Summit Wealth Group, LLC
RIA/Wealth
Summit Wealth Group, LLC is a RIA/Wealth based in Tulsa, OK led by Jason Johan Runung, reporting $1.4B in AUM as of Q3 2025 with 90% ETF concentration, 55% concentrated in top 10 holdings, 18% allocation to VOO, and minimal technology exposure.
PresidentJason Johan Runung
- Portfolio Value
- $413.5M
- Positions
- 111
- Top Holding
- VOO at 17.92%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Summit Wealth Group, LLC's portfolio (54.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $74.1M | 17.92% | -$1.1M Sold | — 121.0K shares | |
ETF ETF | $27.1M | 6.56% | +$1.2M Bought | — 364.9K shares | |
ETF ETF | $18.9M | 4.57% | +$527.3K Bought | — 349.2K shares | |
ETF ETF | $18.0M | 4.35% | -$403.5K Sold | — 300.1K shares | |
ETF ETF | $16.4M | 3.97% | +$168.7K Bought | — 78.5K shares | |
ETF ETF | $15.5M | 3.75% | +$817.0K Bought | — 313.8K shares | |
ETF ETF | $15.4M | 3.74% | -$1.5M Sold | — 400.5K shares | |
ETF ETF | $13.6M | 3.30% | -$864.0K Sold | — 53.2K shares | |
ETF ETF | $13.4M | 3.25% | +$678.0K Bought | — 355.4K shares | |
ETF ETF | $13.1M | 3.17% | +$555.3K Bought | — 293.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Summit Wealth Group, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-47.97% | |
-45.2% |
Analytics
Portfolio insights and performance metrics for Summit Wealth Group, LLC
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