Summit Wealth 13F-HR Quarterly holdings report by institutional manager

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

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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	823	6,804	SH		SOLE		0	0	6,804
ALPHABET INC	CAP STK CL A	02079K305	355	2,964	SH		SOLE		0	0	2,964
CANO HEALTH INC	COM CL A	13781Y103	70	50,000	SH		SOLE		0	0	50,000
CHEVRON CORP NEW	COM	166764100	352	2,238	SH		SOLE		0	0	2,238
CONOCOPHILLIPS	COM	20825C104	211	2,039	SH		SOLE		0	0	2,039
DIMENSIONAL ETF TRUST	US REAL ESTATE E	25434V823	1,677	77,918	SH		SOLE		0	0	77,918
DIMENSIONAL ETF TRUST	WORLD EX US CORE	25434V880	3,483	149,431	SH		SOLE		0	0	149,431
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	25434V708	34,109	1,256,303	SH		SOLE		0	0	1,256,303
EATON CORP PLC	SHS	G29183103	211	1,049	SH		SOLE		0	0	1,049
EXXON MOBIL CORP	COM	30231G102	235	2,187	SH		SOLE		0	0	2,187
HOME DEPOT INC	COM	437076102	365	1,176	SH		SOLE		0	0	1,176
HONEYWELL INTL INC	COM	438516106	257	1,238	SH		SOLE		0	0	1,238
ISHARES INC	CORE MSCI EMKT	46434G103	272	5,517	SH		SOLE		0	0	5,517
ISHARES INC	ESG AWR MSCI EM	46434G863	457	14,443	SH		SOLE		0	0	14,443
ISHARES TR	CORE MSCI TOTAL	46432F834	636	10,164	SH		SOLE		0	0	10,164
ISHARES TR	ESG AWR MSCI USA	46435G425	4,682	48,041	SH		SOLE		0	0	48,041
ISHARES TR	ESG AWARE MSCI	46435U663	1,100	30,962	SH		SOLE		0	0	30,962
ISHARES TR	GLOBAL TECH ETF	464287291	5,887	94,661	SH		SOLE		0	0	94,661
ISHARES TR	MSCI USA MMENTM	46432F396	12,269	85,050	SH		SOLE		0	0	85,050
ISHARES TR	MSCI USA VALUE	46432F388	7,756	82,700	SH		SOLE		0	0	82,700
ISHARES TR	20 YR TR BD ETF	464287432	2,037	19,791	SH		SOLE		0	0	19,791
ISHARES TR	CORE INTL AGGR	46435G672	1,172	23,781	SH		SOLE		0	0	23,781
ISHARES TR	ESG AWRE 1 5 YR	46435G243	2,057	86,045	SH		SOLE		0	0	86,045
ISHARES TR	ESG AWR US AGRGT	46435U549	2,381	50,485	SH		SOLE		0	0	50,485
ISHARES TR	ESG AWRE USD ETF	46435G193	1,333	58,601	SH		SOLE		0	0	58,601
ISHARES TR	IBOXX HI YD ETF	464288513	303	4,035	SH		SOLE		0	0	4,035
ISHARES TR	JPMORGAN USD EMG	464288281	246	2,839	SH		SOLE		0	0	2,839
ISHARES TR	MBS ETF	464288588	781	8,371	SH		SOLE		0	0	8,371
ISHARES TR	TIPS BD ETF	464287176	1,014	9,426	SH		SOLE		0	0	9,426
ISHARES TR	ISHS 5-10YR INVT	464288638	1,657	32,765	SH		SOLE		0	0	32,765
ISHARES TR	CORE S&P MCP ETF	464287507	201	770	SH		SOLE		0	0	770
ISHARES TR	MSCI USA MIN VOL	46429B697	322	4,338	SH		SOLE		0	0	4,338
ISHARES TR	ESG AW MSCI EAFE	46435G516	1,235	16,929	SH		SOLE		0	0	16,929
ISHARES TR	NATIONAL MUN ETF	464288414	2,485	23,282	SH		SOLE		0	0	23,282
ISHARES TR	US TREAS BD ETF	46429B267	900	39,305	SH		SOLE		0	0	39,305
ISHARES TR	SHORT TREAS BD	464288679	1,007	9,117	SH		SOLE		0	0	9,117
ISHARES TR	BLACKROCK ULTRA	46434V878	4,934	98,097	SH		SOLE		0	0	98,097
JOHNSON & JOHNSON	COM	478160104	267	1,610	SH		SOLE		0	0	1,610
JPMORGAN CHASE & CO	COM	46625H100	344	2,364	SH		SOLE		0	0	2,364
LOCKHEED MARTIN CORP	COM	539830109	213	462	SH		SOLE		0	0	462
MERCK & CO INC	COM	58933Y105	351	3,042	SH		SOLE		0	0	3,042
MICRON TECHNOLOGY INC	COM	595112103	346	5,480	SH		SOLE		0	0	5,480
MICROSOFT CORP	COM	594918104	807	2,370	SH		SOLE		0	0	2,370
ORACLE CORP	COM	68389X105	249	2,094	SH		SOLE		0	0	2,094
PEPSICO INC	COM	713448108	567	3,061	SH		SOLE		0	0	3,061
PFIZER INC	COM	717081103	428	11,665	SH		SOLE		0	0	11,665
PROCTER AND GAMBLE CO	COM	742718109	1,110	7,312	SH		SOLE		0	0	7,312
RAYTHEON TECHNOLOGIES CORP	COM	75513E101	201	2,055	SH		SOLE		0	0	2,055
SALESFORCE INC	COM	79466L302	204	965	SH		SOLE		0	0	965
SCHWAB STRATEGIC TR	US TIPS ETF	808524870	5,503	104,959	SH		SOLE		0	0	104,959
SCHWAB STRATEGIC TR	US AGGREGATE B	808524839	405	8,776	SH		SOLE		0	0	8,776
SHERWIN WILLIAMS CO	COM	824348106	239	900	SH		SOLE		0	0	900
SUN CMNTYS INC	COM	866674104	507	3,887	SH		SOLE		0	0	3,887
TESLA INC	COM	88160R101	266	1,018	SH		SOLE		0	0	1,018
TEXAS INSTRS INC	COM	882508104	226	1,256	SH		SOLE		0	0	1,256
UNION PAC CORP	COM	907818108	213	1,039	SH		SOLE		0	0	1,039
UNITEDHEALTH GROUP INC	COM	91324P102	826	1,718	SH		SOLE		0	0	1,718
VANGUARD BD INDEX FDS	LONG TERM BOND	921937793	539	7,198	SH		SOLE		0	0	7,198
VANGUARD BD INDEX FDS	SHORT TRM BOND	921937827	1,261	16,687	SH		SOLE		0	0	16,687
VANGUARD BD INDEX FDS	INTERMED TERM	921937819	563	7,489	SH		SOLE		0	0	7,489
VANGUARD BD INDEX FDS	TOTAL BND MRKT	921937835	32,482	446,852	SH		SOLE		0	0	446,852
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	92203J407	13,464	275,451	SH		SOLE		0	0	275,451
VANGUARD INDEX FDS	EXTEND MKT ETF	922908652	6,473	43,493	SH		SOLE		0	0	43,493
VANGUARD INDEX FDS	S&P 500 ETF SHS	922908363	42,630	104,669	SH		SOLE		0	0	104,669
VANGUARD INDEX FDS	TOTAL STK MKT	922908769	1,887	8,566	SH		SOLE		0	0	8,566
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	922042858	3,459	85,037	SH		SOLE		0	0	85,037
VANGUARD MUN BD FDS	TAX EXEMPT BD	922907746	2,429	48,375	SH		SOLE		0	0	48,375
VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	92206C847	566	8,910	SH		SOLE		0	0	8,910
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	92206C771	1,363	29,643	SH		SOLE		0	0	29,643
VANGUARD STAR FDS	VG TL INTL STK F	921909768	5,105	91,032	SH		SOLE		0	0	91,032
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	921943858	12,992	281,335	SH		SOLE		0	0	281,335
VANGUARD WHITEHALL FDS	HIGH DIV YLD	921946406	396	3,737	SH		SOLE		0	0	3,737
VANGUARD WHITEHALL FDS	INTL HIGH ETF	921946794	326	5,166	SH		SOLE		0	0	5,166
VANGUARD WORLD FD	ESG INTL STK ETF	921910725	1,221	22,985	SH		SOLE		0	0	22,985
VANGUARD WORLD FD	ESG US STK ETF	921910733	1,881	24,011	SH		SOLE		0	0	24,011
VANGUARD WORLD FDS	HEALTH CAR ETF	92204A504	5,025	20,524	SH		SOLE		0	0	20,524
WP CAREY INC	COM	92936U109	341	5,047	SH		SOLE		0	0	5,047