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 |
|---|---|---|---|---|---|
| 1 | QUALISHARES TR | 135,950 | $24.9B | 4.74% | |
| 2 | IWFISHARES TR | 56,061 | $23.8B | 4.54% | |
| 3 | NDQINVESCO QQQ TR | 40,664 | $22.4B | 4.28% | |
| 4 | BROBROWN & BROWN INC | 201,700 | $22.4B | 4.26% | |
| 5 | IVVISHARES TR | 35,779 | $22.2B | 4.24% | |
| 6 | AGGISHARES TR | 200,667 | $19.9B | 3.80% | |
| 7 | USMVISHARES TR | 203,668 | $19.1B | 3.65% | |
| 8 | JPSTJ P MORGAN EXCHANGE TRADED F | 328,949 | $16.7B | 3.18% | |
| 9 | IGSBISHARES TR | 279,948 | $14.8B | 2.82% | |
| 10 | IGIBISHARES TR | 254,896 | $13.6B | 2.59% | |
| 11 | AQLTISHARES TR | 143,895 | $12.0B | 2.29% | |
| 12 | IUSBISHARES TR | 249,754 | $11.5B | 2.20% | |
| 13 | IQLTISHARES TR | 255,315 | $11.0B | 2.10% | |
| 14 | VYMVANGUARD WHITEHALL FDS | 79,681 | $10.6B | 2.03% | |
| 15 | SPYSPDR S&P 500 ETF TR | 16,551 | $10.2B | 1.95% | |
| 16 | BINCBLACKROCK ETF TRUST II | 188,128 | $9.9B | 1.90% | |
| 17 | IEFISHARES TR | 94,432 | $9.0B | 1.72% | |
| 18 | IWBISHARES TR | 26,266 | $8.9B | 1.70% | |
| 19 | DONSPDR DOW JONES INDL AVERAGE | 19,381 | $8.5B | 1.63% | |
| 20 | PGPROCTER AND GAMBLE CO | 50,619 | $8.1B | 1.54% | |
| 21 | IWRISHARES TR | 80,730 | $7.4B | 1.42% | |
| 22 | ITOTISHARES TR | 50,643 | $6.8B | 1.30% | |
| 23 | IWMISHARES TR | 27,684 | $6.0B | 1.14% | |
| 24 | HDVISHARES TR | 48,689 | $5.7B | 1.09% | |
| 25 | AVLVAMERICAN CENTY ETF TR | 77,169 | $5.3B | 1.00% | |
| 26 | AVUSAMERICAN CENTY ETF TR | 51,022 | $5.1B | 0.98% | |
| 27 | AVEMAMERICAN CENTY ETF TR | 70,307 | $4.8B | 0.92% | |
| 28 | VUGVANGUARD INDEX FDS | 10,592 | $4.6B | 0.89% | |
| 29 | IDEVISHARES TR | 59,615 | $4.5B | 0.86% | |
| 30 | IUSVISHARES TR | 47,821 | $4.5B | 0.86% | |
| 31 | JMUBJ P MORGAN EXCHANGE TRADED F | 90,469 | $4.5B | 0.86% | |
| 32 | JEPIJ P MORGAN EXCHANGE TRADED F | 78,889 | $4.5B | 0.86% | |
| 33 | IJHISHARES TR | 68,747 | $4.3B | 0.81% | |
| 34 | AAPLAPPLE INC | 19,426 | $4.0B | 0.76% | |
| 35 | JCPBJ P MORGAN EXCHANGE TRADED F | 76,978 | $3.6B | 0.69% | |
| 36 | ISTBISHARES TR | 73,974 | $3.6B | 0.69% | |
| 37 | BNDVANGUARD BD INDEX FDS | 48,870 | $3.6B | 0.69% | |
| 38 | VBVANGUARD INDEX FDS | 14,827 | $3.5B | 0.67% | |
| 39 | MSFTMICROSOFT CORP | 6,766 | $3.4B | 0.64% | |
| 40 | IJRISHARES TR | 29,569 | $3.2B | 0.62% | |
| 41 | REGLPROSHARES TR | 39,395 | $3.2B | 0.61% | |
| 42 | FTSMFIRST TR EXCHANGE-TRADED FD | 51,895 | $3.1B | 0.59% | |
| 43 | SHYGISHARES TR | 68,625 | $3.0B | 0.56% | |
| 44 | ICOWPACER FDS TR | 83,649 | $2.8B | 0.54% | |
| 45 | JEPQJ P MORGAN EXCHANGE TRADED F | 49,185 | $2.7B | 0.51% | |
| 46 | BSVVANGUARD BD INDEX FDS | 32,836 | $2.6B | 0.49% | |
| 47 | DGROISHARES TR | 38,484 | $2.5B | 0.47% | |
| 48 | VWOVANGUARD INTL EQUITY INDEX F | 48,007 | $2.4B | 0.45% | |
| 49 | NVDANVIDIA CORPORATION | 14,218 | $2.2B | 0.43% | |
| 50 | AQLTISHARES TR | 15,863 | $2.1B | 0.40% | |
| 51 | IXUSISHARES TR | 24,266 | $1.9B | 0.36% | |
| 52 | MDYSPDR S&P MIDCAP 400 ETF TR | 3,272 | $1.9B | 0.35% | |
| 53 | JMSTJ P MORGAN EXCHANGE TRADED F | 36,045 | $1.8B | 0.35% | |
| 54 | AVGOBROADCOM INC | 6,473 | $1.8B | 0.34% | |
| 55 | DIHPDIMENSIONAL ETF TRUST | 58,322 | $1.7B | 0.33% | |
| 56 | HELOJ P MORGAN EXCHANGE TRADED F | 27,435 | $1.7B | 0.33% | |
| 57 | VCSHVANGUARD SCOTTSDALE FDS | 21,335 | $1.7B | 0.32% | |
| 58 | ILTBISHARES TR | 33,518 | $1.7B | 0.32% | |
| 59 | DYNFBLACKROCK ETF TRUST | 30,229 | $1.6B | 0.31% | |
| 60 | VCITVANGUARD SCOTTSDALE FDS | 19,276 | $1.6B | 0.30% | |
| 61 | VGSHVANGUARD SCOTTSDALE FDS | 26,386 | $1.6B | 0.30% | |
| 62 | MEARISHARES U S ETF TR | 30,624 | $1.5B | 0.29% | |
| 63 | JNJJOHNSON & JOHNSON | 10,042 | $1.5B | 0.29% | |
| 64 | OEFISHARES TR | 4,821 | $1.5B | 0.28% | |
| 65 | IBTGISHARES TR | 63,898 | $1.5B | 0.28% | |
| 66 | MOATVANECK ETF TRUST | 15,241 | $1.4B | 0.27% | |
| 67 | AOAISHARES TR | 16,429 | $1.4B | 0.26% | |
| 68 | XSOEWISDOMTREE TR | 38,699 | $1.3B | 0.25% | |
| 69 | NOBLPROSHARES TR | 12,772 | $1.3B | 0.25% | |
| 70 | VIGVANGUARD SPECIALIZED FUNDS | 6,252 | $1.3B | 0.24% | |
| 71 | JPMJPMORGAN CHASE & CO. | 4,344 | $1.3B | 0.24% | |
| 72 | AMZNAMAZON COM INC | 5,612 | $1.2B | 0.23% | |
| 73 | NEENEXTERA ENERGY INC | 15,737 | $1.1B | 0.21% | |
| 74 | VTIVANGUARD INDEX FDS | 3,538 | $1.1B | 0.21% | |
| 75 | FMBFIRST TR EXCH TRADED FD III | 21,425 | $1.1B | 0.20% | |
| 76 | SCHDSCHWAB STRATEGIC TR | 39,869 | $1.1B | 0.20% | |
| 77 | IUSGISHARES TR | 6,959 | $1.0B | 0.20% | |
| 78 | 4I1PHILIP MORRIS INTL INC | 5,714 | $1.0B | 0.20% | |
| 79 | VOVANGUARD INDEX FDS | 3,699 | $1.0B | 0.20% | |
| 80 | AQLTISHARES TR | 42,401 | $990.5M | 0.19% | |
| 81 | MRKMERCK & CO INC | 12,488 | $988.5M | 0.19% | |
| 82 | RSPINVESCO EXCHANGE TRADED FD T | 5,365 | $975.0M | 0.19% | |
| 83 | SSBUSDSOUTHSTATE CORPORATION | 10,483 | $964.8M | 0.18% | |
| 84 | HYGISHARES TR | 11,766 | $948.9M | 0.18% | |
| 85 | GLTRABRDN PRECIOUS METALS BASKET | 6,737 | $930.7M | 0.18% | |
| 86 | IEIISHARES TR | 7,482 | $891.1M | 0.17% | |
| 87 | ADPAUTOMATIC DATA PROCESSING IN | 2,774 | $855.5M | 0.16% | |
| 88 | VEAVANGUARD TAX-MANAGED FDS | 14,849 | $846.5M | 0.16% | |
| 89 | VEUVANGUARD INTL EQUITY INDEX F | 12,078 | $811.9M | 0.15% | |
| 90 | KNGFIRST TR EXCHANGE-TRADED FD | 16,191 | $795.0M | 0.15% | |
| 91 | AOMISHARES TR | 16,939 | $779.9M | 0.15% | |
| 92 | IBDRISHARES TR | 31,999 | $776.0M | 0.15% | |
| 93 | CATCATERPILLAR INC | 1,982 | $769.4M | 0.15% | |
| 94 | TPYPTORTOISE CAPITAL SERIES TRUS | 21,439 | $766.0M | 0.15% | |
| 95 | COWZPACER FDS TR | 13,835 | $762.3M | 0.15% | |
| 96 | AORISHARES TR | 12,362 | $761.1M | 0.15% | |
| 97 | IBTHISHARES TR | 33,695 | $757.8M | 0.14% | |
| 98 | SLVISHARES SILVER TR | 22,979 | $753.9M | 0.14% | |
| 99 | IEMGISHARES INC | 12,521 | $751.7M | 0.14% | |
| 100 | MGKVANGUARD WORLD FD | 2,012 | $736.8M | 0.14% |
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