Summit Wealth Group, LLC/OK: summary

Summit Wealth Group, LLC/OK reported 53 positions with a reported value of $59.02M in its 13F for Q3 2026. Compared with Q2 2026: 2 new positions, 11 exited.

Top positions

• STATE STREET SPDR PORTFOLIO S&P 500 ETF
• iShares Trust S&P 500 VAL ETF
• ISHARES GOLD TRUST
• INVESCO NASDAQ 100 ETF
• SCHWAB US DIVIDEND EQUITY ETF
• RBB FD INC
• ISHARES TR
• APPLE INC COM
• ISHARES CORE DIVIDEND GROWTH ETF
• BERKSHIRE HATHAWAY INC DEL CL B NEW