Fund Holdings

Summit Wealth Partners, LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
NVIDIA CORPORATION(NVDA)7,85757,858+50,0011,465,32510,090,4881.60%+8,625,163
APPLE INC(AAPL)16,80134,989+18,1884,567,4308,879,8491.41%+4,312,419
AMAZON COM INC(AMZN)5,73325,101+19,3681,323,2915,227,7850.83%+3,904,494
SELECT SECTOR SPDR TR
ST STR ENERG ETF
7,00359,905+52,902313,0933,669,7570.58%+3,356,664
WALMART INC(WMT)025,019+25,01903,109,3830.49%+3,109,383
JPMORGAN CHASE & CO(JPM)4,34614,746+10,4001,400,4374,337,7560.69%+2,937,319
SPDR GOLD TR(GLD)4,38310,148+5,7651,737,0274,366,5830.69%+2,629,556
MICROSOFT CORP(MSFT)5,53414,180+8,6462,676,4095,248,8820.83%+2,572,473
APPLIED MATLS INC07,223+7,22302,468,7490.39%+2,468,749
ALPHABET INC(GOOG)2,78610,987+8,201874,2423,151,7630.50%+2,277,521
CATERPILLAR INC(CAT)03,018+3,01802,138,1320.34%+2,138,132
STATE STR SPDR S&P 500 ETF T(SPY)11,72515,439+3,7147,995,60710,040,6071.59%+2,045,000
ISHARES TR16,12428,187+12,0632,275,7024,267,8650.68%+1,992,163
ALPHABET INC(GOOG)1,6438,320+6,677514,2202,392,4890.38%+1,878,269
SELECT SECTOR SPDR TR
ST STR TECHN ETF
013,647+13,64701,813,6590.29%+1,813,659
GLOBAL X FDS
GLOBAL X COPPER
019,226+19,22601,467,9050.23%+1,467,905
ISHARES TR67,06386,596+19,5334,426,1605,847,8280.93%+1,421,668
NETFLIX INC.(NFLX)5,36019,975+14,615502,5541,920,5960.30%+1,418,042
SELECT SECTOR SPDR TR
ST STR UTIL ETF
12,09240,397+28,305516,1981,853,8280.29%+1,337,630
SELECT SECTOR SPDR TR
ST STR DISCR ETF
011,888+11,88801,295,5850.21%+1,295,585
BLACKROCK ETF TRUST II313,984343,993+30,00916,568,92717,863,5722.83%+1,294,645
HOME DEPOT INC(HD)1,7665,558+3,792607,7371,828,0110.29%+1,220,274
MORGAN STANLEY(MS)07,410+7,41001,219,4640.19%+1,219,464
COSTCO WHOLESALE CORPORATION(COST)2891,408+1,119249,2941,403,0700.22%+1,153,776
MCDONALDS CORP(MCD)6984,247+3,549213,2111,320,0320.21%+1,106,821
ISHARES TR
CORE UNIVRSL USD
311,914337,978+26,06414,516,45715,611,2052.47%+1,094,748
JOHNSON & JOHNSON(JNJ)10,74213,513+2,7712,223,0953,303,0270.52%+1,079,932
AMERICAN CENTY ETF TR103,898110,962+7,0647,872,3688,944,6671.42%+1,072,299
FIDELITY MERRIMACK STR TR36,18558,685+22,5001,665,9572,677,2100.42%+1,011,253
INNOVATOR ETFS TRUST
EQUITY DEF PROTN
037,726+37,7260957,8630.15%+957,863
BLACKROCK ETF TRUST
ISHARES US EQUIT
64,20083,509+19,3093,904,0024,858,5540.77%+954,552
BANK AMERICA CORP018,999+18,9990926,2010.15%+926,201
SELECT SECTOR SPDR TR
ST STR SVC ETF
08,215+8,2150910,7040.14%+910,704
COCA COLA CO(KO)3,60215,207+11,605251,7941,156,5070.18%+904,713
TORTOISE CAPITAL SERIES TRUS020,468+20,4680867,0360.14%+867,036
EXXON MOBIL CORP1,9786,471+4,493238,0561,097,9530.17%+859,897
ISHARES TR27,19233,034+5,8423,267,9584,106,5140.65%+838,556
VANGUARD TAX-MANAGED FDS15,91627,917+12,001994,2701,788,8900.28%+794,620
ISHARES TR4,9827,864+2,8821,708,6772,501,2020.40%+792,525
ISHARES TR
CORE HIGH DV ETF
48,62648,863+2375,913,4266,631,6841.05%+718,258
ORACLE CORP(ORCL)3,0908,885+5,795602,2721,307,1140.21%+704,842
CISCO SYS INC(CSCO)08,873+8,8730688,4830.11%+688,483
AMERICAN EXPRESS CO(AXP)02,257+2,2570682,6970.11%+682,697
ISHARES TR
CORE MSCI INTL
74,20581,373+7,1686,120,4216,800,3351.08%+679,914
DISNEY WALT CO(DIS)1,9249,206+7,282218,885887,3170.14%+668,432
BLACKROCK ETF TRUST
ISHA I IN TE ETF
29,22649,334+20,108973,2241,625,5530.26%+652,329
VANGUARD SPECIALIZED FUNDS02,983+2,9830641,5060.10%+641,506
ISHARES TR02,847+2,8470622,7810.10%+622,781
ISHARES TR3,0979,227+6,130297,405896,2520.14%+598,847
BROADCOM INC(AVGO)4,5857,007+2,4221,586,9842,168,8400.34%+581,856
VANGUARD INDEX FDS06,508+6,5080577,2940.09%+577,294
CHEVRON CORPORATION(CVX)1,3703,795+2,425208,741785,1290.12%+576,388
WHEATON PRECIOUS METALS CORP(WPM)04,398+4,3980576,1820.09%+576,182
SELECT SECTOR SPDR TR
ST STR INDL ETF
03,525+3,5250570,1770.09%+570,177
MERCK & CO INC(MRK)12,49015,653+3,1631,314,6641,882,8470.30%+568,183
STARBUCKS CORP(SBUX)06,128+6,1280548,9830.09%+548,983
ISHARES TR02,479+2,4790529,6880.08%+529,688
PROCTER & GAMBLE CO(PG)51,21254,469+3,2577,339,1247,867,4981.25%+528,374
VANGUARD INDEX FDS13,99516,819+2,8246,827,7617,346,4011.16%+518,640
MICRON TECHNOLOGY INC(MU)01,535+1,5350518,4640.08%+518,464
INNOVATOR ETFS TRUST
U S EQ 10 BUFFER
015,923+15,9230516,8610.08%+516,861
INNOVATOR ETFS TRUST
DEFINED WLT SHLD
015,226+15,2260509,5380.08%+509,538
MARRIOTT INTL INC NEW(MAR)1,0002,450+1,450310,240801,3220.13%+491,082
SELECT SECTOR SPDR TR
ST STR FINL ETF
09,799+9,7990483,8000.08%+483,800
AMERICAN CENTY ETF TR76,19878,707+2,5095,868,7396,342,2341.00%+473,495
GOLDMAN SACHS GROUP INC(GS)0534+5340451,7590.07%+451,759
ISHARES GOLD TR(IAU)6,41510,900+4,485520,706960,9440.15%+440,238
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
90,475100,322+9,8474,283,9714,723,1660.75%+439,195
TESLA INC(TSLA)1,4162,893+1,477636,8041,075,4730.17%+438,669
ISHARES TR93,17498,459+5,2858,959,5689,396,9181.49%+437,350
SELECT SECTOR SPDR TR
ST STR CARE ETF
02,950+2,9500432,5500.07%+432,550
ISHARES TR07,611+7,6110432,2020.07%+432,202
META PLATFORMS INC(META)9511,829+878627,8591,046,5240.17%+418,665
LOCKHEED MARTIN CORP(LMT)7031,251+548339,978756,1850.12%+416,207
STATE STR SPDR S&P MIDCAP 40(MDY)2,0672,694+6271,246,9181,661,7040.26%+414,786
VISA INC(V)01,356+1,3560409,8370.06%+409,837
TARGET CORP(TGT)03,348+3,3480405,8340.06%+405,834
GILEAD SCIENCES INC(GILD)02,885+2,8850402,0820.06%+402,082
PACER FDS TR
DEVELOPED MRKT
96,40797,024+6173,729,0234,117,7050.65%+388,682
ISHARES TR016,506+16,5060383,9300.06%+383,930
PALANTIR TECHNOLOGIES INC(PLTR)02,583+2,5830377,8410.06%+377,841
UNITEDHEALTH GROUP INC(UNH)01,347+1,3470364,5020.06%+364,502
T-MOBILE US INC(TMUS)01,728+1,7280362,9930.06%+362,993
WELLS FARGO & CO(WFC)2,1707,093+4,923202,248564,6860.09%+362,438
MARATHON PETE CORP(MPC)01,454+1,4540355,0380.06%+355,038
ISHARES TR294,103302,648+8,54515,552,16515,907,1822.52%+355,017
CASEYS GEN STORES INC(CASY)0478+4780347,9170.06%+347,917
TRANE TECHNOLOGIES PLC(TT)0806+8060335,8920.05%+335,892
UBER TECHNOLOGIES INC(UBER)04,655+4,6550334,8340.05%+334,834
ISHARES TR02,896+2,8960327,5220.05%+327,522
ROYAL GOLD INC(RGLD)01,285+1,2850327,0260.05%+327,026
MEDTRONIC PLC(MDT)03,653+3,6530316,5320.05%+316,532
TJX COS INC NEW(TJX)01,972+1,9720314,9280.05%+314,928
WILLIAMS COS INC(WMB)04,167+4,1670303,2740.05%+303,274
FTI CONSULTING INC(FCN)01,699+1,6990300,3320.05%+300,332
ABBVIE INC(ABBV)2,2163,699+1,483506,236804,4320.13%+298,196
VANECK FDS
EMER MARK BD ETF
05,795+5,7950290,3780.05%+290,378
3M CO(MMM)2,7825,039+2,257445,352731,8090.12%+286,457
SPDR SERIES TRUST
ST STR SP DIV
01,908+1,9080278,4540.04%+278,454
OREILLY AUTOMOTIVE INC(ORLY)02,975+2,9750274,6220.04%+274,622
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