Summit Wealth Group, LLC

13F filer · CIK 0001802865

Reported Aug 4, 2026

Net seller this quarter

13F portfolio value$490MU.S. long equity reported on 13F

Positions605 new · 5 closed

Net flow last quarter-$1.37MBuys minus sells

Top 10 positions weight8.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 4, 202660 positions
EAGLEgl Inc	$11.8M	2.40%	Not reported	Not reported	Q1 2024
AAPLApple Inc.	$5.38M	1.10%	0.00%	-1.0%	Q4 2019
MUMicron Technology Inc	$4.71M	0.96%	0.00%	+30.4%	Q1 2023
DFAXGulf Resources, Inc.	$4.43M	0.90%	Not reported	-8.0%	Q3 2021
COHRCoherent Corp.	$4.06M	0.83%	0.01%	Not reported	Q1 2026
ADIAnalog Devices Inc	$3.92M	0.80%	0.00%	Not reported	Q1 2023
NVDANvidia Corp	$3.71M	0.76%	0.00%	-31.3%	Q1 2021
MSFTMicrosoft Corp	$2.64M	0.54%	0.00%	-4.9%	Q4 2019
ESPREsperion Therapeutics, Inc.	$1.58M	0.32%	0.19%	+23.3%	Q3 2024
AMZNAmazon Com Inc	$1.55M	0.32%	0.00%	-3.8%	Q4 2019
VLUEiSHARES TRUST	$1.25M	0.26%	Not reported	-8.0%	Q4 2020
GOOGLAlphabet Inc.	$1.21M	0.25%	0.00%	-2.3%	Q1 2021
GOOGAlphabet Inc.	$1.03M	0.21%	Not reported	+3.2%	Q4 2020
PGPROCTER & GAMBLE Co	$1M	0.20%	0.00%	-10.4%	Q4 2019
JPMJPMorgan Chase & Co	$939K	0.19%	0.00%	0.0%	Q4 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$856K	0.17%	Not reported	+3.0%	Q1 2023
UNHUnitedhealth Group Inc	$723K	0.15%	0.00%	-2.8%	Q4 2019
GEGeneral Electric Co	$704K	0.14%	0.00%	Not reported	Q1 2023
TSLATesla, Inc.	$678K	0.14%	0.00%	-2.1%	Q1 2023
MSMorgan Stanley	$662K	0.13%	0.00%	Not reported	Q1 2023
AVGOBroadcom Inc.	$629K	0.13%	0.00%	+8.6%	Q1 2021
HDHome Depot, Inc.	$623K	0.13%	0.00%	-0.7%	Q4 2019
AMATApplied Materials Inc	$585K	0.12%	0.00%	-0.6%	Q1 2023
MRKMerck & Co., Inc.	$553K	0.11%	0.00%	+0.1%	Q1 2021
XOMExxonMobil Holdings Corp	$551K	0.11%	0.00%	+3.9%	Q1 2021
MLIMueller Industries Inc	$545K	0.11%	0.00%	-0.7%	Q2 2024
BSVNBank7 Corp.	$531K	0.11%	0.07%	+0.3%	Q4 2019
CSCOCisco Systems, Inc.	$518K	0.11%	0.00%	-5.6%	Q1 2021
JNJJohnson & Johnson	$516K	0.11%	0.00%	+9.7%	Q4 2019
METAMeta Platforms, Inc.	$504K	0.10%	Not reported	-4.6%	Q2 2020
GEVGE Vernova Inc.	$492K	0.10%	0.00%	Not reported	Q2 2025
RTXRTX Corp	$482K	0.10%	0.00%	-0.6%	Q1 2023
SUISun Communities Inc	$466K	0.10%	0.00%	Not reported	Q4 2019
CATCaterpillar Inc	$425K	0.09%	0.00%	-13.5%	Q1 2023
LLYELI LILLY & Co	$423K	0.09%	0.00%	-8.3%	Q3 2021
CVXChevron Corp	$411K	0.08%	0.00%	-9.2%	Q4 2020
NSCNorfolk Southern Corp	$385K	0.08%	0.00%	Not reported	Q3 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$371K	0.08%	0.00%	-3.2%	Q1 2026
WPCW. P. Carey Inc.	$359K	0.07%	0.00%	+0.3%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$357K	0.07%	Not reported	+26.5%	Q1 2021
NBBKNB Bancorp, Inc.	$324K	0.07%	0.04%	Not reported	Q4 2025
ORCLOracle Corp	$322K	0.07%	0.00%	+1.2%	Q1 2021
PEPPepsico Inc	$320K	0.07%	0.00%	+0.1%	Q1 2023
AXONAxon Enterprise, Inc.	$314K	0.06%	0.00%	Not reported	Q4 2023
IBMInternational Business Machines Corp	$299K	0.06%	0.00%	Not reported	Q1 2023
VVisa Inc.	$289K	0.06%	0.00%	-16.2%	Q1 2021
LMTLockheed Martin Corp	$288K	0.06%	0.00%	-1.7%	Q1 2023
ETNEaton Corp plc	$282K	0.06%	0.00%	+4.1%	Q1 2021
TXNTexas Instruments Inc	$275K	0.06%	0.00%	Not reported	Q4 2019
MAMastercard Inc	$272K	0.06%	0.00%	-16.9%	Q1 2021

Q1 2026Reported May 4, 202660 positions
EAGLEgl Inc	$11.1M	2.55%	Not reported	-0.1%	Q1 2024
AAPLApple Inc.	$4.76M	1.09%	0.00%	-3.8%	Q4 2019
NVDANvidia Corp	$4.71M	1.08%	0.00%	+6.6%	Q1 2021
DFAXGulf Resources, Inc.	$4.44M	1.02%	Not reported	-3.7%	Q3 2021
ADIAnalog Devices Inc	$3.14M	0.72%	0.00%	Not reported	Q1 2023
MSFTMicrosoft Corp	$2.76M	0.63%	0.00%	+10.8%	Q4 2019
COHRCoherent Corp.	$2.45M	0.56%	0.01%	New	Q1 2026
AMZNAmazon Com Inc	$1.41M	0.32%	0.00%	+18.2%	Q4 2019
ESPREsperion Therapeutics, Inc.	$1.11M	0.25%	0.16%	+19.0%	Q3 2024
PGPROCTER & GAMBLE Co	$1.1M	0.25%	0.00%	-1.3%	Q4 2019
MUMicron Technology Inc	$1.06M	0.24%	0.00%	+0.9%	Q1 2023
GOOGLAlphabet Inc.	$999K	0.23%	0.00%	+10.7%	Q1 2021
VLUEiSHARES TRUST	$969K	0.22%	Not reported	-13.0%	Q4 2020
JPMJPMorgan Chase & Co	$843K	0.19%	0.00%	-3.1%	Q4 2019
GOOGAlphabet Inc.	$807K	0.19%	Not reported	+1.4%	Q4 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$779K	0.18%	Not reported	Not reported	Q1 2023
XOMExxonMobil Holdings Corp	$658K	0.15%	0.00%	-1.3%	Q1 2021
TSLATesla, Inc.	$612K	0.14%	0.00%	+6.6%	Q1 2023
HDHome Depot, Inc.	$585K	0.13%	0.00%	+0.1%	Q4 2019
CVXChevron Corp	$565K	0.13%	0.00%	+20.9%	Q4 2020
METAMeta Platforms, Inc.	$537K	0.12%	Not reported	+31.7%	Q2 2020
GEGeneral Electric Co	$535K	0.12%	0.00%	-2.1%	Q1 2023
BSVNBank7 Corp.	$533K	0.12%	0.07%	+0.4%	Q4 2019
MSMorgan Stanley	$521K	0.12%	0.00%	Not reported	Q1 2023
MRKMerck & Co., Inc.	$517K	0.12%	0.00%	-1.5%	Q1 2021
MLIMueller Industries Inc	$495K	0.11%	0.00%	+0.3%	Q2 2024
RTXRTX Corp	$493K	0.11%	0.00%	Not reported	Q1 2023
SUISun Communities Inc	$490K	0.11%	0.00%	Not reported	Q4 2019
UNHUnitedhealth Group Inc	$484K	0.11%	0.00%	+8.8%	Q4 2019
AVGOBroadcom Inc.	$475K	0.11%	0.00%	-2.5%	Q1 2021
JNJJohnson & Johnson	$453K	0.10%	0.00%	-1.4%	Q4 2019
PEPPepsico Inc	$367K	0.08%	0.00%	-4.9%	Q1 2023
GEVGE Vernova Inc.	$366K	0.08%	0.00%	-2.6%	Q2 2025
CSCOCisco Systems, Inc.	$362K	0.08%	0.00%	-6.1%	Q1 2021
LLYELI LILLY & Co	$354K	0.08%	0.00%	+15.6%	Q3 2021
MZTIMarzetti Co	$351K	0.08%	0.01%	+0.7%	Q2 2024
NSCNorfolk Southern Corp	$351K	0.08%	0.00%	Not reported	Q3 2025
LMTLockheed Martin Corp	$347K	0.08%	0.00%	+0.2%	Q1 2023
WPCW. P. Carey Inc.	$340K	0.08%	0.00%	+0.3%	Q4 2019
CATCaterpillar Inc	$327K	0.07%	0.00%	Not reported	Q1 2023
NBBKNB Bancorp, Inc.	$323K	0.07%	0.03%	Not reported	Q4 2025
ORCLOracle Corp	$319K	0.07%	0.00%	Not reported	Q1 2021
MAMastercard Inc	$319K	0.07%	0.00%	+64.0%	Q1 2021
VVisa Inc.	$303K	0.07%	0.00%	+65.4%	Q1 2021
COPConocophillips	$291K	0.07%	0.00%	-0.1%	Q1 2021
AMATApplied Materials Inc	$278K	0.06%	0.00%	Not reported	Q1 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$271K	0.06%	0.00%	New	Q1 2026
IBMInternational Business Machines Corp	$258K	0.06%	0.00%	-2.1%	Q1 2023
IDEVEndo Pharmaceuticals Solutions Inc.	$251K	0.06%	Not reported	Not reported	Q1 2021
SPYSPDR S&P 500 ETF Trust	$246K	0.06%	Not reported	Not reported	Q1 2021

Q4 2025Reported Feb 6, 202652 positions
EAGLEgl Inc	$11.9M	2.77%	Not reported	Not reported	Q1 2024
AAPLApple Inc.	$5.31M	1.24%	0.00%	+3.0%	Q4 2019
NVDANvidia Corp	$4.73M	1.10%	0.00%	+7.8%	Q1 2021
DFAXGulf Resources, Inc.	$4.44M	1.04%	Not reported	-1.4%	Q3 2021
MSFTMicrosoft Corp	$3.25M	0.76%	0.00%	+4.5%	Q4 2019
AMZNAmazon Com Inc	$1.32M	0.31%	0.00%	+9.5%	Q4 2019
ESPREsperion Therapeutics, Inc.	$1.26M	0.29%	0.14%	+5.5%	Q3 2024
PGPROCTER & GAMBLE Co	$1.11M	0.26%	0.00%	+2.3%	Q4 2019
VLUEiSHARES TRUST	$1.07M	0.25%	Not reported	-1.2%	Q4 2020
GOOGLAlphabet Inc.	$983K	0.23%	0.00%	+13.8%	Q1 2021
JPMJPMorgan Chase & Co	$953K	0.22%	0.00%	+7.5%	Q4 2019
MUMicron Technology Inc	$884K	0.21%	0.00%	+3.1%	Q1 2023
GOOGAlphabet Inc.	$871K	0.20%	Not reported	-3.7%	Q4 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$755K	0.18%	Not reported	Not reported	Q1 2023
TSLATesla, Inc.	$694K	0.16%	0.00%	+10.9%	Q1 2023
HDHome Depot, Inc.	$611K	0.14%	0.00%	+0.1%	Q4 2019
GEGeneral Electric Co	$593K	0.14%	0.00%	+5.8%	Q1 2023
MSMorgan Stanley	$562K	0.13%	0.00%	+6.0%	Q1 2023
AVGOBroadcom Inc.	$545K	0.13%	0.00%	+23.2%	Q1 2021
UNHUnitedhealth Group Inc	$543K	0.13%	0.00%	Not reported	Q4 2019
BSVNBank7 Corp.	$533K	0.12%	0.07%	-11.4%	Q4 2019
MLIMueller Industries Inc	$511K	0.12%	0.00%	+0.2%	Q2 2024
SUISun Communities Inc	$482K	0.11%	0.00%	Not reported	Q4 2019
XOMExxonMobil Holdings Corp	$473K	0.11%	0.00%	+2.5%	Q1 2021
METAMeta Platforms, Inc.	$470K	0.11%	Not reported	+30.9%	Q2 2020
RTXRTX Corp	$469K	0.11%	0.00%	+4.6%	Q1 2023
MRKMerck & Co., Inc.	$460K	0.11%	0.00%	+11.2%	Q1 2021
ORCLOracle Corp	$423K	0.10%	0.00%	+8.0%	Q1 2021
MZTIMarzetti Co	$415K	0.10%	0.01%	+0.6%	Q2 2024
JNJJohnson & Johnson	$389K	0.09%	0.00%	+8.3%	Q4 2019
CSCOCisco Systems, Inc.	$383K	0.09%	0.00%	+21.2%	Q1 2021
LLYELI LILLY & Co	$358K	0.08%	0.00%	Not reported	Q3 2021
PEPPepsico Inc	$357K	0.08%	0.00%	Not reported	Q1 2023
NSCNorfolk Southern Corp	$353K	0.08%	0.00%	+1.7%	Q3 2025
CVXChevron Corp	$344K	0.08%	0.00%	+2.8%	Q4 2020
IBMInternational Business Machines Corp	$322K	0.08%	0.00%	+7.1%	Q1 2023
WPCW. P. Carey Inc.	$322K	0.08%	0.00%	+0.3%	Q4 2019
AXONAxon Enterprise, Inc.	$318K	0.07%	0.00%	Not reported	Q4 2023
NBBKNB Bancorp, Inc.	$304K	0.07%	0.03%	New	Q4 2025
GEVGE Vernova Inc.	$281K	0.07%	0.00%	+5.7%	Q2 2025
LMTLockheed Martin Corp	$278K	0.06%	0.00%	+0.2%	Q1 2023
CATCaterpillar Inc	$264K	0.06%	0.00%	+3.6%	Q1 2023
SPYSPDR S&P 500 ETF Trust	$258K	0.06%	Not reported	-8.7%	Q1 2021
BACBank of America Corp	$250K	0.06%	0.00%	+9.1%	Q1 2023
GSGoldman Sachs Group Inc	$228K	0.05%	0.00%	Not reported	Q1 2021
MAMastercard Inc	$222K	0.05%	0.00%	Not reported	Q1 2021
VVisa Inc.	$213K	0.05%	0.00%	Not reported	Q1 2021
HONHoneywell International Inc	$209K	0.05%	0.00%	+0.4%	Q1 2023
COPConocophillips	$207K	0.05%	0.00%	Not reported	Q1 2021
PFEPfizer Inc	$203K	0.05%	0.00%	+2.8%	Q3 2021

Q3 2025Reported Oct 23, 202549 positions
EAGLEgl Inc	$11.4M	2.77%	Not reported	0.0%	Q1 2024
AAPLApple Inc.	$4.83M	1.17%	0.00%	-0.9%	Q4 2019
NVDANvidia Corp	$4.39M	1.06%	0.00%	Not reported	Q1 2021
DFAXGulf Resources, Inc.	$4.32M	1.04%	Not reported	-2.1%	Q3 2021
MSFTMicrosoft Corp	$3.33M	0.81%	0.00%	-3.3%	Q4 2019
PGPROCTER & GAMBLE Co	$1.16M	0.28%	0.00%	-0.2%	Q4 2019
AMZNAmazon Com Inc	$1.15M	0.28%	0.00%	-1.1%	Q4 2019
VLUEiSHARES TRUST	$992K	0.24%	Not reported	-48.0%	Q4 2020
JPMJPMorgan Chase & Co	$868K	0.21%	0.00%	-1.1%	Q4 2019
ESPREsperion Therapeutics, Inc.	$856K	0.21%	0.16%	Not reported	Q3 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$742K	0.18%	Not reported	Not reported	Q1 2023
HDHome Depot, Inc.	$719K	0.17%	0.00%	-1.7%	Q4 2019
GOOGAlphabet Inc.	$702K	0.17%	Not reported	-5.3%	Q4 2020
GOOGLAlphabet Inc.	$670K	0.16%	0.00%	+0.2%	Q1 2021
TSLATesla, Inc.	$619K	0.15%	0.00%	-0.5%	Q1 2023
BSVNBank7 Corp.	$603K	0.15%	0.08%	+0.6%	Q4 2019
UNHUnitedhealth Group Inc	$568K	0.14%	0.00%	Not reported	Q4 2019
ORCLOracle Corp	$565K	0.14%	0.00%	Not reported	Q1 2021
GEGeneral Electric Co	$548K	0.13%	0.00%	-1.5%	Q1 2023
MUMicron Technology Inc	$503K	0.12%	0.00%	Not reported	Q1 2023
SUISun Communities Inc	$501K	0.12%	0.00%	Not reported	Q4 2019
MSMorgan Stanley	$475K	0.11%	0.00%	Not reported	Q1 2023
MLIMueller Industries Inc	$449K	0.11%	0.00%	+0.3%	Q2 2024
MZTIMarzetti Co	$433K	0.10%	0.01%	+0.6%	Q2 2024
XOMExxonMobil Holdings Corp	$432K	0.10%	0.00%	-4.2%	Q1 2021
AVGOBroadcom Inc.	$422K	0.10%	0.00%	+0.3%	Q1 2021
RTXRTX Corp	$409K	0.10%	0.00%	Not reported	Q1 2023
AXONAxon Enterprise, Inc.	$402K	0.10%	0.00%	Not reported	Q4 2023
METAMeta Platforms, Inc.	$400K	0.10%	Not reported	Not reported	Q2 2020
NSCNorfolk Southern Corp	$361K	0.09%	0.00%	New	Q3 2025
PEPPepsico Inc	$349K	0.08%	0.00%	+0.1%	Q1 2023
CVXChevron Corp	$341K	0.08%	0.00%	Not reported	Q4 2020
WPCW. P. Carey Inc.	$337K	0.08%	0.00%	+0.3%	Q4 2019
MRKMerck & Co., Inc.	$329K	0.08%	0.00%	-1.4%	Q1 2021
JNJJohnson & Johnson	$322K	0.08%	0.00%	-0.9%	Q4 2019
IBMInternational Business Machines Corp	$286K	0.07%	0.00%	-0.6%	Q1 2023
LMTLockheed Martin Corp	$286K	0.07%	0.00%	+0.2%	Q1 2023
CSCOCisco Systems, Inc.	$281K	0.07%	0.00%	-2.8%	Q1 2021
PVBCProvident Bancorp, Inc.	$278K	0.07%	0.12%	-11.0%	Q2 2025
SPYSPDR S&P 500 ETF Trust	$276K	0.07%	Not reported	-2.4%	Q1 2021
LLYELI LILLY & Co	$254K	0.06%	0.00%	Not reported	Q3 2021
GEVGE Vernova Inc.	$250K	0.06%	0.00%	-1.5%	Q2 2025
ETNEaton Corp plc	$226K	0.05%	0.00%	Not reported	Q1 2021
HONHoneywell International Inc	$225K	0.05%	0.00%	-4.3%	Q1 2023
BACBank of America Corp	$215K	0.05%	0.00%	-9.0%	Q1 2023
CATCaterpillar Inc	$212K	0.05%	0.00%	-45.2%	Q1 2023
NOWServiceNow, Inc.	$202K	0.05%	0.00%	Not reported	Q4 2020
PFEPfizer Inc	$202K	0.05%	0.00%	-12.6%	Q3 2021
BHCBausch Health Companies Inc.	$76.9K	0.02%	0.00%	New	Q3 2025

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