Summit Wealth Partners, LLC Q4 2025 Filing
Filed January 27, 2026
Portfolio Value
$541.2B
Holdings
203
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (203 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 41,649 | $28.5B | 5.27% | |
| 2 | IWFISHARES TR | 55,777 | $26.4B | 4.88% | |
| 3 | QUALISHARES TR | 128,870 | $25.6B | 4.73% | |
| 4 | NDQINVESCO QQQ TR | 34,285 | $21.1B | 3.89% | |
| 5 | AGGISHARES TR | 194,705 | $19.4B | 3.59% | |
| 6 | USMVISHARES TR | 188,694 | $17.8B | 3.28% | |
| 7 | JPSTJ P MORGAN EXCHANGE TRADED F | 343,385 | $17.4B | 3.21% | |
| 8 | BINCBLACKROCK ETF TRUST II | 313,984 | $16.6B | 3.06% | |
| 9 | BROBROWN & BROWN INC | 201,700 | $16.1B | 2.97% | |
| 10 | IGSBISHARES TR | 294,103 | $15.6B | 2.87% | |
| 11 | IUSBISHARES TR | 311,914 | $14.5B | 2.68% | |
| 12 | IGIBISHARES TR | 266,020 | $14.3B | 2.65% | |
| 13 | AQLTISHARES TR | 141,653 | $12.7B | 2.34% | |
| 14 | VYMVANGUARD WHITEHALL FDS | 77,822 | $11.2B | 2.06% | |
| 15 | IQLTISHARES TR | 242,304 | $11.0B | 2.03% | |
| 16 | IWBISHARES TR | 25,335 | $9.5B | 1.75% | |
| 17 | IEFISHARES TR | 93,174 | $9.0B | 1.66% | |
| 18 | SPYSPDR S&P 500 ETF TR | 11,725 | $8.0B | 1.48% | |
| 19 | AVLVAMERICAN CENTY ETF TR | 103,898 | $7.9B | 1.45% | |
| 20 | ITOTISHARES TR | 52,809 | $7.9B | 1.45% | |
| 21 | PGPROCTER AND GAMBLE CO | 51,212 | $7.3B | 1.36% | |
| 22 | DONSPDR DOW JONES INDL AVERAGE | 15,199 | $7.3B | 1.35% | |
| 23 | IWRISHARES TR | 73,232 | $7.0B | 1.30% | |
| 24 | VUGVANGUARD INDEX FDS | 13,995 | $6.8B | 1.26% | |
| 25 | IDEVISHARES TR | 74,205 | $6.1B | 1.13% | |
| 26 | IWMISHARES TR | 24,864 | $6.1B | 1.13% | |
| 27 | HDVISHARES TR | 48,626 | $5.9B | 1.09% | |
| 28 | AVEMAMERICAN CENTY ETF TR | 76,198 | $5.9B | 1.08% | |
| 29 | JMUBJ P MORGAN EXCHANGE TRADED F | 104,126 | $5.3B | 0.97% | |
| 30 | AVUSAMERICAN CENTY ETF TR | 45,614 | $5.1B | 0.94% | |
| 31 | IUSVISHARES TR | 47,972 | $4.9B | 0.91% | |
| 32 | JEPIJ P MORGAN EXCHANGE TRADED F | 80,678 | $4.6B | 0.85% | |
| 33 | AAPLAPPLE INC | 16,801 | $4.6B | 0.84% | |
| 34 | IJHISHARES TR | 67,063 | $4.4B | 0.82% | |
| 35 | JCPBJ P MORGAN EXCHANGE TRADED F | 90,475 | $4.3B | 0.79% | |
| 36 | DYNFBLACKROCK ETF TRUST | 64,200 | $3.9B | 0.72% | |
| 37 | ICOWPACER FDS TR | 96,407 | $3.7B | 0.69% | |
| 38 | ISTBISHARES TR | 75,755 | $3.7B | 0.68% | |
| 39 | FTSMFIRST TR EXCHANGE-TRADED FD | 56,197 | $3.4B | 0.62% | |
| 40 | IJRISHARES TR | 27,192 | $3.3B | 0.60% | |
| 41 | VBVANGUARD INDEX FDS | 12,041 | $3.1B | 0.57% | |
| 42 | JEPQJ P MORGAN EXCHANGE TRADED F | 52,310 | $3.0B | 0.56% | |
| 43 | REGLPROSHARES TR | 34,472 | $2.9B | 0.54% | |
| 44 | DGROISHARES TR | 38,877 | $2.7B | 0.50% | |
| 45 | MSFTMICROSOFT CORP | 5,534 | $2.7B | 0.49% | |
| 46 | BSVVANGUARD BD INDEX FDS | 33,294 | $2.6B | 0.48% | |
| 47 | BNDVANGUARD BD INDEX FDS | 34,556 | $2.6B | 0.47% | |
| 48 | VWOVANGUARD INTL EQUITY INDEX F | 44,927 | $2.4B | 0.45% | |
| 49 | AQLTISHARES TR | 16,124 | $2.3B | 0.42% | |
| 50 | DIHPDIMENSIONAL ETF TRUST | 71,240 | $2.3B | 0.42% | |
| 51 | JNJJOHNSON & JOHNSON | 10,742 | $2.2B | 0.41% | |
| 52 | JMSTJ P MORGAN EXCHANGE TRADED F | 43,389 | $2.2B | 0.41% | |
| 53 | IXUSISHARES TR | 24,089 | $2.0B | 0.38% | |
| 54 | MEARISHARES U S ETF TR | 37,727 | $1.9B | 0.35% | |
| 55 | HELOJ P MORGAN EXCHANGE TRADED F | 26,999 | $1.8B | 0.33% | |
| 56 | GQ9SPDR GOLD TR | 4,383 | $1.7B | 0.32% | |
| 57 | OEFISHARES TR | 4,982 | $1.7B | 0.32% | |
| 58 | FBNDFIDELITY MERRIMACK STR TR | 36,185 | $1.7B | 0.31% | |
| 59 | VCITVANGUARD SCOTTSDALE FDS | 19,099 | $1.6B | 0.30% | |
| 60 | AVGOBROADCOM INC | 4,585 | $1.6B | 0.29% | |
| 61 | VCSHVANGUARD SCOTTSDALE FDS | 19,818 | $1.6B | 0.29% | |
| 62 | MOATVANECK ETF TRUST | 14,368 | $1.5B | 0.27% | |
| 63 | VGSHVANGUARD SCOTTSDALE FDS | 25,296 | $1.5B | 0.27% | |
| 64 | SHYGISHARES TR | 34,395 | $1.5B | 0.27% | |
| 65 | NVDANVIDIA CORPORATION | 7,857 | $1.5B | 0.27% | |
| 66 | IBTGISHARES TR | 64,013 | $1.5B | 0.27% | |
| 67 | AOAISHARES TR | 16,251 | $1.5B | 0.27% | |
| 68 | JPMJPMORGAN CHASE & CO. | 4,346 | $1.4B | 0.26% | |
| 69 | IUSGISHARES TR | 7,938 | $1.3B | 0.25% | |
| 70 | AMZNAMAZON COM INC | 5,733 | $1.3B | 0.24% | |
| 71 | MRKMERCK & CO INC | 12,490 | $1.3B | 0.24% | |
| 72 | MDYSPDR S&P MIDCAP 400 ETF TR | 2,067 | $1.2B | 0.23% | |
| 73 | SCHDSCHWAB STRATEGIC TR | 44,323 | $1.2B | 0.22% | |
| 74 | VTIVANGUARD INDEX FDS | 3,414 | $1.1B | 0.21% | |
| 75 | FMBFIRST TR EXCH TRADED FD III | 21,425 | $1.1B | 0.20% | |
| 76 | XSOEWISDOMTREE TR | 27,978 | $1.1B | 0.20% | |
| 77 | RSPINVESCO EXCHANGE TRADED FD T | 5,407 | $1.0B | 0.19% | |
| 78 | IBTHISHARES TR | 45,938 | $1.0B | 0.19% | |
| 79 | VEAVANGUARD TAX-MANAGED FDS | 15,916 | $994.0M | 0.18% | |
| 80 | IEIISHARES TR | 8,271 | $987.0M | 0.18% | |
| 81 | VOVANGUARD INDEX FDS | 3,358 | $974.0M | 0.18% | |
| 82 | BAIBLACKROCK ETF TRUST | 29,226 | $973.0M | 0.18% | |
| 83 | ILTBISHARES TR | 19,067 | $947.0M | 0.17% | |
| 84 | BUFRFIRST TR EXCHNG TRADED FD VI | 26,998 | $924.0M | 0.17% | |
| 85 | 4I1PHILIP MORRIS INTL INC | 5,731 | $919.0M | 0.17% | |
| 86 | VEUVANGUARD INTL EQUITY INDEX F | 12,043 | $885.0M | 0.16% | |
| 87 | ZNOVINNOVATOR ETFS TRUST | 32,940 | $878.0M | 0.16% | |
| 88 | GOOGALPHABET INC | 2,786 | $874.0M | 0.16% | |
| 89 | PSEPINNOVATOR ETFS TRUST | 19,538 | $854.0M | 0.16% | |
| 90 | DUHPDIMENSIONAL ETF TRUST | 21,855 | $831.0M | 0.15% | |
| 91 | SSBSOUTHSTATE BK CORP | 8,805 | $828.0M | 0.15% | |
| 92 | AORISHARES TR | 12,609 | $819.0M | 0.15% | |
| 93 | IEMGISHARES INC | 11,663 | $784.0M | 0.14% | |
| 94 | VTVVANGUARD INDEX FDS | 4,044 | $772.0M | 0.14% | |
| 95 | IBMSISHARES TR | 33,813 | $766.0M | 0.14% | |
| 96 | IBDTISHARES TR | 29,572 | $752.0M | 0.14% | |
| 97 | JMEEJ P MORGAN EXCHANGE TRADED F | 11,585 | $745.0M | 0.14% | |
| 98 | TPYPTORTOISE CAPITAL SERIES TRUS | 20,874 | $736.0M | 0.14% | |
| 99 | VOOVANGUARD INDEX FDS | 1,159 | $726.0M | 0.13% | |
| 100 | ACWIISHARES TR | 5,113 | $723.0M | 0.13% |
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