Instuitional Investor - Summit Wealth Group Llc / Co
Fund Profile
Filing Period:
| Fund Name: | Summit Wealth Group Llc / Co |
| Portfolio Value | $950,359,983 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Sei Exchange Traded Funds | 2,739,657 | $113,860,133 | 11.98% | |
| 2. | Sei Exchange Traded Funds | 2,410,895 | $109,816,267 | 11.56% | |
| 3. | Sei Exchange Traded Funds | 2,370,397 | $77,265,698 | 8.13% | |
| 4. | Sei Exchange Traded Funds | 1,450,990 | $52,830,546 | 5.56% | |
| 5. | Sei Exchange Traded Funds | 1,681,654 | $46,459,392 | 4.89% |