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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 4 of 14  ·  280 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 REGL PROSHARES TR 29,470.0 $2.7M 0.38% -2K -5.3% $91.57 +2.7%
62 AVGO BROADCOM INC Technology 6,985.0 $2.6M 0.38% $377.77 -2.5%
63 VWO VANGUARD INTL EQUITY INDEX F 43,521.0 $2.6M 0.37% -392.0 -0.9% $59.69 +1.3%
64 JMST J P MORGAN EXCHANGE TRADED F 46,003.0 $2.3M 0.33% $51.00 -0.2%
65 IXUS ISHARES TR 24,443.0 $2.3M 0.33% +687.0 +2.9% $95.44 +2.6%
66 BND VANGUARD BD INDEX FDS 31,044.0 $2.3M 0.33% +580.0 +1.9% $73.41 -1.6%
67 MRK MERCK & CO INC Healthcare 15,653.0 $2.0M 0.29% $128.50 +18.7%
68 VEA VANGUARD TAX-MANAGED FDS 27,888.0 $2.0M 0.28% $71.25 +3.0%
69 FIDELITY GREENWOOD STREET TR 58,449.0 $1.9M 0.27% +42K +259.5% $32.93
70 MEAR ISHARES U S ETF TR 37,727.0 $1.9M 0.27% $50.38 -0.3%
71 XLU SELECT SECTOR SPDR TR 41,245.0 $1.9M 0.27% +848.0 +2.1% $45.34 -5.7%
72 HD HOME DEPOT INC Consumer Cyclical 5,291.0 $1.9M 0.27% -267.0 -4.8% $352.70 -4.8%
73 MU MICRON TECHNOLOGY INC Technology 1,598.0 $1.8M 0.26% +63.0 +4.1% $1154.09 -16.2%
74 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 2,613.0 $1.8M 0.26% -81.0 -3.0% $703.23 -0.5%
75 AOA ISHARES TR 17,925.0 $1.7M 0.25% +1K +6.7% $97.60 +1.4%
76 SCHD SCHWAB STRATEGIC TR 53,665.0 $1.7M 0.24% +6K +13.6% $31.71 +10.7%
77 VGSH VANGUARD SCOTTSDALE FDS 26,925.0 $1.6M 0.22% +1K +5.3% $58.20 -0.1%
78 MS MORGAN STANLEY Financial Services 7,495.0 $1.6M 0.22% +85.0 +1.1% $209.04 +2.5%
79 HELO J P MORGAN EXCHANGE TRADED F 22,231.0 $1.5M 0.21% -3K -10.2% $67.58 +2.7%
80 IUSG ISHARES TR 7,938.0 $1.5M 0.21% $188.09 +0.9%
Page 4 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%