Summit Wealth Partners, LLC Incresed Positions in Q2 2025

Summit Wealth Partners, LLC

  • $524 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
17.5K
+ 95.8%
$498.8 - $620.9 $8.73M - $10.9M
35.8K $22.2B
Blackrock ETF Trust Ii
115K
+ 155.54%
N/A
188K $9.94B
IWF
Ishares Russell 1000 Gr ETF

ETFs
3.39K
+ 6.43%
$320.42 - $424.58 $1.09M - $1.44M
56.1K $23.8B
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.36K
+ 6.17%
$416.06 - $551.64 $983K - $1.3M
40.7K $22.4B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
9.43K
+ 94.8%
$376.48 - $440.65 $3.55M - $4.16M
19.4K $8.54B
AVLV
American Centy ETF Tr Avantis
34.5K
+ 80.99%
$56.85 - $68.21 $1.96M - $2.36M
77.2K $5.26B
VUG
Vanguard Growth ETF

ETFs
3.01K
+ 39.7%
$329.49 - $438.4 $992K - $1.32M
10.6K $4.64B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.36K
+ 8.95%
$496.48 - $617.85 $675K - $840K
16.6K $10.2B
AVEM
American Centy ETF Tr Avantis

ETFs
13.6K
+ 24.01%
$53.08 - $68.54 $723K - $933K
70.3K $4.82B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
28.3K
+ 12.79%
$45.12 - $46.23 $1.28M - $1.31M
250K $11.5B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
18.9K
+ 167.7%
$43.53 - $54.46 $824K - $1.03M
30.2K $1.65B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
21.4K
+ 30.98%
$48.46 - $50.2 $1.04M - $1.07M
90.5K $4.49B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
8.51K
+ 4.36%
$85.42 - $94.39 $727K - $803K
204K $19.1B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
7.48K
+ 18.54%
$81.46 - $94.63 $609K - $708K
47.8K $4.53B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.39K
+ 4.44%
$114.78 - $133.31 $389K - $452K
79.7K $10.6B
JCPB
J P Morgan Exchange Traded Fd

ETFs
16K
+ 26.14%
$45.9 - $47.2 $732K - $753K
77K $3.62B
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
5.09K
+ 308.8%
$120.49 - $141.16 $613K - $718K
6.74K $931M
DGRO
Ishares Core Dividend Growth E

ETFs
10.1K
+ 35.42%
$55.22 - $63.94 $556K - $644K
38.5K $2.46B
MEAR
Blackrock Short Maturity Munic

ETFs
13.4K
+ 77.79%
$49.74 - $50.27 $666K - $674K
30.6K $1.54B
OEF
Ishares S&P 100 ETF

ETFs
1.84K
+ 61.56%
N/A
4.82K $1.47B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
8.69K
+ 21.47%
$45.88 - $54.4 $399K - $473K
49.2K $2.68B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
11.3K
+ 45.75%
$50.52 - $50.92 $572K - $576K
36K $1.84B
J P Morgan Exchange Traded F
6.02K
+ 28.1%
N/A
27.4K $1.72B
HDV
Ishares Core High Dividend ETF

ETFs
5.14K
+ 11.8%
$108.41 - $120.51 $557K - $619K
48.7K $5.7B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.75K
+ 33.6%
$113.67 - $150.4 $199K - $263K
6.96K $1.05B
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.69K
+ 9.27%
$51.14 - $57.0 $342K - $381K
78.9K $4.48B
DIHP
Dimensional ETF Tr Dimensional

ETFs
6.36K
+ 12.25%
$24.32 - $29.74 $155K - $189K
58.3K $1.72B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
469
+ 65.87%
$456.74 - $568.03 $214K - $266K
1.18K $671M
GLD
Spdr Gold Trust

ETFs
764
+ 75.35%
$273.71 - $316.29 $209K - $242K
1.78K $542M
DUHP
Dimensional ETF Tr Dimensional

ETFs
6.17K
+ 49.51%
$29.36 - $35.56 $181K - $219K
18.6K $662M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
376
+ 0.45%
$27.79 - $34.16 $10.4K - $12.8K
83.6K $2.85B
CAT
Caterpillar Inc

Industrials
308
+ 18.4%
$273.94 - $388.21 $84.4K - $120K
1.98K $769M
AMZN
Amazon Com Inc

Consumer Cyclical
131
+ 2.39%
$167.32 - $223.3 $21.9K - $29.3K
5.61K $1.23B
AOA
Ishares Tr Core Aggressive All

ETFs
727
+ 4.63%
$69.46 - $83.4 $50.5K - $60.6K
16.4K $1.37B
TSLA
Tesla, Inc.

Consumer Cyclical
251
+ 20.37%
$221.86 - $362.89 $55.7K - $91.1K
1.48K $471M
PM
Philip Morris International Inc.

Consumer Defensive
9
+ 0.16%
$149.23 - $184.95 $1.34K - $1.66K
5.71K $1.04B
VTI
Vanguard Total Stock Market Et

ETFs
32
+ 0.91%
$243.75 - $303.93 $7.8K - $9.73K
3.54K $1.08B
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
4.47K
+ 15.3%
$22.3 - $22.57 $99.7K - $101K
33.7K $758M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
4.5K
+ 46.1%
$22.09 - $22.44 $99.5K - $101K
14.3K $319M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
4.42K
+ 7.44%
$22.81 - $22.97 $101K - $102K
63.9K $1.47B
JMEE
J P Morgan Exchange Traded Fd

ETFs
591
+ 5.27%
$49.07 - $59.23 $29K - $35K
11.8K $699M
RSP
Invesco S&P 500 Equal Weight E

ETFs
114
+ 2.17%
$152.93 - $181.74 $17.4K - $20.7K
5.37K $975M
GOOG
Alphabet Inc.

Communication Services
1
+ 0.04%
$146.58 - $180.01 $147 - $180
2.8K $497M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
1.04K
+ 17.39%
$32.77 - $36.44 $34.1K - $37.9K
7.03K $256M
GOOGL
Alphabet Inc.

Communication Services
52
+ 3.32%
$144.7 - $178.6 $7.52K - $9.29K
1.62K $285M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
60
+ 1.48%
$73.0 - $85.5 $4.38K - $5.13K
4.11K $345M
VTV
Vanguard Value ETF

ETFs
58
+ 1.5%
$153.67 - $176.74 $8.91K - $10.3K
3.93K $695M
EEMV
Ishares Msci Emerging Markets

ETFs
23
+ 0.64%
$54.12 - $62.8 $1.24K - $1.44K
3.61K $227M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
310
+ 3.19%
$48.5 - $49.35 $15K - $15.3K
10K $494M
Activity Summary
Buys All Purchases 77 New Holdings 11 Increased Positions 66 Sells All Sells 88 Reductions 88 Sold out 0 Options Calls 0 Puts 0
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