§ 13F · FUND PROFILE
Summit Wealth Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $554M (13F)Positions · 212Turnover · — · Q1Filed · Apr 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$37M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 43K | $28M | 4.5% | +4% |
| 2 | IWF | ISHARES TR | 57K | $24M | 3.8% | +2% |
| 3 | QUAL | ISHARES TR | 125K | $24M | 3.8% | −3% |
| 4 | QQQ | INVESCO QQQ TR | 35K | $20M | 3.2% | +1% |
| 5 | BINC | BLACKROCK ETF TRUST II | 344K | $18M | 2.8% | +10% |
| 6 | AGG | ISHARES TR | 176K | $17M | 2.8% | −10% |
| 7 | JPST | J P MORGAN EXCHANGE TRADED F | 342K | $17M | 2.7% | ±0% |
| 8 | USMV | ISHARES TR | 182K | $17M | 2.7% | −3% |
| 9 | IGSB | ISHARES TR | 303K | $16M | 2.5% | +3% |
| 10 | IUSB | ISHARES TR | 338K | $16M | 2.5% | +8% |
§ 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 $554 million in assets. The fund runs a broad portfolio of 212 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed