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Home > Institutional Investor > Summit Wealth Partners, Llc > 13F Holdings

Instuitional Investor - Summit Wealth Partners, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 39,470 $26,417,211 4.77%
2.
Ishares Trust
 IEF 56,018 $26,239,384 4.74%
3.
Ishares Trust
 VLUE 131,808 $25,636,568 4.63%
4.
Invesco Qqq Tr
 39,837 $23,916,718 4.32%
5.
Ishares Trust
 IEF 209,358 $20,988,128 3.79%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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