Summit Wealth Partners, LLC Reduced Holdings in Q4 2025

Summit Wealth Partners, LLC

  • $541 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-4.91K
- 29.5%
$653.02 - $687.39 $3.2M - $3.37M
11.7K $8B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-5.55K
- 13.94%
$589.5 - $635.77 $3.27M - $3.53M
34.3K $21.1B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-15.2K
- 7.47%
$92.34 - $95.43 $1.41M - $1.45M
189K $17.8B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-3.9K
- 20.43%
$454.87 - $482.76 $1.77M - $1.88M
15.2K $7.3B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-14.7K
- 7.0%
$99.87 - $101.27 $1.46M - $1.48M
195K $19.4B
NVDA
Nvidia Corp

Technology
-6.35K
- 44.68%
$179.83 - $207.04 $1.14M - $1.31M
7.86K $1.47B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-13.7K
- 28.43%
$74.09 - $75.1 $1.02M - $1.03M
34.6K $2.56B
NEE
Nextera Energy Inc

Utilities
-13.1K
- 83.52%
$78.18 - $86.03 $1.02M - $1.12M
2.58K $207M
MSFT
Microsoft Corp

Technology
-1.23K
- 18.22%
$496.82 - $542.07 $613K - $668K
5.53K $2.68B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-18.5K
- 34.93%
$42.66 - $43.29 $788K - $799K
34.4K $1.47B
AVGO
Broadcom Inc.

Technology
-1.89K
- 29.17%
$324.63 - $385.98 $613K - $729K
4.59K $1.59B
IEF
Ishares Barclays

ETFs
-4.38K
- 4.49%
$96.12 - $97.72 $421K - $428K
93.2K $8.96B
IWR
Ishares Russell Mid Cap ETF

ETFs
-4.16K
- 5.38%
$94.02 - $97.61 $391K - $406K
73.2K $7.05B
VB
Vanguard Small Cap ETF

ETFs
-1.68K
- 12.21%
$248.1 - $260.08 $416K - $436K
12K $3.11B
ABBV
Abb Vie Inc.

Healthcare
-1.47K
- 39.91%
$211.96 - $244.38 $312K - $360K
2.22K $506M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.71K
- 9.07%
$114.27 - $121.15 $310K - $329K
27.2K $3.27B
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
-5.23K
- 21.53%
$50.15 - $51.72 $262K - $270K
19.1K $948M
AAPL
Apple Inc.

Technology
-2.23K
- 11.73%
$245.27 - $275.25 $547K - $614K
16.8K $4.57B
AVUS
American Centy ETF Tr Avantis

ETFs
-3.84K
- 7.76%
$105.96 - $111.17 $407K - $427K
45.6K $5.1B
IWM
Ishares Russell 2000 ETF

ETFs
-1.47K
- 5.57%
$236.79 - $250.33 $347K - $367K
24.9K $6.12B
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-2.46K
- 6.67%
$81.56 - $85.69 $201K - $211K
34.5K $2.9B
Southstate Bk Corp
-1.68K
- 16.01%
N/A
8.81K $829M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-5.24K
- 15.77%
$37.0 - $39.93 $194K - $209K
28K $1.09B
FPE
First Tr Pfd Secs & Income ETF

ETFs
-8.1K
- 27.34%
$18.14 - $18.51 $147K - $150K
21.5K $392M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-10.1K
- 3.99%
$43.84 - $45.35 $441K - $456K
242K $11B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.48K
- 6.94%
$79.55 - $80.13 $117K - $118K
19.8K $1.58B
HYG
Ishares Tr

ETFs
-1.42K
- 15.24%
$79.95 - $81.28 $114K - $116K
7.91K $638M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.71K
- 3.66%
$52.54 - $55.77 $89.7K - $95.3K
44.9K $2.42B
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-4.4K
- 13.75%
N/A
27.6K $669M
VO
Vanguard Mid Cap ETF

ETFs
-267
- 7.37%
$286.27 - $296.23 $76.4K - $79.1K
3.36K $975M
CVX
Chevron Corp

Energy
-479
- 25.91%
$148.9 - $157.72 $71.3K - $75.5K
1.37K $209M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
-2.98K
- 10.17%
$23.18 - $23.38 $69K - $69.6K
26.3K $607M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-653
- 21.5%
$110.25 - $112.92 $72K - $73.7K
2.38K $263M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-2.04K
- 11.99%
$36.47 - $38.19 $74.3K - $77.8K
15K $573M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.86K
- 2.7%
$63.25 - $66.24 $118K - $123K
67.1K $4.43B
T
At&T Inc.

Communication Services
-145
- 0.73%
$24.44 - $27.55 $3.54K - $3.99K
19.8K $492M
PAUG
Innovator U.S. Equity Power Bu

ETFs
-1.85K
- 10.66%
$42.06 - $42.92 $77.9K - $79.5K
15.5K $671M
Innovator Etfs Trust
-2.62K
- 16.66%
N/A
13.1K $352M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-447
- 5.13%
$119.13 - $120.38 $53.3K - $53.8K
8.27K $987M
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.38K
- 7.63%
$30.84 - $31.79 $42.6K - $43.9K
16.7K $518M
PFEB
Innovator U.S. Equity Power Bu

ETFs
-1.56K
- 16.42%
$39.3 - $40.12 $61.3K - $62.5K
7.94K $323M
PSEP
Innovator U.S. Equity Power Bu
-1.47K
- 6.98%
N/A
19.5K $854M
VGSH
Vanguard

ETFs
-693
- 2.67%
$58.64 - $58.96 $40.6K - $40.9K
25.3K $1.49B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-2.94K
- 2.23%
$191.01 - $199.18 $561K - $585K
129K $25.6B
Tortoise Capital Series Trus
-433
- 2.03%
N/A
20.9K $737M
VZ
Verizon Communications Inc

Communication Services
-113
- 1.48%
$38.4 - $43.83 $4.34K - $4.95K
7.55K $307M
PFE
Pfizer Inc

Healthcare
-501
- 2.51%
$24.23 - $27.37 $12.1K - $13.7K
19.5K $485M
ECL
Ecolab Inc.

Basic Materials
-42
- 4.57%
$253.06 - $281.35 $10.6K - $11.8K
877 $230M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-853
- 5.6%
N/A
14.4K $1.49B
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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