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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
DFAXDimensional Etf Trust
Recent Activity
Decreased -0.12%
1.14%
$3.947M
146,141 shares@ $27.01 avg price
IAGGIshares Tr
Recent Activity
Decreased -3.03%
1.08%
$3.732M
72,024 shares@ $51.82 avg price
EAGGIshares Tr
Recent Activity
Decreased -6%
0.73%
$2.515M
51,755 shares@ $48.6 avg price
DFARDimensional Etf Trust
Recent Activity
Decreased -4.91%
0.68%
$2.344M
91,416 shares@ $25.65 avg price
MUBIshares Tr
Recent Activity
Decreased -2.73%
0.66%
$2.286M
21,047 shares@ $108.62 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -0.09%
0.62%
$2.142M
7,564 shares@ $283.19 avg price
TIPIshares Tr
Recent Activity
Decreased -8.31%
0.47%
$1.601M
14,497 shares@ $110.44 avg price
SUSBIshares Tr
Recent Activity
Decreased -4.55%
0.45%
$1.533M
60,928 shares@ $25.17 avg price
VMBSVanguard Scottsdale Fds
Recent Activity
Decreased -2.31%
0.42%
$1.453M
30,768 shares@ $47.23 avg price
VGLTVanguard Scottsdale Fds
Recent Activity
Decreased -15.79%
0.33%
$1.136M
18,465 shares@ $61.53 avg price