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	731	5,190	SH		SOLE		0	0	5,190
ALPHABET INC	CAP STK CL A	02079K305	414	2,964	SH		SOLE		0	0	2,964
AMAZON COM INC	COM	023135106	826	5,439	SH		SOLE		0	0	5,439
APPLE INC	COM	037833100	7,792	40,472	SH		SOLE		0	0	40,472
AXON ENTERPRISE INC	COM	05464C101	258	1,000	SH		SOLE		0	0	1,000
BROADCOM INC	COM	11135F101	201	180	SH		SOLE		0	0	180
CISCO SYS INC	COM	17275R102	276	5,465	SH		SOLE		0	0	5,465
CONOCOPHILLIPS	COM	20825C104	237	2,039	SH		SOLE		0	0	2,039
DIMENSIONAL ETF TRUST	US REAL ESTATE E	25434V823	1,992	87,587	SH		SOLE		0	0	87,587
DIMENSIONAL ETF TRUST	WORLD EX US CORE	25434V880	3,584	146,778	SH		SOLE		0	0	146,778
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	25434V708	37,717	1,290,358	SH		SOLE		0	0	1,290,358
ELEVANCE HEALTH INC	COM	036752103	281	596	SH		SOLE		0	0	596
EXXON MOBIL CORP	COM	30231G102	219	2,195	SH		SOLE		0	0	2,195
ISHARES INC	CORE MSCI EMKT	46434G103	266	5,254	SH		SOLE		0	0	5,254
ISHARES INC	ESG AWR MSCI EM	46434G863	469	14,628	SH		SOLE		0	0	14,628
ISHARES TR	CORE MSCI TOTAL	46432F834	553	8,517	SH		SOLE		0	0	8,517
ISHARES TR	ESG AWR MSCI USA	46435G425	5,008	47,728	SH		SOLE		0	0	47,728
ISHARES TR	ESG AWARE MSCI	46435U663	1,183	31,136	SH		SOLE		0	0	31,136
ISHARES TR	MSCI USA MMENTM	46432F396	13,817	88,066	SH		SOLE		0	0	88,066
ISHARES TR	MSCI USA VALUE	46432F388	8,856	87,541	SH		SOLE		0	0	87,541
ISHARES TR	CORE INTL AGGR	46435G672	3,868	77,681	SH		SOLE		0	0	77,681
ISHARES TR	ESG AWRE 1 5 YR	46435G243	2,061	84,176	SH		SOLE		0	0	84,176
ISHARES TR	ESG AWR US AGRGT	46435U549	2,679	56,120	SH		SOLE		0	0	56,120
ISHARES TR	ESG AWRE USD ETF	46435G193	1,681	72,229	SH		SOLE		0	0	72,229
ISHARES TR	ESG AW MSCI EAFE	46435G516	1,299	17,196	SH		SOLE		0	0	17,196
ISHARES TR	US TREAS BD ETF	46429B267	911	39,542	SH		SOLE		0	0	39,542
ISHARES TR	BLACKROCK ULTRA	46434V878	5,933	117,820	SH		SOLE		0	0	117,820
JPMORGAN CHASE & CO	COM	46625H100	373	2,190	SH		SOLE		0	0	2,190
MERCK & CO INC	COM	58933Y105	375	3,442	SH		SOLE		0	0	3,442
META PLATFORMS INC	CL A	30303M102	208	587	SH		SOLE		0	0	587
NVIDIA CORPORATION	COM	67066G104	222	449	SH		SOLE		0	0	449
ORACLE CORP	COM	68389X105	221	2,094	SH		SOLE		0	0	2,094
RTX CORPORATION	COM	75513E101	210	2,501	SH		SOLE		0	0	2,501
SALESFORCE INC	COM	79466L302	254	965	SH		SOLE		0	0	965
TESLA INC	COM	88160R101	346	1,394	SH		SOLE		0	0	1,394
UNITEDHEALTH GROUP INC	COM	91324P102	933	1,772	SH		SOLE		0	0	1,772
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	92203J407	12,630	255,859	SH		SOLE		0	0	255,859
VANGUARD SCOTTSDALE FDS	LG-TERM COR BD	92206C813	218	2,723	SH		SOLE		0	0	2,723
VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	92206C847	1,486	24,154	SH		SOLE		0	0	24,154
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	92206C771	1,324	28,559	SH		SOLE		0	0	28,559
VANGUARD WORLD FDS	HEALTH CAR ETF	92204A504	5,599	22,332	SH		SOLE		0	0	22,332
WP CAREY INC	COM	92936U109	327	5,047	SH		SOLE		0	0	5,047