Ownership history in Summit Wealth Group, LLC Β· 9 quarters on record
This page tracks every 13F SEC filing in which Summit Wealth Group, LLC reported a position in VANGUARD BD INDEX FDS (BND). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Summit Wealth Group, LLC underperformed the S&P 500 by β24.0% annually on this BND position. Timing score: 25% (2/8 decisions correct). Average cost basis: $66.26. Maximum drawdown during holding period: β3.1%.
β Significantly underperformed the S&P 500 by 24.0% ann.
8 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
2 of 8 add/trim decisions correct
Best entry: $66.25 (2023 Q1) Β· Worst: $73.60 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
5 adds Β· 4 trims. Bought during 1 of 2 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 6.57% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size