Summit Wealth Partners, LLC Purchases in Q3 2025

Summit Wealth Partners, LLC

  • $554 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
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
Ishares Core Total Usd Bond Ma

ETFs
27.4K
+ 10.97%
$45.6 - $46.92 $1.25M - $1.29M
277K $12.9B
AVLV
American Centy ETF Tr Avantis
13.7K
+ 17.79%
$68.33 - $72.69 $938K - $998K
90.9K $6.57B
VUG
Vanguard Growth ETF

ETFs
1.55K
+ 14.63%
$433.97 - $484.08 $673K - $750K
12.1K $5.82B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
8.69K
+ 4.33%
$97.75 - $100.75 $850K - $876K
209K $21B
Southstate Bk Corp
10.5K
New
N/A
10.5K $1.04B
SLV
I Shares Silver Trust

ETFs
17K
+ 73.81%
$32.73 - $42.5 $555K - $721K
39.9K $1.69B
IDEV
Ishares Core Msci Intl Develop

ETFs
8.56K
+ 14.37%
$74.68 - $80.26 $640K - $687K
68.2K $5.47B
SPY
Spdr S&P 500 ETF Trust

ETFs
80
+ 0.48%
$617.65 - $666.84 $49.4K - $53.3K
16.6K $11.1B
AVEM
American Centy ETF Tr Avantis

ETFs
2.8K
+ 3.98%
$68.33 - $75.41 $191K - $211K
73.1K $5.49B
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
2.93K
+ 43.49%
$138.31 - $165.45 $405K - $485K
9.67K $1.6B
GLD
Spdr Gold Trust

ETFs
1.52K
+ 85.43%
$300.96 - $355.47 $457K - $540K
3.3K $1.17B
ITOT
Ishares Core S&P Total U.S. St

ETFs
379
+ 0.75%
$135.0 - $146.02 $51.2K - $55.3K
51K $7.43B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
8.25K
+ 9.12%
$49.09 - $50.58 $405K - $417K
98.7K $4.98B
JNJ
Johnson & Johnson

Healthcare
716
+ 7.13%
$155.17 - $185.42 $111K - $133K
10.8K $1.99B
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
6.56K
+ 7.85%
$33.78 - $36.74 $222K - $241K
90.2K $3.29B
Innovator Etfs Trust
15.7K
New
N/A
15.7K $418M
IEF
Ishares Barclays

ETFs
3.13K
+ 3.31%
$93.91 - $97.26 $294K - $304K
97.6K $9.41B
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
15.4K
New
$23.13 - $23.54 $357K - $363K
15.4K $362M
PSEP
Innovator U.S. Equity Power Bu
7.53K
+ 55.87%
N/A
21K $902M
PAUG
Innovator U.S. Equity Power Bu

ETFs
7.38K
+ 73.85%
$40.45 - $42.49 $298K - $313K
17.4K $738M
Innovator Etfs Trust
12.5K
New
N/A
12.5K $329M
DIHP
Dimensional ETF Tr Dimensional

ETFs
8.94K
+ 15.32%
$28.69 - $30.59 $256K - $273K
67.3K $2.04B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
336
+ 1.14%
$108.46 - $120.63 $36.4K - $40.5K
29.9K $3.55B
Pacer Fds Tr
8.1K
+ 69.17%
N/A
19.8K $719M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
257
+ 0.13%
$92.18 - $95.14 $23.7K - $24.5K
204K $19.4B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
3.78K
+ 1.35%
$52.39 - $53.11 $198K - $201K
284K $15B
Innovator Etfs Trust
9.33K
New
N/A
9.33K $267M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.95K
+ 3.97%
$53.81 - $57.52 $105K - $112K
51.1K $2.94B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
978
+ 14.05%
$148.97 - $165.88 $146K - $162K
7.94K $1.31B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
174
+ 0.25%
$62.09 - $66.51 $10.8K - $11.6K
68.9K $4.5B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.52K
+ 5.04%
$54.35 - $59.32 $82.8K - $90.3K
31.8K $1.88B
BSEP
Innovator U.S. Equity Buffer E

ETFs
4.71K
New
$45.13 - $48.29 $213K - $228K
4.71K $228M
GE
General Electric CO

Industrials
750
New
$244.75 - $305.63 $184K - $229K
750 $226M
JCPB
J P Morgan Exchange Traded Fd

ETFs
3.58K
+ 4.65%
$46.37 - $47.77 $166K - $171K
80.6K $3.83B
BNDX
Vanguard Total International B

ETFs
4.05K
New
$49.0 - $49.51 $198K - $200K
4.05K $200M
OEF
Ishares S&P 100 ETF

ETFs
125
+ 2.59%
N/A
4.95K $1.65B
DGRO
Ishares Core Dividend Growth E

ETFs
180
+ 0.47%
$64.12 - $68.08 $11.5K - $12.3K
38.7K $2.63B
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.03%
$184.85 - $231.54 $185 - $232
3.69K $854M
DVY
Ishares Tr

ETFs
147
+ 0.93%
$133.88 - $142.57 $19.7K - $21K
16K $2.27B
IXUS
Ishares Tr

ETFs
451
+ 1.86%
$76.35 - $82.58 $34.4K - $37.2K
24.7K $2.04B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.24K
+ 16.52%
$117.65 - $120.08 $145K - $148K
8.72K $1.04B
MSFT
Microsoft Corp

Technology
1
+ 0.01%
$491.09 - $535.64 $491 - $536
6.77K $3.5B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.72K
+ 9.33%
$26.38 - $27.95 $98.1K - $104K
43.6K $1.19B
DUHP
Dimensional ETF Tr Dimensional

ETFs
2.32K
+ 12.44%
$35.76 - $37.93 $82.8K - $87.8K
20.9K $791M
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.02%
$282.78 - $316.06 $283 - $316
4.35K $1.37B
MEAR
Blackrock Short Maturity Munic

ETFs
1.98K
+ 6.48%
$50.17 - $50.56 $99.5K - $100K
32.6K $1.65B
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.46K
+ 1.85%
$55.61 - $57.37 $81.3K - $83.9K
80.4K $4.59B
Activity Summary
Buys All Purchases 81 New Holdings 8 Increased Positions 73 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 0
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