13F Insight
DOSSIER · 13F-HR · Q2 2026

Summit Wealth Partners, LLC

$702M in tracked AUM across 280 positions as of Q2 2026.

SW
CIK 0002033312 · last filed Jun 30, 2026
Total AUM
$702M
as of Q2 2026
Holdings
280
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Summit Wealth Partners, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$34M45K4.8%02
IWF
ISHARES TR
$28M226K4.0%03
QUAL
ISHARES TR
$26M119K3.7%04
QQQ
INVESCO QQQ TR
$26M35K3.6%05
BINC
BLACKROCK ETF TRUST II
$20M373K2.8%06
IUSB
ISHARES TR
$17M378K2.5%07
AGG
ISHARES TR
$17M170K2.4%08
USMV
ISHARES TR
$17M174K2.4%09
JPST
J P MORGAN EXCHANGE TRADED F
$16M325K2.3%10
FBND
FIDELITY MERRIMACK STR TR
$14M310K2.0%

Filing history

2026Q2Jun 30
$702M▲ 11.1%
280 positionsView →2026Q1Mar 31
$632M▲ 16.7%
271 positionsView →2025Q4Dec 31
$541M▼ 2.3%
203 positionsView →2025Q3Sep 30
$554M▲ 5.7%
212 positionsView →2025Q2Jun 30
$524M▲ 6.4%
213 positionsLocked2025Q1Mar 31
$493M▲ 1.2%
208 positionsLocked2024Q4Dec 31
$487M▼ 6.2%
199 positionsLocked2024Q3Sep 30
$519M▲ 7.8%
236 positionsLocked2024Q2Jun 30
$482M▲ 2.7%
223 positionsLocked2024Q1Mar 31
$469M▲ 8.9%
221 positionsLocked2023Q4Dec 31
$431M▲ 9.9%
213 positionsLocked2023Q3Sep 30
$392M▼ 1.8%
184 positionsLocked
Showing 12 of 27