Summit Wealth Group, LLC

Q3 2025 13F Holdings

Location
White River Junction, VT
Holdings as of
9/30/2025
Value ($000)
$413,525
Num holdings
111
Date filed
10/23/2025
Form type
13F-HR
Prev filing
8/6/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type