Summit Wealth Partners, LLC Reduced Holdings in Q2 2025

Summit Wealth Partners, LLC

  • $524 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PG
Procter & Gamble CO

Consumer Defensive
-24K
- 32.12%
$157.66 - $172.39 $3.78M - $4.13M
50.6K $8.06B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-96.5K
- 58.45%
$40.82 - $43.14 $3.94M - $4.16M
68.6K $2.96B
AVUS
American Centy ETF Tr Avantis

ETFs
-45.7K
- 47.23%
$81.38 - $100.82 $3.72M - $4.6M
51K $5.14B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-34.3K
- 14.61%
$96.84 - $99.46 $3.32M - $3.41M
201K $19.9B
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-65.1K
- 62.71%
$27.26 - $34.48 $1.77M - $2.24M
38.7K $1.33B
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
-30.7K
- 47.77%
$47.05 - $50.22 $1.44M - $1.54M
33.5K $1.66B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-24.9K
- 8.16%
$51.68 - $52.76 $1.29M - $1.31M
280K $14.8B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-31.9K
- 85.53%
$32.0 - $39.87 $1.02M - $1.27M
5.39K $215M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-34.9K
- 64.75%
$29.52 - $35.31 $1.03M - $1.23M
19K $671M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-18.5K
- 57.16%
$47.46 - $55.3 $876K - $1.02M
13.8K $762M
IEF
Ishares Barclays

ETFs
-9.21K
- 8.89%
$93.15 - $96.56 $858K - $889K
94.4K $9.04B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-8.25K
- 14.44%
$72.02 - $73.82 $594K - $609K
48.9K $3.6B
HYDB
Ishares Tr Edge High Yield Def

ETFs
-11.4K
- 49.28%
$44.64 - $47.48 $510K - $542K
11.8K $558M
SJNK
Spdr Bloomberg Short Term High

ETFs
-15.7K
- 52.79%
$24.12 - $25.48 $378K - $399K
14K $357M
AAPL
Apple Inc.

Technology
-221
- 1.12%
$172.42 - $223.89 $38.1K - $49.5K
19.4K $3.99B
VGSH
Vanguard

ETFs
-5.11K
- 16.23%
$58.32 - $58.95 $298K - $301K
26.4K $1.55B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-7.6K
- 16.0%
$24.32 - $27.87 $185K - $212K
39.9K $1.06B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-5.19K
- 1.55%
$50.36 - $50.68 $261K - $263K
329K $16.7B
VCIT
Vanguard Intermediate Term Cor

ETFs
-3.18K
- 14.17%
$79.56 - $82.92 $253K - $264K
19.3K $1.6B
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
-7.41K
- 20.21%
$22.57 - $23.23 $167K - $172K
29.3K $680M
HYG
Ishares Tr

ETFs
-2.37K
- 16.75%
$75.75 - $80.65 $179K - $191K
11.8K $949M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-5.05K
- 24.59%
$37.51 - $45.52 $190K - $230K
15.5K $702M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-2.81K
- 15.55%
N/A
15.2K $1.43B
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-5.72K
- 17.98%
$25.04 - $25.18 $143K - $144K
26.1K $657M
JNJ
Johnson & Johnson

Healthcare
-59
- 0.58%
$146.36 - $159.82 $8.64K - $9.43K
10K $1.53B
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-1.88K
- 3.49%
$59.8 - $60.07 $112K - $113K
51.9K $3.11B
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-4.57K
- 12.5%
N/A
32K $776M
PFF
Ishares Trust Ishares Pfd And

ETFs
-3.49K
- 15.69%
$29.0 - $30.68 $101K - $107K
18.8K $576M
IBHE
Ishares Ibonds 2025 Term High

ETFs
-3.97K
- 25.36%
$22.98 - $23.27 $91.2K - $92.3K
11.7K $272M
CVX
Chevron Corp

Energy
-280
- 13.15%
$133.73 - $168.51 $37.4K - $47.2K
1.85K $265M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-1.22K
- 7.01%
$45.3 - $50.64 $55.3K - $61.8K
16.2K $795M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-2.19K
- 2.87%
$47.89 - $48.65 $105K - $106K
74K $3.6B
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-3.29K
- 7.2%
$23.29 - $23.38 $76.6K - $76.9K
42.4K $990M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.02K
- 6.39%
$90.56 - $109.49 $183K - $221K
29.6K $3.23B
PFE
Pfizer Inc

Healthcare
-1.38K
- 5.16%
$21.59 - $24.84 $29.7K - $34.2K
25.3K $612M
MUB
Ishares National Muni Bond ETF

ETFs
-549
- 14.71%
$102.31 - $105.8 $56.2K - $58.1K
3.18K $333M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-3.63K
- 10.46%
$16.93 - $17.81 $61.5K - $64.7K
31.1K $553M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
-3.11K
- 10.48%
$20.23 - $21.04 $62.8K - $65.3K
26.5K $558M
AMGN
Amgen Inc

Healthcare
-29
- 2.74%
$262.28 - $309.85 $7.61K - $8.99K
1.03K $287M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-503
- 2.29%
$49.12 - $50.93 $24.7K - $25.6K
21.4K $1.07B
CLOI
Vaneck ETF Tr

ETFs
-735
- 8.05%
$51.16 - $53.02 $37.6K - $39K
8.4K $445M
MMM
3 M CO

Industrials
-336
- 10.78%
$126.09 - $154.15 $42.4K - $51.8K
2.78K $423M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-20
- 4.05%
$483.48 - $539.8 $9.67K - $10.8K
474 $230M
IWS
Ishares Russell Midcap Value E

ETFs
-293
- 15.21%
$110.58 - $132.14 $32.4K - $38.7K
1.63K $216M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-189
- 8.62%
$100.35 - $100.71 $19K - $19K
2K $202M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-333
- 1.54%
$77.94 - $79.5 $26K - $26.5K
21.3K $1.7B
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-186
- 4.99%
$107.61 - $119.09 $20K - $22.2K
3.54K $420M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-170
- 2.22%
$116.93 - $119.39 $19.9K - $20.3K
7.48K $891M
KO
Coca Cola CO

Consumer Defensive
-136
- 3.65%
$68.37 - $73.9 $9.3K - $10.1K
3.59K $254M
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
Track This Portfolio

Track Summit Wealth Partners, LLC Portfolio

Follow Summit Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email