# EDGAR Filing Document

**Accession Number:** 0001802865
**File Stem:** 0001802865-25-000005
**Filing Date:** 2025-8
**Character Count:** 14366
**Document Hash:** ca71823049c1e5ee8d48573a90f28c58
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001802865-25-000005.hdr.sgml**: 20250806

**ACCESSION NUMBER**: 0001802865-25-000005

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250806

**DATE AS OF CHANGE**: 20250806

**EFFECTIVENESS DATE**: 20250806

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Summit Wealth Group, LLC
- **CENTRAL INDEX KEY:** 0001802865

**ORGANIZATION NAME:**
- **EIN:** 020402320
- **STATE OF INCORPORATION:** VT
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-19826
- **FILM NUMBER:** 251187872

**BUSINESS ADDRESS:**
- **STREET 1:** 205 BILLINGS FARM RD # 2A
- **CITY:** WHITE RIVER JUNCTION
- **STATE:** VT
- **ZIP:** 05001
- **BUSINESS PHONE:** 802-295-5300

**MAIL ADDRESS:**
- **STREET 1:** 205 BILLINGS FARM RD # 2A
- **CITY:** WHITE RIVER JUNCTION
- **STATE:** VT
- **ZIP:** 05001

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Summit Wealth Group LLC<br>**Address:** 205 BILLINGS FARM RD # 2A<br>WHITE RIVER JUNCTION, VT 05001

**Form 13F File Number:** 028-19826

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Ashleigh Swayze<br>**Title:** Counsel<br>**Phone:** 6463953900

**Signature, Place, and Date of Signing:**

Ashleigh Swayze  Princeton, NJ  08-06-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 111

**Form 13F Information Table Value Total:** $389412

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 |  | 11864 | 280608 | SH |  | SOLE |  | 0 | 0 | 280608 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 |  | 9995 | 156885 | SH |  | SOLE |  | 0 | 0 | 156885 |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 |  | 3457 | 117453 | SH |  | SOLE |  | 0 | 0 | 117453 |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 |  | 2711 | 76233 | SH |  | SOLE |  | 0 | 0 | 76233 |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | 25434V823 |  | 2386 | 101704 | SH |  | SOLE |  | 0 | 0 | 101704 |
| 2023 ETF SERIES TRUST | EAGLE CAPITAL SE | 88339Y102 |  | 11045 | 365972 | SH |  | SOLE |  | 0 | 0 | 365972 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 572 | 9523 | SH |  | SOLE |  | 0 | 0 | 9523 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 |  | 478 | 6178 | SH |  | SOLE |  | 0 | 0 | 6178 |
| ISHARES TR | ESG AW MSCI EAFE | 46435G516 |  | 1656 | 18557 | SH |  | SOLE |  | 0 | 0 | 18557 |
| ISHARES INC | ESG AWR MSCI EM | 46434G863 |  | 631 | 16101 | SH |  | SOLE |  | 0 | 0 | 16101 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 |  | 6008 | 44405 | SH |  | SOLE |  | 0 | 0 | 44405 |
| ISHARES TR | ESG AWARE MSCI | 46435U663 |  | 1314 | 31787 | SH |  | SOLE |  | 0 | 0 | 31787 |
| ISHARES TR | GLOBAL TECH ETF | 464287291 |  | 8936 | 96769 | SH |  | SOLE |  | 0 | 0 | 96769 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 |  | 13600 | 56591 | SH |  | SOLE |  | 0 | 0 | 56591 |
| ISHARES TR | MSCI USA VALUE | 46432F388 |  | 1727 | 15253 | SH |  | SOLE |  | 0 | 0 | 15253 |
| VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 |  | 1512 | 23085 | SH |  | SOLE |  | 0 | 0 | 23085 |
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 |  | 2286 | 20847 | SH |  | SOLE |  | 0 | 0 | 20847 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 |  | 14966 | 77660 | SH |  | SOLE |  | 0 | 0 | 77660 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 17495 | 306878 | SH |  | SOLE |  | 0 | 0 | 306878 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 5589 | 113003 | SH |  | SOLE |  | 0 | 0 | 113003 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 |  | 6239 | 25123 | SH |  | SOLE |  | 0 | 0 | 25123 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 701 | 5261 | SH |  | SOLE |  | 0 | 0 | 5261 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 |  | 656 | 8188 | SH |  | SOLE |  | 0 | 0 | 8188 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 69722 | 122743 | SH |  | SOLE |  | 0 | 0 | 122743 |
| ISHARES TR | 20 YR TR BD ETF | 464287432 |  | 735 | 8328 | SH |  | SOLE |  | 0 | 0 | 8328 |
| ISHARES TR | BROAD USD HIGH | 46435U853 |  | 12657 | 337425 | SH |  | SOLE |  | 0 | 0 | 337425 |
| ISHARES TR | CORE INTL AGGR | 46435G672 |  | 3592 | 70315 | SH |  | SOLE |  | 0 | 0 | 70315 |
| ISHARES TR | ESG AWRE 1 5 YR | 46435G243 |  | 1040 | 41326 | SH |  | SOLE |  | 0 | 0 | 41326 |
| ISHARES TR | ESG AWR US AGRGT | 46435U549 |  | 1477 | 31060 | SH |  | SOLE |  | 0 | 0 | 31060 |
| ISHARES TR | ESG AWRE USD ETF | 46435G193 |  | 1912 | 82296 | SH |  | SOLE |  | 0 | 0 | 82296 |
| ISHARES TR | IBOXX HI YD ETF | 464288513 |  | 206 | 2554 | SH |  | SOLE |  | 0 | 0 | 2554 |
| ISHARES TR | MBS ETF | 464288588 |  | 994 | 10592 | SH |  | SOLE |  | 0 | 0 | 10592 |
| ISHARES TR | ISHS 5-10YR INVT | 464288638 |  | 18089 | 339449 | SH |  | SOLE |  | 0 | 0 | 339449 |
| ISHARES TR | US TREAS BD ETF | 46429B267 |  | 1664 | 72418 | SH |  | SOLE |  | 0 | 0 | 72418 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 |  | 4170 | 156295 | SH |  | SOLE |  | 0 | 0 | 156295 |
| VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | 921946885 |  | 292 | 4472 | SH |  | SOLE |  | 0 | 0 | 4472 |
| VANGUARD WORLD FD | ESG US CORP BD | 921910691 |  | 355 | 5602 | SH |  | SOLE |  | 0 | 0 | 5602 |
| VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | 92206C813 |  | 242 | 3186 | SH |  | SOLE |  | 0 | 0 | 3186 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 540 | 3044 | SH |  | SOLE |  | 0 | 0 | 3044 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 485 | 2753 | SH |  | SOLE |  | 0 | 0 | 2753 |
| AMAZON COM INC | COM | 023135106 |  | 1158 | 5278 | SH |  | SOLE |  | 0 | 0 | 5278 |
| APPLE INC | COM | 037833100 |  | 3924 | 19124 | SH |  | SOLE |  | 0 | 0 | 19124 |
| AXON ENTERPRISE INC | COM | 05464C101 |  | 464 | 560 | SH |  | SOLE |  | 0 | 0 | 560 |
| BANK AMERICA CORP | COM | 060505104 |  | 217 | 4583 | SH |  | SOLE |  | 0 | 0 | 4583 |
| BROADCOM INC | COM | 11135F101 |  | 351 | 1274 | SH |  | SOLE |  | 0 | 0 | 1274 |
| CATERPILLAR INC | COM | 149123101 |  | 315 | 812 | SH |  | SOLE |  | 0 | 0 | 812 |
| CHEVRON CORP NEW | COM | 166764100 |  | 314 | 2196 | SH |  | SOLE |  | 0 | 0 | 2196 |
| CISCO SYS INC | COM | 17275R102 |  | 293 | 4219 | SH |  | SOLE |  | 0 | 0 | 4219 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 |  | 4128 | 140543 | SH |  | SOLE |  | 0 | 0 | 140543 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 15737 | 439082 | SH |  | SOLE |  | 0 | 0 | 439082 |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 25434V666 |  | 3018 | 97288 | SH |  | SOLE |  | 0 | 0 | 97288 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 |  | 437 | 14052 | SH |  | SOLE |  | 0 | 0 | 14052 |
| EATON CORP PLC | SHS | G29183103 |  | 215 | 603 | SH |  | SOLE |  | 0 | 0 | 603 |
| ELI LILLY  CO | COM | 532457108 |  | 260 | 333 | SH |  | SOLE |  | 0 | 0 | 333 |
| ESPERION THERAPEUTICS INC NE | COM | 29664W105 |  | 318 | 323000 | SH |  | SOLE |  | 0 | 0 | 323000 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 431 | 3999 | SH |  | SOLE |  | 0 | 0 | 3999 |
| GE VERNOVA INC | COM | 36828A101 |  | 219 | 413 | SH |  | SOLE |  | 0 | 0 | 413 |
| GE AEROSPACE | COM NEW | 369604301 |  | 476 | 1849 | SH |  | SOLE |  | 0 | 0 | 1849 |
| HOME DEPOT INC | COM | 437076102 |  | 662 | 1806 | SH |  | SOLE |  | 0 | 0 | 1806 |
| HONEYWELL INTL INC | COM | 438516106 |  | 260 | 1115 | SH |  | SOLE |  | 0 | 0 | 1115 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 301 | 1021 | SH |  | SOLE |  | 0 | 0 | 1021 |
| ISHARES TR | CORE S ETF | 464287200 |  | 1666 | 2683 | SH |  | SOLE |  | 0 | 0 | 2683 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 259 | 4183 | SH |  | SOLE |  | 0 | 0 | 4183 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 459 | 2126 | SH |  | SOLE |  | 0 | 0 | 2126 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 245 | 2223 | SH |  | SOLE |  | 0 | 0 | 2223 |
| ISHARES TR | US HLTHCARE ETF | 464287762 |  | 315 | 5579 | SH |  | SOLE |  | 0 | 0 | 5579 |
| ISHARES TR | U.S. TECH ETF | 464287721 |  | 245 | 1415 | SH |  | SOLE |  | 0 | 0 | 1415 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 267 | 1750 | SH |  | SOLE |  | 0 | 0 | 1750 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 807 | 2782 | SH |  | SOLE |  | 0 | 0 | 2782 |
| LANCASTER COLONY CORP | COM | 513847103 |  | 431 | 2494 | SH |  | SOLE |  | 0 | 0 | 2494 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 265 | 572 | SH |  | SOLE |  | 0 | 0 | 572 |
| MERCK  CO INC | COM | 58933Y105 |  | 315 | 3981 | SH |  | SOLE |  | 0 | 0 | 3981 |
| META PLATFORMS INC | CL A | 30303M102 |  | 402 | 544 | SH |  | SOLE |  | 0 | 0 | 544 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 370 | 3005 | SH |  | SOLE |  | 0 | 0 | 3005 |
| MICROSOFT CORP | COM | 594918104 |  | 3309 | 6652 | SH |  | SOLE |  | 0 | 0 | 6652 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 421 | 2986 | SH |  | SOLE |  | 0 | 0 | 2986 |
| MUELLER INDS INC | COM | 624756102 |  | 352 | 4430 | SH |  | SOLE |  | 0 | 0 | 4430 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 3716 | 23518 | SH |  | SOLE |  | 0 | 0 | 23518 |
| ORACLE CORP | COM | 68389X105 |  | 439 | 2009 | SH |  | SOLE |  | 0 | 0 | 2009 |
| PEPSICO INC | COM | 713448108 |  | 328 | 2483 | SH |  | SOLE |  | 0 | 0 | 2483 |
| PFIZER INC | COM | 717081103 |  | 220 | 9087 | SH |  | SOLE |  | 0 | 0 | 9087 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 1206 | 7570 | SH |  | SOLE |  | 0 | 0 | 7570 |
| PROVIDENT BANCORP INC | COM NEW | 74383L105 |  | 312 | 24950 | SH |  | SOLE |  | 0 | 0 | 24950 |
| RTX CORPORATION | COM | 75513E101 |  | 357 | 2446 | SH |  | SOLE |  | 0 | 0 | 2446 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 247 | 8456 | SH |  | SOLE |  | 0 | 0 | 8456 |
| SERVICENOW INC | COM | 81762P102 |  | 226 | 220 | SH |  | SOLE |  | 0 | 0 | 220 |
| SHERWIN WILLIAMS CO | COM | 824348106 |  | 307 | 895 | SH |  | SOLE |  | 0 | 0 | 895 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 262 | 424 | SH |  | SOLE |  | 0 | 0 | 424 |
| STRYKER CORPORATION | COM | 863667101 |  | 201 | 507 | SH |  | SOLE |  | 0 | 0 | 507 |
| SUN CMNTYS INC | COM | 866674104 |  | 492 | 3887 | SH |  | SOLE |  | 0 | 0 | 3887 |
| TESLA INC | COM | 88160R101 |  | 444 | 1398 | SH |  | SOLE |  | 0 | 0 | 1398 |
| TEXAS INSTRS INC | COM | 882508104 |  | 256 | 1232 | SH |  | SOLE |  | 0 | 0 | 1232 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 513 | 1645 | SH |  | SOLE |  | 0 | 0 | 1645 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 309 | 1106 | SH |  | SOLE |  | 0 | 0 | 1106 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 5683 | 82260 | SH |  | SOLE |  | 0 | 0 | 82260 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 1968 | 6474 | SH |  | SOLE |  | 0 | 0 | 6474 |
| WP CAREY INC | COM | 92936U109 |  | 310 | 4969 | SH |  | SOLE |  | 0 | 0 | 4969 |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 25434V849 |  | 3091 | 65171 | SH |  | SOLE |  | 0 | 0 | 65171 |
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | 25434V674 |  | 423 | 8060 | SH |  | SOLE |  | 0 | 0 | 8060 |
| ISHARES TR | CALIF MUN BD ETF | 464288356 |  | 359 | 6436 | SH |  | SOLE |  | 0 | 0 | 6436 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 7122 | 71792 | SH |  | SOLE |  | 0 | 0 | 71792 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 8887 | 85060 | SH |  | SOLE |  | 0 | 0 | 85060 |
| ISHARES TR | TIPS BD ETF | 464287176 |  | 635 | 5766 | SH |  | SOLE |  | 0 | 0 | 5766 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 |  | 300 | 3881 | SH |  | SOLE |  | 0 | 0 | 3881 |
| VANGUARD BD INDEX FDS | LONG TERM BOND | 921937793 |  | 8217 | 118158 | SH |  | SOLE |  | 0 | 0 | 118158 |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 92206C771 |  | 1303 | 28117 | SH |  | SOLE |  | 0 | 0 | 28117 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 6171 | 125867 | SH |  | SOLE |  | 0 | 0 | 125867 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 598 | 7596 | SH |  | SOLE |  | 0 | 0 | 7596 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 25702 | 349073 | SH |  | SOLE |  | 0 | 0 | 349073 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 |  | 14716 | 297240 | SH |  | SOLE |  | 0 | 0 | 297240 |
| ISHARES TR | ULTRA SHORT DUR | 46434V878 |  | 6470 | 127579 | SH |  | SOLE |  | 0 | 0 | 127579 |

---