Summit Wealth Partners, LLC Purchases and Sells in Q3 2025

Summit Wealth Partners, LLC

$554 Billion
Q3 2025

Top Buys

Incresed Positions

73 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	3.69K + 10.32%	$620.67 - $670.08 $2.29M - $2.47M	39.5K $26.4B
BLACKROCK ETF TRUST II	49.5K + 26.29%	N/A	238K $12.6B
IUSB	27.4K + 10.97%	$45.6 - $46.92 $1.25M - $1.29M	277K $12.9B
AVLV	13.7K + 17.79%	$68.33 - $72.69 $938K - $998K	90.9K $6.57B
VUG	1.55K + 14.63%	$433.97 - $484.08 $673K - $750K	12.1K $5.82B
AGG	8.69K + 4.33%	$97.75 - $100.75 $850K - $876K	209K $21B

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SOUTHSTATE BK CORP	10.5K New	N/A	10.5K $1.04B
INNOVATOR ETFS TRUST	15.7K New	N/A	15.7K $418M
IBDU	15.4K New	$23.13 - $23.54 $357K - $363K	15.4K $362M
INNOVATOR ETFS TRUST	12.5K New	N/A	12.5K $329M
INNOVATOR ETFS TRUST	9.33K New	N/A	9.33K $267M
BSEP	4.71K New	$45.13 - $48.29 $213K - $228K	4.71K $228M

Top Sells

Reduced Positions

76 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SHYG	-15.8K - 22.97%	$42.75 - $43.37 $674K - $684K	52.9K $2.29B
ILTB	-9.22K - 27.51%	$48.06 - $50.98 $443K - $470K	24.3K $1.23B
INNOVATOR ETFS TRUST	-11.5K - 48.47%	N/A	12.3K $306M
HYG	-2.43K - 20.65%	$79.85 - $81.32 $194K - $198K	9.34K $758M
AOM	-4.51K - 26.63%	$45.4 - $47.61 $205K - $215K	12.4K $591M
COWZ	-3.47K - 25.1%	$55.15 - $58.11 $191K - $202K	10.4K $596M

Activity Summary All Purchases 81 New Holdings 8 Increased Positions 73 All Sells 76 Reductions 76 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Partners, LLC with notifications on news.