| Quarter | Holdings | Value ($000) | Form Type | Date Filed | Filing ID | Name |
|---|---|---|---|---|---|---|
| Q2 2023 | 77 | 246,947 | 13F-HR | 7/26/2023 | 000180286523000002 | Summit Wealth Group, LLC |
| Q1 2023 | 270 | 4,188 | 13F-HR | 5/10/2023 | 000184470923000003 | Summit Wealth Group, LLC |
| Q4 2022 | 31 | 94,748 | 13F-HR | 2/8/2023 | 000180286523000001 | Summit Wealth Group, LLC |
| Q3 2022 | 23 | 84,776 | 13F-HR | 11/9/2022 | 000180286522000004 | Summit Wealth Group, LLC |
| Q2 2022 | 23 | 84,647 | 13F-HR | 8/10/2022 | 000180286522000003 | Summit Wealth Group, LLC |
| Q1 2022 | 28 | 95,479 | 13F-HR | 5/4/2022 | 000180286522000002 | Summit Wealth Group, LLC |
| Q4 2021 | 30 | 87,750 | 13F-HR | 2/14/2022 | 000180286522000001 | Summit Wealth Group, LLC |
| Q3 2021 | 43 | 63,236 | 13F-HR | 11/12/2021 | 000180286521000005 | Summit Wealth Group, LLC |
| Q2 2021 | 213 | 67,337 | 13F-HR | 11/2/2021 | 000180286521000004 | Summit Wealth Group, LLC |
| Q1 2021 | 196 | 62,065 | 13F-HR | 5/11/2021 | 000180286521000002 | Summit Wealth Group, LLC |
| Q4 2020 | 41 | 159,399 | 13F-HR | 2/11/2021 | 000180286521000001 | Summit Wealth Group, LLC |
| Q3 2020 | 30 | 115,149 | 13F-HR | 11/6/2020 | 000180286520000004 | Summit Wealth Group, LLC |
| Q2 2020 | 28 | 109,353 | 13F-HR | 8/6/2020 | 000180286520000003 | Summit Wealth Group, LLC |
| Q1 2020 | 27 | 98,693 | 13F-HR | 5/12/2020 | 000180286520000002 | Summit Wealth Group, LLC |
| Q4 2019 | 28 | 105,970 | 13F-HR | 2/10/2020 | 000180286520000001 | Summit Wealth Group, LLC |