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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 3 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SDVY FIRST TR EXCHANGE TRADED FD 13,794.0 $595K 0.09% -395.0 -2.8% $43.14 +1.7%
42 AOM ISHARES TR 11,918.0 $595K 0.09% -160.0 -1.3% $49.89 -0.2%
43 PAUG INNOVATOR ETFS TRUST 12,590.0 $575K 0.08% -2K -14.9% $45.64 +2.1%
44 HYG ISHARES TR 7,104.0 $568K 0.08% -160.0 -2.2% $79.97 -0.4%
45 BSV VANGUARD BD INDEX FDS 7,277.0 $567K 0.08% -28K -79.3% $77.91 -0.4%
46 LMBS FIRST TR EXCHANGE-TRADED FD 10,936.0 $544K 0.08% -380.0 -3.4% $49.78 -0.5%
47 PFE PFIZER INC Healthcare 21,656.0 $521K 0.07% -170.0 -0.8% $24.08 +16.6%
48 BALT INNOVATOR ETFS TRUST 15,005.0 $514K 0.07% -221.0 -1.4% $34.27 +1.3%
49 UNH UNITEDHEALTH GROUP INC Healthcare 1,177.0 $489K 0.07% -170.0 -12.6% $415.73 -6.2%
50 FPEI FIRST TR EXCH TRADED FD III 25,072.0 $484K 0.07% -542.0 -2.1% $19.29 -1.3%
51 MUB ISHARES TR 4,097.0 $441K 0.06% -85.0 -2.0% $107.62 -2.1%
52 VZ VERIZON COMMUNICATIONS INC Communication Services 10,039.0 $425K 0.06% -461.0 -4.4% $42.34 +16.8%
53 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,430.0 $419K 0.06% -25.0 -1.7% $293.18 +4.1%
54 IVW ISHARES TR 2,833.0 $390K 0.06% -63.0 -2.2% $137.53 +0.9%
55 NEAR ISHARES U S ETF TR 6,741.0 $341K 0.05% -543.0 -7.5% $50.66 -0.2%
56 MDLZ MONDELEZ INTL INC Consumer Defensive 5,668.0 $328K 0.05% -175.0 -3.0% $57.84 +11.4%
57 MTUM ISHARES TR 915.0 $314K 0.04% -18.0 -1.9% $342.73 -11.0%
58 JBND J P MORGAN EXCHANGE TRADED F 5,828.0 $312K 0.04% -4K -39.3% $53.50 -1.6%
59 TXN TEXAS INSTRS INC Technology 1,032.0 $308K 0.04% -46.0 -4.3% $298.07 -11.3%
60 SO SOUTHERN CO Utilities 3,190.0 $305K 0.04% -300.0 -8.6% $95.71 -7.1%
Page 3 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%