Summit Wealth Group, LLC - Q12026 Holdings

Summit Wealth Group, LLC holds 126 stocks with a total portfolio value of $ 435.8M as of Q12026. In Q12026, Summit Wealth Group, LLC added 8 new positions, increased stakes in 51 stocks, reduced 42 holdings, and fully exited 1 position. The largest holding is Vanguard Index Fds (VOO), representing 16.90% of the total portfolio.