SEC Form 13F

Summit Wealth Partners, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-04
Reported value$701,915,690
Positions280

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRIVVCORE S&P500 ETF$34,037,83845,451
ISHARES TRIWFRUS 1000 GRW ETF$28,100,383226,306
ISHARES TRQUALMSCI USA QLT FCT$26,022,406118,591
INVESCO QQQ TRQQQUNIT SER 1$25,602,58334,767
BLACKROCK ETF TRUST IIBINCISHA FLEX IN ETF$19,512,199372,797
ISHARES TRIUSBCORE UNIVRSL USD$17,423,005377,530
ISHARES TRAGGCORE US AGGBD ET$16,821,358169,947
ISHARES TRUSMVMSCI USA MIN ETF$16,750,234173,650
J P MORGAN EXCHANGE TRADED FJPSTULTRA SHRT ETF$16,413,052324,561
FIDELITY MERRIMACK STR TRFBNDTOTAL BD ETF$14,107,063310,113

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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