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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
VWOVanguard Intl Equity Index F
Recent Activity
Increased 6%
1.44%
$4.969M
103,851 shares@ $47.85 avg price
TLTIshares Tr
Recent Activity
Increased 11.5%
1.25%
$4.305M
43,887 shares@ $98.1 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Increased 23.63%
1.2%
$4.132M
80,830 shares@ $51.12 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 0.08%
0.82%
$2.818M
6,549 shares@ $430.3 avg price
SUSCIshares Tr
Recent Activity
Increased 2.72%
0.68%
$2.343M
98,502 shares@ $23.79 avg price
ESGDIshares Tr
Recent Activity
Increased 4.39%
0.43%
$1.482M
17,610 shares@ $84.16 avg price
ESMLIshares Tr
Recent Activity
Increased 4.37%
0.37%
$1.281M
30,628 shares@ $41.83 avg price
GOVTIshares Tr
Recent Activity
Increased 8.71%
0.29%
$992,000
42,309 shares@ $23.45 avg price
MBBIshares Tr
Recent Activity
Increased 6.27%
0.23%
$784,000
8,188 shares@ $95.75 avg price
ESGEIshares Inc
Recent Activity
Increased 3.24%
0.16%
$552,000
15,148 shares@ $36.45 avg price