| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2014 | ||||||||
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.