Skip to main content
Livermore
Livermore
ZHEN

Summit Wealth Partners, LLC

SEC CIK
0002033312
Latest filing
Aug 3, 2026

DIA holding history

SPDR Dow Jones Industrial Average ETF Trust in every 13F filed by Summit Wealth Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DIA overviewAll 13F holders of DIAFull Q2 2026 holdings

Shares (Q2 2026)
15,131
Value
$7.90M
% of portfolio
1.1%
Quarters held
22
Since Q1 2021
Holdings of DIA by Summit Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,131$7.90M1.1%−37−0.2%ReducedHolders
Q1 202615,168$7.03M1.1%−31−0.2%ReducedHolders
Q4 202515,199$7.30M1.3%−3,902−20.4%ReducedHolders
Q3 202519,101$8.86M1.6%−280−1.4%ReducedHolders
Q2 202519,381$8.54M1.6%+9,432+94.8%AddedHolders
Q1 20259,949$4.18M0.8%+967+10.8%AddedHolders
Q4 20248,982$3.82M0.8%−30−0.3%ReducedHolders
Q3 20249,012$3.81M0.7%+17+0.2%AddedHolders
Q2 20248,995$3.52M0.7%−32−0.4%ReducedHolders
Q1 20249,027$3.59M0.8%+711+8.5%AddedHolders
Q4 20238,316$3.13M0.7%−11−0.1%ReducedHolders
Q3 20238,327$2.79M0.7%−13−0.2%ReducedHolders
Q2 20238,340$2.87M0.7%−10−0.1%ReducedHolders
Q1 20238,350$2.78M0.7%+10.0%AddedHolders
Q4 20228,349$2.77M0.7%−41−0.5%ReducedHolders
Q3 20228,390$2.41M0.7%+17+0.2%AddedHolders
Q2 20228,373$2.58M0.7%+17+0.2%AddedHolders
Q1 20228,356$2.90M0.7%+15+0.2%AddedHolders
Q4 20218,341$3.03M0.6%+15+0.2%AddedHolders
Q3 20218,326$2.82M0.7%+14+0.2%AddedHolders
Q2 20218,312$2.87M0.7%−55−0.7%ReducedHolders
Q1 20218,367$2.76M0.7%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.