Summit Wealth Group, LLC

Q2 2026 13F Holdings

Location
White River Junction, VT
Holdings as of
6/30/2026
Value ($000)
$490,279
Num holdings
129
Date filed
8/4/2026
Form type
13F-HR
Prev filing
5/4/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type