Institutions / Summit Wealth Partners, LLC
Summit Wealth Partners, LLC
CIK 2033312 · Institution · as of Dec 31, 2025
Portfolio value
$541.24M
Positions
203
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 203 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $28.53M | 5.3% |
| iShares Tr | $26.40M | 4.9% |
| iShares MSCI UAE ETF | $25.60M | 4.7% |
| Invesco Qqq Tr | $21.06M | 3.9% |
| iShares Tr | $19.45M | 3.6% |
| iShares MSCI UAE ETF | $17.77M | 3.3% |
| J P Morgan Exchange Traded F | $17.37M | 3.2% |
| BlackRock ETF Trust II | $16.57M | 3.1% |
| Brown & Brown, Inc. | $16.08M | 3.0% |
| iShares Tr | $15.55M | 2.9% |
| iShares Tr | $14.52M | 2.7% |
| iShares Tr | $14.33M | 2.6% |
| iShares Tr | $12.67M | 2.3% |
| Vanguard Whitehall Fds | $11.17M | 2.1% |
| iShares Tr | $11.01M | 2.0% |
| iShares Tr | $9.46M | 1.7% |
| iShares Tr | $8.96M | 1.7% |
| SPDR S&P 500 ETF Tr | $8.00M | 1.5% |
| American Centy ETF Tr | $7.87M | 1.5% |
| iShares MSCI UAE ETF | $7.85M | 1.5% |
| PROCTER & GAMBLE Co | $7.34M | 1.4% |
| SPDR Dow Jones Indl Average | $7.30M | 1.3% |
| iShares Tr | $7.05M | 1.3% |
| Vanguard Index Fds | $6.83M | 1.3% |
| iShares Tr | $6.12M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.