Ashleigh Swayze
@Summit Wealth Group, Llc
Latest period2024 - Q3ReportedManaged Assets$346.652MTotal holdings99
Assets growth rate4.01%Assets growth rate (2-Q avg)65.5%Continuous growth in asset value4 quarters
Portfolio positions
This chart displays the top 10 holdings in Summit Wealth Group, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 99 positions.
Assets under management
The assets under management (AUM) of Summit Wealth Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 346.652M in assets, with a quarterly growth rate of 4.01% and a 2-quarter average growth rate of 65.5%. The portfolio is managed by Ashleigh Swayze, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
VOOVanguard Index Fds
| 18.15% | $62.886M 119,176 shares@ $527.68 avg price | Increased 7.08% |
BNDVanguard Bd Index Fds
| 10.45% | $36.196M 481,907 shares@ $75.11 avg price | Increased 11.98% |
DFACDimensional Etf Trust
| 5.3% | $18.348M 535,078 shares@ $34.3 avg price | Decreased -58.2% |
BNDXVanguard Charlotte Fds
| 4.51% | $15.606M 310,376 shares@ $50.29 avg price | Increased 9.67% |
VEAVanguard Tax-managed Fds
| 4.45% | $15.397M 291,555 shares@ $52.81 avg price | Decreased -7% |
MTUMIshares Tr
| 3.73% | $12.919M 63,715 shares@ $202.77 avg price | Decreased -27.38% |
VXFVanguard Index Fds
| 3.43% | $11.867M 65,207 shares@ $181.99 avg price | Increased 34.93% |
EAGL2023 Etf Series Trust
| 3.21% | $11.127M 406,691 shares@ $27.36 avg price | Increased 0.08% |
DFUVDimensional Etf Trust
| 3.08% | $10.65M 255,453 shares@ $41.7 avg price | Increased 1041.13% |
AGGIshares Tr
| 3.01% | $10.416M 102,855 shares@ $101.27 avg price | Decreased -7.6% |