Long-term investor
Summit Wealth Group LLC / Co. @summitwealthgroupllcco
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002081278).
Record
- Tracked since 2025-06-30 (434 days), 751 trades recorded
- Returns: week n/a · month n/a · 90 days +14.1% · 6 months +35.7% · 1 year +3.8% · all +3.8%
- Max drawdown -23.5% · Sharpe -0.04 · win rate 0% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SEIM · 12.3% · long · since 2025-06-30
- SEIV · 12.0% · long · since 2025-06-30
- SEIE · 7.8% · long · since 2025-06-30
- SEIQ · 5.4% · long · since 2025-06-30
- SEIS · 5.2% · long · since 2025-06-30
- SEEM · 3.5% · long · since 2025-06-30
- AAPL · 2.3% · long · since 2025-06-30
- SPHQ · 2.3% · long · since 2025-06-30
- IWF · 1.9% · long · since 2025-06-30
- IWD · 1.6% · long · since 2025-06-30
- NVDA · 1.5% · long · since 2025-06-30
- RDVY · 1.5% · long · since 2025-06-30