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Sarah H Schmidt

Summit Wealth Group Llc Co

Assets Managed
$950.36M
Holdings
339
Last Quarter
2026 - Q1
Filed Date
29d ago
Growth Rate
26.03%(2Q avg: 88.91%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Summit Wealth Group Llc Co's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 339 positions.

Assets under management

The assets under management (AUM) of Summit Wealth Group Llc Co over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 950.36M in assets, with a quarterly growth rate of 26.03% and a 2-quarter average growth rate of 88.91%. The portfolio is managed by Sarah H Schmidt, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SEIV
Sei Enhanced Us Lrg Cap Val
Recent Activity
Increased 24.36%
11.99%
$113.86M
2.74M shares@ $41.56 avg price
SEIM
Sei Enhanced Us Large Cap Mo
Recent Activity
Increased 25.77%
11.56%
$109.816M
2.411M shares@ $45.55 avg price
SEIE
Sei Select Intl Equity
Recent Activity
Increased 23.02%
8.14%
$77.266M
2.37M shares@ $32.6 avg price
SEIQ
Sei Enhanced Us Large Cap Qu
Recent Activity
Increased 28.04%
5.56%
$52.831M
1.451M shares@ $36.42 avg price
SEIS
Sei Select Small Cap Etf
Recent Activity
Increased 26.7%
4.89%
$46.459M
1.682M shares@ $27.63 avg price
SEEM
Sei Select Em Mrkt Eq
Recent Activity
Increased 21.46%
3.32%
$31.521M
962,567 shares@ $32.75 avg price
AAPL
Apple Inc
Recent Activity
Increased 82.54%
2.63%
$24.963M
98,361 shares@ $253.8 avg price
SPHQ
Invesco S&p 500 Quality Etf
Recent Activity
Decreased -13.85%
2.53%
$24.029M
319,573 shares@ $75.2 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Increased 198.37%
2.02%
$19.129M
44,832 shares@ $426.68 avg price
IWD
Ishares Russell 1000 Value E
Recent Activity
Increased 292.09%
1.73%
$16.365M
76,589 shares@ $213.68 avg price

1-10 of 339