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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 14  ·  280 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VUG VANGUARD INDEX FDS 115,570.0 $10.0M 1.42% +99K +587.1% $86.14 +1.6%
22 IWB ISHARES TR 23,811.0 $9.8M 1.39% -1K -4.5% $409.49 +2.5%
23 ITOT ISHARES TR 51,224.0 $8.4M 1.20% +721.0 +1.4% $164.27 +2.3%
24 IDEV ISHARES TR 91,321.0 $8.1M 1.16% +10K +12.2% $89.01 +4.8%
25 PG PROCTER & GAMBLE CO Consumer Defensive 54,853.0 $8.0M 1.15% +384.0 +0.7% $146.64 -1.3%
26 DIA STATE STR SPDR DOW JONES IND Financial Services 15,131.0 $7.9M 1.13% $522.41 +1.9%
27 AVEM AMERICAN CENTY ETF TR 80,010.0 $7.7M 1.10% +1K +1.7% $96.49 -2.3%
28 IWR ISHARES TR 69,625.0 $7.7M 1.09% -1K -2.0% $110.32 +2.8%
29 IEF ISHARES TR 78,799.0 $7.5M 1.06% -20K -20.0% $94.57 -1.8%
30 DYNF BLACKROCK ETF TRUST 108,067.0 $7.3M 1.05% +25K +29.4% $68.01 +1.6%
31 IJH ISHARES TR 89,814.0 $6.9M 0.99% +3K +3.7% $77.11 -0.4%
32 IWM ISHARES TR 22,997.0 $6.9M 0.98% -2K -8.5% $300.45 -0.2%
33 HDV ISHARES TR 240,773.0 $6.6M 0.94% +192K +392.8% $27.41 +8.8%
34 AMZN AMAZON COM INC Consumer Cyclical 25,466.0 $6.1M 0.86% +365.0 +1.4% $238.34 +8.5%
35 MSFT MICROSOFT CORP Technology 15,413.0 $5.7M 0.82% +1K +8.7% $373.03 +29.5%
36 IUSV ISHARES TR 49,048.0 $5.4M 0.77% $110.15 +4.3%
37 JMUB J P MORGAN EXCHANGE TRADED F 106,601.0 $5.4M 0.77% +2K +2.4% $50.66 -1.9%
38 AMAT APPLIED MATLS INC Technology 7,223.0 $5.2M 0.74% $723.00 -31.9%
39 IJR ISHARES TR 34,277.0 $5.1M 0.72% +1K +3.8% $148.31 -0.7%
40 JPM JPMORGAN CHASE & CO Financial Services 14,767.0 $4.8M 0.69% $327.34 +7.4%
Page 2 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%