Instuitional Investor - Summit Wealth Group Llc / Co
Fund Profile
Filing Period:
| Fund Name: | Summit Wealth Group Llc / Co |
| Portfolio Value | $299,519,268 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 227,828 | $20,643,247 | 6.89% | |
| 2. | Spdr Series Trust | 388,191 | $20,221,046 | 6.75% | |
| 3. | J P Morgan Exchange Traded F - ULTRA SHRT ETF | 289,705 | $14,537,393 | 4.85% | |
| 4. | MSFT | 34,466 | $10,882,483 | 3.63% | |
| 5. | Pgim Etf Tr - PGIM ULTRA SH BD | 212,370 | $10,510,211 | 3.51% |
Hedge Fund Resource Center 
