Summit Wealth Group LLC / Co.
Annual return '25
+12.7%
SPY '25
+17.7%
Alpha
-5.0ptsvs SPY
Invested
$950.4M
Holdings
338
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 94%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SEIV
SEI EXCHANGE TRADED FUNDS
Held since at least Q1 2024
12.0%
02
$SEIM
SEI EXCHANGE TRADED FUNDS
Held since at least Q1 2024
11.6%
03
$SEIE
SEI EXCHANGE TRADED FUNDS
Held since at least Q1 2024
8.1%
04
$SEIQ
SEI EXCHANGE TRADED FUNDS
Held since at least Q1 2024
5.6%
05
$SEIS
SEI EXCHANGE TRADED FUNDS
Held since at least Q1 2024
4.9%
06
$SEEM
SEI EXCHANGE TRADED FUNDS
Held since at least Q1 2024
3.3%
07
$AAPL
APPLE INC
Held since at least Q1 2024
2.6%
08
$SPHQ
INVESCO EXCHANGE TRADED FD T
Held since at least Q1 2024
2.5%
09
$IWF
ISHARES TR
Held since at least Q1 2024
2.0%
10
$IWD
ISHARES TR
Held since at least Q1 2024
1.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:32 UTC.