Summit Wealth Partners, LLC Reduced Holdings in Q3 2025

Summit Wealth Partners, LLC

  • $554 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-15.8K
- 22.97%
$42.75 - $43.37 $674K - $684K
52.9K $2.29B
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
-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
Ishares Tr

ETFs
-2.43K
- 20.65%
$79.85 - $81.32 $194K - $198K
9.34K $758M
AOM
Ishares Tr Core Moderate Alloc

ETFs
-4.51K
- 26.63%
$45.4 - $47.61 $205K - $215K
12.4K $591M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-3.47K
- 25.1%
$55.15 - $58.11 $191K - $202K
10.4K $596M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-3.17K
- 0.96%
$50.47 - $50.74 $160K - $161K
326K $16.5B
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-5.53K
- 13.05%
$23.29 - $23.38 $129K - $129K
36.9K $861M
PFE
Pfizer Inc

Healthcare
-5.3K
- 20.97%
$23.29 - $25.88 $123K - $137K
20K $509M
HYDB
Ishares Tr Edge High Yield Def

ETFs
-2.16K
- 18.34%
$47.03 - $47.97 $101K - $103K
9.6K $459M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-3.78K
- 24.41%
$20.66 - $20.74 $78.1K - $78.4K
11.7K $242M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-5.48K
- 14.17%
$34.31 - $38.09 $188K - $209K
33.2K $1.26B
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-2.46K
- 6.25%
$81.61 - $86.58 $201K - $213K
36.9K $3.15B
IBHE
Ishares Ibonds 2025 Term High

ETFs
-1.73K
- 14.81%
$23.14 - $23.23 $40K - $40.2K
9.95K $231M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-574
- 1.11%
$59.81 - $60.11 $34.3K - $34.5K
51.3K $3.07B
VB
Vanguard Small Cap ETF

ETFs
-1.11K
- 7.49%
$237.58 - $259.17 $264K - $288K
13.7K $3.49B
AMGN
Amgen Inc

Healthcare
-101
- 9.82%
$271.18 - $309.22 $27.4K - $31.2K
928 $262M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-2.02K
- 10.6%
$35.42 - $38.65 $71.4K - $77.9K
17K $646M
VGSH
Vanguard

ETFs
-397
- 1.5%
$58.43 - $58.88 $23.2K - $23.4K
26K $1.53B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-503
- 3.11%
$48.72 - $50.73 $24.5K - $25.5K
15.7K $774M
BOCT
Innovator U.S. Equity Buffer E

ETFs
-1K
- 10.38%
$45.37 - $48.42 $45.4K - $48.4K
8.64K $418M
T
At&T Inc.

Communication Services
-43
- 0.22%
$26.94 - $29.62 $1.16K - $1.27K
19.9K $563M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-120
- 11.62%
$236.25 - $257.69 $28.4K - $30.9K
913 $234M
META
Meta Platforms, Inc.

Communication Services
-14
- 1.59%
$695.21 - $791.73 $9.73K - $11.1K
868 $638M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-1.46K
- 4.7%
$17.81 - $18.39 $26K - $26.8K
29.6K $540M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-41
- 8.65%
$459.11 - $506.91 $18.8K - $20.8K
433 $218M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-149
- 4.68%
$107.66 - $112.36 $16K - $16.7K
3.04K $339M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-590
- 1.21%
$72.57 - $74.72 $42.8K - $44.1K
48.3K $3.59B
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-97
- 2.36%
$81.76 - $86.36 $7.93K - $8.38K
4.01K $340M
MCD
Mcdonalds Corp

Consumer Cyclical
-44
- 5.94%
$291.67 - $316.99 $12.8K - $13.9K
697 $212M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-200
- 0.77%
$25.09 - $25.19 $5.02K - $5.04K
25.9K $652M
PFF
Ishares Trust Ishares Pfd And

ETFs
-667
- 3.55%
$30.67 - $32.13 $20.5K - $21.4K
18.1K $572M
VCIT
Vanguard Intermediate Term Cor

ETFs
-311
- 1.61%
$81.75 - $84.54 $25.4K - $26.3K
19K $1.6B
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-305
- 1.97%
$45.07 - $47.56 $13.7K - $14.5K
15.2K $699M
NEAR
Blackrock Short Maturity Bond

ETFs
-75
- 0.87%
$50.8 - $51.32 $3.81K - $3.85K
8.53K $437M
SJNK
Spdr Bloomberg Short Term High

ETFs
-24
- 0.17%
$25.28 - $25.63 $607 - $615
14K $358M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-10
- 0.35%
$76.16 - $78.59 $762 - $786
2.84K $222M
ECL
Ecolab Inc.

Basic Materials
-4
- 0.43%
$259.39 - $285.47 $1.04K - $1.14K
919 $252M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-40
- 0.19%
$78.96 - $80.04 $3.16K - $3.2K
21.3K $1.7B
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-64
- 0.44%
$45.92 - $47.76 $2.94K - $3.06K
14.4K $684M
IWS
Ishares Russell Midcap Value E

ETFs
-21
- 1.29%
$132.83 - $140.61 $2.79K - $2.95K
1.61K $225M
Tortoise Capital Series Trus
-132
- 0.62%
N/A
21.3K $777M
AOR
Ishares Tr Core Growth Allocat

ETFs
-245
- 1.98%
$60.99 - $64.39 $14.9K - $15.8K
12.1K $780M
VTV
Vanguard Value ETF

ETFs
-89
- 2.26%
$175.51 - $186.57 $15.6K - $16.6K
3.84K $717M
VEA
Vanguard Ftse Developed Market

ETFs
-347
- 2.34%
$56.02 - $60.3 $19.4K - $20.9K
14.5K $869M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-102
- 5.79%
$284.45 - $324.95 $29K - $33.1K
1.66K $531M
VO
Vanguard Mid Cap ETF

ETFs
-74
- 2.0%
$279.83 - $293.74 $20.7K - $21.7K
3.63K $1.06B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-66
- 1.23%
$181.56 - $190.33 $12K - $12.6K
5.3K $1.01B
IAU
Ishares Gold Trust

ETFs
-318
- 5.63%
$61.62 - $72.77 $19.6K - $23.1K
5.33K $388M
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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