Summit Wealth Partners, LLC
CIK 2033312
13F filing for Q2 2026・No. 3,206
- Holdings
- US$701.92M
- Quarter change
- +US$70.24M
- Entries
- 280
- Net bought (estimate)
- +US$13.65M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 21
- Sold out 12
- Cut 85
- Added 113
- Corporate actions 2
- Unchanged 61
Largest holdings
280 stocks worth US$701.92M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Added | 45,451 | US$34.04M | 4.85% |
| IWFISHARES TRRUS 1000 GRW ETF | CutSplit 4:1 | 226,306 | US$28.1M | 4.00% |
| ISHARES TRMSCI USA QLT FCT | Cut | 118,591 | US$26.02M | 3.71% |
| QQQInvesco QQQUNIT SER 1 | Added | 34,767 | US$25.6M | 3.65% |
| BLACKROCK ETF TRUST IIISHA FLEX IN ETF | Added | 372,797 | US$19.51M | 2.78% |
| ISHARES TRCORE UNIVRSL USD | Added | 377,530 | US$17.42M | 2.48% |
| ISHARES TRCORE US AGGBD ET | Cut | 169,947 | US$16.82M | 2.40% |
| ISHARES TRMSCI USA MIN ETF | Cut | 173,650 | US$16.75M | 2.39% |
| JPSTJ P MORGAN EXCHANGE TRADED FULTRA SHRT ETF | Cut | 324,561 | US$16.41M | 2.34% |
| FIDELITY MERRIMACK STR TRTOTAL BD ETF | Added | 310,113 | US$14.11M | 2.01% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 3, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.