§ 13F · FUND PROFILE
Summit Wealth Partners, LLC.
AUM · $702M (13F)Positions · 280Turnover · n/a · Q2Filed · Aug 3, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 45K | $34M | 4.8% | +5% |
| 2 | IWF | ISHARES TR | 226K | $28M | 4.0% | +299% |
| 3 | QUAL | ISHARES TR | 119K | $26M | 3.7% | −5% |
| 4 | QQQ | INVESCO QQQ TR | 35K | $26M | 3.6% | ±0% |
| 5 | BINC | BLACKROCK ETF TRUST II | 373K | $20M | 2.8% | +8% |
| 6 | IUSB | ISHARES TR | 378K | $17M | 2.5% | +12% |
| 7 | AGG | ISHARES TR | 170K | $17M | 2.4% | −3% |
| 8 | USMV | ISHARES TR | 174K | $17M | 2.4% | −5% |
| 9 | JPST | J P MORGAN EXCHANGE TRADED F | 325K | $16M | 2.3% | −5% |
| 10 | FBND | FIDELITY MERRIMACK STR TR | 310K | $14M | 2.0% | +428% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SUMMIT SIGNAL
AC read
Summit Wealth Partners, LLC is a Other fund managing $702 million in assets. The fund runs a broad portfolio of 280 positions.
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