13F filer

Summit Wealth Group

As of Jun 30, 2026 Filed Jul 28, 2026 CIK 2081278 SEC filings ↗

13F Value

$1.21B

Positions

396

Top Position

SEIM12.3%

Top 5

42.8%

Latest filing changes

vs Mar 31, 2026

1 SEIV SEI QiM U.S. Large Cap Value Active ETF +10.7%+$14.1M

2 SEIM SEI QiM U.S. Large Cap Momentum Active ETF +10.1%+$13.6M

3 VUG Vanguard Morningstar Growth Index Fund — ETF Shares +565.0%+$12.9M

4 SEIE SEI Select International Equity ETF +12.7%+$10.7M

5 SEIQ SEI QiM U.S. Large Cap Quality Active ETF +13.4%+$7.7M

Holdings396

#
1	SEIM SEI QiM U.S. Large Cap Momentum Active ETF	12.3%	$149.0M	+10.1%	2.65M	11.6%	ETF
2	SEIV SEI QiM U.S. Large Cap Value Active ETF	12.0%	$145.6M	+10.7%	3.03M	12.0%	ETF
3	SEIE SEI Select International Equity ETF	7.8%	$94.8M	+12.7%	2.67M	8.1%	ETF
4	SEIQ SEI QiM U.S. Large Cap Quality Active ETF	5.4%	$64.9M	+13.4%	1.65M	5.6%	ETF
5	SEIS SEI Select Small Cap ETF	5.2%	$63.0M	+11.8%	1.88M	4.9%	ETF
6	SEEM SEI Select Emerging Markets Equity ETF	3.5%	$42.5M	+10.0%	1.06M	3.3%	ETF
7	AAPL Apple	2.3%	$28.3M	-0.6%	97.8K	2.6%	Common Stock
8	SPHQ Invesco S&P 500 Quality ETF	2.3%	$27.5M	-4.5%	305.2K	2.5%	ETF
9	IWF iShares Russell 1000 Growth ETF	1.9%	$23.2M	+4.4%	187.2K	2.0%	ETF
10	IWD iShares Russell 1000 Value ETF	1.6%	$19.4M	+4.3%	79.9K	1.7%	ETF
11	NVDA NVIDIA	1.5%	$18.1M	+2.6%	90.2K	1.6%	Common Stock
12	RDVY First Trust Rising Dividend Achievers ETF	1.5%	$17.6M	+0.7%	216.6K	1.5%	ETF
13	SCHD Schwab U.S. Dividend Equity ETF	1.3%	$15.4M	-7.7%	485.8K	1.7%	ETF
14	VUG Vanguard Morningstar Growth Index Fund — ETF Shares	1.3%	$15.2M	+565.0%	176.4K	1.2%	ETF
15	DUHP Dimensional US High Profitability ETF	1.1%	$13.9M	-0.3%	332.6K	1.3%	ETF
16	FTCB First Trust Core Investment Grade ETF	0.9%	$10.7M	+0.4%	512.8K	1.1%	ETF
17	LEND SEI High Yield Bond & Alternative Credit ETF	0.9%	$10.4M	NEW	411.9K	—	ETF
18	IWP iShares Russell Mid-Cap Growth ETF	0.8%	$9.6M	+8.2%	65.7K	0.8%	ETF
19	FTCS First Trust Capital Strength ETF	0.8%	$9.2M	-0.6%	97.8K	1.0%	ETF
20	IWS iShares Russell Mid-Cap Value ETF	0.8%	$9.1M	+9.1%	55.3K	0.8%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing8

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.