0001802865-22-000004.txt : 20221109
0001802865-22-000004.hdr.sgml : 20221109
20221109094702
ACCESSION NUMBER: 0001802865-22-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220930
FILED AS OF DATE: 20221109
DATE AS OF CHANGE: 20221109
EFFECTIVENESS DATE: 20221109
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: 221370985
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
09-30-2022
09-30-2022
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
11-09-2022
0
23
84776
false
INFORMATION TABLE
2
Summit13f_3q2022.xml
ALPHABET INC
CAP STK CL C
02079K107
535
5565
SH
SOLE
0
0
5565
AMAZON COM INC
COM
023135106
520
4602
SH
SOLE
0
0
4602
APPLE INC
COM
037833100
5643
40831
SH
SOLE
0
0
40831
CONOCOPHILLIPS
COM
20825C104
209
2039
SH
SOLE
0
0
2039
DIMENSIONAL ETF TRUST
US CORE EQUITY 2
25434V708
10830
486950
SH
SOLE
0
0
486950
DIMENSIONAL ETF TRUST
WORLD EX US CORE
25434V880
1013
53645
SH
SOLE
0
0
53645
ISHARES INC
ESG AWR MSCI EM
46434G863
715
25837
SH
SOLE
0
0
25837
ISHARES TR
MSCI USA MIN VOL
46429B697
10085
152573
SH
SOLE
0
0
152573
ISHARES TR
ESG AW MSCI EAFE
46435G516
2012
35850
SH
SOLE
0
0
35850
ISHARES TR
ESG AWR MSCI USA
46435G425
4220
53141
SH
SOLE
0
0
53141
ISHARES TR
ESG AWARE MSCI
46435U663
1061
34579
SH
SOLE
0
0
34579
ISHARES TR
MSCI USA MMENTM
46432F396
8963
68328
SH
SOLE
0
0
68328
ISHARES TR
MSCI USA VALUE
46432F388
3075
37563
SH
SOLE
0
0
37563
ISHARES TR
ESG AWRE 1 5 YR
46435G243
2041
86899
SH
SOLE
0
0
86899
ISHARES TR
ESG AWR US AGRGT
46435U549
765
16483
SH
SOLE
0
0
16483
ISHARES TR
US TREAS BD ETF
46429B267
1226
53860
SH
SOLE
0
0
53860
ISHARES TR
ESG AWRE USD ETF
46435G193
261
11996
SH
SOLE
0
0
11996
ISHARES TR
BLACKROCK ULTRA
46434V878
7504
150049
SH
SOLE
0
0
150049
JPMORGAN CHASE & CO
COM
46625H100
240
2297
SH
SOLE
0
0
2297
UNITEDHEALTH GROUP INC
COM
91324P102
865
1713
SH
SOLE
0
0
1713
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
92203J407
13559
284071
SH
SOLE
0
0
284071
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
92206C771
9088
201545
SH
SOLE
0
0
201545
WP CAREY INC
COM
92936U109
346
4953
SH
SOLE
0
0
4953