Long-term investor
Summit Wealth Partners, LLC @summitwealthpartnersllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002033312).
Record
- Tracked since 2025-06-30 (450 days), 113 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +8.1% · 1 year n/a · all +7.9%
- Max drawdown n/a · win rate 75% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 4.8% · long · since 2025-06-30
- 464287614 · 4.0% · long · since 2025-06-30
- 46432F339 · 3.7% · long · since 2025-06-30
- 46090E103 · 3.6% · long · since 2025-06-30
- 092528603 · 2.8% · long · since 2025-06-30
- 46434V613 · 2.5% · long · since 2025-06-30
- 464287226 · 2.4% · long · since 2025-06-30
- 46429B697 · 2.4% · long · since 2025-06-30
- 46641Q837 · 2.3% · long · since 2025-06-30
- 316188309 · 2.0% · long · since 2025-12-31
- 464288646 · 2.0% · long · since 2025-06-30
- 46432F842 · 1.9% · long · since 2025-06-30