Notify me when Summit Wealth Partners, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 203 | $541,236,212 | +$25,274,580 | -$39,509,827 | -$14,235,247 | IVV, IWF, QUAL, QQQ, AGG | 13F-HR | 27 Jan 2026, 11:12 |
| Q3 2025 | 212 | $554,080,323 | +$19,532,701 | -$10,918,726 | +$8,613,975 | IVV, IWF, QUAL, QQQ, AGG | 13F-HR | 21 Oct 2025, 11:54 |
| Q2 2025 | 213 | $524,391,805 | +$47,695,371 | -$38,172,926 | +$9,522,445 | QUAL, IWF, QQQ, BRO, IVV | 13F-HR | 11 Aug 2025, 13:46 |
| Q1 2025 | 208 | $493,013,631 | +$24,645,539 | -$18,188,876 | +$6,456,663 | BRO, QUAL, AGG, IWF, USMV | 13F-HR | 06 May 2025, 13:53 |
| Q4 2024 | 199 | $486,970,513 | +$30,835,697 | -$55,360,061 | -$24,524,364 | QUAL, AGG, BRO, IWF, QQQ | 13F-HR | 27 Jan 2025, 11:31 |
| Q3 2024 | 236 | $519,333,424 | +$22,784,126 | -$11,884,316 | +$10,899,810 | QUAL, BRO, AGG, IWF, USMV | 13F-HR | 28 Oct 2024, 16:29 |
| Q2 2024 | 223 | $481,707,915 | +$39,293,750 | -$28,644,794 | +$10,648,956 | QUAL, AGG, BRO, IWF, USMV | 13F-HR | 11 Sep 2024, 16:05 |
| Q1 2024 | 221 | $469,061,988 | +$28,517,651 | -$12,060,841 | +$16,456,810 | QUAL, BRO, AGG, USMV, IWF | 13F-HR | 11 Sep 2024, 16:03 |
| Q4 2023 | 213 | $430,769,748 | +$25,860,227 | -$16,876,742 | +$8,983,485 | QUAL, AGG, USMV, IWF, BRO | 13F-HR | 11 Sep 2024, 13:58 |
| Q3 2023 | 184 | $391,854,270 | +$16,030,089 | -$11,346,014 | +$4,684,075 | AGG, QUAL, USMV, BRO, JPST | 13F-HR | 11 Sep 2024, 13:56 |
| Q2 2023 | 182 | $398,842,383 | +$8,035,671 | -$13,757,062 | -$5,721,391 | QUAL, AGG, USMV, BRO, JPST | 13F-HR | 11 Sep 2024, 13:54 |
| Q1 2023 | 186 | $389,208,411 | +$16,474,807 | -$18,267,828 | -$1,793,021 | AGG, USMV, QUAL, JPST, IGSB | 13F-HR | 11 Sep 2024, 13:53 |
| Q4 2022 | 175 | $376,918,994 | +$19,914,915 | -$16,560,675 | +$3,354,240 | AGG, USMV, QUAL, JPST, BRO | 13F-HR | 11 Sep 2024, 12:19 |
| Q3 2022 | 157 | $354,409,667 | +$16,127,039 | -$17,847,902 | -$1,720,863 | AGG, USMV, JPST, QUAL, BRO | 13F-HR | 11 Sep 2024, 12:18 |
| Q2 2022 | 161 | $373,482,001 | +$32,374,390 | -$48,936,640 | -$16,562,250 | AGG, USMV, QUAL, JPST, IGSB | 13F-HR | 11 Sep 2024, 12:16 |
| Q1 2022 | 165 | $441,671,984 | +$12,473,754 | -$14,429,920 | -$1,956,166 | AGG, QUAL, USMV, BRO, IWF | 13F-HR | 11 Sep 2024, 12:14 |
| Q4 2021 | 162 | $466,335,588 | +$23,595,980 | -$5,526,476 | +$18,069,504 | AGG, QUAL, USMV, BRO, IWF | 13F-HR | 10 Sep 2024, 15:41 |
| Q3 2021 | 149 | $423,366,847 | +$15,334,330 | -$5,633,186 | +$9,701,144 | AGG, QUAL, USMV, BRO, IWF | 13F-HR | 10 Sep 2024, 15:39 |
| Q2 2021 | 154 | $418,660,666 | +$33,970,874 | -$24,724,430 | +$9,246,444 | AGG, QUAL, USMV, BRO, IWF | 13F-HR | 10 Sep 2024, 15:37 |
| Q1 2021 | 149 | $390,080,869 | +$19,082,082 | -$4,127,053 | +$14,955,029 | AGG, QUAL, USMV, BRO, IWF | 13F-HR | 10 Sep 2024, 15:36 |
| Q4 2020 | 144 | $367,741,940 | +$33,242,446 | -$23,210,408 | +$10,032,038 | AGG, QUAL, USMV, BRO, IWF | 13F-HR | 10 Sep 2024, 09:30 |
| Q3 2020 | 148 | $332,633,673 | +$28,892,498 | -$19,968,163 | +$8,924,335 | AGG, QUAL, BRO, USMV, IWF | 13F-HR | 10 Sep 2024, 09:27 |
| Q2 2020 | 143 | $309,740,851 | +$39,303,644 | -$6,299,982 | +$33,003,662 | USMV, QUAL, BRO, JPST, AGG | 13F-HR | 10 Sep 2024, 09:25 |
| Q1 2020 | 108 | $245,816,079 | +$12,568,727 | -$14,634,164 | -$2,065,437 | USMV, BRO, QUAL, JPST, AGG | 13F-HR | 10 Sep 2024, 09:22 |
| Q4 2019 | 118 | $289,126,594 | $0 | $0 | $0 | USMV, BRO, QUAL, JPST, AGG | 13F-HR | 09 Sep 2024, 14:53 |