Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2013 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD CHARLOTTE FDS | 19 | Q2 2024 | 40.2% |
VANGUARD SCOTTSDALE FDS | 19 | Q2 2024 | 12.3% |
UNITEDHEALTH GROUP INC | 19 | Q2 2024 | 1.1% |
JPMORGAN CHASE & CO. | 19 | Q2 2024 | 0.9% |
ISHARES TR | 18 | Q2 2024 | 9.0% |
WP CAREY INC | 18 | Q2 2024 | 0.6% |
ISHARES TR | 15 | Q2 2024 | 15.0% |
APPLE INC | 15 | Q2 2024 | 10.5% |
ISHARES TR | 15 | Q2 2024 | 6.9% |
ALPHABET INC | 15 | Q2 2024 | 2.0% |
View Summit Wealth Group, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-07-31 |
13F-HR | 2024-05-01 |
13F-HR | 2024-01-30 |
13F-HR | 2023-10-31 |
13F-HR | 2023-07-26 |
13F-HR | 2023-05-10 |
13F-HR | 2023-02-08 |
13F-HR | 2022-11-09 |
13F-HR | 2022-08-10 |
13F-HR | 2022-05-04 |
View Summit Wealth Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.