0001802865-22-000002.txt : 20220504
0001802865-22-000002.hdr.sgml : 20220504
20220504135444
ACCESSION NUMBER: 0001802865-22-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220331
FILED AS OF DATE: 20220504
DATE AS OF CHANGE: 20220504
EFFECTIVENESS DATE: 20220504
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: 22890923
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
03-31-2022
03-31-2022
Summit Wealth Group, LLC
205 BILLINGS FARM RD # 2A
WHITE RIVER JUNCTION
VT
05001
13F HOLDINGS REPORT
028-19826
N
Ashleigh Swayze
Counsel
6463953900
Lisa LaFond
Newtown
PA
05-04-2022
0
28
95479
false
INFORMATION TABLE
2
SWG13F_1q2022.xml
ALPHABET INC
CAP STK CL C
02079K107
794
284
SH
SOLE
0
0
284
ALPHABET INC
CAP STK CL A
02079K305
256
92
SH
SOLE
0
0
92
ALTRIA GROUP INC
COM
02209S103
203
3888
SH
SOLE
0
0
3888
AMAZON COM INC
COM
023135106
750
230
SH
SOLE
0
0
230
APPLE INC
COM
037833100
10035
57470
SH
SOLE
0
0
57470
AT&T INC
COM
00206R102
202
8549
SH
SOLE
0
0
8549
CONOCOPHILLIPS
COM
20825C104
204
2039
SH
SOLE
0
0
2039
DIMENSIONAL ETF TRUST
US CORE EQUITY 2
25434V708
9924
359822
SH
SOLE
0
0
359822
DIMENSIONAL ETF TRUST
WORLD EX US CORE
25434V880
1235
49498
SH
SOLE
0
0
49498
ISHARES INC
ESG AWR MSCI EM
46434G863
819
22294
SH
SOLE
0
0
22294
ISHARES TR
MSCI USA MIN VOL
46429B697
10965
141361
SH
SOLE
0
0
141361
ISHARES TR
ESG AW MSCI EAFE
46435G516
2292
31092
SH
SOLE
0
0
31092
ISHARES TR
ESG AWR MSCI USA
46435G425
4511
44510
SH
SOLE
0
0
44510
ISHARES TR
ESG AWARE MSCI
46435U663
1095
28792
SH
SOLE
0
0
28792
ISHARES TR
MSCI USA MMENTM
46432F396
10353
61526
SH
SOLE
0
0
61526
ISHARES TR
MSCI USA VALUE
46432F388
3633
34745
SH
SOLE
0
0
34745
ISHARES TR
ESG AWRE 1 5 YR
46435G243
1794
72829
SH
SOLE
0
0
72829
ISHARES TR
ESG AWR US AGRGT
46435U549
619
11995
SH
SOLE
0
0
11995
ISHARES TR
US TREAS BD ETF
46429B267
1148
46069
SH
SOLE
0
0
46069
ISHARES TR
ESG AWRE USD ETF
46435G193
233
9274
SH
SOLE
0
0
9274
ISHARES TR
BLACKROCK ULTRA
46434V878
8357
166642
SH
SOLE
0
0
166642
JPMORGAN CHASE & CO
COM
46625H100
326
2392
SH
SOLE
0
0
2392
SPDR S&P 500 ETF TR
TR UNIT
78462F103
404
895
SH
SOLE
0
0
895
SUN CMNTYS INC
COM
866674104
681
3887
SH
SOLE
0
0
3887
UNITEDHEALTH GROUP INC
COM
91324P102
859
1685
SH
SOLE
0
0
1685
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
92203J407
13978
266561
SH
SOLE
0
0
266561
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
92206C771
9426
188136
SH
SOLE
0
0
188136
WP CAREY INC
COM
92936U109
383
4741
SH
SOLE
0
0
4741