Summit Wealth Group, LLC

WHITE RIVER JUNCTION, VT · CIK 1802865 · 13F filing filed 2026-08-04

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyHartford, VT

$490.3m reported value +12.5% vs Q1 2026

129positions

53.5%in top 10

8 new 41 added 57 reduced 5 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	123,620	$84.9m17.32%	17.32%	Added +352	+352 0.3%
2	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	417,650	$30.7m6.25%	6.25%	Added +18.6k	+18,607 4.7%
3	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	303,158	$21.6m4.41%	4.41%	Added +1.9k	+1,911 0.6%
4	ISHARES TR ISHS 5-10YR INVT IGIB	IGIB	381,429	$20.3m4.14%	4.14%	Added +8.4k	+8,398 2.2%
5	VANGUARD INDEX FDS EXTEND MKT ETF VXF	VXF	80,902	$19.9m4.06%	4.06%	Added +1.1k	+1,093 1.4%
6	ISHARES TR MSCI USA MMENTM MTUM	MTUM	53,239	$18.3m3.72%	3.72%	Added +97	+97 0.2%
7	DIMENSIONAL ETF TRUST US MKTWIDE VALUE DFUV	DFUV	319,089	$17.6m3.58%	3.58%	Added +7.9k	+7,912 2.5%
8	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	360,811	$17.5m3.56%	3.56%	Added +13.2k	+13,238 3.8%
9	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	371,403	$16.5m3.36%	3.36%	Reduced -17.1k	-17,089 -4.4%
10	ISHARES TR BROAD USD HIGH USHY	USHY	408,392	$15.1m3.08%	3.08%	Added +11.8k	+11,843 3.0%
11	DIMENSIONAL ETF TRUST US SMALL CAP ETF DFAS	DFAS	179,901	$14.8m3.02%	3.02%	Added +6.3k	+6,267 3.6%
12	ISHARES TR GLOBAL TECH ETF IXN	IXN	100,969	$14.6m2.98%	2.98%	Added +820	+820 0.8%
13	2023 ETF SERIES TRUST EAGLE CAPITAL SE EAGL	EAGL	365,626	$11.8m2.40%	2.40%	Unchanged
14	ISHARES TR BLACKROCK ULTRA ICSH	ICSH	205,499	$10.4m2.12%	2.12%	Added +20.0k	+19,970 10.8%
15	VANGUARD BD INDEX FDS LONG TERM BOND BLV	BLV	143,517	$9.9m2.02%	2.02%	Added +6.1k	+6,084 4.4%
16	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	189,684	$9.6m1.96%	1.96%	Added +20.7k	+20,663 12.2%
17	ISHARES TR NATIONAL MUN ETF MUB	MUB	80,642	$8.7m1.77%	1.77%	Reduced -1.1k	-1,089 -1.3%
18	VANGUARD WORLD FD HEALTH CAR ETF VHT	VHT	24,838	$7.4m1.51%	1.51%	Added +332	+332 1.4%
19	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	118,862	$7.1m1.45%	1.45%	Added +2.7k	+2,715 2.3%
20	ISHARES TR ESG AWR MSCI USA ESGU	ESGU	39,245	$6.4m1.31%	1.31%	Reduced -1.0k	-1,024 -2.5%
21	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	74,124	$6.3m1.29%	1.29%	Reduced -3.8k	-3,832 -4.9%
22	ISHARES TR CORE US AGGBD ET AGG	AGG	62,901	$6.2m1.27%	1.27%	Reduced -5.0k	-4,971 -7.3%
23	APPLE INC COM AAPL	AAPL	18,594	$5.4m1.10%	1.10%	Reduced -179	-179 -0.9%
24	DIMENSIONAL ETF TRUST US SMALL CAP VAL US SMALL CAP VAL		122,611	$4.8m0.97%	0.97%	Reduced -705	-705 -0.6%
25	MICRON TECHNOLOGY INC COM MU	MU	4,079	$4.7m0.96%	0.96%	Added +952	+952 30.4%
26	SCHWAB STRATEGIC TR US TIPS ETF SCHP	SCHP	168,327	$4.5m0.91%	0.91%	Added +3.1k	+3,101 1.9%
27	DIMENSIONAL ETF TRUST WORLD EX US CORE DFAX	DFAX	120,182	$4.4m0.90%	0.90%	Reduced -10.5k	-10,466 -8.0%
28	COHERENT CORP COM COHR	COHR	10,288	$4.1m0.83%	0.83%	Unchanged
29	DIMENSIONAL ETF TRUST US LARGE CAP VAL DFLV	DFLV	99,283	$3.9m0.80%	0.80%	Reduced -2.8k	-2,799 -2.7%
30	ANALOG DEVICES INC COM ADI	ADI	9,879	$3.9m0.80%	0.80%	Unchanged
31	NVIDIA CORPORATION COM NVDA	NVDA	18,565	$3.7m0.76%	0.76%	Reduced -8.5k	-8,458 -31.3%
32	DIMENSIONAL ETF TRUST US HIGH PROFITAB US HIGH PROFITAB		88,776	$3.7m0.76%	0.76%	Added +2.4k	+2,446 2.8%
33	ISHARES TR CORE INTL AGGR IAGG	IAGG	65,143	$3.3m0.67%	0.67%	Reduced -2.4k	-2,368 -3.5%
34	DIMENSIONAL ETF TRUST NATL MUN BD ETF DFNM	DFNM	61,832	$3.0m0.61%	0.61%	Reduced -3.0k	-2,960 -4.6%
35	DIMENSIONAL ETF TRUST US REAL ESTATE E US REAL ESTATE E		113,079	$3.0m0.60%	0.60%	Added +3.0k	+2,976 2.7%
36	MICROSOFT CORP COM MSFT	MSFT	7,085	$2.6m0.54%	0.54%	Reduced -367	-367 -4.9%
37	VANGUARD WORLD FD ESG US STK ETF ESGV	ESGV	19,012	$2.5m0.51%	0.51%	Reduced -181	-181 -0.9%
38	ISHARES TR ESG AWRE USD ETF SUSC	SUSC	97,913	$2.3m0.46%	0.46%	Added +1.3k	+1,264 1.3%
39	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	5,995	$2.2m0.45%	0.45%	Reduced -268	-268 -4.3%
40	ISHARES TR CORE S&P500 ETF IVV	IVV	2,545	$1.9m0.39%	0.39%	Reduced -14	-14 -0.6%
41	VANGUARD WORLD FD ESG INTL STK ETF VSGX	VSGX	20,788	$1.7m0.35%	0.35%	Reduced -986	-986 -4.5%
42	ISHARES TR ESG AW MSCI EAFE ESGD	ESGD	16,511	$1.7m0.35%	0.35%	Reduced -825	-825 -4.8%
43	ISHARES TR ESG AWARE MSCI ESML	ESML	28,444	$1.6m0.32%	0.32%	Reduced -1.2k	-1,205 -4.1%
44	ESPERION THERAPEUTICS INC NE COM ESPR	ESPR	499,708	$1.6m0.32%	0.32%	Added +94.3k	+94,339 23.3%
45	AMAZON COM INC COM AMZN	AMZN	6,503	$1.5m0.32%	0.32%	Reduced -256	-256 -3.8%
46	ISHARES TR US TREAS BD ETF GOVT	GOVT	65,784	$1.5m0.31%	0.31%	Reduced -728	-728 -1.1%
47	ISHARES TR ESG AWR US AGRGT EAGG	EAGG	29,955	$1.4m0.29%	0.29%	Reduced -37	-37 -0.1%
48	VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF VMBS	VMBS	29,528	$1.4m0.28%	0.28%	Reduced -138	-138 -0.5%
49	ISHARES TR MSCI USA VALUE VLUE	VLUE	6,271	$1.3m0.26%	0.26%	Reduced -547	-547 -8.0%
50	ALPHABET INC CAP STK CL A GOOGL	GOOGL	3,396	$1.2m0.25%	0.25%	Reduced -78	-78 -2.2%
51	ALPHABET INC CAP STK CL C GOOG	GOOG	2,904	$1.0m0.21%	0.21%	Added +90	+90 3.2%
52	PROCTER AND GAMBLE CO COM PG	PG	6,832	$1.0m0.20%	0.20%	Reduced -795	-795 -10.4%
53	ISHARES TR MBS ETF MBB	MBB	10,509	$993.3k0.20%	0.20%	Reduced -76	-76 -0.7%
54	ISHARES TR IBONDS DEC2026 IBDR	IBDR	40,083	$971.2k0.20%	0.20%	Added +11.3k	+11,277 39.1%
55	JPMORGAN CHASE & CO COM JPM	JPM	2,868	$938.8k0.19%	0.19%	Added +1	+1 0.0%
56	ISHARES TR ESG AWRE 1 5 YR SUSB	SUSB	37,195	$929.5k0.19%	0.19%	Added +114	+114 0.3%
57	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	5,416	$855.9k0.17%	0.17%	Added +155	+155 3.0%
58	VANGUARD WHITEHALL FDS INTL HIGH ETF VYMI	VYMI	8,211	$806.3k0.16%	0.16%	Added +8	+8 0.1%
59	ISHARES TR ESG ADVNCD HY BD HYXF	HYXF	17,105	$799.1k0.16%	0.16%	Added +139	+139 0.8%
60	ISHARES TR IBONDS 27 ETF IBDS	IBDS	30,918	$748.8k0.15%	0.15%	Added +3.1k	+3,139 11.3%
61	ISHARES INC CORE MSCI EMKT IEMG	IEMG	8,929	$739.7k0.15%	0.15%	Reduced -307	-307 -3.3%
62	UNITEDHEALTH GROUP INC COM UNH	UNH	1,740	$723.2k0.15%	0.15%	Reduced -50	-50 -2.8%
63	ISHARES INC ESG AWR MSCI EM ESGE	ESGE	13,120	$717.5k0.15%	0.15%	Reduced -994	-994 -7.0%
64	GE AEROSPACE COM NEW GE	GE	1,885	$704.5k0.14%	0.14%	Unchanged
65	TESLA INC COM TSLA	TSLA	1,611	$677.6k0.14%	0.14%	Reduced -34	-34 -2.1%
66	MORGAN STANLEY COM NEW MS	MS	3,166	$661.8k0.13%	0.13%	Unchanged
67	BROADCOM INC COM AVGO	AVGO	1,666	$629.3k0.13%	0.13%	Added +132	+132 8.6%
68	HOME DEPOT INC COM HD	HD	1,766	$622.7k0.13%	0.13%	Reduced -13	-13 -0.7%
69	DIMENSIONAL ETF TRUST GLOBAL SUSTAINA DFSB	DFSB	11,288	$588.2k0.12%	0.12%	Added +4.4k	+4,360 62.9%
70	APPLIED MATLS INC COM AMAT	AMAT	809	$584.9k0.12%	0.12%	Reduced -5	-5 -0.6%
71	ISHARES TR 20 YR TR BD ETF TLT	TLT	6,712	$580.1k0.12%	0.12%	Reduced -550	-550 -7.6%
72	MERCK & CO INC COM MRK	MRK	4,302	$552.8k0.11%	0.11%	Added +3	+3 0.1%
73	EXXON MOBIL CORP COM XOM	XOM	4,028	$550.7k0.11%	0.11%	Added +151	+151 3.9%
74	MUELLER INDS INC COM MLI	MLI	4,432	$544.9k0.11%	0.11%	Reduced -33	-33 -0.7%
75	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	6,813	$530.8k0.11%	0.11%	Added +19	+19 0.3%
76	CISCO SYS INC COM CSCO	CSCO	4,408	$517.8k0.11%	0.11%	Reduced -261	-261 -5.6%
77	JOHNSON & JOHNSON COM JNJ	JNJ	2,032	$516.1k0.11%	0.11%	Added +180	+180 9.7%
78	ISHARES TR CORE MSCI TOTAL IXUS	IXUS	5,319	$507.6k0.10%	0.10%	Reduced -163	-163 -3.0%
79	ISHARES TR TIPS BD ETF TIP	TIP	4,619	$505.4k0.10%	0.10%	Reduced -566	-566 -10.9%
80	META PLATFORMS INC CL A META	META	895	$504.1k0.10%	0.10%	Reduced -43	-43 -4.6%
81	GE VERNOVA INC COM GEV	GEV	419	$492.3k0.10%	0.10%	Unchanged
82	ISHARES TR RUSSELL 2000 ETF IWM	IWM	1,636	$491.5k0.10%	0.10%	Reduced -189	-189 -10.4%
83	RTX CORPORATION COM RTX	RTX	2,542	$482.3k0.10%	0.10%	Reduced -16	-16 -0.6%
84	SUN CMNTYS INC COM SUI	SUI	3,887	$466.1k0.10%	0.10%	Unchanged
85	DIMENSIONAL ETF TRUST INTL CORE EQUITY DFIC	DFIC	12,047	$448.9k0.09%	0.09%	Reduced -1.8k	-1,808 -13.1%
86	DIMENSIONAL ETF TRUST GLOBAL CORE PLUS DFGP	DFGP	8,009	$436.2k0.09%	0.09%	New
87	CATERPILLAR INC COM CAT	CAT	399	$424.9k0.09%	0.09%	Reduced -62	-62 -13.4%
88	ELI LILLY & CO COM LLY	LLY	353	$423.4k0.09%	0.09%	Reduced -32	-32 -8.3%
89	CHEVRON CORP NEW COM CVX	CVX	2,479	$410.9k0.08%	0.08%	Reduced -251	-251 -9.2%
90	ISHARES TR CALIF MUN BD ETF CMF	CMF	6,849	$394.8k0.08%	0.08%	Unchanged
91	NORFOLK SOUTHN CORP COM NSC	NSC	1,223	$384.7k0.08%	0.08%	Unchanged
92	ISHARES TR U.S. TECH ETF IYW	IYW	1,495	$377.1k0.08%	0.08%	Reduced -6	-6 -0.4%
93	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	776	$370.6k0.08%	0.08%	Reduced -26	-26 -3.2%
94	WP CAREY INC COM WPC	WPC	5,023	$359.2k0.07%	0.07%	Added +13	+13 0.3%
95	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	478	$356.8k0.07%	0.07%	Added +100	+100 26.5%
96	VANGUARD WORLD FD ESG US CORP BD VCEB	VCEB	5,602	$351.6k0.07%	0.07%	Unchanged
97	VANGUARD INDEX FDS MID CAP ETF VO	VO	4,118	$331.8k0.07%	0.07%	Reduced -470	-470 -10.2%
98	NB BANCORP INC COM NBBK	NBBK	15,340	$324.1k0.07%	0.07%	Unchanged
99	ORACLE CORP COM ORCL	ORCL	2,195	$321.7k0.07%	0.07%	Added +26	+26 1.2%
100	PEPSICO INC COM PEP	PEP	2,367	$320.4k0.07%	0.07%	Added +3	+3 0.1%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		536	$242.1k536 shares
TJX COS INC NEW TJX	TJX	1,459	$233.0k1.5k shares
PFIZER INC PFE	PFE	7,649	$214.8k7.6k shares
SHERWIN WILLIAMS CO SHW	SHW	647	$207.4k647 shares
UNION PAC CORP UNP	UNP	825	$200.2k825 shares