account_balance
Investment manager · 13F filer · SEC CIK 2033312
Summit Wealth Partners, LLC
Follow Summit Wealth Partners
Email when they file new holdings (about 4 times a year) or take a 5%+ stake in a company. Free.
Reported value$702Mas of Jun 30, 2026
Positions280 20 new, 11 sold out
Top 10 weight30.6%IVV alone is 5%
FiledAug 334 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
4.8%Added +5%
IWFiShares Tr
4.0%
QUALiShares Tr
3.7%Trimmed −5%
QQQInvesco QQQ Tr
3.6%
BINCBlackRock ETF Trust II
2.8%Added +8%
IUSBiShares Tr
2.5%Added +12%
AGGiShares Tr
2.4%Trimmed −3%
USMViShares Tr
2.4%Trimmed −5%
JPSTJ P Morgan Exchange Traded F
2.3%Trimmed −5%
FBNDFidelity Merrimack STR Tr
2.0%Added +428%
IGSBiShares Tr
2.0%Trimmed −12%
IEFAiShares Tr
1.9%Trimmed −2%
IVViShares Tr
4.8%Added +5%
IWFiShares Tr
4.0%
QUALiShares Tr
3.7%−5%
QQQInvesco QQQ Tr
3.6%
BINCBlackRock ETF Trust II
2.8%+8%
IUSBiShares Tr
2.5%
AGGiShares Tr
2.4%
USMViShares Tr
2.4%
JPSTJ P Morgan Exchange Traded F
2.3%
FBND
IGSB
IEFA
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 4.8% Added +5%
IWF iShares Tr 4.0% Held
QUAL iShares Tr 3.7% Trimmed −5%
QQQ Invesco QQQ Tr 3.6% Held
BINC BlackRock ETF Trust II 2.8% Added +8%
IUSB iShares Tr 2.5% Added +12%
AGG iShares Tr 2.4% Trimmed −3%
USMV iShares Tr 2.4% Trimmed −5%
JPST J P Morgan Exchange Traded F 2.3% Trimmed −5%
FBND Fidelity Merrimack STR Tr 2.0% Added +428%
IGSB iShares Tr 2.0% Trimmed −12%
IEFA iShares Tr 1.9% Trimmed −2%
What changed
Biggest moves since Mar 31, 2026
add_circleNew
- SNDK $1.09M
- IDEF $693K
- ZMAY $591K
- SMH $489K
arrow_upwardAdded
- FBND +428%
- FHEQ +259%
- BAI +37%
- DYNF +29%
arrow_downwardTrimmed
- IEF −20%
- IGIB −16%
- AVUS −13%
- IGSB −12%
remove_circleSold out
- COWG $500K
- BOCT $414K
- NJUL $374K
- ZOCT $281K
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.