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Portfolio (Quarterly) Guide ↗

Summit Wealth Partners, LLC

· CIK 0002033312
13F Portfolio $631.7B AUM 271 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 70 New 99 Added 57 Reduced 2 Exited
Page 4 of 14  ·  271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VWO VANGUARD INTL EQUITY INDEX F 43,913.0 $2.4M 0.38% -1K -2.3% $54.05 +8.1%
62 JMST J P MORGAN EXCHANGE TRADED F 45,802.0 $2.3M 0.37% +2K +5.6% $50.98 -0.2%
63 BND VANGUARD BD INDEX FDS 30,464.0 $2.2M 0.35% -4K -11.8% $73.64 -1.2%
64 AVGO BROADCOM INC Technology 7,007.0 $2.2M 0.34% +2K +52.8% $309.52 +37.4%
65 CAT CATERPILLAR INC Industrials 3,018.0 $2.1M 0.34% NEW $708.46 +25.4%
66 IXUS ISHARES TR 23,756.0 $2.1M 0.33% -333.0 -1.4% $86.64 +7.8%
67 NFLX NETFLIX INC. Communication Services 19,975.0 $1.9M 0.30% +15K +272.7% $96.15 -9.6%
68 MEAR ISHARES U S ETF TR 37,727.0 $1.9M 0.30% $50.34 -0.2%
69 MRK MERCK & CO INC Healthcare 15,653.0 $1.9M 0.30% +3K +25.3% $120.29 -5.7%
70 XLU SELECT SECTOR SPDR TR 40,397.0 $1.9M 0.29% +28K +234.1% $45.89 -4.4%
71 HD HOME DEPOT INC Consumer Cyclical 5,558.0 $1.8M 0.29% +4K +214.7% $328.90 -7.5%
72 XLK SELECT SECTOR SPDR TR 13,647.0 $1.8M 0.29% NEW $132.90 +32.7%
73 VEA VANGUARD TAX-MANAGED FDS 27,917.0 $1.8M 0.28% +12K +75.4% $64.08 +7.8%
74 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 2,694.0 $1.7M 0.26% +627.0 +30.3% $616.82 +6.9%
75 BAI BLACKROCK ETF TRUST 49,334.0 $1.6M 0.26% +20K +68.8% $32.95 +42.0%
76 HELO J P MORGAN EXCHANGE TRADED F 24,763.0 $1.6M 0.25% -2K -8.3% $63.91 +5.9%
77 VCIT VANGUARD SCOTTSDALE FDS 18,738.0 $1.6M 0.24% -361.0 -1.9% $82.75 -0.9%
78 VGSH VANGUARD SCOTTSDALE FDS 25,571.0 $1.5M 0.24% +275.0 +1.1% $58.54 -0.6%
79 AOA ISHARES TR 16,793.0 $1.5M 0.23% +542.0 +3.3% $88.49 +8.2%
80 COPX GLOBAL X FDS 19,226.0 $1.5M 0.23% NEW $76.35 +8.8%
Page 4 of 14  ·  271 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 41.2%
Technology 21.2%
Consumer Defensive 10.0%
Consumer Cyclical 7.4%
Communication Services 6.7%
Healthcare 5.5%
Industrials 4.7%
Energy 1.7%
Basic Materials 1.1%
Utilities 0.5%