Summit Wealth Partners, LLC
•CIK: 2033312•Filing: Q4 2025
**Summit Wealth Partners, LLC** manages $541M across a diversified portfolio of 203 positions. The firm exhibits significant concentration in core market indices and technology plays, notably holding IVV ($28.5M) and IWF ($26.4M). Further allocations include substantial positions in QUAL ($25.6M) and NDQ ($21.1M), indicating a focus on broad market exposure and growth sectors. This structure suggests a systematic, large-cap oriented approach to capital deployment.
Total AUM
$541.2M
QoQ Performance
-2.3%
Positions
88
Top 10 Concentration
37.8%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
IVV5.3%
IWF4.9%
QUAL4.7%
NDQ3.9%
AGG3.6%
USMV3.3%
JPST3.2%
BINC3.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other87.8%
ETF6.9%
Technology2.5%
Healthcare0.9%
Consumer0.6%
Financial0.4%
Industrial0.2%
Communication0.2%
🚪 Exited Positionssold since Q3 2025
+17 more exited positions
Changes from Q3 2025
NEW10 new positions
↑76 increased
↓72 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024