Long-term investor
Summit Wealth Group, LLC @summitwealthgroupllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001802865).
Record
- Tracked since 2025-06-30 (454 days), 29 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +14.5%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908363 · 17.3% · long · since 2025-06-30
- 921937835 · 6.3% · long · since 2025-06-30
- 921943858 · 4.4% · long · since 2025-06-30
- 464288638 · 4.1% · long · since 2025-06-30
- 922908652 · 4.1% · long · since 2025-06-30
- 46432F396 · 3.7% · long · since 2025-06-30
- 25434V724 · 3.6% · long · since 2025-06-30
- 92203J407 · 3.6% · long · since 2025-06-30
- 25434V708 · 3.4% · long · since 2025-06-30
- 46435U853 · 3.1% · long · since 2025-06-30
- 25434V500 · 3.0% · long · since 2025-06-30
- 464287291 · 3.0% · long · since 2025-06-30