§ 13F · FUND PROFILE
Summit Wealth Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $524.4T (13F)Positions · 213Turnover · — · Q4Filed · Jan 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 42K | $28.5T | 5.3% | +6% |
| 2 | IWF | ISHARES TR | 56K | $26.4T | 4.9% | ±0% |
| 3 | QUAL | ISHARES TR | 129K | $25.6T | 4.7% | −2% |
| 4 | QQQ | INVESCO QQQ TR | 34K | $21.1T | 3.9% | −14% |
| 5 | AGG | ISHARES TR | 195K | $19.4T | 3.6% | −7% |
| 6 | USMV | ISHARES TR | 189K | $17.8T | 3.3% | −7% |
| 7 | JPST | J P MORGAN EXCHANGE TRADED F | 343K | $17.4T | 3.2% | +5% |
| 8 | BINC | BLACKROCK ETF TRUST II | 314K | $16.6T | 3.1% | +32% |
| 9 | BRO | BROWN & BROWN INC | 202K | $16.1T | 3.0% | ±0% |
| 10 | IGSB | ISHARES TR | 294K | $15.6T | 2.9% | +4% |
§ 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 $524391.8 trillion in assets. The fund runs a broad portfolio of 213 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed