0001802865-23-000001.txt : 20230208 0001802865-23-000001.hdr.sgml : 20230208 20230208094136 ACCESSION NUMBER: 0001802865-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230208 DATE AS OF CHANGE: 20230208 EFFECTIVENESS DATE: 20230208 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: 23597372 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 X0202 13F-HR LIVE false true false 0001802865 XXXXXXXX 12-31-2022 12-31-2022 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 02-08-2023 0 31 94748 false INFORMATION TABLE 2 Summit13f_4q2022.xml ALPHABET INC CAP STK CL C 02079K107 559 6305 SH SOLE 0 0 6305 ALPHABET INC CAP STK CL A 02079K305 219 2484 SH SOLE 0 0 2484 AMAZON COM INC COM 023135106 482 5742 SH SOLE 0 0 5742 APPLE INC COM 037833100 5556 42761 SH SOLE 0 0 42761 CANO HEALTH INC COM CL A 13781Y103 34 25000 SH SOLE 0 0 25000 CONOCOPHILLIPS COM 20825C104 241 2039 SH SOLE 0 0 2039 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 12183 501762 SH SOLE 0 0 501762 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 3337 154488 SH SOLE 0 0 154488 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 215 7082 SH SOLE 0 0 7082 ISHARES INC ESG AWR MSCI EM 46434G863 786 26127 SH SOLE 0 0 26127 ISHARES INC CORE MSCI EMKT 46434G103 1168 25013 SH SOLE 0 0 25013 ISHARES TR MSCI USA MIN VOL 46429B697 11493 159410 SH SOLE 0 0 159410 ISHARES TR ESG AW MSCI EAFE 46435G516 2376 36140 SH SOLE 0 0 36140 ISHARES TR ESG AWR MSCI USA 46435G425 4576 53997 SH SOLE 0 0 53997 ISHARES TR ESG AWARE MSCI 46435U663 1152 35043 SH SOLE 0 0 35043 ISHARES TR MSCI USA MMENTM 46432F396 9766 66921 SH SOLE 0 0 66921 ISHARES TR MSCI USA VALUE 46432F388 3584 39321 SH SOLE 0 0 39321 ISHARES TR ESG AWRE 1 5 YR 46435G243 2072 87158 SH SOLE 0 0 87158 ISHARES TR ESG AWR US AGRGT 46435U549 1255 26853 SH SOLE 0 0 26853 ISHARES TR US TREAS BD ETF 46429B267 1079 47474 SH SOLE 0 0 47474 ISHARES TR CORE MSCI TOTAL 46432F834 2070 35759 SH SOLE 0 0 35759 ISHARES TR CORE INTL AGGR 46435G672 3796 79826 SH SOLE 0 0 79826 ISHARES TR ESG AWRE USD ETF 46435G193 424 19015 SH SOLE 0 0 19015 ISHARES TR BLACKROCK ULTRA 46434V878 7131 142505 SH SOLE 0 0 142505 JPMORGAN CHASE & CO COM 46625H100 317 2364 SH SOLE 0 0 2364 MERCK & CO INC COM 58933Y105 238 2142 SH SOLE 0 0 2142 UNITEDHEALTH GROUP INC COM 91324P102 911 1718 SH SOLE 0 0 1718 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 9794 206485 SH SOLE 0 0 206485 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 6812 149657 SH SOLE 0 0 149657 VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847 735 11922 SH SOLE 0 0 11922 WP CAREY INC COM 92936U109 387 4953 SH SOLE 0 0 4953