Summit Wealth Group, LLC
All 13F Filings
Location
White River Junction, VT
CIK
0001802865
All SEC filings
View on sec.gov
Filing ID
Report Period
Holdings
Value ($000)
Form Type
Date Filed
Name
000180286526000003
Q1 2026
126
435,795,032
13F-HR
5/4/2026
Summit Wealth Group, LLC