Summit Wealth Group, LLC/Ok Top Holdings and 13F Report (2026) About Summit Wealth Group, LLC/OkInvestment ActivitySummit Wealth Group, LLC/Ok has $59.02 million in total holdings as of September 30, 2026.Summit Wealth Group, LLC/Ok owns shares of 53 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 1.81% of the portfolio was purchased this quarter.About 34.78% of the portfolio was sold this quarter.This quarter, Summit Wealth Group, LLC/Ok has purchased 62 new stocks and bought additional shares in 2 stocks.Summit Wealth Group, LLC/Ok sold shares of 41 stocks and completely divested from 11 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $5,009,514iShares S&P 500 Value ETF $3,995,684iShares Gold Trust $3,751,846Invesco NASDAQ 100 ETF $3,482,568Schwab US Dividend Equity ETF $3,209,856 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $517,382 Holding06849F108 - BARRICK MNG CORP $204,245 Holding Largest Purchases this Quarter EXXONMOBIL HOLDINGS CORP 3,179 shares (about $517.38K)iShares Core Dividend Growth ETF 3,657 shares (about $275.71K)BARRICK MNG CORP 5,022 shares (about $204.25K)Vanguard Value ETF 339 shares (about $73.25K) Largest Sales this Quarter iShares Gold Trust 19,392 shares (about $1.51M)Vanguard Total Bond Market ETF 17,370 shares (about $1.22M)iShares S&P 500 Value ETF 5,331 shares (about $1.22M)SPDR Portfolio S&P 500 ETF 12,908 shares (about $1.16M)iShares 1-5 Year Investment Grade Corporate Bond ETF 22,216 shares (about $1.14M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSummit Wealth Group, LLC/Ok Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$5,009,514$1,158,624 ▼-18.8%55,8108.5%ETFIVEiShares S&P 500 Value ETF$3,995,684$1,216,991 ▼-23.3%17,5036.8%ETFIAUiShares Gold Trust$3,751,846$1,514,515 ▼-28.8%48,0396.4%ETFQQQMInvesco NASDAQ 100 ETF$3,482,568$764,325 ▼-18.0%11,4325.9%ETFSCHDSchwab US Dividend Equity ETF$3,209,856$562,247 ▼-14.9%98,6745.4%ETFTBILUS Treasury 3 Month Bill ETF$3,143,902$854,532 ▼-21.4%63,0675.3%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$2,490,649$1,138,126 ▼-31.4%48,6174.2%ETFAAPLApple$2,378,906$437,282 ▼-15.5%7,1434.0%TechnologyDGROiShares Core Dividend Growth ETF$2,136,288$275,706 ▲14.8%28,3363.6%ETFBRK.BBerkshire Hathaway$1,912,661$290,310 ▼-13.2%3,8413.2%FinanceSPYSPDR S&P 500 ETF Trust$1,857,004$388,179 ▼-17.3%2,4353.1%ETFQQQInvesco QQQ$1,675,579$295,168 ▼-15.0%2,2652.8%ETFIYKiShares U.S. Consumer Staples ETF$1,616,159$1,108,749 ▼-40.7%22,8502.7%ETFSCHVSchwab U.S. Large-Cap Value ETF$1,559,110$542,288 ▼-25.8%46,8062.6%ETFHYGHiShares Interest Rate Hedged High Yield Bond ETF$1,545,322$445,031 ▼-22.4%18,0462.6%ETFBNDVanguard Total Bond Market ETF$1,535,724$1,218,506 ▼-44.2%21,8922.6%ETFIWDiShares Russell 1000 Value ETF$1,282,353$498,858 ▼-28.0%5,1722.2%ETFCVXChevron$1,067,406$65,960 ▼-5.8%5,2271.8%EnergyVONGVanguard Russell 1000 Growth ETF$967,771$341,415 ▼-26.1%7,5061.6%ETFVTVVanguard Value ETF$902,988$73,250 ▲8.8%4,1791.5%ETFVDEVanguard Energy ETF$862,866$414,906 ▼-32.5%5,0121.5%ETFVIGVanguard Dividend Appreciation ETF$856,248$23,798 ▼-2.7%3,6701.5%ETFGOOGLAlphabet$833,706$87,740 ▼-9.5%2,4231.4%Communication ServicesIWFiShares Russell 1000 Growth ETF$614,2750.0%4,9041.0%ETFFUTYFidelity MSCI Utilities Index ETF$608,975$339,380 ▼-35.8%11,9291.0%ETFAMZNAmazon.com$598,957$79,230 ▼-11.7%2,4041.0%Consumer DiscretionaryUSMViShares MSCI USA Min Vol Factor ETF$560,723$273,590 ▼-32.8%5,7551.0%ETFNVDANVIDIA$559,303$332,522 ▼-37.3%2,4490.9%TechnologyEXXONMOBIL HOLDINGS CORP$517,382$517,382 ▲New Holding3,1790.9%COM SHSMOATVanEck Morningstar Wide Moat ETF$505,611$363,642 ▼-41.8%4,7830.9%ETFMSFTMicrosoft$479,562$183,105 ▼-27.6%9350.8%TechnologyVLOValero Energy$445,7520.0%1,1500.8%EnergyCSW INDUSTRIALS INC$416,5640.0%1,4460.7%COMGOOGAlphabet$413,318$102,563 ▼-19.9%1,2130.7%Communication ServicesIHFiShares U.S. Healthcare Providers ETF$399,325$187,395 ▼-31.9%7,2750.7%ETFFRANKLIN TEMPLETON DIGITAL H$395,622$128,059 ▼-24.5%8,1930.7%BITCOIN ETF SHSAVGOBroadcom$355,0530.0%1,0110.6%TechnologyVHTVanguard Health Care ETF$350,533$156,776 ▼-30.9%1,1090.6%ETFDIASPDR Dow Jones Industrial Average ETF Trust$327,775$304,907 ▼-48.2%6450.6%ETFAMDAdvanced Micro Devices$305,880$18,965 ▼-5.8%5000.5%TechnologyPALANTIR TECHNOLOGIES INC$301,151$28,432 ▼-8.6%1,6100.5%CL AMETAMeta Platforms$293,698$34,083 ▼-10.4%4050.5%Communication ServicesCELESTICA INC$289,1440.0%8000.5%COMCLColgate-Palmolive$255,9600.0%3,0000.4%Consumer StaplesIYWiShares U.S. Technology ETF$246,769$74,666 ▼-23.2%9320.4%ETFCRCrane$236,2550.0%1,1580.4%IndustrialsSCHMSchwab U.S. Mid-Cap ETF$229,295$34,700 ▼-13.1%6,7400.4%ETFETNEaton$214,8550.0%5000.4%IndustrialsBALLBall$206,358$82,700 ▼-28.6%3,6830.3%MaterialsSGOLabrdn Physical Gold Shares ETF$205,079$124,179 ▼-37.7%5,1840.3%ETFSCHASchwab US Small-Cap ETF$204,786$34,588 ▼-14.4%6,2760.3%ETFBARRICK MNG CORP$204,245$204,245 ▲New Holding5,0220.3%COM SHSVYMVanguard High Dividend Yield ETF$202,651$83,947 ▼-29.3%1,3060.3%ETFTLTiShares 20+ Year Treasury Bond ETF$0$1,334,325 ▼-100.0%00.0%ETFXOMExxonMobil$0$506,001 ▼-100.0%00.0%EnergyMCDMcDonald's$0$316,320 ▼-100.0%00.0%Consumer DiscretionaryRSPUInvesco S&P 500 Equal Weight Utilities ETF$0$286,227 ▼-100.0%00.0%ETFGEGE Aerospace$0$281,419 ▼-100.0%00.0%IndustrialsARK ETF TR$0$268,656 ▼-100.0%00.0%INNOVATION ETFCSCOCisco Systems$0$261,349 ▼-100.0%00.0%TechnologyWALMART INC$0$247,700 ▼-100.0%00.0%COMWFCWells Fargo & Company$0$246,979 ▼-100.0%00.0%FinanceVIOOVanguard S&P Small-Cap 600 ETF$0$238,082 ▼-100.0%00.0%ETFGE VERNOVA INC$0$203,251 ▼-100.0%00.0%COMShowing largest 100 holdings. 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