EdgeMarket › What Summit Wealth Partners, Llc reported owning
What Summit Wealth Partners, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
631.7MPositions
271Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| IVV iShares Core S&P 500 ETF | 28.3M | 4.5% | 43.4K | 769.31 | +20.0% |
| IWF iShares Russell 1000 Growth Fund | 24.2M | 3.8% | 56.7K | 122.39 | +11.2% |
| QUAL iShares MSCI USA Quality Factor ETF | 23.9M | 3.8% | 124.8K | 223.22 | +19.3% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 20.0M | 3.2% | 34.7K | 713.44 | +26.1% |
| BINC iShares Flexible Income Active ETF | 17.9M | 2.8% | 344.0K | 52.00 | -1.7% |
| AGG iShares Core U.S. Aggregate Bond ETF | 17.5M | 2.8% | 176.1K | 97.35 | -1.7% |
| JPST JPMorgan Ultra-Short Income ETF | 17.3M | 2.7% | 341.7K | 50.53 | -0.3% |
| USMV iShares MSCI USA Min Vol Factor ETF | 16.9M | 2.7% | 182.5K | 101.23 | +7.0% |
| IGSB iShares 1-5 Year Investment Grade Corporate Bo | 15.9M | 2.5% | 302.6K | 52.11 | -1.4% |
| IUSB iShares Core Universal USD Bond ETF | 15.6M | 2.5% | 338.0K | 45.43 | -1.7% |
| IGIB iShares 5-10 Year Investment Grade Corporate B | 14.5M | 2.3% | 272.3K | 52.14 | -2.5% |
| BRO BROWN & BROWN, INC. | 13.2M | 2.1% | 201.7K | 72.92 | -24.7% |
| IEFA iShares Core MSCI EAFE ETF | 12.8M | 2.0% | 141.7K | 100.85 | +16.8% |
| VYM Vanguard High Dividend Yield ETF | 11.3M | 1.8% | 76.5K | 164.97 | +19.9% |
| IQLT iShares MSCI Intl Quality Factor ETF | 10.7M | 1.7% | 232.5K | 52.06 | +20.1% |
| NVDA NVIDIA CORP | 10.1M | 1.6% | 57.9K | 214.72 | +22.4% |
| SPY SPDR S&P 500 ETF TRUST | 10.0M | 1.6% | 15.4K | 765.72 | +20.0% |
| IEF iShares 7-10 Year Treasury Bond ETF | 9.4M | 1.5% | 98.5K | 92.82 | -2.8% |
| AVLV Avantis U.S. Large Cap Value ETF | 8.9M | 1.4% | 111.0K | 94.64 | +34.1% |
| IWB iShares Russell 1000 ETF | 8.9M | 1.4% | 24.9K | 419.69 | +19.8% |
| AAPL Apple Inc. | 8.9M | 1.4% | 35.0K | 309.35 | +36.9% |
| PG PROCTER & GAMBLE Co | 7.9M | 1.2% | 54.5K | 144.68 | -9.3% |
| VUG Vanguard Morningstar Growth ETF | 7.3M | 1.2% | 16.8K | 87.50 | +15.9% |
| ITOT iShares Core S&P Total U.S. Stock Market ETF | 7.2M | 1.1% | 50.5K | 167.97 | +20.5% |
| DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 7.0M | 1.1% | 15.2K | 532.22 | +18.4% |
| IWR iShares Russell Mid-Cap ETF | 6.9M | 1.1% | 71.1K | 113.44 | +20.4% |
| IDEV iShares Core MSCI International Developed Mark | 6.8M | 1.1% | 81.4K | 93.31 | +18.6% |
| HDV iShares Core High Dividend ETF | 6.6M | 1.0% | 48.9K | 29.81 | +21.7% |
| AVEM Avantis Emerging Markets Equity ETF | 6.3M | 1.0% | 78.7K | 94.24 | +33.1% |
| IWM iShares Russell 2000 ETF | 6.2M | 1.0% | 25.1K | 299.96 | +33.1% |
| IJH iShares Core S&P Mid-Cap ETF | 5.8M | 0.9% | 86.6K | 76.77 | +20.8% |
| MSFT MICROSOFT CORP | 5.2M | 0.8% | 14.2K | 483.24 | -4.4% |
| AMZN AMAZON COM INC | 5.2M | 0.8% | 25.1K | 258.63 | +15.6% |
| JMUB JPMorgan Municipal ETF | 5.2M | 0.8% | 104.1K | 49.69 | +0.5% |
| IUSV iShares Core S&P U.S. Value ETF | 5.0M | 0.8% | 48.9K | 114.89 | +17.6% |
| DYNF iShares U.S. Equity Factor Rotation Active ETF | 4.9M | 0.8% | 83.5K | 69.08 | +22.3% |
| AVUS Avantis U.S. Equity ETF | 4.7M | 0.7% | 42.6K | 130.59 | +25.1% |
| JCPB JPMorgan Core Plus Bond ETF | 4.7M | 0.7% | 100.3K | 46.16 | -1.8% |
| JEPI JPMorgan Equity Premium Income ETF | 4.7M | 0.7% | 82.3K | 57.92 | +1.4% |
| GLD SPDR GOLD TRUST | 4.4M | 0.7% | 10.1K | 423.36 | +37.3% |
| JPM JPMORGAN CHASE & CO | 4.3M | 0.7% | 14.7K | 351.58 | +20.3% |
| DVY iShares Select Dividend ETF | 4.3M | 0.7% | 28.2K | 164.09 | +17.7% |
| ICOW Pacer Developed Markets International Cash Cow | 4.1M | 0.7% | 97.0K | 45.77 | +27.9% |
| IJR iShares Core S&P Small-Cap ETF | 4.1M | 0.7% | 33.0K | 147.31 | +29.0% |
| XLE State Street Energy Select Sector SPDR ETF | 3.7M | 0.6% | 59.9K | 63.64 | +48.3% |
| ISTB iShares Core 1-5 Year USD Bond ETF | 3.6M | 0.6% | 74.5K | 48.02 | -1.3% |
| JNJ JOHNSON & JOHNSON | 3.3M | 0.5% | 13.5K | 270.24 | +51.1% |
| GOOG Alphabet Inc. | 3.2M | 0.5% | 11.0K | 341.75 | +70.7% |
| WMT Walmart Inc. | 3.1M | 0.5% | 25.0K | 103.70 | +1.1% |
| JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 3.1M | 0.5% | 55.2K | 59.84 | +8.5% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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