Summit Wealth Group, LLC

Q1 2026 13F-HR Holdings

Location
White River Junction, VT
Holdings as of
3/31/2026
Value ($000)
$435,795,032
Num holdings
126
Date filed
5/4/2026
Form type
13F-HR
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SEC
View on sec.gov
Issuer Name Class CUSIP Value ($000) % Shares Principal Option Type