Summit Wealth Group, LLC Portfolio Analytics
Investment Analysis & Holdings Breakdown
Comprehensive portfolio analytics for Summit Wealth Group, LLC with $413.5M in long positions as of Q3 2025, 90% allocated to ETF, and 55% concentrated in top 10 positions.
- Portfolio Value
- $413.5M
- Top 10 Concentration
- 55%
- Top Sector
- ETF (90%)
- US Exposure
- 100%
- Market Cap Focus
- N/A
- Countries
- 3
Composition Analysis
Portfolio breakdown by sector, industry, and market capitalization
Sector Allocation
Industry Breakdown
29 industries across all sectors
Filter by Sector
Select a sector to filter industries
Market Cap Distribution
Portfolio Concentration
Geographic Exposure
Portfolio breakdown by country of incorporation
Domestic (US)
International
Countries
Largest Int'l Market
Holding Behavior
Investment patterns and position management analysis
Portfolio Stability & Commitment
- Avg. Top 10
- 9.2 quarters
- Avg. Top 20
- 7.5 quarters
- Avg. All Positions
- 6.7 quarters
- Median Holding Period
- 5 quarters
- Persistence Rate
- 69.37%
- Persistent Holdings Weight
- 82.37%
- Persistent Positions
- 77
- Longest Held
JPMorgan Chase & Co.JPM - 23 quarters
Position Sizing & Influence
Current Quarter
- Avg. New Position
- 0.99%
- Avg. Position Weight
- 0.90%
- Largest Position
Vanguard S&P 500 ETFVOO - 17.92%- Largest Ownership Stake
Esperion Therapeutics, Inc.ESPR - 0.16%- Avg. Ownership Stake
- 0.004%
- Ownership Stake >5%
- 0
- Ownership Stake >1%
- 0
Historical (Since Q4 2019)
- Avg. New Position
- 1.06%
- Avg. Ownership Stake
- 0.04%
- Largest Position
iShares Trust iShares ESG Aware MSCI USA ETFESGU - 51.09% (Q1 2022)- Largest Ownership Stake
W.P. Carey Inc. (REIT)WPC - 0.18% (Q1 2023)
Portfolio Turnover
Current Quarter
- Turnover Ratio
- 7.0%
- Value Traded
- $28.78M
- Positions Added
- 10
- Positions Exited
- 3
Historical (Since Q4 2019)
- Avg. Turnover Ratio
- 440.7%
- Avg. Positions Added
- 17
- Avg. Positions Exited
- 22
- Highest Turnover
- 9718.2%Q1 2022
- Lowest Turnover
- 1.7%Q1 2024