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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.
Latest 13F Filing Activity
Summit Wealth Group, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 111 equity positions with a total 13F market value of $389M. The fund increased holdings in Ishares TR, Ishares TR, Vanguard Index FDS among other positions. Summit Wealth Group, LLC reduced exposure to Vanguard BD Index FDS, Vanguard Mun BD FDS, Ishares TR among others.
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 |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
 | Partner | Hartford, VT , United States |
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