Summit Wealth Group, LLC
Summit Wealth Group, LLC is a registered investment adviser headquartered in White River Junction, Vermont. The firm, founded in 2011, provides investment advisory services primarily to individual clients, including both high-net-worth and non-high-net-worth individuals. As of its latest filings, the firm manages over $123.3 million in regulatory assets under management with a team of approximately 8 employees. Summit Wealth Group serves clients across the United States, offering personalized wealth management and financial planning services. The firm focuses on long-term client relationships and fiduciary advice tailored to the individual needs of its clients.
Investment Strategy
Summit Wealth Group, LLC employs a personalized investment strategy primarily focused on the needs of individual investors, including high-net-worth clients. The firm emphasizes discretionary investment management, constructing diversified portfolios that align with clients' objectives and risk tolerance. Investment decisions typically involve a mix of equities and fixed-income securities, aiming for balanced growth and risk management. The firm's fiduciary approach prioritizes client goals, holistic planning, and transparent communication throughout the investment process.
Top Holdings
Equity Positions (111)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 17.90% | $69.7M | 122,743 | $504.47 | $568.03 | +$7.6M |
B BND | VANGUARD BD INDEX FDS | 6.60% | $25.7M | 349,073 | $71.84 | $73.63 | -$8.0M |
I IGIB | ISHARES TR | 4.65% | $18.1M | 339,449 | $52.58 | $53.29 | +$12.9M |
V VEA | VANGUARD TAX-MANAGED FDS | 4.49% | $17.5M | 306,878 | $49.43 | $57.01 | +$2.0M |
D DFAC | DIMENSIONAL ETF TRUST | 4.04% | $15.7M | 439,082 | $26.00 | $35.84 | -$926.0K |