | SEI EXCHANGE TRADED FUNDS | 3,150,836 | $169M | 10.7% |
| SEIV | SEI EXCHANGE TRADED FUNDS | 3,219,245 | $158M | 10.0% |
| SEIE | SEI EXCHANGE TRADED FUNDS | 4,354,778 | $156M | 9.9% |
| SEIQ | SEI EXCHANGE TRADED FUNDS | 2,006,277 | $82M | 5.2% |
| SEIS | SEI EXCHANGE TRADED FUNDS | 2,193,451 | $68M | 4.3% |
| SEEM | SEI EXCHANGE TRADED FUNDS | 1,378,478 | $53M | 3.4% |
| AAPL | APPLE INC | 113,299 | $38M | 2.4% |
| FBCG | FIDELITY COVINGTON TRUST | 428,557 | $27M | 1.7% |
| IVV | ISHARES TR | 34,843 | $27M | 1.7% |
| NVDA | NVIDIA CORPORATION | 110,749 | $25M | 1.6% |
Track Summit Wealth Group LLC's 13F portfolio: $1.6B in reported holdings, 465 positions. Top holdings and quarterly changes on SentiSense.
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