Summit Wealth Partners, LLC Q2 2025 Filing
Filed August 11, 2025
Portfolio Value
$524.4B
Holdings
213
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (213 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | EEMVISHARES INC | 3,608 | $226.6M | 0.04% | |
| 202 | NOCTINNOVATOR ETFS TRUST | 4,094 | $223.1M | 0.04% | |
| 203 | BIVVANGUARD BD INDEX FDS | 2,854 | $220.7M | 0.04% | |
| 204 | BUFDFIRST TR EXCHNG TRADED FD VI | 8,243 | $218.9M | 0.04% | |
| 205 | MCDMCDONALDS CORP | 741 | $216.6M | 0.04% | |
| 206 | IWSISHARES TR | 1,633 | $215.8M | 0.04% | |
| 207 | IBDVISHARES TR | 9,803 | $215.5M | 0.04% | |
| 208 | CALFPACER FDS TR | 5,389 | $214.6M | 0.04% | |
| 209 | XOMEXXON MOBIL CORP | 1,965 | $211.8M | 0.04% | |
| 210 | FLOTISHARES TR | 4,007 | $204.4M | 0.04% | |
| 211 | SDYSPDR SERIES TRUST | 1,502 | $203.8M | 0.04% | |
| 212 | JPINJ P MORGAN EXCHANGE TRADED F | 3,149 | $202.0M | 0.04% | |
| 213 | SGOVISHARES TR | 2,004 | $201.8M | 0.04% |
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