0001802865-24-000001.txt : 20240130
0001802865-24-000001.hdr.sgml : 20240130
20240130100447
ACCESSION NUMBER: 0001802865-24-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240130
DATE AS OF CHANGE: 20240130
EFFECTIVENESS DATE: 20240130
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Summit Wealth Group, LLC
CENTRAL INDEX KEY: 0001802865
ORGANIZATION NAME:
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: 24576203
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
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0001802865
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12-31-2023
12-31-2023
Summit Wealth Group, LLC
205 BILLINGS FARM RD # 2A
WHITE RIVER JUNCTION
VT
05001
13F HOLDINGS REPORT
028-19826
N
Ashleigh Swayze
Counsel
6463953900
Ashleigh Swayze
Newtown
PA
01-30-2024
0
42
127838
false
INFORMATION TABLE
2
swg13f_4q2023.xml
ALPHABET INC
CAP STK CL C
02079K107
731
5190
SH
SOLE
0
0
5190
ALPHABET INC
CAP STK CL A
02079K305
414
2964
SH
SOLE
0
0
2964
AMAZON COM INC
COM
023135106
826
5439
SH
SOLE
0
0
5439
APPLE INC
COM
037833100
7792
40472
SH
SOLE
0
0
40472
AXON ENTERPRISE INC
COM
05464C101
258
1000
SH
SOLE
0
0
1000
BROADCOM INC
COM
11135F101
201
180
SH
SOLE
0
0
180
CISCO SYS INC
COM
17275R102
276
5465
SH
SOLE
0
0
5465
CONOCOPHILLIPS
COM
20825C104
237
2039
SH
SOLE
0
0
2039
DIMENSIONAL ETF TRUST
US REAL ESTATE E
25434V823
1992
87587
SH
SOLE
0
0
87587
DIMENSIONAL ETF TRUST
WORLD EX US CORE
25434V880
3584
146778
SH
SOLE
0
0
146778
DIMENSIONAL ETF TRUST
US CORE EQUITY 2
25434V708
37717
1290358
SH
SOLE
0
0
1290358
ELEVANCE HEALTH INC
COM
036752103
281
596
SH
SOLE
0
0
596
EXXON MOBIL CORP
COM
30231G102
219
2195
SH
SOLE
0
0
2195
ISHARES INC
CORE MSCI EMKT
46434G103
266
5254
SH
SOLE
0
0
5254
ISHARES INC
ESG AWR MSCI EM
46434G863
469
14628
SH
SOLE
0
0
14628
ISHARES TR
CORE MSCI TOTAL
46432F834
553
8517
SH
SOLE
0
0
8517
ISHARES TR
ESG AWR MSCI USA
46435G425
5008
47728
SH
SOLE
0
0
47728
ISHARES TR
ESG AWARE MSCI
46435U663
1183
31136
SH
SOLE
0
0
31136
ISHARES TR
MSCI USA MMENTM
46432F396
13817
88066
SH
SOLE
0
0
88066
ISHARES TR
MSCI USA VALUE
46432F388
8856
87541
SH
SOLE
0
0
87541
ISHARES TR
CORE INTL AGGR
46435G672
3868
77681
SH
SOLE
0
0
77681
ISHARES TR
ESG AWRE 1 5 YR
46435G243
2061
84176
SH
SOLE
0
0
84176
ISHARES TR
ESG AWR US AGRGT
46435U549
2679
56120
SH
SOLE
0
0
56120
ISHARES TR
ESG AWRE USD ETF
46435G193
1681
72229
SH
SOLE
0
0
72229
ISHARES TR
ESG AW MSCI EAFE
46435G516
1299
17196
SH
SOLE
0
0
17196
ISHARES TR
US TREAS BD ETF
46429B267
911
39542
SH
SOLE
0
0
39542
ISHARES TR
BLACKROCK ULTRA
46434V878
5933
117820
SH
SOLE
0
0
117820
JPMORGAN CHASE & CO
COM
46625H100
373
2190
SH
SOLE
0
0
2190
MERCK & CO INC
COM
58933Y105
375
3442
SH
SOLE
0
0
3442
META PLATFORMS INC
CL A
30303M102
208
587
SH
SOLE
0
0
587
NVIDIA CORPORATION
COM
67066G104
222
449
SH
SOLE
0
0
449
ORACLE CORP
COM
68389X105
221
2094
SH
SOLE
0
0
2094
RTX CORPORATION
COM
75513E101
210
2501
SH
SOLE
0
0
2501
SALESFORCE INC
COM
79466L302
254
965
SH
SOLE
0
0
965
TESLA INC
COM
88160R101
346
1394
SH
SOLE
0
0
1394
UNITEDHEALTH GROUP INC
COM
91324P102
933
1772
SH
SOLE
0
0
1772
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
92203J407
12630
255859
SH
SOLE
0
0
255859
VANGUARD SCOTTSDALE FDS
LG-TERM COR BD
92206C813
218
2723
SH
SOLE
0
0
2723
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
92206C847
1486
24154
SH
SOLE
0
0
24154
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
92206C771
1324
28559
SH
SOLE
0
0
28559
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
5599
22332
SH
SOLE
0
0
22332
WP CAREY INC
COM
92936U109
327
5047
SH
SOLE
0
0
5047