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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
VLUEIshares Tr
Recent Activity
Decreased -48.97%
1.44%
$4.959M
45,480 shares@ $109.04 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
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
NVDANvidia Corporation
Recent Activity
0.99%
$3.431M
28,250 shares@ $121.46 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 0.08%
0.82%
$2.818M
6,549 shares@ $430.3 avg price
EAGGIshares Tr
Recent Activity
Decreased -6%
0.73%
$2.515M
51,755 shares@ $48.6 avg price
ESGVVanguard World Fd
Recent Activity
0.71%
$2.447M
24,068 shares@ $101.68 avg price
DFARDimensional Etf Trust
Recent Activity
Decreased -4.91%
0.68%
$2.344M
91,416 shares@ $25.65 avg price