0001802865-22-000003.txt : 20220810
0001802865-22-000003.hdr.sgml : 20220810
20220810130647
ACCESSION NUMBER: 0001802865-22-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220630
FILED AS OF DATE: 20220810
DATE AS OF CHANGE: 20220810
EFFECTIVENESS DATE: 20220810
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: 221151176
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
06-30-2022
06-30-2022
Summit Wealth Group, LLC
205 BILLINGS FARM RD # 2A
WHITE RIVER JUNCTION
VT
05001
13F HOLDINGS REPORT
028-19826
N
Ashleigh Swayze
Counsel
6463953900
Ashleigh Swayze
Newtown
PA
08-10-2022
0
23
84647
false
INFORMATION TABLE
2
Summit13F_2q2022.xml
ALPHABET INC
CAP STK CL C
02079K107
622
284
SH
SOLE
0
0
284
AMAZON COM INC
COM
023135106
523
4922
SH
SOLE
0
0
4922
APPLE INC
COM
037833100
7855
57452
SH
SOLE
0
0
57452
DIMENSIONAL ETF TRUST
US CORE EQUITY 2
25434V708
9072
389341
SH
SOLE
0
0
389341
DIMENSIONAL ETF TRUST
WORLD EX US CORE
25434V880
1073
50039
SH
SOLE
0
0
50039
ISHARES INC
ESG AWR MSCI EM
46434G863
741
22927
SH
SOLE
0
0
22927
ISHARES TR
MSCI USA MIN VOL
46429B697
10184
145055
SH
SOLE
0
0
145055
ISHARES TR
ESG AW MSCI EAFE
46435G516
2002
31902
SH
SOLE
0
0
31902
ISHARES TR
ESG AWR MSCI USA
46435G425
3875
46191
SH
SOLE
0
0
46191
ISHARES TR
ESG AWARE MSCI
46435U663
944
29960
SH
SOLE
0
0
29960
ISHARES TR
MSCI USA MMENTM
46432F396
8729
64008
SH
SOLE
0
0
64008
ISHARES TR
MSCI USA VALUE
46432F388
3222
35594
SH
SOLE
0
0
35594
ISHARES TR
ESG AWRE 1 5 YR
46435G243
1836
76203
SH
SOLE
0
0
76203
ISHARES TR
ESG AWR US AGRGT
46435U549
615
12572
SH
SOLE
0
0
12572
ISHARES TR
US TREAS BD ETF
46429B267
1151
48163
SH
SOLE
0
0
48163
ISHARES TR
ESG AWRE USD ETF
46435G193
206
8888
SH
SOLE
0
0
8888
ISHARES TR
BLACKROCK ULTRA
46434V878
7599
151852
SH
SOLE
0
0
151852
JPMORGAN CHASE & CO
COM
46625H100
262
2323
SH
SOLE
0
0
2323
MERCK & CO INC
COM
58933Y105
203
2224
SH
SOLE
0
0
2224
UNITEDHEALTH GROUP INC
COM
91324P102
887
1727
SH
SOLE
0
0
1727
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
92203J407
13504
272595
SH
SOLE
0
0
272595
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
92206C771
9149
191370
SH
SOLE
0
0
191370
WP CAREY INC
COM
92936U109
393
4741
SH
SOLE
0
0
4741