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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 14  ·  280 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JCPB J P MORGAN EXCHANGE TRADED F 102,491.0 $4.8M 0.69% +2K +2.2% $46.94 -1.7%
42 JEPI J P MORGAN EXCHANGE TRADED F 84,505.0 $4.8M 0.68% +2K +2.7% $56.48 +2.5%
43 AVUS AMERICAN CENTY ETF TR 36,925.0 $4.7M 0.67% -6K -13.2% $128.08 +2.0%
44 DVY ISHARES TR 27,511.0 $4.3M 0.61% -676.0 -2.4% $156.30 +5.0%
45 ICOW PACER FDS TR 99,541.0 $4.1M 0.59% +3K +2.6% $41.63 +9.9%
46 GOOG ALPHABET INC 11,290.0 $4.0M 0.57% +303.0 +2.8% $353.34
47 GLD SPDR GOLD TR Financial Services 10,725.0 $4.0M 0.56% +577.0 +5.7% $368.38 +14.9%
48 JEPQ J P MORGAN EXCHANGE TRADED F 62,711.0 $3.9M 0.55% +8K +13.7% $61.46 -2.6%
49 ISTB ISHARES TR 74,735.0 $3.6M 0.51% $48.25 -0.5%
50 BAI BLACKROCK ETF TRUST 67,570.0 $3.6M 0.51% +18K +37.0% $52.72 -16.0%
51 JNJ JOHNSON & JOHNSON Healthcare 13,396.0 $3.4M 0.48% -117.0 -0.9% $253.96 +6.4%
52 VB VANGUARD INDEX FDS 10,831.0 $3.3M 0.47% -222.0 -2.0% $303.12 +0.5%
53 OEF ISHARES TR 8,915.0 $3.3M 0.47% +1K +13.4% $365.86 +3.3%
54 CAT CATERPILLAR INC Industrials 3,008.0 $3.2M 0.46% $1064.90 -22.3%
55 XLK SELECT SECTOR SPDR TR 16,354.0 $3.1M 0.44% +3K +19.8% $190.52 -3.8%
56 DGRO ISHARES TR 40,612.0 $3.1M 0.44% +1K +3.3% $75.79 +5.0%
57 GOOGL ALPHABET INC Communication Services 8,394.0 $3.0M 0.43% +74.0 +0.9% $357.37 -3.5%
58 WMT WALMART INC Consumer Defensive 24,913.0 $2.8M 0.40% $113.26 -8.4%
59 FTSM FIRST TR EXCHANGE-TRADED FD 47,165.0 $2.8M 0.40% -1K -2.2% $59.73 +0.2%
60 DIHP DIMENSIONAL ETF TRUST 80,433.0 $2.7M 0.39% +6K +7.8% $34.12 +4.7%
Page 3 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%