Summit Wealth Group, LLC/OK
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 78.5%; sector active share 62.7% against the combined 13F book's sector weights.
Over time 3 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
53 common stock positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026Portfolio Trend
Sector Breakdown
Common stock positions · as of Sep 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 77.1% | $41,458,316 |
| Technology | 8.7% | $4,668,851 |
| Energy | 3.8% | $2,030,538 |
| Financial Services | 3.6% | $1,912,625 |
| Communication Services | 2.9% | $1,540,719 |
| Industrials | 1.6% | $867,673 |
| Consumer Cyclical | 1.5% | $805,314 |
| Consumer Defensive | 0.5% | $255,960 |
| Basic Materials | 0.4% | $204,244 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IGSB | iShares 1-5 Year Investment Grade Corporate Bond ETF | −22,216 | 48,617 | $2,490,648 | |
| IAU | Ishares Gold Trust | −19,392 | 48,039 | $3,751,845 | |
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND | −17,370 | 21,892 | $1,535,723 | |
| SCHD | Schwab U.S. Dividend Equity ETF | −17,284 | 98,674 | $3,209,865 | |
| TBIL | F/m US Treasury 3 Month Bill Fund | −17,142 | 63,067 | $3,143,889 | |
| SCHV | Schwab U.S. Large-Cap Value ETF | −16,280 | 46,806 | $1,559,107 | |
| IYK | iShares U.S. Consumer Staples ETF | −15,676 | 22,850 | $1,616,180 | |
| SPYM | State Street(R) SPDR(R) Portfolio S&P 500(R) ETF | −12,908 | 55,810 | $5,009,505 | |
| FUTY | Fidelity MSCI Utilities Index ETF | −6,648 | 11,929 | $608,975 | |
| IVE | iShares S&P 500 Value ETF | −5,331 | 17,503 | $3,995,584 | |
| HYGH | iShares Trust | −5,197 | 18,046 | $0 | |
| MOAT | VanEck Morningstar Wide Moat ETF | −3,440 | 4,783 | $505,610 | |
| IHF | iShares U.S. Healthcare Providers ETF | −3,414 | 7,275 | $399,324 | |
| SGOL | abrdn Gold ETF Trust | −3,139 | 5,184 | $205,079 | |
| USMV | iShares MSCI USA Min Vol Factor ETF | −2,808 | 5,755 | $560,767 | |
| EZBC | Franklin Templeton Digital Holdings Trust | −2,652 | 8,193 | $395,639 | |
| VONG | VANGUARD RUSSELL 1000 GROWTH INDEX FUND | −2,648 | 7,506 | $967,748 | |
| QQQM | Invesco Ltd. | −2,509 | 11,432 | $0 | |
| VDE | VANGUARD ENERGY INDEX FUND | −2,410 | 5,012 | $862,865 | |
| IWD | iShares Russell 1000 Value ETF | −2,012 | 5,172 | $1,282,293 | |
| BALL | BALL Corp | −1,476 | 3,683 | $206,358 | |
| NVDA | Nvidia Corp | −1,456 | 2,449 | $559,302 | |
| AAPL | Apple Inc. | −1,313 | 7,143 | $2,378,761 | |
| SCHA | Schwab U.S. Small-Cap ETF | −1,060 | 6,276 | $204,785 | |
| SCHM | Schwab U.S. Mid-Cap ETF | −1,020 | 6,740 | $229,294 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| B | Barrick Mining Corp | 5,022 | $204,244 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| TLT | iShares 20+ Year Treasury Bond ETF | 15,440 | $1,334,324 | |
| MCD | Mcdonalds Corp | 1,170 | $316,262 | |
| RSPU | Victory Portfolios II | 3,528 | $286,226 | |
| GE | General Electric Co | 753 | $281,418 | |
| — | 3,324 | $268,645 | ||
| CSCO | Cisco Systems, Inc. | 2,225 | $261,348 | |
| WMT | Walmart Inc. | 2,187 | $247,699 | |
| WFC | Wells Fargo & Company | 2,989 | $247,010 | |
| VIOO | VANGUARD S&P SMALL-CAP 600 INDEX FUND | 1,731 | $238,081 | |
| GEV | GE Vernova Inc. | 173 | $203,250 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPYM |
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF
|
Reduced | 55,810 | $5,009,505 | 9.32% | |
| IVE |
iShares S&P 500 Value ETF
|
Reduced | 17,503 | $3,995,584 | 7.43% | |
| IAU |
Ishares Gold Trust
|
Reduced | 48,039 | $3,751,845 | 6.98% | |
| SCHD |
Schwab U.S. Dividend Equity ETF
|
Reduced | 98,674 | $3,209,865 | 5.97% | |
| TBIL |
F/m US Treasury 3 Month Bill Fund
|
Reduced | 63,067 | $3,143,889 | 5.85% | |
| IGSB |
iShares 1-5 Year Investment Grade Corporate Bond ETF
|
Reduced | 48,617 | $2,490,648 | 4.63% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 7,143 | $2,378,761 | 4.43% | |
| DGRO |
iShares Core Dividend Growth ETF
|
Added | 28,336 | $2,136,251 | 3.97% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 3,841 | $1,912,625 | 3.56% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 2,435 | $1,857,004 | 3.46% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 2,265 | $1,675,579 | 3.12% | |
| IYK |
iShares U.S. Consumer Staples ETF
|
Reduced | 22,850 | $1,616,180 | 3.01% | |
| SCHV |
Schwab U.S. Large-Cap Value ETF
|
Reduced | 46,806 | $1,559,107 | 2.90% | |
| BND |
VANGUARD TOTAL BOND MARKET INDEX FUND
|
Reduced | 21,892 | $1,535,723 | 2.86% | |
| IWD |
iShares Russell 1000 Value ETF
|
Reduced | 5,172 | $1,282,293 | 2.39% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 5,227 | $1,067,405 | 1.99% | |
| VONG |
VANGUARD RUSSELL 1000 GROWTH INDEX FUND
|
Reduced | 7,506 | $967,748 | 1.80% | |
| VTV |
VANGUARD VALUE INDEX FUND
|
Added | 4,179 | $902,998 | 1.68% | |
| VDE |
VANGUARD ENERGY INDEX FUND
|
Reduced | 5,012 | $862,865 | 1.61% | |
| VIG |
Vanguard Specialized Funds
|
Reduced | 3,670 | $856,247 | 1.59% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 2,423 | $833,705 | 1.55% | |
| IWF |
iShares Russell 1000 Growth ETF
|
Held | 4,904 | $614,275 | 1.14% | |
| FUTY |
Fidelity MSCI Utilities Index ETF
|
Reduced | 11,929 | $608,975 | 1.13% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 2,404 | $598,956 | 1.11% | |
| USMV |
iShares MSCI USA Min Vol Factor ETF
|
Reduced | 5,755 | $560,767 | 1.04% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 2,449 | $559,302 | 1.04% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 3,179 | $517,382 | 0.96% | |
| MOAT |
VanEck Morningstar Wide Moat ETF
|
Reduced | 4,783 | $505,610 | 0.94% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 935 | $479,561 | 0.89% | |
| VLO |
Valero Energy Corp
Energy
|
Held | 1,150 | $445,751 | 0.83% | |
| CSW |
Csw Industrials, Inc.
Industrials
|
Held | 1,446 | $416,563 | 0.78% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 1,213 | $413,317 | 0.77% | |
| IHF |
iShares U.S. Healthcare Providers ETF
|
Reduced | 7,275 | $399,324 | 0.74% | |
| EZBC |
Franklin Templeton Digital Holdings Trust
|
Reduced | 8,193 | $395,639 | 0.74% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 1,011 | $355,053 | 0.66% | |
| VHT |
VANGUARD HEALTH CARE INDEX FUND
|
Reduced | 1,109 | $350,532 | 0.65% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Reduced | 645 | $328,014 | 0.61% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 500 | $305,880 | 0.57% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 1,610 | $301,150 | 0.56% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 405 | $293,697 | 0.55% | |
| CLS |
Celestica Inc
Technology
|
Held | 800 | $289,144 | 0.54% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
Held | 3,000 | $255,960 | 0.48% | |
| CR |
Crane Co
Industrials
|
Held | 1,158 | $236,255 | 0.44% | |
| SCHM |
Schwab U.S. Mid-Cap ETF
|
Reduced | 6,740 | $229,294 | 0.43% | |
| ETN |
Eaton Corp plc
Industrials
|
Held | 500 | $214,855 | 0.40% | |
| BALL |
BALL Corp
Consumer Cyclical
|
Reduced | 3,683 | $206,358 | 0.38% | |
| SGOL |
abrdn Gold ETF Trust
|
Reduced | 5,184 | $205,079 | 0.38% | |
| SCHA |
Schwab U.S. Small-Cap ETF
|
Reduced | 6,276 | $204,785 | 0.38% | |
| B |
Barrick Mining Corp
Basic Materials
|
NEW | 5,022 | $204,244 | 0.38% | |
| VYM |
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
|
Reduced | 1,306 | $202,691 | 0.38% |
Showing the top 50 of 53 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.