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Home > Institutional Investor > Summit Wealth Partners, Llc > Profile

Instuitional Investor - Summit Wealth Partners, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Summit Wealth Partners, Llc
Portfolio Value	$631,679,886

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ishares Trust	IEF	43,350	$28,316,664	4.48%
2.	Ishares Trust	IEF	56,739	$24,193,298	3.83%
3.	Ishares Trust	VLUE	124,776	$23,933,330	3.79%
4.	Invesco Qqq Tr		34,730	$20,045,742	3.17%
5.	Blackrock Etf Trust Ii		343,993	$17,863,572	2.83%