Summit Wealth Partners, LLC
All holdings · as of Dec 31, 2025
| 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% |
| iShares MSCI UAE ETF | $6.12M | 1.1% |
| ISHARES TR | $5.91M | 1.1% |
| AMERICAN CENTY ETF TR | $5.87M | 1.1% |
| J P MORGAN EXCHANGE TRADED F | $5.26M | 1.0% |
| AMERICAN CENTY ETF TR | $5.10M | 0.9% |
| ISHARES TR | $4.92M | 0.9% |
| J P MORGAN EXCHANGE TRADED F | $4.62M | 0.9% |
| Apple Inc. | $4.57M | 0.8% |
| ISHARES TR | $4.43M | 0.8% |
| J P MORGAN EXCHANGE TRADED F | $4.28M | 0.8% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $3.90M | 0.7% |
| PACER FDS TR | $3.73M | 0.7% |
| ISHARES TR | $3.69M | 0.7% |
| FIRST TR EXCHANGE-TRADED FD | $3.37M | 0.6% |
| ISHARES TR | $3.27M | 0.6% |
| VANGUARD INDEX FDS | $3.11M | 0.6% |
| J P MORGAN EXCHANGE TRADED F | $3.04M | 0.6% |
| PROSHARES TR | $2.90M | 0.5% |
| ISHARES TR | $2.70M | 0.5% |
| MICROSOFT CORP | $2.68M | 0.5% |
| VANGUARD BD INDEX FDS | $2.62M | 0.5% |
| VANGUARD BD INDEX FDS | $2.56M | 0.5% |
| VANGUARD INTL EQUITY INDEX F | $2.42M | 0.4% |
| ISHARES TR | $2.28M | 0.4% |
| DIMENSIONAL ETF TRUST | $2.26M | 0.4% |