Summit Wealth Group, LLC

CIK

1802865

Location

WHITE RIVER JUNCTION, VT

Portfolio Value

Micro $38,712,652

Diversification

Diversified

Filing Date

Global Rank

#7,140 / 8,603 ▲ 290 · as of Mar 2026

Top Industry

Semiconductors 25.1%

3Y Alpha vs SPY

-2.7%

Period ended 3 months ago

Filed May 4, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+65.7%

SPY

+76.0%

Annualised alpha

-2.4%

Max drawdown

−21.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

52 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

12.3%

−3.9 pts

Top 5

46.1%

−2.5 pts

Top 10

60.7%

−2.0 pts

HHI

543

Diversified−147

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	53.9%	$20,849,040	12
Industrials	9.3%	$3,585,565	11
Healthcare	8.3%	$3,198,146	7
Consumer Cyclical	7.3%	$2,837,321	4
Financial Services	7.1%	$2,747,095	7
Consumer Defensive	4.7%	$1,820,244	3
Communication Services	4.0%	$1,535,640	2
Energy	2.2%	$856,293	2
Real Estate	2.1%	$830,085	2
Unclassified	0.6%	$245,828	1
Basic Materials	0.5%	$207,395	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

18 positions

Ticker	Company	Δ Shares	Shares	Value
ESPR	Esperion Therapeutics, Inc.	+64,763	405,369	$1,110,711
NVDA	Nvidia Corp	+1,665	27,023	$4,712,811
AMZN	Amazon Com Inc	+1,041	6,759	$1,407,696
MSFT	Microsoft Corp	+728	7,452	$2,758,506
CVX	Chevron Corp	+472	2,730	$564,837
V	Visa Inc.	+397	1,004	$303,448
GOOGL	Alphabet Inc.	+335	3,474	$998,983
MA	Mastercard Inc	+249	638	$318,783
META	Meta Platforms, Inc.	+226	938	$536,657
UNH	Unitedhealth Group Inc	+145	1,790	$484,356
TSLA	Tesla, Inc.	+102	1,645	$611,528
LLY	ELI LILLY & Co	+52	385	$354,111
MU	Micron Technology Inc	+28	3,127	$1,056,425
MZTI	Marzetti Co	+18	2,541	$351,496
WPC	W. P. Carey Inc.	+14	5,010	$340,479
MLI	Mueller Industries Inc	+14	4,465	$247,361
HD	Home Depot, Inc.	+2	1,779	$585,095
LMT	Lockheed Martin Corp	+1	575	$347,524
No positions match the current search.

Trimmed

Positions the filer reduced

14 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	−750	18,773	$4,764,399
PFE	Pfizer Inc	−520	7,649	$214,783
CSCO	Cisco Systems, Inc.	−301	4,669	$362,267
PEP	Pepsico Inc	−121	2,364	$367,105
PG	PROCTER & GAMBLE Co	−100	7,627	$1,101,643
JPM	Jpmorgan Chase & Co	−91	2,867	$843,356
BAC	Bank Of America Corp /De/	−74	4,475	$218,156
MRK	Merck & Co., Inc.	−67	4,299	$517,126
GE	General Electric Co	−41	1,885	$534,906
AVGO	Broadcom Inc.	−40	1,534	$474,788
JNJ	Johnson & Johnson	−27	1,852	$452,702
IBM	International Business Machines Corp	−23	1,064	$257,902
GEV	GE Vernova Inc.	−11	419	$365,745
COP	Conocophillips	−2	2,208	$291,456
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
ADI	Analog Devices Inc	9,879	$3,142,905
COHR	Coherent Corp.	10,288	$2,450,704
AMAT	Applied Materials Inc /De	814	$278,217
TSM	Taiwan Semiconductor Manufacturing Co Ltd	802	$271,035
TJX	Tjx Companies Inc /De/	1,459	$233,002
SHW	Sherwin Williams Co	647	$207,395
UNP	Union Pacific Corp	825	$200,161
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

52 positions · $38,712,652 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 52 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	18,773	-750	$4,764,399	−10.2%	12.31%
NVDA	Nvidia Corp Technology	Added	27,023	+1,665	$4,712,811	−0.3%	12.17%
ADI	Analog Devices Inc Technology	NEW	9,879	NEW	$3,142,905	NEW	8.12%
MSFT	Microsoft Corp Technology	Added	7,452	+728	$2,758,506	−15.2%	7.13%
COHR	Coherent Corp. Technology	NEW	10,288	NEW	$2,450,704	NEW	6.33%
AMZN	Amazon Com Inc Consumer Cyclical	Added	6,759	+1,041	$1,407,696	+6.7%	3.64%
ESPR	Esperion Therapeutics, Inc. Healthcare	Added	405,369	+64,763	$1,110,711	−11.9%	2.87%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	7,627	-100	$1,101,643	−0.5%	2.85%
MU	Micron Technology Inc Technology	Added	3,127	+28	$1,056,425	+19.4%	2.73%
GOOGL	Alphabet Inc. Communication Services	Added	3,474	+335	$998,983	+1.7%	2.58%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,867	-91	$843,356	−11.5%	2.18%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,645	+102	$611,528	−11.9%	1.58%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,779	+2	$585,095	−4.3%	1.51%
CVX	Chevron Corp Energy	Added	2,730	+472	$564,837	+64.1%	1.46%
META	Meta Platforms, Inc. Communication Services	Added	938	+226	$536,657	+14.2%	1.39%
GE	General Electric Co Industrials	Reduced	1,885	-41	$534,906	−9.8%	1.38%
MS	Morgan Stanley Financial Services	Held	3,166	0	$521,028	−7.3%	1.35%
MRK	Merck & Co., Inc. Healthcare	Reduced	4,299	-67	$517,126	+12.5%	1.34%
RTX	RTX Corp Industrials	Held	2,558	0	$493,438	+5.2%	1.27%
SUI	Sun Communities Inc Real Estate	Held	3,887	0	$489,606	+1.7%	1.26%
UNH	Unitedhealth Group Inc Healthcare	Added	1,790	+145	$484,356	−10.8%	1.25%
AVGO	Broadcom Inc. Technology	Reduced	1,534	-40	$474,788	−12.8%	1.23%
JNJ	Johnson & Johnson Healthcare	Reduced	1,852	-27	$452,702	+16.4%	1.17%
PEP	Pepsico Inc Consumer Defensive	Reduced	2,364	-121	$367,105	+2.9%	0.95%
GEV	GE Vernova Inc. Industrials	Reduced	419	-11	$365,745	+30.1%	0.94%
CSCO	Cisco Systems, Inc. Technology	Reduced	4,669	-301	$362,267	−5.4%	0.94%
LLY	ELI LILLY & Co Healthcare	Added	385	+52	$354,111	−1.0%	0.91%
MZTI	Marzetti Co Consumer Defensive	Added	2,541	+18	$351,496	−15.3%	0.91%
NSC	Norfolk Southern Corp Industrials	Held	1,223	0	$351,001	−0.6%	0.91%
LMT	Lockheed Martin Corp Industrials	Added	575	+1	$347,524	+25.2%	0.90%
WPC	W. P. Carey Inc. Real Estate	Added	5,010	+14	$340,479	+5.9%	0.88%
CAT	Caterpillar Inc Industrials	Held	461	0	$326,600	+23.7%	0.84%
NBBK	NB Bancorp, Inc. Financial Services	Held	15,340	0	$323,213	+6.3%	0.83%
ORCL	Oracle Corp Technology	Held	2,169	0	$319,081	−24.5%	0.82%
MA	Mastercard Inc Financial Services	Added	638	+249	$318,783	+43.5%	0.82%
V	Visa Inc. Financial Services	Added	1,004	+397	$303,448	+42.5%	0.78%
COP	Conocophillips Energy	Reduced	2,208	-2	$291,456	+40.9%	0.75%
AMAT	Applied Materials Inc /De Technology	NEW	814	NEW	$278,217	NEW	0.72%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	NEW	802	NEW	$271,035	NEW	0.70%
IBM	International Business Machines Corp Technology	Reduced	1,064	-23	$257,902	−19.9%	0.67%
HON	Honeywell International Inc Industrials	Held	1,071	0	$253,883	+15.9%	0.66%
MLI	Mueller Industries Inc Industrials	Added	4,465	+14	$247,361	−3.2%	0.64%
SPY	Spdr S&P 500 ETF Trust	Held	378	0	$245,828	−4.6%	0.64%
AXON	Axon Enterprise, Inc. Industrials	Held	560	0	$237,826	−25.2%	0.61%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	NEW	1,459	NEW	$233,002	NEW	0.60%
ETN	Eaton Corp plc Industrials	Held	635	0	$227,120	+12.3%	0.59%
GS	Goldman Sachs Group Inc Financial Services	Held	259	0	$219,111	−3.8%	0.57%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	4,475	-74	$218,156	−12.8%	0.56%
PFE	Pfizer Inc Healthcare	Reduced	7,649	-520	$214,783	+5.6%	0.55%
SHW	Sherwin Williams Co Basic Materials	NEW	647	NEW	$207,395	NEW	0.54%