Summit Wealth Partners, LLC — 13F holdings

Summit Wealth Partners, LLC reported 280 holdings worth $702M in its 13F filing for Q2 2026, filed August 3, 2026.

Largest positions

  1. IVV ISHARES TR — $34.0M (4.8%)
  2. IWF ISHARES TR — $28.1M (4.0%)
  3. QUAL ISHARES TR — $26.0M (3.7%)
  4. QQQ Invesco Qqq Tr — $25.6M (3.6%)
  5. BINC BLACKROCK ETF TRUST II — $19.5M (2.8%)
  6. IUSB ISHARES TR — $17.4M (2.5%)
  7. AGG ISHARES TR — $16.8M (2.4%)
  8. USMV ISHARES TR — $16.8M (2.4%)
  9. JPST J P MORGAN EXCHANGE TRADED F — $16.4M (2.3%)
  10. FBND FIDELITY MERRIMACK STR TR — $14.1M (2.0%)