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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 2 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 2,613.0 $1.8M 0.26% -81.0 -3.0% $703.23 -0.5%
22 HELO J P MORGAN EXCHANGE TRADED F 22,231.0 $1.5M 0.21% -3K -10.2% $67.58 +2.7%
23 VCIT VANGUARD SCOTTSDALE FDS 17,474.0 $1.4M 0.21% -1K -6.8% $82.65 -1.9%
24 ISHARES TR 55,813.0 $1.3M 0.18% -5K -8.3% $22.89
25 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,350.0 $1.3M 0.18% -58.0 -4.1% $935.54 +1.3%
26 SHYG ISHARES TR 28,228.0 $1.2M 0.17% -2K -8.1% $42.41 -0.4%
27 NFLX NETFLIX INC. Communication Services 15,080.0 $1.1M 0.15% -5K -24.5% $71.40 +11.5%
28 XSOE WISDOMTREE TR 21,752.0 $1.1M 0.15% -4K -14.8% $49.18 -3.4%
29 VEU VANGUARD INTL EQUITY INDEX F 11,719.0 $982K 0.14% -325.0 -2.7% $83.75 +2.3%
30 MOAT VANECK ETF TRUST 9,026.0 $938K 0.13% -4K -30.9% $103.96 +10.1%
31 VCSH VANGUARD SCOTTSDALE FDS 10,897.0 $861K 0.12% -5K -33.5% $79.03 -0.6%
32 IEI ISHARES TR 7,196.0 $845K 0.12% -1K -12.8% $117.45 -0.9%
33 INNOVATOR ETFS TRUST 30,594.0 $840K 0.12% -1K -4.2% $27.46
34 TPYP TORTOISE CAPITAL SERIES TRUS 19,960.0 $837K 0.12% -508.0 -2.5% $41.93 +2.1%
35 DUHP DIMENSIONAL ETF TRUST 19,343.0 $807K 0.12% -470.0 -2.4% $41.73 +1.6%
36 ILTB ISHARES TR 15,810.0 $779K 0.11% -1K -6.4% $49.25 -4.4%
37 XLE SELECT SECTOR SPDR TR 13,667.0 $726K 0.10% -46K -77.2% $53.11 +19.8%
38 DEM WISDOMTREE TR 12,881.0 $693K 0.10% -219.0 -1.7% $53.79 +2.4%
39 IBDR ISHARES TR 27,174.0 $658K 0.09% -425.0 -1.5% $24.23 +0.0%
40 ADP AUTOMATIC DATA PROCESSING IN Industrials 2,859.0 $640K 0.09% -55.0 -1.9% $223.95 +25.4%
Page 2 of 4  ·  68 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%