StockDriftsStockDriftsTop 50 Summit Wealth Partners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 4.48% | 43.4K | $28.3M | +4.08%(+1.70K) | $563.39(+29.04%) | 2026-03-31 | |
| IWF | ISHARES TR | 3.83% | 56.7K | $24.2M | +1.72%(+962) | $196.74(-38.80%) | 2026-03-31 | |
| QUAL | ISHARES TR | 3.79% | 124.8K | $23.9M | -3.18%(-4.09K) | $95.41(+117.48%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 3.17% | 34.7K | $20.0M | +1.30%(+445) | $245.12(+178.08%) | 2026-03-31 | |
| BINC | BLACKROCK ETF TRUST II | 2.83% | 344.0K | $17.9M | +9.56%(+30.01K) | $52.66(-1.07%) | 2026-03-31 | |
| AGG | ISHARES TR | 2.77% | 176.1K | $17.5M | -9.58%(-18.65K) | $112.06(-11.86%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 2.74% | 341.7K | $17.3M | -0.48%(-1.66K) | $50.26(+0.40%) | 2026-03-31 | |
| USMV | ISHARES TR | 2.68% | 182.5K | $16.9M | -3.31%(-6.24K) | $62.89(+50.19%) | 2026-03-31 | |
| IGSB | ISHARES TR | 2.52% | 302.6K | $15.9M | +2.91%(+8.54K) | $53.28(-1.73%) | 2026-03-31 | |
| IUSB | ISHARES TR | 2.47% | 338.0K | $15.6M | +8.36%(+26.06K) | $46.21(-0.38%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.07% | +29.76% |
| Top 20 Holdings Unweighted | +9.10% | +29.88% |
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