0001802865-22-000001.txt : 20220214 0001802865-22-000001.hdr.sgml : 20220214 20220214163406 ACCESSION NUMBER: 0001802865-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220214 DATE AS OF CHANGE: 20220214 EFFECTIVENESS DATE: 20220214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Summit Wealth Group, LLC CENTRAL INDEX KEY: 0001802865 IRS NUMBER: 020402320 STATE OF INCORPORATION: VT FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19826 FILM NUMBER: 22633134 BUSINESS ADDRESS: STREET 1: 205 BILLINGS FARM RD # 2A CITY: WHITE RIVER JUNCTION STATE: VT ZIP: 05001 BUSINESS PHONE: 802-295-5300 MAIL ADDRESS: STREET 1: 205 BILLINGS FARM RD # 2A CITY: WHITE RIVER JUNCTION STATE: VT ZIP: 05001 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001802865 XXXXXXXX 12-31-2021 12-31-2021 Summit Wealth Group, LLC

205 BILLINGS FARM RD # 2A WHITE RIVER JUNCTION VT 05001

13F HOLDINGS REPORT 028-19826 N ASHLEIGH SWAYZE 6463953900 ASHLEIGH SWAYZE NEWTOWN PA 02-14-2022 0 30 87750 false INFORMATION TABLE 2 swp13F_4q2021.xml ISHARES TR MSCI USA MIN VOL 46429B697 10520 130032 SH SOLE 0 0 130032 ISHARES TR ESG AW MSCI EAFE 46435G516 2163 27226 SH SOLE 0 0 27226 ISHARES INC ESG AWR MSCI EM 46434G863 769 19348 SH SOLE 0 0 19348 ISHARES TR ESG AWR MSCI USA 46435G425 4223 39141 SH SOLE 0 0 39141 ISHARES TR ESG AWARE MSCI 46435U663 1006 24957 SH SOLE 0 0 24957 ISHARES TR MSCI USA MMENTM 46432F396 9988 54932 SH SOLE 0 0 54932 ISHARES TR MSCI USA VALUE 46432F388 3478 31775 SH SOLE 0 0 31775 ISHARES TR ESG AWRE 1 5 YR 46435G243 1727 67336 SH SOLE 0 0 67336 ISHARES TR ESG AWR US AGRGT 46435U549 601 10888 SH SOLE 0 0 10888 ISHARES TR US TREAS BD ETF 46429B267 1158 43385 SH SOLE 0 0 43385 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 9489 179578 SH SOLE 0 0 179578 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 13999 253785 SH SOLE 0 0 253785 AT&T INC COM 00206R102 202 8202 SH SOLE 0 0 8202 ALPHABET INC CAP STK CL C 02079K107 1320 456 SH SOLE 0 0 456 ALPHABET INC CAP STK CL A 02079K305 261 90 SH SOLE 0 0 90 AMAZON COM INC COM 023135106 780 234 SH SOLE 0 0 234 APPLE INC COM 037833100 5582 31433 SH SOLE 0 0 31433 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 7903 272804 SH SOLE 0 0 272804 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 2329 89196 SH SOLE 0 0 89196 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 236 4559 SH SOLE 0 0 4559 EATON CORP PLC SHS G29183103 223 1292 SH SOLE 0 0 1292 META PLATFORMS INC CL A 30303M102 247 733 SH SOLE 0 0 733 ISHARES INC CORE MSCI EMKT 46434G103 244 4073 SH SOLE 0 0 4073 ISHARES TR CORE MSCI TOTAL 46432F834 274 3857 SH SOLE 0 0 3857 JPMORGAN CHASE & CO COM 46625H100 505 3190 SH SOLE 0 0 3190 MARATHON PETE CORP COM 56585A102 256 4000 SH SOLE 0 0 4000 SERVICENOW INC COM 81762P102 228 352 SH SOLE 0 0 352 UNITEDHEALTH GROUP INC COM 91324P102 858 1709 SH SOLE 0 0 1709 WP CAREY INC COM 92936U109 389 4741 SH SOLE 0 0 4741 ISHARES TR BLACKROCK ULTRA 46434V878 6792 134789 SH SOLE 0 0 134789