0001802865-23-000002.txt : 20230726 0001802865-23-000002.hdr.sgml : 20230726 20230726101056 ACCESSION NUMBER: 0001802865-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230726 DATE AS OF CHANGE: 20230726 EFFECTIVENESS DATE: 20230726 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: 231110546 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 06-30-2023 06-30-2023 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 07-26-2023 0 77 246947 false INFORMATION TABLE 2 Summit13f_2q2023.xml ALPHABET INC CAP STK CL C 02079K107 823 6804 SH SOLE 0 0 6804 ALPHABET INC CAP STK CL A 02079K305 355 2964 SH SOLE 0 0 2964 CANO HEALTH INC COM CL A 13781Y103 70 50000 SH SOLE 0 0 50000 CHEVRON CORP NEW COM 166764100 352 2238 SH SOLE 0 0 2238 CONOCOPHILLIPS COM 20825C104 211 2039 SH SOLE 0 0 2039 DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 1677 77918 SH SOLE 0 0 77918 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 3483 149431 SH SOLE 0 0 149431 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 34109 1256303 SH SOLE 0 0 1256303 EATON CORP PLC SHS G29183103 211 1049 SH SOLE 0 0 1049 EXXON MOBIL CORP COM 30231G102 235 2187 SH SOLE 0 0 2187 HOME DEPOT INC COM 437076102 365 1176 SH SOLE 0 0 1176 HONEYWELL INTL INC COM 438516106 257 1238 SH SOLE 0 0 1238 ISHARES INC CORE MSCI EMKT 46434G103 272 5517 SH SOLE 0 0 5517 ISHARES INC ESG AWR MSCI EM 46434G863 457 14443 SH SOLE 0 0 14443 ISHARES TR CORE MSCI TOTAL 46432F834 636 10164 SH SOLE 0 0 10164 ISHARES TR ESG AWR MSCI USA 46435G425 4682 48041 SH SOLE 0 0 48041 ISHARES TR ESG AWARE MSCI 46435U663 1100 30962 SH SOLE 0 0 30962 ISHARES TR GLOBAL TECH ETF 464287291 5887 94661 SH SOLE 0 0 94661 ISHARES TR MSCI USA MMENTM 46432F396 12269 85050 SH SOLE 0 0 85050 ISHARES TR MSCI USA VALUE 46432F388 7756 82700 SH SOLE 0 0 82700 ISHARES TR 20 YR TR BD ETF 464287432 2037 19791 SH SOLE 0 0 19791 ISHARES TR CORE INTL AGGR 46435G672 1172 23781 SH SOLE 0 0 23781 ISHARES TR ESG AWRE 1 5 YR 46435G243 2057 86045 SH SOLE 0 0 86045 ISHARES TR ESG AWR US AGRGT 46435U549 2381 50485 SH SOLE 0 0 50485 ISHARES TR ESG AWRE USD ETF 46435G193 1333 58601 SH SOLE 0 0 58601 ISHARES TR IBOXX HI YD ETF 464288513 303 4035 SH SOLE 0 0 4035 ISHARES TR JPMORGAN USD EMG 464288281 246 2839 SH SOLE 0 0 2839 ISHARES TR MBS ETF 464288588 781 8371 SH SOLE 0 0 8371 ISHARES TR TIPS BD ETF 464287176 1014 9426 SH SOLE 0 0 9426 ISHARES TR ISHS 5-10YR INVT 464288638 1657 32765 SH SOLE 0 0 32765 ISHARES TR CORE S&P MCP ETF 464287507 201 770 SH SOLE 0 0 770 ISHARES TR MSCI USA MIN VOL 46429B697 322 4338 SH SOLE 0 0 4338 ISHARES TR ESG AW MSCI EAFE 46435G516 1235 16929 SH SOLE 0 0 16929 ISHARES TR NATIONAL MUN ETF 464288414 2485 23282 SH SOLE 0 0 23282 ISHARES TR US TREAS BD ETF 46429B267 900 39305 SH SOLE 0 0 39305 ISHARES TR SHORT TREAS BD 464288679 1007 9117 SH SOLE 0 0 9117 ISHARES TR BLACKROCK ULTRA 46434V878 4934 98097 SH SOLE 0 0 98097 JOHNSON & JOHNSON COM 478160104 267 1610 SH SOLE 0 0 1610 JPMORGAN CHASE & CO COM 46625H100 344 2364 SH SOLE 0 0 2364 LOCKHEED MARTIN CORP COM 539830109 213 462 SH SOLE 0 0 462 MERCK & CO INC COM 58933Y105 351 3042 SH SOLE 0 0 3042 MICRON TECHNOLOGY INC COM 595112103 346 5480 SH SOLE 0 0 5480 MICROSOFT CORP COM 594918104 807 2370 SH SOLE 0 0 2370 ORACLE CORP COM 68389X105 249 2094 SH SOLE 0 0 2094 PEPSICO INC COM 713448108 567 3061 SH SOLE 0 0 3061 PFIZER INC COM 717081103 428 11665 SH SOLE 0 0 11665 PROCTER AND GAMBLE CO COM 742718109 1110 7312 SH SOLE 0 0 7312 RAYTHEON TECHNOLOGIES CORP COM 75513E101 201 2055 SH SOLE 0 0 2055 SALESFORCE INC COM 79466L302 204 965 SH SOLE 0 0 965 SCHWAB STRATEGIC TR US TIPS ETF 808524870 5503 104959 SH SOLE 0 0 104959 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 405 8776 SH SOLE 0 0 8776 SHERWIN WILLIAMS CO COM 824348106 239 900 SH SOLE 0 0 900 SUN CMNTYS INC COM 866674104 507 3887 SH SOLE 0 0 3887 TESLA INC COM 88160R101 266 1018 SH SOLE 0 0 1018 TEXAS INSTRS INC COM 882508104 226 1256 SH SOLE 0 0 1256 UNION PAC CORP COM 907818108 213 1039 SH SOLE 0 0 1039 UNITEDHEALTH GROUP INC COM 91324P102 826 1718 SH SOLE 0 0 1718 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 539 7198 SH SOLE 0 0 7198 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 1261 16687 SH SOLE 0 0 16687 VANGUARD BD INDEX FDS INTERMED TERM 921937819 563 7489 SH SOLE 0 0 7489 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 32482 446852 SH SOLE 0 0 446852 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 13464 275451 SH SOLE 0 0 275451 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 6473 43493 SH SOLE 0 0 43493 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 42630 104669 SH SOLE 0 0 104669 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1887 8566 SH SOLE 0 0 8566 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3459 85037 SH SOLE 0 0 85037 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 2429 48375 SH SOLE 0 0 48375 VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847 566 8910 SH SOLE 0 0 8910 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 1363 29643 SH SOLE 0 0 29643 VANGUARD STAR FDS VG TL INTL STK F 921909768 5105 91032 SH SOLE 0 0 91032 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 12992 281335 SH SOLE 0 0 281335 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 396 3737 SH SOLE 0 0 3737 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 326 5166 SH SOLE 0 0 5166 VANGUARD WORLD FD ESG INTL STK ETF 921910725 1221 22985 SH SOLE 0 0 22985 VANGUARD WORLD FD ESG US STK ETF 921910733 1881 24011 SH SOLE 0 0 24011 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 5025 20524 SH SOLE 0 0 20524 WP CAREY INC COM 92936U109 341 5047 SH SOLE 0 0 5047