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CIK: 0002033312
Total reported value
$701.9M
$701.9M
208 檔
15.6%
The Q1 2025 SEC filing reveals that Summit Wealth Partners, LLC held a total portfolio value of $701.9M, covering 208 public equity positions.
During Q1 2025, Summit Wealth Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 208 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRO | Brown & Brown Inc | Stock-Financials | 5.09% | -0.24% | -9.02% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.83% | -0.08% | +0.21% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.72% | -0.37% | -0.35% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.86% | +0.17% | +0.60% | |
| 5 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 3.71% | -0.29% | -2.37% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.64% | +0.48% | +2.83% | |
| 7 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.43% | -0.40% | -3.28% | |
| 8 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 3.24% | -0.54% | -1.79% | |
| 9 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 2.74% | -0.56% | +2.65% | |
| 10 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.58% | -0.10% | -17.59% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.22% | -0.12% | +0.29% | |
| 12 | IQLT | Ishares Msci International Q | ETF-Other | 2.11% | -0.13% | -1.41% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.08% | +0.37% | +30.95% | |
| 14 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.07% | +0.01% | +20.52% | |
| 15 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 2.00% | -0.43% | +3.70% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.00% | -0.05% | -1.55% | |
| 17 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.81% | -0.08% | +2.86% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.72% | +0.05% | +8.37% | |
| 19 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.72% | -0.02% | -1.82% | |
| 20 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.48% | — | -3.00% | |
| 21 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 1.42% | -0.04% | -14.05% | |
| 22 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.36% | +0.06% | -2.24% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.21% | -0.01% | -5.28% | |
| 24 | HDV | Ishares Core High Dividend E | ETF-Other | 1.07% | -0.11% | +5.50% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.89% | +0.05% | -1.78% | |
| 26 | BND | Vanguard Total Bond Market | ETF-Other | 0.85% | -0.04% | -1.83% | |
| 27 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.85% | +0.02% | +10.77% | |
| 28 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 0.85% | -0.05% | -7.43% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.85% | +0.06% | +0.22% | |
| 30 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.84% | -0.06% | -1.57% | |
| 31 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.78% | -0.05% | +514.83% | |
| 32 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.76% | -0.02% | +10.72% | |
| 33 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.75% | -0.06% | -0.92% | |
| 34 | VB | Vanguard Small-cap ETF | ETF-Other | 0.71% | +0.01% | -7.38% | |
| 35 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.70% | -0.05% | +23.46% | |
| 36 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.69% | +0.10% | +25.59% | |
| 37 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.68% | +0.08% | +18.33% | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.67% | +0.07% | -0.63% | |
| 39 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.65% | -0.06% | -1.00% | |
| 40 | ILTB | Ishares Core 10+ Year Usd Bo | ETF-Other | 0.65% | -0.02% | -10.07% | |
| 41 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 0.65% | -0.01% | -15.66% | |
| 42 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.58% | -0.06% | +7.95% | |
| 43 | VUG | Vanguard Growth ETF | ETF-Other | 0.57% | +0.26% | +52.04% | |
| 44 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.56% | +0.20% | +39.08% | |
| 45 | ICOW | Pacer Developed Markets Inte | ETF-Other | 0.53% | -0.06% | +5.01% | |
| 46 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.52% | -0.36% | +28.77% | |
| 47 | MSFT | Microsoft CORP | Stock-Tech | 0.52% | -0.01% | +0.25% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.46% | -0.01% | -3.36% | |
| 49 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.43% | -0.07% | +14.93% | |
| 50 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.43% | +0.07% | +8.15% |
According to official SEC Form 13F filings, Summit Wealth Partners, LLC reported a total U.S. public equity portfolio value of $701.9M across 208 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including BRO, QUAL, AGG) accounted for 15.6% of total reported equity market value during Q1 2025.
During Q1 2025, Summit Wealth Partners, LLC's top holdings by market value included BRO (5.1%)、QUAL (4.8%)、AGG (4.7%). The largest single position, BRO, represented 5.1% of total portfolio value.
In Q1 2025, Summit Wealth Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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