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Form 13F-HR Summit Wealth Group, For: Jun 30

August 10, 2022 1:07 PM EDT

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The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE

OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8

Report for the Calendar Year or Quarter Ended: 06-30-2022
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
Address: 205 BILLINGS FARM RD # 2A
WHITE RIVER JUNCTION , VT05001
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
Title: Counsel
Phone: 6463953900
Signature, Place, and Date of Signing:
Ashleigh Swayze Newtown , PA 08-10-2022
[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 reported are 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: 23
Form 13F Information Table Value Total: 84,647
(thousands)
List of Other Managers Reporting for this Manager:
[If there are no entries in this list, omit this section.]
Form 13F File Number Name

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.]
No. Form 13F File Number Name

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8

COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC CAP STK CL C 02079K107 622 284 SH SOLE 0 0 284
AMAZON COM INC COM 023135106 523 4,922 SH SOLE 0 0 4,922
APPLE INC COM 037833100 7,855 57,452 SH SOLE 0 0 57,452
DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 9,072 389,341 SH SOLE 0 0 389,341
DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 1,073 50,039 SH SOLE 0 0 50,039
ISHARES INC ESG AWR MSCI EM 46434G863 741 22,927 SH SOLE 0 0 22,927
ISHARES TR MSCI USA MIN VOL 46429B697 10,184 145,055 SH SOLE 0 0 145,055
ISHARES TR ESG AW MSCI EAFE 46435G516 2,002 31,902 SH SOLE 0 0 31,902
ISHARES TR ESG AWR MSCI USA 46435G425 3,875 46,191 SH SOLE 0 0 46,191
ISHARES TR ESG AWARE MSCI 46435U663 944 29,960 SH SOLE 0 0 29,960
ISHARES TR MSCI USA MMENTM 46432F396 8,729 64,008 SH SOLE 0 0 64,008
ISHARES TR MSCI USA VALUE 46432F388 3,222 35,594 SH SOLE 0 0 35,594
ISHARES TR ESG AWRE 1 5 YR 46435G243 1,836 76,203 SH SOLE 0 0 76,203
ISHARES TR ESG AWR US AGRGT 46435U549 615 12,572 SH SOLE 0 0 12,572
ISHARES TR US TREAS BD ETF 46429B267 1,151 48,163 SH SOLE 0 0 48,163
ISHARES TR ESG AWRE USD ETF 46435G193 206 8,888 SH SOLE 0 0 8,888
ISHARES TR BLACKROCK ULTRA 46434V878 7,599 151,852 SH SOLE 0 0 151,852
JPMORGAN CHASE & CO COM 46625H100 262 2,323 SH SOLE 0 0 2,323
MERCK & CO INC COM 58933Y105 203 2,224 SH SOLE 0 0 2,224
UNITEDHEALTH GROUP INC COM 91324P102 887 1,727 SH SOLE 0 0 1,727
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 13,504 272,595 SH SOLE 0 0 272,595
VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 9,149 191,370 SH SOLE 0 0 191,370
WP CAREY INC COM 92936U109 393 4,741 SH SOLE 0 0 4,741


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