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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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DFASDimensional Etf Trust
Recent Activity
Increased 1232.51%
2.64%
$9.146M
141,019 shares@ $64.86 avg price
IXNIshares Tr
Recent Activity
Decreased -4.33%
2.29%
$7.933M
96,118 shares@ $82.54 avg price
SCHPSchwab Strategic Tr
Recent Activity
Increased 9.79%
2.04%
$7.051M
131,471 shares@ $53.64 avg price
VHTVanguard World Fd
Recent Activity
Decreased -2.38%
1.89%
$6.524M
23,118 shares@ $282.21 avg price
AAPLApple Inc
Recent Activity
Decreased -0.49%
1.7%
$5.89M
25,277 shares@ $233.02 avg price
IGIBIshares Tr
Recent Activity
Decreased -9.85%
1.69%
$5.829M
108,508 shares@ $53.72 avg price
ESGUIshares Tr
Recent Activity
Increased 1.62%
1.63%
$5.647M
44,757 shares@ $126.18 avg price
VXUSVanguard Star Fds
Recent Activity
Decreased -1.17%
1.63%
$5.628M
86,931 shares@ $64.75 avg price
ICSHIshares Tr
Recent Activity
Increased 9.76%
1.56%
$5.407M
106,571 shares@ $50.74 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 6%
1.44%
$4.969M
103,851 shares@ $47.85 avg price