Summit Wealth Group LLC
$1.2B 13F equity value
404 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Summit Wealth Group LLC covers the quarter ended June 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 | 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.
This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}