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Size ($ in 1000's)
At 09/30/2025: $554,080
At 06/30/2025: $524,393Summit Wealth Partners LLC AUM history
Summit Wealth Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Summit Wealth Partners LLC 13F filings.
Link to 13F filings: SEC filings
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As of 09/30/2025, below is a summary of the Summit Wealth Partners LLC top holdings by largest position size, as per the latest 13f filing made by Summit Wealth Partners LLC.
In the Summit Wealth Partners LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Summit Wealth Partners LLC in that top holding, then the share count change between reporting periods, and finally the Summit Wealth Partners LLC top holding position size
for that row.
| Entity | Amount | Change
06/30/2025 to 09/30/2025 |
Position Size
($ in 1000's) |
|---|
| ISHARES TR (IVV) |
39,470 |
+3,691 |
$26,417 | | IVV | 39,470 | +3,691 | $26,417 | | ISHARES TR (IWF) |
56,018 |
-43 |
$26,239 | | IWF | 56,018 | -43 | $26,239 | | ISHARES TR (QUAL) |
131,808 |
-4,142 |
$25,637 | | QUAL | 131,808 | -4,142 | $25,637 | | INVESCO QQQ TR |
39,837 |
-827 |
$23,917 | | QQQ | 39,837 | -827 | $23,917 | | ISHARES TR (AGG) |
209,358 |
+8,691 |
$20,988 | | AGG | 209,358 | +8,691 | $20,988 | | ISHARES TR (USMV) |
203,925 |
+257 |
$19,401 | | USMV | 203,925 | +257 | $19,401 | | BROWN & BROWN INC |
201,700 |
UNCH |
$18,917 | | BRO | 201,700 | UNCH | $18,917 | | J P MORGAN EXCHANGE TRADED F (JPST) |
325,778 |
-3,171 |
$16,527 | | JPST | 325,778 | -3,171 | $16,527 | | ISHARES TR (IGSB) |
283,727 |
+3,779 |
$15,046 | | IGSB | 283,727 | +3,779 | $15,046 | | ISHARES TR (IGIB) |
264,979 |
+10,083 |
$14,333 | | IGIB | 264,979 | +10,083 | $14,333 | | ISHARES TR (IUSB) |
277,147 |
+27,393 |
$12,946 | | IUSB | 277,147 | +27,393 | $12,946 | | BLACKROCK ETF TRUST II (BINC) |
237,588 |
+49,460 |
$12,649 | | BINC | 237,588 | +49,460 | $12,649 | | ISHARES TR (IEFA) |
142,295 |
-1,600 |
$12,424 | | IEFA | 142,295 | -1,600 | $12,424 | | ISHARES TR (IQLT) |
252,364 |
-2,951 |
$11,152 | | IQLT | 252,364 | -2,951 | $11,152 | | VANGUARD WHITEHALL FDS (VYM) |
79,079 |
-602 |
$11,146 | | VYM | 79,079 | -602 | $11,146 | | SPDR S&P 500 ETF TR (SPY) |
16,631 |
+80 |
$11,079 | | SPY | 16,631 | +80 | $11,079 | | ISHARES TR (IEF) |
97,558 |
+3,126 |
$9,410 | | IEF | 97,558 | +3,126 | $9,410 | | ISHARES TR (IWB) |
25,748 |
-518 |
$9,410 | | IWB | 25,748 | -518 | $9,410 | | SPDR DOW JONES INDL AVERAGE (DIA) |
19,101 |
-280 |
$8,858 | | DIA | 19,101 | -280 | $8,858 | | PROCTER AND GAMBLE CO |
50,955 |
+336 |
$7,829 | | PG | 50,955 | +336 | $7,829 | | ISHARES TR (IWR) |
77,392 |
-3,338 |
$7,472 | | IWR | 77,392 | -3,338 | $7,472 | | ISHARES TR (ITOT) |
51,022 |
+379 |
$7,431 | | ITOT | 51,022 | +379 | $7,431 | | AMERICAN CENTY ETF TR (AVLV) |
90,901 |
+13,732 |
$6,568 | | AVLV | 90,901 | +13,732 | $6,568 | | ISHARES TR (IWM) |
26,330 |
-1,354 |
$6,371 | | IWM | 26,330 | -1,354 | $6,371 | | ISHARES TR (HDV) |
48,010 |
-679 |
$5,879 | | HDV | 48,010 | -679 | $5,879 | | VANGUARD INDEX FDS (VUG) |
12,142 |
+1,550 |
$5,823 | | VUG | 12,142 | +1,550 | $5,823 | | AMERICAN CENTY ETF TR (AVEM) |
73,106 |
+2,799 |
$5,491 | | AVEM | 73,106 | +2,799 | $5,491 | | ISHARES TR (IDEV) |
68,179 |
+8,564 |
$5,466 | | IDEV | 68,179 | +8,564 | $5,466 | | AMERICAN CENTY ETF TR (AVUS) |
49,451 |
-1,571 |
$5,375 | | AVUS | 49,451 | -1,571 | $5,375 | | J P MORGAN EXCHANGE TRADED F (JMUB) |
98,716 |
+8,247 |
$4,982 | | JMUB | 98,716 | +8,247 | $4,982 | | APPLE INC |
19,033 |
-393 |
$4,846 | | AAPL | 19,033 | -393 | $4,846 | | ISHARES TR (IUSV) |
47,639 |
-182 |
$4,761 | | IUSV | 47,639 | -182 | $4,761 | | J P MORGAN EXCHANGE TRADED F (JEPI) |
80,351 |
+1,462 |
$4,588 | | JEPI | 80,351 | +1,462 | $4,588 | | ISHARES TR (IJH) |
68,921 |
+174 |
$4,498 | | IJH | 68,921 | +174 | $4,498 | | J P MORGAN EXCHANGE TRADED F (JCPB) |
80,556 |
+3,578 |
$3,830 | | JCPB | 80,556 | +3,578 | $3,830 | | ISHARES TR (ISTB) |
74,312 |
+338 |
$3,629 | | ISTB | 74,312 | +338 | $3,629 | | VANGUARD BD INDEX FDS (BND) |
48,280 |
-590 |
$3,591 | | BND | 48,280 | -590 | $3,591 | | ISHARES TR (IJR) |
29,905 |
+336 |
$3,554 | | IJR | 29,905 | +336 | $3,554 | | MICROSOFT CORP |
6,767 |
+1 |
$3,505 | | MSFT | 6,767 | +1 | $3,505 | | VANGUARD INDEX FDS (VB) |
13,716 |
-1,111 |
$3,488 | | VB | 13,716 | -1,111 | $3,488 | | PACER FDS TR |
90,213 |
+6,564 |
$3,286 | | ICOW | 90,213 | +6,564 | $3,286 | | PROSHARES TR (REGL) |
36,934 |
-2,461 |
$3,152 | | REGL | 36,934 | -2,461 | $3,152 | | FIRST TR EXCHANGE TRADED FD (FTSM) |
51,321 |
-574 |
$3,075 | | FTSM | 51,321 | -574 | $3,075 | | J P MORGAN EXCHANGE TRADED F (JEPQ) |
51,136 |
+1,951 |
$2,941 | | JEPQ | 51,136 | +1,951 | $2,941 | | NVIDIA CORPORATION |
14,202 |
-16 |
$2,650 | | NVDA | 14,202 | -16 | $2,650 | | ISHARES TR (DGRO) |
38,664 |
+180 |
$2,632 | | DGRO | 38,664 | +180 | $2,632 | | VANGUARD BD INDEX FDS (BSV) |
33,126 |
+290 |
$2,614 | | BSV | 33,126 | +290 | $2,614 | | VANGUARD INTL EQUITY INDEX F (VWO) |
46,635 |
-1,372 |
$2,527 | | VWO | 46,635 | -1,372 | $2,527 | | ISHARES TR (SHYG) |
52,860 |
-15,765 |
$2,289 | | SHYG | 52,860 | -15,765 | $2,289 | | ISHARES TR (DVY) |
16,010 |
+147 |
$2,275 | | DVY | 16,010 | +147 | $2,275 |
See Full List: All Stocks Held By Summit Wealth Partners LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Summit Wealth Partners LLC
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