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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
VOOVanguard Index Fds
Recent Activity
Increased 7.08%
18.15%
$62.886M
119,176 shares@ $527.68 avg price
BNDVanguard Bd Index Fds
Recent Activity
Increased 11.98%
10.45%
$36.196M
481,907 shares@ $75.11 avg price
DFACDimensional Etf Trust
Recent Activity
Decreased -58.2%
5.3%
$18.348M
535,078 shares@ $34.3 avg price
BNDXVanguard Charlotte Fds
Recent Activity
Increased 9.67%
4.51%
$15.606M
310,376 shares@ $50.29 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Decreased -7%
4.45%
$15.397M
291,555 shares@ $52.81 avg price
MTUMIshares Tr
Recent Activity
Decreased -27.38%
3.73%
$12.919M
63,715 shares@ $202.77 avg price
VXFVanguard Index Fds
Recent Activity
Increased 34.93%
3.43%
$11.867M
65,207 shares@ $181.99 avg price
EAGL2023 Etf Series Trust
Recent Activity
Increased 0.08%
3.21%
$11.127M
406,691 shares@ $27.36 avg price
DFUVDimensional Etf Trust
Recent Activity
Increased 1041.13%
3.08%
$10.65M
255,453 shares@ $41.7 avg price
AGGIshares Tr
Recent Activity
Decreased -7.6%
3.01%
$10.416M
102,855 shares@ $101.27 avg price