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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 Tr - MSCI USA QLT FCT
 135,950 $24,854,408 4.74%
2.
Ishares Trust
 IEF 56,061 $23,802,199 4.54%
3.
Invesco Qqq Tr
 40,664 $22,431,808 4.28%
4.
Brown & Brown Inc.
 BRO 201,700 $22,362,479 4.26%
5.
Ishares Trust
 IEF 35,779 $22,214,880 4.24%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)