Summit Wealth Group, LLC - Q42025 Holdings

Summit Wealth Group, LLC holds 119 stocks with a total portfolio value of $ 428.28M as of Q42025. In Q42025, Summit Wealth Group, LLC added 10 new positions, increased stakes in 58 stocks, reduced 33 holdings, and fully exited 2 positions. The largest holding is Vanguard Index Fds (VOO), representing 17.73% of the total portfolio.