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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	$541,236,212

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ishares Trust	IEF	41,649	$28,527,391	5.27%
2.	Ishares Trust	IEF	55,777	$26,399,097	4.88%
3.	Ishares Trust	VLUE	128,870	$25,596,233	4.73%
4.	Invesco Qqq Tr		34,285	$21,061,393	3.89%
5.	Ishares Trust	IEF	194,705	$19,447,152	3.59%