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Portfolio (Quarterly) Guide ↗

Summit Wealth Partners, LLC

· CIK 0002033312
13F Portfolio $702M AUM 280 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 21 New 91 Added 68 Reduced 12 Exited
Page 4 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AXP AMERICAN EXPRESS CO Financial Services 2,382.0 $806K 0.12% +125.0 +5.5% $338.25 -0.7%
62 EMBX VANECK FDS 14,962.0 $768K 0.11% +9K +158.2% $51.31 +0.1%
63 VIG VANGUARD SPECIALIZED FUNDS 3,206.0 $759K 0.11% +223.0 +7.5% $236.61 +3.1%
64 ITA ISHARES TR 3,039.0 $737K 0.10% +192.0 +6.7% $242.42 -2.1%
65 FMHI FIRST TR EXCH TRADED FD III 15,020.0 $728K 0.10% +619.0 +4.3% $48.49 -2.3%
66 XLI SELECT SECTOR SPDR TR 3,801.0 $704K 0.10% +276.0 +7.8% $185.23 -2.7%
67 LMT LOCKHEED MARTIN CORP Industrials 1,355.0 $690K 0.10% +104.0 +8.3% $509.58 +10.6%
68 EEM ISHARES TR 9,450.0 $646K 0.09% +2K +24.2% $68.41 -1.9%
69 ISHARES TR 28,638.0 $578K 0.08% +8K +40.3% $20.19
70 VXF VANGUARD INDEX FDS 2,336.0 $575K 0.08% +1K +115.5% $246.21 -0.3%
71 UNP UNION PAC CORP Industrials 2,008.0 $546K 0.08% +881.0 +78.2% $271.98 +13.3%
72 SUB ISHARES TR 5,078.0 $541K 0.08% +479.0 +10.4% $106.47 -0.2%
73 ECL ECOLAB INC Basic Materials 1,787.0 $498K 0.07% +27.0 +1.5% $278.61 +1.1%
74 FSMB FIRST TR EXCH TRADED FD III 23,542.0 $471K 0.07% +148.0 +0.6% $19.99 -0.6%
75 NEE NEXTERA ENERGY INC Utilities 5,188.0 $455K 0.07% +120.0 +2.4% $87.78 -4.7%
76 IDV ISHARES TR 9,665.0 $400K 0.06% +3K +40.4% $41.43 +8.8%
77 HPE HEWLETT PACKARD ENTERPRISE C Technology 8,848.0 $399K 0.06% +169.0 +1.9% $45.11 +18.5%
78 SPGP INVESCO EXCHANGE TRADED FD T 2,955.0 $361K 0.05% +595.0 +25.2% $122.29 +4.2%
79 J P MORGAN EXCHANGE TRADED F 7,540.0 $355K 0.05% +129.0 +1.7% $47.15
80 EFAV ISHARES TR 3,843.0 $337K 0.05% +56.0 +1.5% $87.71 +7.9%
Page 4 of 5  ·  91 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 42.0%
Technology 25.6%
Consumer Defensive 8.8%
Consumer Cyclical 7.4%
Healthcare 5.0%
Industrials 4.6%
Communication Services 4.0%
Energy 1.4%
Basic Materials 0.9%
Utilities 0.4%