StockDriftsStockDriftsTop 50 Summit Wealth Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 4.85% | 45.5K | $34.0M | +4.85%(+2.10K) | $569.33(+36.82%) | 2026-06-30 | |
| IWF | ISHARES TR | 4% | 226.3K | $28.1M | -0.29%(-650) | $49.19(+150.86%) | 2026-06-30 | |
| QUAL | ISHARES TR | 3.71% | 118.6K | $26.0M | -4.96%(-6.18K) | $95.41(+135.85%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 3.65% | 34.8K | $25.6M | +0.11%(+37) | $245.54(+198.32%) | 2026-06-30 | |
| BINC | BLACKROCK ETF TRUST II | 2.78% | 372.8K | $19.5M | +8.37%(+28.80K) | $52.62(-1.13%) | 2026-06-30 | |
| IUSB | ISHARES TR | 2.48% | 377.5K | $17.4M | +11.70%(+39.55K) | $46.20(-1.61%) | 2026-06-30 | |
| AGG | ISHARES TR | 2.4% | 169.9K | $16.8M | -3.47%(-6.11K) | $111.97(-13.01%) | 2026-06-30 | |
| USMV | ISHARES TR | 2.39% | 173.7K | $16.8M | -4.82%(-8.80K) | $62.89(+60.16%) | 2026-06-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 2.34% | 324.6K | $16.4M | -5.02%(-17.17K) | $50.26(+0.49%) | 2026-06-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 2.01% | 310.1K | $14.1M | +428.44%(+251.43K) | $45.59(-1.57%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.33% | +34.31% | +5.32% | +29.57% |
| Top 20 Holdings Unweighted | +10.24% | +33.97% | +5.02% | +27.75% |
Summit Wealth Partners, LLC reports $701.92M in US-listed equity holdings across 280 positions in its most recent 13F filing. Its largest disclosed positions are IVV (4.8%), IWF (4.0%) and QUAL (3.7%). The top 20 holdings account for 47.78% of reported assets. Its disclosed equity book has returned +34.31% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Summit Wealth Partners, LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Summit Wealth Partners, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2033312). View Summit Wealth Partners, LLC’s 13F filings on SEC