Summit Wealth Partners, LLC ETF holdings
Orlando, FL
Reported $566.8M in 181 ETFs in its Form 13F for June 30, 2026.
ETF value
$566.8M
ETFs held
181
Change from prior quarter
+10.5%
With price moves
ETFs as a share of its 13F
80.8%
of $701.9M
Top 10 of 181 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $34.0M | 45,451 | +2,101 shares |
| IWF | iShares Russell 1000 Growth ETF | $28.1M | 226,306 | +169,567 shares |
| QUAL | iShares MSCI USA Quality Factor ETF | $26.0M | 118,591 | −6,185 shares |
| QQQ | Invesco QQQ Trust | $25.6M | 34,767 | +37 shares |
| BINC | iShares Flexible Income Active ETF | $19.5M | 372,797 | +28,804 shares |
| IUSB | iShares Core Universal USD Bond ETF | $17.4M | 377,530 | +39,552 shares |
| AGG | iShares Core U.S. Aggregate Bond ETF | $16.8M | 169,947 | −6,107 shares |
| USMV | iShares MSCI USA Min Vol Factor ETF | $16.8M | 173,650 | −8,802 shares |
| JPST | JPMorgan Ultra-Short Income ETF | $16.4M | 324,561 | −17,168 shares |
| FBND | Fidelity Total Bond ETF | $14.1M | 310,113 | +251,428 shares |
171 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002033312. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Summit Wealth Partners, LLC own?
Summit Wealth Partners, LLC reported 181 ETF positions worth $566.8M in its Form 13F for June 30, 2026. The largest was IVV, at $34.0M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.