Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Summit Wealth Partners, LLC (CIK 2033312) reported $701.9M across 280 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($34.0M, 4.85%), IWF ($28.1M, 4.00%), QUAL ($26.0M, 3.71%), QQQ ($25.6M, 3.65%), BINC ($19.5M, 2.78%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $34.0M | 4.85% | 45,451 | Added |
| 2 | IWF | ISHARES TR | $28.1M | 4.00% | 226,306 | Added |
| 3 | QUAL | ISHARES TR | $26.0M | 3.71% | 118,591 | Trimmed |
| 4 | QQQ | INVESCO QQQ TR | $25.6M | 3.65% | 34,767 | Added |
| 5 | BINC | BLACKROCK ETF TRUST II | $19.5M | 2.78% | 372,797 | Added |
| 6 | IUSB | ISHARES TR | $17.4M | 2.48% | 377,530 | Added |
| 7 | AGG | ISHARES TR | $16.8M | 2.40% | 169,947 | Trimmed |
| 8 | USMV | ISHARES TR | $16.8M | 2.39% | 173,650 | Trimmed |
| 9 | JPST | J P MORGAN EXCHANGE TRADED F | $16.4M | 2.34% | 324,561 | Trimmed |
| 10 | FBND | FIDELITY MERRIMACK STR TR | $14.1M | 2.01% | 310,113 | Added |
| 11 | IGSB | ISHARES TR | $13.9M | 1.98% | 265,804 | Trimmed |
| 12 | IEFA | ISHARES TR | $13.4M | 1.91% | 138,535 | Trimmed |
| 13 | BRO | BROWN & BROWN INC | $12.9M | 1.84% | 201,700 | Hold |
| 14 | VYM | VANGUARD WHITEHALL FDS | $12.2M | 1.74% | 77,091 | Added |
| 15 | IGIB | ISHARES TR | $12.2M | 1.73% | 228,606 | Trimmed |
| 16 | NVDA | NVIDIA CORPORATION | $11.8M | 1.68% | 58,946 | Added |
| 17 | SPY | STATE STR SPDR S&P 500 ETF T | $11.5M | 1.64% | 15,448 | Added |
| 18 | AVLV | AMERICAN CENTY ETF TR | $11.4M | 1.62% | 124,703 | Added |
| 19 | IQLT | ISHARES TR | $11.0M | 1.57% | 222,779 | Trimmed |
| 20 | AAPL | APPLE INC | $10.3M | 1.46% | 35,521 | Added |
| 21 | VUG | VANGUARD INDEX FDS | $10.0M | 1.42% | 115,570 | Added |
| 22 | IWB | ISHARES TR | $9.8M | 1.39% | 23,811 | Trimmed |
| 23 | ITOT | ISHARES TR | $8.4M | 1.20% | 51,224 | Added |
| 24 | IDEV | ISHARES TR | $8.1M | 1.16% | 91,321 | Added |
| 25 | PG | PROCTER & GAMBLE CO | $8.0M | 1.15% | 54,853 | Added |
Source: SEC Form 13F filings · as of 2026-06-30