Summit Wealth Partners, LLC
Summit Wealth Partners, LLC reported 280 positions worth $701.9M as of June 30, 2026 (13F filed August 3, 2026). Largest holding: IVV (4.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $34.0M | 4.85% | 45,451 | — | — | |
| ▸ 2 | IWF | SH | $28.1M | 4.00% | 226,306 | — | — | |
| ▸ 3 | QUAL | SH | $26.0M | 3.71% | 118,591 | — | — | |
| ▸ 4 | QQQ | SH | $25.6M | 3.65% | 34,767 | — | — | |
| ▸ 5 | BINC | SH | $19.5M | 2.78% | 372,797 | — | — | |
| ▸ 6 | IUSB | SH | $17.4M | 2.48% | 377,530 | — | — | |
| ▸ 7 | AGG | SH | $16.8M | 2.40% | 169,947 | — | — | |
| ▸ 8 | USMV | SH | $16.8M | 2.39% | 173,650 | — | — | |
| ▸ 9 | JPST | SH | $16.4M | 2.34% | 324,561 | — | — | |
| ▸ 10 | FBND | SH | $14.1M | 2.01% | 310,113 | — | — |
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Frequently Asked Questions
What stocks does Summit Wealth Partners, LLC hold as of Q2 2026?
Summit Wealth Partners, LLC reported 280 positions worth $701.9M in its Q2 2026 13F filing. Largest positions: IVV (4.8%), IWF (4.0%), QUAL (3.7%), QQQ (3.6%) and BINC (2.8%).
What did Summit Wealth Partners, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Summit Wealth Partners, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.