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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 8 of 14  ·  280 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 XLI SELECT SECTOR SPDR TR 3,801.0 $704K 0.10% +276.0 +7.8% $185.23 -2.7%
142 BLACKROCK ETF TRUST 21,804.0 $693K 0.10% NEW $31.78
143 DEM WISDOMTREE TR 12,881.0 $693K 0.10% -219.0 -1.7% $53.79 +2.4%
144 LMT LOCKHEED MARTIN CORP Industrials 1,355.0 $690K 0.10% +104.0 +8.3% $509.58 +10.6%
145 IBM INTERNATIONAL BUSINESS MACHS Technology 2,444.0 $687K 0.10% $281.18 -16.2%
146 IBDR ISHARES TR 27,174.0 $658K 0.09% -425.0 -1.5% $24.23 +0.0%
147 EEM ISHARES TR 9,450.0 $646K 0.09% +2K +24.2% $68.41 -1.9%
148 ADP AUTOMATIC DATA PROCESSING IN Industrials 2,859.0 $640K 0.09% -55.0 -1.9% $223.95 +25.4%
149 CVX CHEVRON CORPORATION Energy 3,809.0 $631K 0.09% $165.75 +23.8%
150 MO ALTRIA GROUP INC Consumer Defensive 8,728.0 $628K 0.09% $71.95 -8.1%
151 SBUX STARBUCKS CORP Consumer Cyclical 6,132.0 $627K 0.09% $102.18 +4.8%
152 VNQ VANGUARD INDEX FDS 6,478.0 $625K 0.09% $96.43 +2.1%
153 IWD ISHARES TR 2,475.0 $600K 0.09% $242.43 +6.1%
154 SDVY FIRST TR EXCHANGE TRADED FD 13,794.0 $595K 0.09% -395.0 -2.8% $43.14 +1.7%
155 AOM ISHARES TR 11,918.0 $595K 0.09% -160.0 -1.3% $49.89 -0.2%
156 INNOVATOR ETFS TRUST 22,757.0 $591K 0.08% NEW $25.97
157 IBDS ISHARES TR 24,186.0 $586K 0.08% $24.22 -0.1%
158 WFC WELLS FARGO & CO Financial Services 7,072.0 $584K 0.08% $82.64 +1.4%
159 ISHARES TR 28,638.0 $578K 0.08% +8K +40.3% $20.19
160 VXF VANGUARD INDEX FDS 2,336.0 $575K 0.08% +1K +115.5% $246.21 -0.3%
Page 8 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%