Summit Wealth Group LLC
$1.2B 13F equity value
404 Holdings
Latest filing 2026-06-30
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SEIM | SEI EXCHANGE TRADED FUNDS | 2,653,233 | $149M | 12.3% |
| SEIV | SEI EXCHANGE TRADED FUNDS | 3,033,153 | $146M | 12.0% |
| SEIE | SEI EXCHANGE TRADED FUNDS | 2,672,072 | $95M | 7.8% |
| SEIQ | SEI EXCHANGE TRADED FUNDS | 1,645,704 | $65M | 5.4% |
| SEIS | SEI EXCHANGE TRADED FUNDS | 1,879,466 | $63M | 5.2% |
| SEEM | SEI EXCHANGE TRADED FUNDS | 1,059,125 | $42M | 3.5% |
| AAPL | APPLE INC | 97,815 | $28M | 2.3% |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 305,169 | $27M | 2.3% |
| IWF | ISHARES TR | 187,162 | $23M | 1.9% |
| IWD | ISHARES TR | 79,919 | $19M | 1.6% |
Track Summit Wealth Group LLC's 13F portfolio: $1.2B in reported holdings, 404 positions. Top holdings and quarterly changes on SentiSense.
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