Logo
Login
Super Investors Summit Wealth Group, LLC
SW

Summit Wealth Group, LLC

Quarterly 13F snapshot: US-listed longs only, no performance figures — 13F data cannot support them.

Portfolio value
$490M
Positions
129
Quarter ended
June 30, 2026
Filed
August 04, 2026

Reported portfolio value by quarter (27 quarters reported)

$490M $4.19K
Q4 19 Q2 21 Q4 22 Q2 24 Q4 25 Q2 26

$106M in Q4 2019 → $490M now. Hover for any quarter.

Holdings

As reported for the quarter ended June 30, 2026. Activity is the change in share count since the prior quarter's filing.

Holding % of portfolio Activity Shares Value
VI Vanguard Index Fds 17.3% Added 0.3% 123,620 $84.9M
VB Vanguard Bd Index Fds 6.3% Added 4.7% 417,650 $30.7M
VT Vanguard Tax-managed Fds 4.4% Added 0.6% 303,158 $21.6M
IT Ishares Tr 4.1% Added 2.3% 381,429 $20.3M
VI Vanguard Index Fds 4.1% Added 1.4% 80,902 $19.9M
IT Ishares Tr 3.7% Added 0.2% 53,239 $18.3M
DE Dimensional ETF Trust 3.6% Added 2.5% 319,089 $17.6M
VC Vanguard Charlotte Fds 3.6% Added 3.8% 360,811 $17.5M
DE Dimensional ETF Trust 3.4% Trimmed 4.4% 371,403 $16.5M
IT Ishares Tr 3.1% Added 3.0% 408,392 $15.1M
DE Dimensional ETF Trust 3.0% Added 3.6% 179,901 $14.8M
IT Ishares Tr 3.0% Added 0.8% 100,969 $14.6M
2E 2023 ETF Series Trust 2.4% Unchanged 365,626 $11.8M
IT Ishares Tr 2.1% Added 11% 205,499 $10.4M
VB Vanguard Bd Index Fds 2.0% Added 4.4% 143,517 $9.89M
VM Vanguard Mun Bd Fds 2.0% Added 12% 189,684 $9.59M
IT Ishares Tr 1.8% Trimmed 1.3% 80,642 $8.68M
VW Vanguard World Fd 1.5% Added 1.4% 24,838 $7.43M
VI Vanguard Intl Equity Index F 1.4% Added 2.3% 118,862 $7.09M
IT Ishares Tr 1.3% Trimmed 2.5% 39,245 $6.42M
VS Vanguard Star Fds 1.3% Trimmed 4.9% 74,124 $6.34M
IT Ishares Tr 1.3% Trimmed 7.3% 62,901 $6.23M
Apple Inc 1.1% Trimmed 1.0% 18,594 $5.38M
DE Dimensional ETF Trust 1.0% Trimmed 0.6% 122,611 $4.76M
Micron Technology Inc 1.0% Added 30% 4,079 $4.71M
SS Schwab Strategic Tr 0.9% Added 1.9% 168,327 $4.46M
DE Dimensional ETF Trust 0.9% Trimmed 8.0% 120,182 $4.43M
Coherent Corp 0.8% Unchanged 10,288 $4.06M
DE Dimensional ETF Trust 0.8% Trimmed 2.7% 99,283 $3.93M
Analog Devices Inc 0.8% Unchanged 9,879 $3.92M
Nvidia Corporation 0.8% Trimmed 31% 18,565 $3.71M
DE Dimensional ETF Trust 0.8% Added 2.8% 88,776 $3.7M
IT Ishares Tr 0.7% Trimmed 3.5% 65,143 $3.3M
DE Dimensional ETF Trust 0.6% Trimmed 4.6% 61,832 $2.99M
DE Dimensional ETF Trust 0.6% Added 2.7% 113,079 $2.96M
Microsoft Corp 0.5% Trimmed 4.9% 7,085 $2.64M
VW Vanguard World Fd 0.5% Trimmed 0.9% 19,012 $2.51M
IT Ishares Tr 0.5% Added 1.3% 97,913 $2.27M
VI Vanguard Index Fds 0.5% Trimmed 4.3% 5,995 $2.22M
IT Ishares Tr 0.4% Trimmed 0.5% 2,545 $1.91M
VW Vanguard World Fd 0.3% Trimmed 4.5% 20,788 $1.71M
IT Ishares Tr 0.3% Trimmed 4.8% 16,511 $1.7M
IT Ishares Tr 0.3% Trimmed 4.1% 28,444 $1.59M
ET Esperion Therapeutics Inc Ne 0.3% Added 23% 499,708 $1.58M
Amazon Com Inc 0.3% Trimmed 3.8% 6,503 $1.55M
IT Ishares Tr 0.3% Trimmed 1.1% 65,784 $1.5M
IT Ishares Tr 0.3% Trimmed 0.1% 29,955 $1.42M
VS Vanguard Scottsdale Fds 0.3% Trimmed 0.5% 29,528 $1.38M
IT Ishares Tr 0.3% Trimmed 8.0% 6,271 $1.25M
Alphabet Inc 0.2% Trimmed 2.2% 3,396 $1.21M
Alphabet Inc 0.2% Added 3.2% 2,904 $1.03M
Procter & Gamble Co 0.2% Trimmed 10% 6,832 $1M
IT Ishares Tr 0.2% Trimmed 0.7% 10,509 $993K
IT Ishares Tr 0.2% Added 39% 40,083 $971K
Jpmorgan Chase & Co 0.2% Added 0.0% 2,868 $939K
IT Ishares Tr 0.2% Added 0.3% 37,195 $930K
VW Vanguard Whitehall Fds 0.2% Added 2.9% 5,416 $856K
VW Vanguard Whitehall Fds 0.2% Added 0.1% 8,211 $806K
IT Ishares Tr 0.2% Added 0.8% 17,105 $799K
IT Ishares Tr 0.2% Added 11% 30,918 $749K

Showing top 60 of 129 positions.

Timeline of changes

What changed each quarter, from the filings' own share counts. Largest moves first; most recent 8 quarters.

Q2 2026

quarter ended June 30, 2026 · filed August 04, 2026

Company Action Shares changed Value of change % of portfolio
Nvidia Corporation Trimmed −8,458 −$1.69M 0.8%
VB Vanguard Bd Index Fds Added +18,607 +$1.37M 6.3%
Micron Technology Inc Added +952 +$1.1M 1.0%
VM Vanguard Mun Bd Fds Added +20,663 +$1.05M 2.0%
IT Ishares Tr Added +19,970 +$1.01M 2.1%
DE Dimensional ETF Trust Trimmed −17,089 −$758K 3.4%
VC Vanguard Charlotte Fds Added +13,238 +$641K 3.6%
DE Dimensional ETF Trust Added +6,267 +$516K 3.0%
IT Ishares Tr Trimmed −4,971 −$492K 1.3%
IT Ishares Tr Added +8,398 +$447K 4.1%

Showing the 10 largest of 111 changes.

Q1 2026

quarter ended March 31, 2026 · filed May 04, 2026

Company Action Shares changed Value of change % of portfolio
Analog Devices Inc New +9,879 +$3.14M 0.7%
Coherent Corp New +10,288 +$2.45M 0.6%
VB Vanguard Bd Index Fds Added +19,334 +$1.42M 6.7%
VI Vanguard Index Fds Added +2,210 +$1.32M 16.9%
IT Ishares Tr Added +25,969 +$957K 3.4%
VC Vanguard Charlotte Fds Added +19,114 +$918K 3.8%
IT Ishares Tr Added +15,091 +$803K 4.6%
VB Vanguard Bd Index Fds Added +9,591 +$660K 2.2%
VM Vanguard Mun Bd Fds Added +11,307 +$564K 1.9%
DE Dimensional ETF Trust Added +10,350 +$502K 3.5%

Showing the 10 largest of 102 changes.

Q4 2025

quarter ended December 31, 2025 · filed February 06, 2026

Company Action Shares changed Value of change % of portfolio
VB Vanguard Bd Index Fds Added +14,792 +$1.1M 6.6%
IT Ishares Tr Added +15,804 +$799K 2.3%
VC Vanguard Charlotte Fds Added +14,700 +$710K 3.7%
IT Ishares Tr New +28,806 +$698K 0.2%
IT Ishares Tr New +27,779 +$674K 0.2%
IT Ishares Tr Added +15,210 +$569K 3.2%
IT Ishares Tr Added +8,742 +$471K 4.5%
VM Vanguard Mun Bd Fds Added +7,838 +$394K 1.9%
DE Dimensional ETF Trust Added +7,793 +$363K 3.3%
IT Ishares Tr New +3,646 +$350K 0.1%

Showing the 10 largest of 103 changes.

Q3 2025

quarter ended September 30, 2025 · filed October 23, 2025

Company Action Shares changed Value of change % of portfolio
IT Ishares Tr Added +49,804 +$2.53M 2.2%
DE Dimensional ETF Trust Trimmed −38,609 −$1.49M 3.7%
VM Vanguard Mun Bd Fds Added +24,009 +$1.2M 1.8%
VB Vanguard Bd Index Fds Added +15,844 +$1.18M 6.6%
VI Vanguard Index Fds Trimmed −1,747 −$1.07M 17.9%
IT Ishares Tr Trimmed −7,317 −$915K 0.2%
IT Ishares Tr Trimmed −3,369 −$864K 3.3%
VC Vanguard Charlotte Fds Added +16,519 +$817K 3.8%
IT Ishares Tr New +15,147 +$719K 0.2%
IT Ishares Tr Added +17,945 +$678K 3.2%

Showing the 10 largest of 92 changes.

Q2 2025

quarter ended June 30, 2025 · filed August 06, 2025

Company Action Shares changed Value of change % of portfolio
IT Ishares Tr Added +239,992 +$12.8M 4.6%
IT Ishares Tr Added +306,261 +$11.5M 3.3%
VB Vanguard Bd Index Fds Trimmed −109,926 −$8.09M 6.6%
VB Vanguard Bd Index Fds Added +104,823 +$7.29M 2.1%
IT Ishares Tr Added +55,552 +$5.8M 2.3%
VM Vanguard Mun Bd Fds Trimmed −96,313 −$4.72M 1.6%
IT Ishares Tr Trimmed −26,950 −$3.05M 0.4%
DE Dimensional ETF Trust New +97,288 +$3.02M 0.8%
DE Dimensional ETF Trust Added +99,523 +$2.93M 0.9%
DE Dimensional ETF Trust Added +60,110 +$2.85M 0.8%

Showing the 10 largest of 96 changes.

Q1 2025

quarter ended March 31, 2025 · filed May 02, 2025

Company Action Shares changed Value of change % of portfolio
VM Vanguard Mun Bd Fds Added +68,096 +$3.38M 3.2%
VB Vanguard Bd Index Fds Trimmed −23,935 −$1.76M 9.9%
DE Dimensional ETF Trust Trimmed −51,702 −$1.71M 4.9%
IT Ishares Tr Added +8,461 +$892K 0.9%
DE Dimensional ETF Trust Added +21,624 +$891K 3.4%
IT Ishares Tr Added +21,816 +$803K 0.3%
IT Ishares Tr New +1,351 +$759K 0.2%
IT Ishares Tr Trimmed −6,638 −$657K 2.7%
VB Vanguard Bd Index Fds Added +9,114 +$642K 0.3%
IT Ishares Tr Trimmed −6,401 −$583K 1.1%

Showing the 10 largest of 87 changes.

Q4 2024

quarter ended December 31, 2024 · filed February 04, 2025

Company Action Shares changed Value of change % of portfolio
SS Schwab Strategic Tr Added +143,663 +$3.71M 2.1%
VM Vanguard Mun Bd Fds Added +73,254 +$3.67M 2.2%
2E 2023 ETF Series Trust Trimmed −40,720 −$1.13M 3.0%
Apple Inc Trimmed −4,283 −$1.07M 1.5%
IT Ishares Tr Trimmed −20,960 −$973K 0.4%
DE Dimensional ETF Trust Added +21,715 +$751K 5.6%
VI Vanguard Index Fds Added +1,382 +$745K 18.8%
VT Vanguard Tax-managed Fds Added +13,907 +$665K 4.2%
IT Ishares Tr Added +28,614 +$658K 0.5%
Nvidia Corporation Trimmed −4,846 −$651K 0.9%

Showing the 10 largest of 91 changes.

Q3 2024

quarter ended September 30, 2024 · filed November 08, 2024

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust Trimmed −745,047 −$25.5M 5.3%
DE Dimensional ETF Trust Added +233,067 +$9.72M 3.1%
DE Dimensional ETF Trust Added +130,436 +$8.46M 2.6%
IT Ishares Tr Trimmed −24,023 −$4.87M 3.7%
IT Ishares Tr Trimmed −43,661 −$4.76M 1.4%
VI Vanguard Index Fds Added +7,870 +$4.15M 18.1%
VB Vanguard Bd Index Fds Added +51,525 +$3.87M 10.4%
VI Vanguard Index Fds Added +16,878 +$3.07M 3.4%
DE Dimensional ETF Trust New +62,865 +$2.14M 0.6%
VC Vanguard Charlotte Fds Added +27,356 +$1.38M 4.5%

Showing the 10 largest of 63 changes.

Create Account

Sign up for free to unlock this feature.

Already have an account? Sign in

Premium Feature

This feature requires a premium subscription to unlock unlimited historical data and advanced analysis tools.

Premium includes:

  • Unlimited historical financial data
  • Advanced analytics and insights
  • Priority support
View Pricing Plans