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Ashleigh Swayze

Summit Wealth Group, Llc

Assets Managed
$435.795M
Holdings
126
Last Quarter
2026 - Q1
Filed Date
1mo 20d ago
Growth Rate
1.76%(2Q avg: 2.67%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Summit Wealth Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 126 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 2026 - Q1, they manage 435.795M in assets, with a quarterly growth rate of 1.76% and a 2-quarter average growth rate of 2.67%. The portfolio is managed by Ashleigh Swayze, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 1.83%
16.91%
$73.659M
123,268 shares@ $597.55 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 5.1%
6.75%
$29.386M
399,043 shares@ $73.65 avg price
IGIB
Ishares 5-10y Inv Grade Corp
Recent Activity
Increased 4.22%
4.56%
$19.853M
373,031 shares@ $53.23 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 0.31%
4.43%
$19.304M
301,247 shares@ $64.08 avg price
BNDX
Vanguard Total Intl Bond Etf
Recent Activity
Increased 5.82%
3.84%
$16.701M
347,573 shares@ $48.05 avg price
VXF
Vanguard Extended Market Etf
Recent Activity
Increased 1.68%
3.77%
$16.425M
79,809 shares@ $205.8 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
Decreased -1.58%
3.47%
$15.097M
388,492 shares@ $38.86 avg price
DFUV
Dimensional Us Marketwide Va
Recent Activity
Increased 3.45%
3.47%
$15.08M
311,177 shares@ $48.46 avg price
USHY
Ishares Broad Usd High Yield
Recent Activity
Increased 7.01%
3.36%
$14.609M
396,549 shares@ $36.85 avg price
MTUM
Ishares Msci Usa Momentum Fa
Recent Activity
Increased 0.29%
2.93%
$12.753M
53,142 shares@ $239.99 avg price

1-10 of 126