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

Instuitional Investor - Summit Wealth Partners, Llc

Fund Profile
Filing Period:
Fund Name: Summit Wealth Partners, Llc
Portfolio Value $486,970,513
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 139,181 $24,785,430 5.08%
2.
Ishares Trust
 IEF 235,825 $22,851,396 4.69%
3.
Brown & Brown Inc.
 BRO 221,700 $22,617,834 4.64%
4.
Ishares Trust
 IEF 52,358 $21,025,867 4.31%
5.
Invesco Qqq Tr
 37,249 $19,042,830 3.91%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)