Summit Wealth Partners, LLC Purchases in Q4 2025

Summit Wealth Partners, LLC

  • $541 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
Blackrock ETF Trust Ii
76.4K
+ 32.15%
N/A
314K $16.6B
IVV
Ishares Core S&P 500 ETF

ETFs
2.18K
+ 5.52%
$656.2 - $690.71 $1.43M - $1.51M
41.6K $28.5B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
32.4K
+ 102.19%
$57.9 - $61.26 $1.88M - $1.99M
64.2K $3.9B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
36.2K
New
$46.2 - $46.85 $1.67M - $1.7M
36.2K $1.67B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
34.8K
+ 12.54%
$46.57 - $47.16 $1.62M - $1.64M
312K $14.5B
AVLV
American Centy ETF Tr Avantis
13K
+ 14.3%
$70.14 - $73.74 $912K - $958K
104K $7.87B
VUG
Vanguard Growth ETF

ETFs
1.85K
+ 15.26%
$470.44 - $504.26 $872K - $934K
14K $6.83B
Blackrock ETF Trust
29.2K
New
N/A
29.2K $973M
Innovator Etfs Trust
32.9K
New
N/A
32.9K $879M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
17.6K
+ 5.4%
$50.57 - $50.77 $890K - $894K
343K $17.4B
IDEV
Ishares Core Msci Intl Develop

ETFs
6.03K
+ 8.84%
$79.1 - $82.39 $477K - $496K
74.2K $6.12B
GLD
Spdr Gold Trust

ETFs
1.09K
+ 32.94%
$354.79 - $403.15 $385K - $438K
4.38K $1.74B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
10.4K
+ 3.66%
$52.76 - $53.18 $547K - $552K
294K $15.6B
JCPB
J P Morgan Exchange Traded Fd

ETFs
9.92K
+ 12.31%
$47.34 - $48.01 $470K - $476K
90.5K $4.28B
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
6.19K
+ 6.87%
$35.77 - $38.66 $222K - $239K
96.4K $3.73B
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.79K
+ 3.5%
$142.79 - $150.05 $255K - $268K
52.8K $7.85B
Fidelity Greenwood Street Tr
13K
New
N/A
13K $402M
Fidelity Greenwood Street Tr
13.9K
New
N/A
13.9K $399M
AVEM
American Centy ETF Tr Avantis

ETFs
3.09K
+ 4.23%
$73.09 - $78.36 $226K - $242K
76.2K $5.87B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
7.02K
+ 19.29%
$50.85 - $51.0 $357K - $358K
43.4K $2.21B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
9.57K
+ 54.94%
$33.05 - $33.87 $316K - $324K
27K $925M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
4.88K
+ 9.5%
$59.91 - $60.13 $292K - $293K
56.2K $3.37B
LLY
Eli Lilly & CO

Healthcare
261
New
$799.57 - $1025.28 $209K - $268K
261 $280M
PNOV
Innovator U.S. Equity Power Bu
6.66K
New
N/A
6.66K $278M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
5.41K
+ 5.48%
$50.33 - $50.81 $272K - $275K
104K $5.26B
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
12.2K
+ 36.33%
$22.43 - $22.55 $275K - $276K
45.9K $1.03B
MRK
Merck & Co., Inc.

Healthcare
1
+ 0.01%
$82.49 - $92.93 $82.5 - $92.9
12.5K $1.31B
MEAR
Blackrock Short Maturity Munic

ETFs
5.12K
+ 15.7%
$50.31 - $50.47 $258K - $258K
37.7K $1.9B
AMD
Advanced Micro Devices Inc

Technology
1.15K
New
$164.01 - $264.33 $188K - $303K
1.15K $246M
DIHP
Dimensional ETF Tr Dimensional

ETFs
3.98K
+ 5.92%
$30.11 - $31.43 $120K - $125K
71.2K $2.26B
IDV
Ishares Tr

ETFs
5.32K
New
$35.91 - $38.56 $191K - $205K
5.32K $210M
RF
Regions Financial Corp

Financial Services
7.5K
New
$23.35 - $26.39 $175K - $198K
7.5K $203M
WFC
Wells Fargo & Company

Financial Services
2.17K
New
$77.62 - $87.3 $168K - $189K
2.17K $202M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
6.72K
+ 38.47%
$24.24 - $24.37 $163K - $164K
24.2K $587M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
333
+ 0.7%
$98.0 - $102.56 $32.6K - $34.2K
48K $4.92B
IAU
Ishares Gold Trust

ETFs
1.09K
+ 20.38%
$72.65 - $82.5 $78.9K - $89.6K
6.42K $521M
VEA
Vanguard Ftse Developed Market

ETFs
1.41K
+ 9.75%
$59.18 - $62.09 $83.7K - $87.8K
15.9K $994M
GOOGL
Alphabet Inc.

Communication Services
25
+ 1.55%
$236.57 - $291.31 $5.91K - $7.28K
1.64K $514M
MUB
Ishares National Muni Bond ETF

ETFs
971
+ 30.34%
$106.36 - $107.61 $103K - $104K
4.17K $447M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.17K
+ 2.3%
$56.33 - $59.22 $66.1K - $69.5K
52.3K $3.04B
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
3.49K
+ 13.39%
$25.38 - $25.57 $88.6K - $89.3K
29.6K $753M
BNDX
Vanguard Total International B

ETFs
1.68K
+ 41.54%
$49.3 - $49.91 $82.9K - $83.9K
5.73K $277M
AMZN
Amazon Com Inc

Consumer Cyclical
21
+ 0.37%
$213.04 - $254.0 $4.47K - $5.33K
5.73K $1.32B
DGRO
Ishares Core Dividend Growth E

ETFs
213
+ 0.55%
$66.93 - $69.17 $14.3K - $14.7K
38.9K $2.7B
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
1.44K
+ 1.94%
$48.64 - $48.99 $70.2K - $70.7K
75.8K $3.69B
OEF
Ishares S&P 100 ETF

ETFs
36
+ 0.73%
N/A
4.98K $1.71B
VTV
Vanguard Value ETF

ETFs
201
+ 5.23%
$182.87 - $189.72 $36.8K - $38.1K
4.04K $772M
AOA
Ishares Tr Core Aggressive All

ETFs
270
+ 1.69%
$86.51 - $90.12 $23.4K - $24.3K
16.3K $1.46B
DUHP
Dimensional ETF Tr Dimensional

ETFs
923
+ 4.41%
$37.18 - $38.47 $34.3K - $35.5K
21.9K $831M
Activity Summary
Buys All Purchases 88 New Holdings 12 Increased Positions 76 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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