Summit Wealth Partners Q2 2026 Portfolio Activity: Major Buys & Sales
Summit Wealth Partners' portfolio reached $687 million as of June 30, 2026. The quarter saw significant buying activity in several ETFs and selling of two sector funds.
As of June 30, 2026, Summit Wealth Partners' portfolio held assets worth approximately $687 million.
The investor's actions during the second quarter were dominated by buying activity. Notably, they increased their position in FIDELITY MERRIMACK STR TR (FBND) by 428%, a substantial purchase that warrants attention. Summit Wealth Partners also significantly boosted holdings in ISHAES TR (HDV), increasing them by approximately 392%. Among the top ETFs purchased was ISHARES TR (IWF), with a nearly 300% increase, suggesting strong confidence in this fund's performance or composition.
Furthermore, Summit Wealth Partners invested heavily in VANGUARD INDEX FDS (VUG) and AMERICAN CENTY ETF TR (SNDK). The purchase of VUG saw an increase of about 587%, indicating a significant allocation to growth-oriented themes. These substantial buys suggest the investor is actively seeking opportunities within specific sectors or strategies represented by these funds.
While buying dominated, there were also notable selling activities. Summit Wealth Partners exited positions in two ETFs: VANGUARD BD INDEX FDS (BSV) and SELECT SECTOR SPDR TR (XLE). The sale of BSV resulted in a nearly 80% reduction in its holdings during the quarter. Similarly, they sold off XLE significantly, reducing their stake by approximately 77%. These exits could signal a strategic shift away from certain sectors or a desire to rebalance.
Other changes occurred throughout the portfolio, including adjustments like increasing ISHARES TR (IUSB) by about 12% and FIDELITY MERRIMACK STR TR (FBND) again by 428%, while decreasing positions in ISHARES TR (IGSB), ISHARES TR (IGIB), J P MORGAN EXCHANGE TRADED F (JPST), BLACKROCK ETF TRUST (DYNF), and ISHARES TR (IEF). However, the most significant movements were concentrated within a few key holdings.
For detailed information on Summit Wealth Partners' portfolio composition as of June 30, 2026, please visit their profile at Summit Wealth Partners. You can explore the specific funds mentioned in this filing by visiting their respective pages: FIDELITY MERRIMACK STR TR (FBND), ISHARES TR (HDV), ISHARES TR (IWF), VANGUARD INDEX FDS (VUG), and AMERICAN CENTY ETF TR (SNDK).