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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 12 of 14  ·  280 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 MTUM ISHARES TR 915.0 $314K 0.04% -18.0 -1.9% $342.73 -11.0%
222 VTEB VANGUARD MUN BD FDS 6,196.0 $313K 0.04% +987.0 +18.9% $50.58 -2.1%
223 JBND J P MORGAN EXCHANGE TRADED F 5,828.0 $312K 0.04% -4K -39.3% $53.50 -1.6%
224 WMB WILLIAMS COS INC Energy 4,167.0 $310K 0.04% $74.34 -5.2%
225 NFTY FIRST TR EXCH TRD ALPHDX FD 5,735.0 $309K 0.04% +317.0 +5.8% $53.80 +0.9%
226 TXN TEXAS INSTRS INC Technology 1,032.0 $308K 0.04% -46.0 -4.3% $298.07 -11.3%
227 SO SOUTHERN CO Utilities 3,190.0 $305K 0.04% -300.0 -8.6% $95.71 -7.1%
228 HONEYWELL AEROSPACE INC 1,378.0 $305K 0.04% NEW $221.08
229 PFEB INNOVATOR ETFS TRUST 7,054.0 $304K 0.04% -678.0 -8.8% $43.06 +1.8%
230 TJX TJX COS INC NEW Consumer Cyclical 1,972.0 $299K 0.04% $151.50 -7.3%
231 TMUS T-MOBILE US INC Communication Services 1,773.0 $297K 0.04% +45.0 +2.6% $167.76 +9.1%
232 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 932.0 $296K 0.04% +100.0 +12.0% $317.53 -8.0%
233 LQD ISHARES TR 2,703.0 $295K 0.04% +236.0 +9.6% $109.07 -2.9%
234 IBUF INNOVATOR ETFS TRUST 9,224.0 $290K 0.04% +2K +29.1% $31.48 +2.0%
235 SDY SPDR SERIES TRUST 1,908.0 $290K 0.04% $152.18 +4.1%
236 RTX RTX CORPORATION Industrials 1,524.0 $289K 0.04% +324.0 +27.0% $189.73 +10.6%
237 HONEYWELL INTL INC 1,278.0 $286K 0.04% NEW $223.90
238 IWP ISHARES TR 1,948.0 $285K 0.04% $146.41 -1.9%
239 IJUL INNOVATOR ETFS TRUST 7,908.0 $284K 0.04% -204.0 -2.5% $35.97 +2.8%
240 BNDX VANGUARD CHARLOTTE FDS 5,815.0 $282K 0.04% $48.43 -1.6%
Page 12 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%