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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 5 of 14  ·  271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SCHD SCHWAB STRATEGIC TR 47,262.0 $1.4M 0.23% +3K +6.6% $30.68 +3.4%
82 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,408.0 $1.4M 0.22% +1K +387.2% $996.50 +4.5%
83 ISHARES TR 60,859.0 $1.4M 0.22% -3K -4.9% $22.91
84 MCD MCDONALDS CORP Consumer Cyclical 4,247.0 $1.3M 0.21% +4K +508.4% $310.82 -11.5%
85 ORCL ORACLE CORP Technology 8,885.0 $1.3M 0.21% +6K +187.5% $147.11 +33.0%
86 SHYG ISHARES TR 30,724.0 $1.3M 0.21% -4K -10.7% $42.31 -0.1%
87 VCSH VANGUARD SCOTTSDALE FDS 16,385.0 $1.3M 0.21% -3K -17.3% $79.27 -0.6%
88 XLY SELECT SECTOR SPDR TR 11,888.0 $1.3M 0.20% NEW $108.98 +6.9%
89 MOAT VANECK ETF TRUST 13,060.0 $1.3M 0.20% -1K -9.1% $96.70 +2.7%
90 IUSG ISHARES TR 7,938.0 $1.2M 0.20% $155.11 +20.4%
91 MS MORGAN STANLEY Financial Services 7,410.0 $1.2M 0.19% NEW $164.57 +18.2%
92 RSP INVESCO EXCHANGE TRADED FD T 6,097.0 $1.2M 0.18% +690.0 +12.8% $191.91 +5.0%
93 KO COCA COLA CO Consumer Defensive 15,207.0 $1.2M 0.18% +12K +322.2% $76.05 +5.8%
94 XOM EXXON MOBIL CORP Energy 6,471.0 $1.1M 0.17% +4K +227.2% $169.67 -10.0%
95 FMB FIRST TR EXCH TRADED FD III 21,425.0 $1.1M 0.17% $50.66 +0.3%
96 TSLA TESLA INC Consumer Cyclical 2,893.0 $1.1M 0.17% +1K +104.3% $371.75 +19.2%
97 VTI VANGUARD INDEX FDS 3,311.0 $1.1M 0.17% -103.0 -3.0% $320.77 +13.1%
98 META META PLATFORMS INC Communication Services 1,829.0 $1.0M 0.17% +878.0 +92.3% $572.18 +8.1%
99 ISHARES TR 45,924.0 $1.0M 0.16% $22.43
100 XSOE WISDOMTREE TR 25,525.0 $1.0M 0.16% -2K -8.8% $40.10 +15.5%
Page 5 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%