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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 10 of 14  ·  280 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ALL ALLSTATE CORP Financial Services 2,000.0 $476K 0.07% $237.94 +6.7%
182 FSMB FIRST TR EXCH TRADED FD III 23,542.0 $471K 0.07% +148.0 +0.6% $19.99 -0.6%
183 XLV SELECT SECTOR SPDR TR 2,952.0 $468K 0.07% $158.66 +10.1%
184 V VISA INC Financial Services 1,356.0 $465K 0.07% $343.09 +8.1%
185 RAAX VANECK ETF TRUST 11,553.0 $458K 0.07% NEW $39.67 +5.9%
186 NEE NEXTERA ENERGY INC Utilities 5,188.0 $455K 0.07% +120.0 +2.4% $87.78 -4.7%
187 MUB ISHARES TR 4,097.0 $441K 0.06% -85.0 -2.0% $107.62 -2.1%
188 TGT TARGET CORP Consumer Defensive 3,348.0 $437K 0.06% $130.63 +26.6%
189 T AT&T INC Communication Services 20,769.0 $430K 0.06% $20.70 +22.3%
190 POWR ISHARES INC 15,351.0 $429K 0.06% NEW $27.96 -7.6%
191 VZ VERIZON COMMUNICATIONS INC Communication Services 10,039.0 $425K 0.06% -461.0 -4.4% $42.34 +16.8%
192 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,430.0 $419K 0.06% -25.0 -1.7% $293.18 +4.1%
193 FSEP FIRST TR EXCHNG TRADED FD VI 7,314.0 $403K 0.06% $55.08 +2.4%
194 IDV ISHARES TR 9,665.0 $400K 0.06% +3K +40.4% $41.43 +8.8%
195 HPE HEWLETT PACKARD ENTERPRISE C Technology 8,848.0 $399K 0.06% +169.0 +1.9% $45.11 +18.5%
196 LLY ELI LILLY & CO Healthcare 331.0 $397K 0.06% $1198.25 +4.7%
197 TT TRANE TECHNOLOGIES PLC Industrials 806.0 $396K 0.06% $491.16 -7.7%
198 IVW ISHARES TR 2,833.0 $390K 0.06% -63.0 -2.2% $137.53 +0.9%
199 FAUG FIRST TR EXCHNG TRADED FD VI 6,815.0 $385K 0.06% $56.51 +1.8%
200 IBDU ISHARES TR 16,506.0 $382K 0.05% $23.16 -0.5%
Page 10 of 14  ·  280 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%