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Livermore
Livermore
ZHEN

Summit Wealth Partners, LLC

SEC CIK
0002033312
Latest filing
Aug 3, 2026

SPY holding history

SPDR S&P 500 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.

SPY overviewAll 13F holders of SPYFull Q2 2026 holdings

Shares (Q2 2026)
15,448
Value
$11.5M
% of portfolio
1.6%
Quarters held
22
Since Q1 2021
Holdings of SPY by Summit Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,448$11.5M1.6%+9+0.1%AddedHolders
Q1 202615,439$10.0M1.6%+3,714+31.7%AddedHolders
Q4 202511,725$8.00M1.5%−4,906−29.5%ReducedHolders
Q3 202516,631$11.1M2.0%+80+0.5%AddedHolders
Q2 202516,551$10.2M2.0%+1,359+8.9%AddedHolders
Q1 202515,192$8.50M1.7%+1,174+8.4%AddedHolders
Q4 202414,018$8.22M1.7%−1,103−7.3%ReducedHolders
Q3 202415,121$8.68M1.7%−96−0.6%ReducedHolders
Q2 202415,217$8.28M1.7%−124−0.8%ReducedHolders
Q1 202415,341$8.02M1.7%+115+0.8%AddedHolders
Q4 202315,226$7.24M1.7%+12+0.1%AddedHolders
Q3 202315,214$6.50M1.7%+24+0.2%AddedHolders
Q2 202315,190$6.73M1.7%+129+0.9%AddedHolders
Q1 202315,061$6.17M1.6%−144−0.9%ReducedHolders
Q4 202215,205$5.82M1.5%+83+0.5%AddedHolders
Q3 202215,122$5.40M1.5%+43+0.3%AddedHolders
Q2 202215,079$5.69M1.5%+22+0.1%AddedHolders
Q1 202215,057$6.80M1.5%−62−0.4%ReducedHolders
Q4 202115,119$7.18M1.5%+147+1.0%AddedHolders
Q3 202114,972$6.43M1.5%+19+0.1%AddedHolders
Q2 202114,953$6.40M1.5%−37−0.2%ReducedHolders
Q1 202114,990$5.94M1.5%––Holders

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