Summit Wealth Group, LLC
Summit Wealth Group, LLC latest Q4_2020 13F filings reported $159,399,000 in market value on this 2021-02-11 report date . The portfolio quarterly return is 38.43%. This fund has 41 securities concentrations of 100% weights.
Summit Wealth Group, LLC largest holding is Vanguard S&P 500 ETF with weight of 17.40% and $27,735,000 in market value. The portfolio return is computed based on the amount invested in the new quarter. The following shows the portfolio details.
Portfolio Performance History
|FILE DATE||REPORT PERIOD||QTR YEAR||FILE TYPE||NOS. OF STOCKS||REPORTED VALUE||RETURN|