0001802865-20-000004.txt : 20201106 0001802865-20-000004.hdr.sgml : 20201106 20201106105041 ACCESSION NUMBER: 0001802865-20-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201106 DATE AS OF CHANGE: 20201106 EFFECTIVENESS DATE: 20201106 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Summit Wealth Group, LLC CENTRAL INDEX KEY: 0001802865 IRS NUMBER: 020402320 STATE OF INCORPORATION: VT FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19826 FILM NUMBER: 201292940 BUSINESS ADDRESS: STREET 1: 205 BILLINGS FARM RD # 2A CITY: WHITE RIVER JUNCTION STATE: VT ZIP: 05001 BUSINESS PHONE: 802-295-5300 MAIL ADDRESS: STREET 1: 205 BILLINGS FARM RD # 2A CITY: WHITE RIVER JUNCTION STATE: VT ZIP: 05001 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001802865 XXXXXXXX 09-30-2020 09-30-2020 Summit Wealth Group, LLC

205 BILLINGS FARM RD # 2A WHITE RIVER JUNCTION VT 05001

13F HOLDINGS REPORT 028-19826 N Ashleigh C. Swayze 6463953900 Ashleigh C. Swayze Newtown PA 11-06-2020 0 35 115149 false INFORMATION TABLE 2 swg3q20_13f.xml SUMMIT INFORMATION TABLE AMAZON COM INC COM 023135106 746 237 SH SOLE 0 0 237 APPLE INC COM 037833100 1424 12296 SH SOLE 0 0 12296 HOME DEPOT INC COM 437076102 389 1400 SH SOLE 0 0 1400 ISHARES TR JPMORGAN USD EMG 464288281 448 4041 SH SOLE 0 0 4041 ISHARES TR IBOXX HI YD ETF 464288513 447 5323 SH SOLE 0 0 5323 ISHARES TR SHORT TREAS BD 464288679 6936 62656 SH SOLE 0 0 62656 JOHNSON & JOHNSON COM 478160104 251 1688 SH SOLE 0 0 1688 MICROSOFT CORP COM 594918104 488 2319 SH SOLE 0 0 2319 PROCTER AND GAMBLE CO COM 742718109 1011 7276 SH SOLE 0 0 7276 SHERWIN WILLIAMS CO COM 824348106 213 306 SH SOLE 0 0 306 SUN CMNTYS INC COM 866674104 15430 109738 SH SOLE 0 0 109738 TEXAS INSTRS INC COM 882508104 213 1489 SH SOLE 0 0 1489 UNION PAC CORP COM 907818108 428 2174 SH SOLE 0 0 2174 VANGUARD STAR FDS VG TL INTL STK F 921909768 4384 84023 SH SOLE 0 0 84023 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 3829 34233 SH SOLE 0 0 34233 VANGUARD BD INDEX FDS INTERMED TERM 921937819 4182 44742 SH SOLE 0 0 44742 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 7690 92590 SH SOLE 0 0 92590 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 1620 39597 SH SOLE 0 0 39597 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 10287 251517 SH SOLE 0 0 251517 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 614 14211 SH SOLE 0 0 14211 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3066 70913 SH SOLE 0 0 70913 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 2993 54984 SH SOLE 0 0 54984 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 24790 80580 SH SOLE 0 0 80580 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 484 3734 SH SOLE 0 0 3734 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 5019 38690 SH SOLE 0 0 38690 VANGUARD INDEX FDS TOTAL STK MKT 922908769 581 3412 SH SOLE 0 0 3412 FACEBOOK INC CL A 30303M102 256 976 SH SOLE 0 0 976 ISHARES TR ULTR SH TRM BD 46434V878 2145 42417 SH SOLE 0 0 42417 JPMORGAN CHASE & CO COM 46625H100 329 3418 SH SOLE 0 0 3418 UNITEDHEALTH GROUP INC COM 91324P102 557 1787 SH SOLE 0 0 1787 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 455 7822 SH SOLE 0 0 7822 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 8420 144718 SH SOLE 0 0 144718 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 460 8479 SH SOLE 0 0 8479 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 4216 77689 SH SOLE 0 0 77689 WP CAREY INC COM 92936U109 348 5340 SH SOLE 0 0 5340