0001802865-24-000002.txt : 20240501 0001802865-24-000002.hdr.sgml : 20240501 20240501143125 ACCESSION NUMBER: 0001802865-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240501 DATE AS OF CHANGE: 20240501 EFFECTIVENESS DATE: 20240501 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: 24902354 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 03-31-2024 03-31-2024 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 05-01-2024 0 43 146832 false INFORMATION TABLE 2 SWG13f_1q2024.xml 2023 ETF SERIES TRUST EAGLE CAPITAL SE 88339Y102 10253 406381 SH SOLE 0 0 406381 ALPHABET INC CAP STK CL C 02079K107 657 4314 SH SOLE 0 0 4314 ALPHABET INC CAP STK CL A 02079K305 447 2964 SH SOLE 0 0 2964 AMAZON COM INC COM 023135106 995 5517 SH SOLE 0 0 5517 APPLE INC COM 037833100 6643 38742 SH SOLE 0 0 38742 AXON ENTERPRISE INC COM 05464C101 313 1000 SH SOLE 0 0 1000 BROADCOM INC COM 11135F101 239 180 SH SOLE 0 0 180 CISCO SYS INC COM 17275R102 274 5487 SH SOLE 0 0 5487 CONOCOPHILLIPS COM 20825C104 260 2039 SH SOLE 0 0 2039 DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 2065 92333 SH SOLE 0 0 92333 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 3719 146171 SH SOLE 0 0 146171 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 41812 1308670 SH SOLE 0 0 1308670 EATON CORP PLC SHS G29183103 242 773 SH SOLE 0 0 773 EXXON MOBIL CORP COM 30231G102 255 2195 SH SOLE 0 0 2195 ISHARES INC CORE MSCI EMKT 46434G103 280 5427 SH SOLE 0 0 5427 ISHARES INC ESG AWR MSCI EM 46434G863 483 14981 SH SOLE 0 0 14981 ISHARES TR CORE MSCI TOTAL 46432F834 578 8517 SH SOLE 0 0 8517 ISHARES TR ESG AWR MSCI USA 46435G425 5262 45769 SH SOLE 0 0 45769 ISHARES TR ESG AWARE MSCI 46435U663 1223 30364 SH SOLE 0 0 30364 ISHARES TR MSCI USA MMENTM 46432F396 16518 88169 SH SOLE 0 0 88169 ISHARES TR MSCI USA VALUE 46432F388 9720 89747 SH SOLE 0 0 89747 ISHARES TR CORE INTL AGGR 46435G672 3818 76441 SH SOLE 0 0 76441 ISHARES TR ESG AWRE 1 5 YR 46435G243 1694 69185 SH SOLE 0 0 69185 ISHARES TR ESG AWR US AGRGT 46435U549 2663 56577 SH SOLE 0 0 56577 ISHARES TR ESG AWRE USD ETF 46435G193 2077 90335 SH SOLE 0 0 90335 ISHARES TR ESG AW MSCI EAFE 46435G516 1378 17240 SH SOLE 0 0 17240 ISHARES TR US TREAS BD ETF 46429B267 945 41481 SH SOLE 0 0 41481 ISHARES TR BLACKROCK ULTRA 46434V878 5331 105442 SH SOLE 0 0 105442 JPMORGAN CHASE & CO COM 46625H100 439 2190 SH SOLE 0 0 2190 MERCK & CO INC COM 58933Y105 455 3445 SH SOLE 0 0 3445 META PLATFORMS INC CL A 30303M102 287 591 SH SOLE 0 0 591 NVIDIA CORPORATION COM 67066G104 623 689 SH SOLE 0 0 689 ORACLE CORP COM 68389X105 263 2094 SH SOLE 0 0 2094 RTX CORPORATION COM 75513E101 244 2501 SH SOLE 0 0 2501 SALESFORCE INC COM 79466L302 291 965 SH SOLE 0 0 965 TESLA INC COM 88160R101 245 1394 SH SOLE 0 0 1394 UNITEDHEALTH GROUP INC COM 91324P102 875 1769 SH SOLE 0 0 1769 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 13495 274341 SH SOLE 0 0 274341 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 215 2749 SH SOLE 0 0 2749 VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847 1360 22951 SH SOLE 0 0 22951 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 1383 30312 SH SOLE 0 0 30312 VANGUARD WORLD FD HEALTH CAR ETF 92204A504 6228 23022 SH SOLE 0 0 23022 WP CAREY INC COM 92936U109 285 5047 SH SOLE 0 0 5047