Instuitional Investor - Summit Wealth Group Llc / Co
Fund Profile
Filing Period:
| Fund Name: | Summit Wealth Group Llc / Co |
| Portfolio Value | $754,127,586 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Sei Exchange Traded Funds | 2,203,137 | $91,430,186 | 12.12% | |
| 2. | Sei Exchange Traded Funds | 1,917,046 | $88,433,332 | 11.73% | |
| 3. | Sei Exchange Traded Funds | 1,926,871 | $62,684,775 | 8.31% | |
| 4. | Sei Exchange Traded Funds | 1,133,245 | $44,117,228 | 5.85% | |
| 5. | Sei Exchange Traded Funds | 1,327,339 | $37,087,975 | 4.92% |