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 $631.7M across 270 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($28.3M, 4.48%), IWF ($24.2M, 3.83%), QUAL ($23.9M, 3.79%), QQQ ($20.0M, 3.17%), BINC ($17.9M, 2.83%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $28.3M | 4.48% | 43,350 | Added |
| 2 | IWF | ISHARES TR | $24.2M | 3.83% | 56,739 | Added |
| 3 | QUAL | ISHARES TR | $23.9M | 3.79% | 124,776 | Trimmed |
| 4 | QQQ | INVESCO QQQ TR | $20.0M | 3.17% | 34,730 | Added |
| 5 | BINC | BLACKROCK ETF TRUST II | $17.9M | 2.83% | 343,993 | Added |
| 6 | AGG | ISHARES TR | $17.5M | 2.77% | 176,054 | Trimmed |
| 7 | JPST | J P MORGAN EXCHANGE TRADED F | $17.3M | 2.74% | 341,729 | Trimmed |
| 8 | USMV | ISHARES TR | $16.9M | 2.68% | 182,452 | Trimmed |
| 9 | IGSB | ISHARES TR | $15.9M | 2.52% | 302,648 | Added |
| 10 | IUSB | ISHARES TR | $15.6M | 2.47% | 337,978 | Added |
| 11 | IGIB | ISHARES TR | $14.5M | 2.29% | 272,320 | Added |
| 12 | BRO | BROWN & BROWN INC | $13.2M | 2.08% | 201,700 | Hold |
| 13 | IEFA | ISHARES TR | $12.8M | 2.03% | 141,678 | Added |
| 14 | VYM | VANGUARD WHITEHALL FDS | $11.3M | 1.79% | 76,495 | Trimmed |
| 15 | IQLT | ISHARES TR | $10.7M | 1.70% | 232,457 | Trimmed |
| 16 | NVDA | NVIDIA CORPORATION | $10.1M | 1.60% | 57,858 | Added |
| 17 | SPY | STATE STR SPDR S&P 500 ETF T | $10.0M | 1.59% | 15,439 | Added |
| 18 | IEF | ISHARES TR | $9.4M | 1.49% | 98,459 | Added |
| 19 | AVLV | AMERICAN CENTY ETF TR | $8.9M | 1.42% | 110,962 | Added |
| 20 | IWB | ISHARES TR | $8.9M | 1.41% | 24,920 | Trimmed |
| 21 | AAPL | APPLE INC | $8.9M | 1.41% | 34,989 | Added |
| 22 | PG | PROCTER & GAMBLE CO | $7.9M | 1.25% | 54,469 | Added |
| 23 | VUG | VANGUARD INDEX FDS | $7.3M | 1.16% | 16,819 | Added |
| 24 | ITOT | ISHARES TR | $7.2M | 1.14% | 50,503 | Trimmed |
| 25 | DIA | STATE STR SPDR DOW JONES IND | $7.0M | 1.11% | 15,168 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31