Summit Wealth Partners, LLC: 13F holdings
CIK 20333122026Q2
| Positions | 280 |
|---|---|
| Reported value | $701.9m |
| Filed | 2026-08-03 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES TR | 45,451 | $34.0m | 4.8% |
| IWF ISHARES TR | 226,306 | $28.1m | 4.0% |
| QUAL ISHARES TR | 118,591 | $26.0m | 3.7% |
| QQQ INVESCO QQQ TR | 34,767 | $25.6m | 3.6% |
| BINC BLACKROCK ETF TRUST II | 372,797 | $19.5m | 2.8% |
| IUSB ISHARES TR | 377,530 | $17.4m | 2.5% |
| AGG ISHARES TR | 169,947 | $16.8m | 2.4% |
| USMV ISHARES TR | 173,650 | $16.8m | 2.4% |
| JPST J P MORGAN EXCHANGE TRADED F | 324,561 | $16.4m | 2.3% |
| FBND FIDELITY MERRIMACK STR TR | 310,113 | $14.1m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2033312")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.