Summit Wealth Partners, LLC Portfolio Analytics
Investment Analysis & Holdings Breakdown
Comprehensive portfolio analytics for Summit Wealth Partners, LLC with $553.1M in long positions as of Q3 2025, 87% allocated to ETF, and 38% concentrated in top 10 positions.
- Portfolio Value
- $553.1M
- Top 10 Concentration
- 38%
- Top Sector
- ETF (87%)
- US Exposure
- 100%
- Market Cap Focus
- N/A
- Countries
- 2
Composition Analysis
Portfolio breakdown by sector, industry, and market capitalization
Sector Allocation
Industry Breakdown
31 industries across all sectors
Filter by Sector
Select a sector to filter industries
Market Cap Distribution
Portfolio Concentration
Geographic Exposure
Portfolio breakdown by country of incorporation
Domestic (US)
International
Countries
Largest Int'l Market
Holding Behavior
Investment patterns and position management analysis
Portfolio Stability & Commitment
- Avg. Top 10
- 23 quarters
- Avg. Top 20
- 21.6 quarters
- Avg. All Positions
- 14.4 quarters
- Median Holding Period
- 15 quarters
- Persistence Rate
- 86.6%
- Persistent Holdings Weight
- 95.46%
- Persistent Positions
- 181
- Longest Held
iShares Core MSCI EAFE ETFIEFA - 23 quarters
Position Sizing & Influence
Current Quarter
- Avg. New Position
- 0.05%
- Avg. Position Weight
- 0.48%
- Largest Position
iShares Core S&P 500 ETFIVV - 4.78%- Largest Ownership Stake
Brown & Brown, Inc.BRO - 0.06%- Avg. Ownership Stake
- 0.02%
- Ownership Stake >5%
- 0
- Ownership Stake >1%
- 0
Historical (Since Q4 2019)
- Avg. New Position
- 0.36%
- Avg. Ownership Stake
- 0.04%
- Largest Position
iShares Core U.S. Aggregate Bond ETFAGG - 7.64% (Q1 2022)- Largest Ownership Stake
- Brown & Brown, Inc.BRO - 0.14% (Q4 2019)
Portfolio Turnover
Current Quarter
- Turnover Ratio
- 2.5%
- Value Traded
- $13.74M
- Positions Added
- 3
- Positions Exited
- 8
Historical (Since Q4 2019)
- Avg. Turnover Ratio
- 7.0%
- Avg. Positions Added
- 15
- Avg. Positions Exited
- 10
- Highest Turnover
- 50.0%Q4 2019
- Lowest Turnover
- 2.4%Q3 2021