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Home > Institutional Investor > Summit Wealth Group Llc / Co > Profile

Instuitional Investor - Summit Wealth Group Llc / Co

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Summit Wealth Group Llc / Co
Portfolio Value	$398,258,044

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Invesco S&P 500 Quality Etf		443,584	$31,609,796	7.94%
2.	Schwab Strategic Trust	FNDF	835,035	$22,128,428	5.56%
3.	First Trust Capital Strength Etf		174,147	$15,828,221	3.97%
4.	Dimensional Etf Trust		350,073	$12,448,596	3.13%
5.	Apple Inc.	AAPL	49,891	$10,236,136	2.57%