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The Analysis of Summit Wealth Partners, LLC's Holdings & P&L

Currently, Summit Wealth Partners, LLC holds 271 types of securities in its portfolio with a total value $631.7M. In the most recent quarter, they have increased their positions in NVDA (+50.0K shares, valued at $8.7M), AAPL (+18.2K shares, valued at $4.6M), AMZN (+19.4K shares, valued at $4.0M); decreased their positions in AGG (-18.7K shares, valued at $1.9M), QUAL (-4.1K shares, valued at $785.3K), USMV (-6.2K shares, valued at $578.9K); initiated new positions in WMT (+25.0K shares, valued at $3.1M), AMAT (+7.2K shares, valued at $2.5M), CAT (+3.0K shares, valued at $2.1M).

1M P&L

-93.2M-12.80%

3M P&L

-130.1M-17.00%

HY P&L

-105.0M-14.18%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A489.5M

82.0%

2Insurance Brokers13.2M

2.2%

3Semiconductors12.0M

2.0%

Top Industries by Stock Count

1N/A172 stocks

66.7%

2Drug Manufacturers - General6 stocks

2.3%

3Semiconductors6 stocks

2.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR43.4K shares4.08%2026-03-312026-04-17

IWF ISHARES TR56.7K shares1.72%2026-03-312026-04-17

QUAL ISHARES TR124.8K shares-3.18%2026-03-312026-04-17

INVESCO QQQ TR INVESCO QQQ TR34.7K shares1.30%2026-03-312026-04-17

BINC BLACKROCK ETF TRUST II344.0K shares9.56%2026-03-312026-04-17

AGG ISHARES TR176.1K shares-9.58%2026-03-312026-04-17

JPST J P MORGAN EXCHANGE TRADED F341.7K shares-0.48%2026-03-312026-04-17

USMV ISHARES TR182.5K shares-3.31%2026-03-312026-04-17

Sponsored

IGSB ISHARES TR302.6K shares2.91%2026-03-312026-04-17

IUSB ISHARES TR338.0K shares8.36%2026-03-312026-04-17

IGIB ISHARES TR272.3K shares2.37%2026-03-312026-04-17

BRO BROWN & BROWN INC201.7K shares0.00%2026-03-312026-04-17

IEFA ISHARES TR141.7K shares0.02%2026-03-312026-04-17

VYM VANGUARD WHITEHALL FDS76.5K shares-1.71%2026-03-312026-04-17

IQLT ISHARES TR232.5K shares-4.06%2026-03-312026-04-17

NVDA NVIDIA CORPORATION57.9K shares636.39%2026-03-312026-04-17

Sponsored

SPY STATE STR SPDR S&P 500 ETF T15.4K shares31.68%2026-03-312026-04-17

IEF ISHARES TR98.5K shares5.67%2026-03-312026-04-17

AVLV AMERICAN CENTY ETF TR111.0K shares6.80%2026-03-312026-04-17

IWB ISHARES TR24.9K shares-1.64%2026-03-312026-04-17

AAPL APPLE INC35.0K shares108.26%2026-03-312026-04-17

PG PROCTER & GAMBLE CO54.5K shares6.36%2026-03-312026-04-17

VUG VANGUARD INDEX FDS16.8K shares20.18%2026-03-312026-04-17

ITOT ISHARES TR50.5K shares-4.37%2026-03-312026-04-17

Sponsored

DIA STATE STR SPDR DOW JONES IND15.2K shares-0.20%2026-03-312026-04-17

IWR ISHARES TR71.1K shares-2.98%2026-03-312026-04-17

IDEV ISHARES TR81.4K shares9.66%2026-03-312026-04-17

HDV ISHARES TR48.9K shares0.49%2026-03-312026-04-17

AVEM AMERICAN CENTY ETF TR78.7K shares3.29%2026-03-312026-04-17

IWM ISHARES TR25.1K shares1.06%2026-03-312026-04-17

IJH ISHARES TR86.6K shares29.13%2026-03-312026-04-17

MSFT MICROSOFT CORP14.2K shares156.23%2026-03-312026-04-17

Sponsored

AMZN AMAZON COM INC25.1K shares337.83%2026-03-312026-04-17

JMUB J P MORGAN EXCHANGE TRADED F104.1K shares0.00%2026-03-312026-04-17

IUSV ISHARES TR48.9K shares1.95%2026-03-312026-04-17

DYNF BLACKROCK ETF TRUST83.5K shares30.08%2026-03-312026-04-17

AVUS AMERICAN CENTY ETF TR42.6K shares-6.70%2026-03-312026-04-17

JCPB J P MORGAN EXCHANGE TRADED F100.3K shares10.88%2026-03-312026-04-17

JEPI J P MORGAN EXCHANGE TRADED F82.3K shares2.01%2026-03-312026-04-17

GLD SPDR GOLD TR10.1K shares131.53%2026-03-312026-04-17

Sponsored

JPM JPMORGAN CHASE & CO14.7K shares239.30%2026-03-312026-04-17

DVY ISHARES TR28.2K shares74.81%2026-03-312026-04-17

ICOW PACER FDS TR97.0K shares0.64%2026-03-312026-04-17

IJR ISHARES TR33.0K shares21.48%2026-03-312026-04-17

XLE SELECT SECTOR SPDR TR59.9K shares755.42%2026-03-312026-04-17

ISTB ISHARES TR74.5K shares-1.63%2026-03-312026-04-17

JNJ JOHNSON & JOHNSON13.5K shares25.80%2026-03-312026-04-17

ALPHABET INC ALPHABET INC11.0K shares294.36%2026-03-312026-04-17

Sponsored

WMT WALMART INC25.0K sharesnew addition2026-03-312026-04-17

JEPQ J P MORGAN EXCHANGE TRADED F55.2K shares5.44%2026-03-312026-04-17

VB VANGUARD INDEX FDS11.1K shares-8.21%2026-03-312026-04-17

FTSM FIRST TR EXCHANGE-TRADED FD48.2K shares-14.20%2026-03-312026-04-17

DGRO ISHARES TR39.3K shares1.13%2026-03-312026-04-17

BSV VANGUARD BD INDEX FDS35.1K shares5.40%2026-03-312026-04-17

REGL PROSHARES TR31.1K shares-9.70%2026-03-312026-04-17

FBND FIDELITY MERRIMACK STR TR58.7K shares62.18%2026-03-312026-04-17

Sponsored

OEF ISHARES TR7.9K shares57.85%2026-03-312026-04-17

AMAT APPLIED MATLS INC7.2K sharesnew addition2026-03-312026-04-17

DIHP DIMENSIONAL ETF TRUST74.6K shares4.74%2026-03-312026-04-17

ALPHABET INC ALPHABET INC8.3K shares406.39%2026-03-312026-04-17

VWO VANGUARD INTL EQUITY INDEX F43.9K shares-2.26%2026-03-312026-04-17

JMST J P MORGAN EXCHANGE TRADED F45.8K shares5.56%2026-03-312026-04-17

BND VANGUARD BD INDEX FDS30.5K shares-11.84%2026-03-312026-04-17

BROADCOM INC BROADCOM INC7.0K shares52.82%2026-03-312026-04-17

Sponsored

CAT CATERPILLAR INC3.0K sharesnew addition2026-03-312026-04-17

IXUS ISHARES TR23.8K shares-1.38%2026-03-312026-04-17

NFLX NETFLIX INC.20.0K shares272.67%2026-03-312026-04-17

MEAR ISHARES U S ETF TR37.7K shares0.00%2026-03-312026-04-17

MERCK & CO INC MERCK & CO INC15.7K shares25.32%2026-03-312026-04-17

XLU SELECT SECTOR SPDR TR40.4K shares234.08%2026-03-312026-04-17

HD HOME DEPOT INC5.6K shares214.72%2026-03-312026-04-17

XLK SELECT SECTOR SPDR TR13.6K sharesnew addition2026-03-312026-04-17

Sponsored

VEA VANGUARD TAX-MANAGED FDS27.9K shares75.40%2026-03-312026-04-17

MDY STATE STR SPDR S&P MIDCAP 402.7K shares30.33%2026-03-312026-04-17

BAI BLACKROCK ETF TRUST49.3K shares68.80%2026-03-312026-04-17

HELO J P MORGAN EXCHANGE TRADED F24.8K shares-8.28%2026-03-312026-04-17

VCIT VANGUARD SCOTTSDALE FDS18.7K shares-1.89%2026-03-312026-04-17

VGSH VANGUARD SCOTTSDALE FDS25.6K shares1.09%2026-03-312026-04-17

AOA ISHARES TR16.8K shares3.34%2026-03-312026-04-17

COPX GLOBAL X FDS19.2K sharesnew addition2026-03-312026-04-17

Sponsored

SCHD SCHWAB STRATEGIC TR47.3K shares6.63%2026-03-312026-04-17

COST COSTCO WHOLESALE CORPORATION1.4K shares387.20%2026-03-312026-04-17

IBTG ISHARES TR60.9K shares-4.93%2026-03-312026-04-17

MCD MCDONALDS CORP4.2K shares508.45%2026-03-312026-04-17

ORCL ORACLE CORP8.9K shares187.54%2026-03-312026-04-17

SHYG ISHARES TR30.7K shares-10.67%2026-03-312026-04-17

VCSH VANGUARD SCOTTSDALE FDS16.4K shares-17.32%2026-03-312026-04-17

XLY SELECT SECTOR SPDR TR11.9K sharesnew addition2026-03-312026-04-17

Sponsored

MOAT VANECK ETF TRUST13.1K shares-9.10%2026-03-312026-04-17

IUSG ISHARES TR7.9K shares0.00%2026-03-312026-04-17

MS MORGAN STANLEY7.4K sharesnew addition2026-03-312026-04-17

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T6.1K shares12.76%2026-03-312026-04-17

KO COCA COLA CO15.2K shares322.18%2026-03-312026-04-17

XOM EXXON MOBIL CORP6.5K shares227.15%2026-03-312026-04-17

FMB FIRST TR EXCH TRADED FD III21.4K shares0.00%2026-03-312026-04-17

TSLA TESLA INC2.9K shares104.31%2026-03-312026-04-17

Sponsored

VTI VANGUARD INDEX FDS3.3K shares-3.02%2026-03-312026-04-17

META META PLATFORMS INC1.8K shares92.32%2026-03-312026-04-17

IBTH ISHARES TR45.9K shares-0.03%2026-03-312026-04-17

XSOE WISDOMTREE TR25.5K shares-8.77%2026-03-312026-04-17

PM PHILIP MORRIS INTL INC6.1K shares7.26%2026-03-312026-04-17

IEI ISHARES TR8.3K shares-0.18%2026-03-312026-04-17

ISHARES GOLD TR ISHARES GOLD TR10.9K shares69.91%2026-03-312026-04-17

VO VANGUARD INDEX FDS3.3K shares-0.39%2026-03-312026-04-17

Sponsored

ZFEB INNOVATOR ETFS TRUST37.7K sharesnew addition2026-03-312026-04-17

VTV VANGUARD INDEX FDS4.7K shares16.77%2026-03-312026-04-17

BAC BANK AMERICA CORP19.0K sharesnew addition2026-03-312026-04-17

XLC SELECT SECTOR SPDR TR8.2K sharesnew addition2026-03-312026-04-17

VEU VANGUARD INTL EQUITY INDEX F12.0K shares0.01%2026-03-312026-04-17

EFA ISHARES TR9.2K shares197.93%2026-03-312026-04-17

DIS DISNEY WALT CO9.2K shares378.48%2026-03-312026-04-17

TPYP TORTOISE CAPITAL SERIES TRUS20.5K shares-1.95%2026-03-312026-04-17

Sponsored

AOR ISHARES TR13.2K shares4.81%2026-03-312026-04-17

ZNOV INNOVATOR ETFS TRUST31.9K shares-3.04%2026-03-312026-04-17

IEMG ISHARES INC12.1K shares3.56%2026-03-312026-04-17

PSEP INNOVATOR ETFS TRUST19.4K shares-0.81%2026-03-312026-04-17

BUFR FIRST TR EXCHNG TRADED FD VI24.5K shares-9.14%2026-03-312026-04-17

ILTB ISHARES TR16.9K shares-11.40%2026-03-312026-04-17

SOUTHSTATE BK CORP SOUTHSTATE BK CORP8.8K shares0.00%2026-03-312026-04-17

ABBV ABBVIE INC3.7K shares66.92%2026-03-312026-04-17

Sponsored

MAR MARRIOTT INTL INC NEW2.5K shares145.00%2026-03-312026-04-17

CVX CHEVRON CORPORATION3.8K shares177.01%2026-03-312026-04-17

JMEE J P MORGAN EXCHANGE TRADED F11.5K shares-0.48%2026-03-312026-04-17

LMT LOCKHEED MARTIN CORP1.3K shares77.95%2026-03-312026-04-17

IBDT ISHARES TR29.6K shares0.12%2026-03-312026-04-17

MMM 3M CO5.0K shares81.13%2026-03-312026-04-17

DUHP DIMENSIONAL ETF TRUST19.8K shares-9.34%2026-03-312026-04-17

VANGUARD INDEX FDS VANGUARD INDEX FDS1.2K shares4.31%2026-03-312026-04-17

Sponsored

ACWI ISHARES TR5.1K shares0.00%2026-03-312026-04-17

CSCO CISCO SYS INC8.9K sharesnew addition2026-03-312026-04-17

FMHI FIRST TR EXCH TRADED FD III14.4K shares0.00%2026-03-312026-04-17

AXP AMERICAN EXPRESS CO2.3K sharesnew addition2026-03-312026-04-17

IBDR ISHARES TR27.6K shares0.00%2026-03-312026-04-17

DEM WISDOMTREE TR13.1K shares-13.53%2026-03-312026-04-17

VIG VANGUARD SPECIALIZED FUNDS3.0K sharesnew addition2026-03-312026-04-17

PAUG INNOVATOR ETFS TRUST14.8K shares-4.62%2026-03-312026-04-17

Sponsored

ITA ISHARES TR2.8K sharesnew addition2026-03-312026-04-17

PFE PFIZER INC21.8K shares12.11%2026-03-312026-04-17

T AT&T INC20.8K shares4.89%2026-03-312026-04-17

IBM INTERNATIONAL BUSINESS MACHS2.4K shares32.92%2026-03-312026-04-17

ADP AUTOMATIC DATA PROCESSING IN2.9K shares5.05%2026-03-312026-04-17

IBDS ISHARES TR24.2K shares0.00%2026-03-312026-04-17

HON HONEYWELL INTL INC2.6K shares51.62%2026-03-312026-04-17

HYG ISHARES TR7.3K shares-8.20%2026-03-312026-04-17

Sponsored

VNQ VANGUARD INDEX FDS6.5K sharesnew addition2026-03-312026-04-17

WPM WHEATON PRECIOUS METALS CORP4.4K sharesnew addition2026-03-312026-04-17

MO ALTRIA GROUP INC8.7K shares24.71%2026-03-312026-04-17

AOM ISHARES TR12.1K shares-6.82%2026-03-312026-04-17

XLI SELECT SECTOR SPDR TR3.5K sharesnew addition2026-03-312026-04-17

IBHF ISHARES TR24.7K shares-5.96%2026-03-312026-04-17

TSM TAIWAN SEMICONDUCTOR MANUFAC1.7K shares42.06%2026-03-312026-04-17

WFC WELLS FARGO & CO7.1K shares226.87%2026-03-312026-04-17

Sponsored

LMBS FIRST TR EXCHANGE-TRADED FD11.3K shares-0.88%2026-03-312026-04-17

SDVY FIRST TR EXCHANGE TRADED FD14.2K shares-5.16%2026-03-312026-04-17

IBDW ISHARES TR26.5K shares0.00%2026-03-312026-04-17

SBUX STARBUCKS CORP6.1K sharesnew addition2026-03-312026-04-17

IWD ISHARES TR2.5K sharesnew addition2026-03-312026-04-17

VZ VERIZON COMMUNICATIONS INC10.5K shares39.11%2026-03-312026-04-17

MU MICRON TECHNOLOGY INC1.5K sharesnew addition2026-03-312026-04-17

ZALT INNOVATOR ETFS TRUST15.9K sharesnew addition2026-03-312026-04-17

Sponsored

JBND J P MORGAN EXCHANGE TRADED F9.6K shares0.00%2026-03-312026-04-17

BALT INNOVATOR ETFS TRUST15.2K sharesnew addition2026-03-312026-04-17

COWG PACER FDS TR14.8K shares-26.28%2026-03-312026-04-17

SUB ISHARES TR4.6K shares16.08%2026-03-312026-04-17

FPEI FIRST TR EXCH TRADED FD III25.6K shares0.00%2026-03-312026-04-17

XLF SELECT SECTOR SPDR TR9.8K sharesnew addition2026-03-312026-04-17

AMGN AMGEN INC1.4K shares48.16%2026-03-312026-04-17

FHEQ FIDELITY GREENWOOD STREET TR16.3K shares25.07%2026-03-312026-04-17

Sponsored

NOC NORTHROP GRUMMAN CORP690 shares23.66%2026-03-312026-04-17

NEE NEXTERA ENERGY INC5.1K shares96.36%2026-03-312026-04-17

FYEE FIDELITY GREENWOOD STREET TR17.3K shares24.78%2026-03-312026-04-17

ECL ECOLAB INC1.8K shares100.68%2026-03-312026-04-17

FSMB FIRST TR EXCH TRADED FD III23.4K shares0.00%2026-03-312026-04-17

IWO ISHARES TR1.4K shares-12.89%2026-03-312026-04-17

GS GOLDMAN SACHS GROUP INC534 sharesnew addition2026-03-312026-04-17

MUB ISHARES TR4.2K shares0.26%2026-03-312026-04-17

Sponsored

BMAR INNOVATOR ETFS TRUST8.3K shares0.00%2026-03-312026-04-17

XLV SELECT SECTOR SPDR TR3.0K sharesnew addition2026-03-312026-04-17

EEM ISHARES TR7.6K sharesnew addition2026-03-312026-04-17

APD AIR PRODUCTS AND CHEMICALS I1.5K shares5.43%2026-03-312026-04-17

IBTL ISHARES TR20.4K shares0.00%2026-03-312026-04-17

ALL ALLSTATE CORP2.0K shares0.00%2026-03-312026-04-17

BOCT INNOVATOR ETFS TRUST8.6K shares0.00%2026-03-312026-04-17

V VISA INC1.4K sharesnew addition2026-03-312026-04-17

Sponsored

TGT TARGET CORP3.3K sharesnew addition2026-03-312026-04-17

GILD GILEAD SCIENCES INC2.9K sharesnew addition2026-03-312026-04-17

IBDU ISHARES TR16.5K sharesnew addition2026-03-312026-04-17

IBTJ ISHARES TR17.3K shares-48.74%2026-03-312026-04-17

PLTR PALANTIR TECHNOLOGIES INC2.6K sharesnew addition2026-03-312026-04-17

NJUL INNOVATOR ETFS TRUST5.2K shares-36.41%2026-03-312026-04-17

NEAR ISHARES U S ETF TR7.3K shares-15.77%2026-03-312026-04-17

FSEP FIRST TR EXCHNG TRADED FD VI7.3K shares0.00%2026-03-312026-04-17

Sponsored

UNH UNITEDHEALTH GROUP INC1.3K sharesnew addition2026-03-312026-04-17

AMD ADVANCED MICRO DEVICES INC1.8K shares55.88%2026-03-312026-04-17

TMUS T-MOBILE US INC1.7K sharesnew addition2026-03-312026-04-17

PMAR INNOVATOR ETFS TRUST8.0K shares0.00%2026-03-312026-04-17

MPC MARATHON PETE CORP1.5K sharesnew addition2026-03-312026-04-17

FAUG FIRST TR EXCHNG TRADED FD VI6.8K shares0.00%2026-03-312026-04-17

JSCP J P MORGAN EXCHANGE TRADED F7.4K shares-8.03%2026-03-312026-04-17

CASY CASEYS GEN STORES INC478 sharesnew addition2026-03-312026-04-17

Sponsored

EFAV ISHARES TR3.8K shares-6.61%2026-03-312026-04-17

IBTI ISHARES TR15.4K shares0.00%2026-03-312026-04-17

FPE FIRST TR EXCH TRADED FD III19.2K shares-10.79%2026-03-312026-04-17

SO SOUTHERN CO3.5K shares6.08%2026-03-312026-04-17

MDLZ MONDELEZ INTL INC5.8K shares9.56%2026-03-312026-04-17

TT TRANE TECHNOLOGIES PLC806 sharesnew addition2026-03-312026-04-17

UBER UBER TECHNOLOGIES INC4.7K sharesnew addition2026-03-312026-04-17

SJNK SPDR SERIES TRUST13.1K shares-7.62%2026-03-312026-04-17

Sponsored

IVW ISHARES TR2.9K sharesnew addition2026-03-312026-04-17

RGLD ROYAL GOLD INC1.3K sharesnew addition2026-03-312026-04-17

JPIE J P MORGAN EXCHANGE TRADED F7.0K shares0.00%2026-03-312026-04-17

ZAUG INNOVATOR ETFS TRUST12.0K shares0.00%2026-03-312026-04-17

MEDTRONIC PLC MEDTRONIC PLC3.7K sharesnew addition2026-03-312026-04-17

TJX TJX COS INC NEW2.0K sharesnew addition2026-03-312026-04-17

PFEB INNOVATOR ETFS TRUST7.7K shares-2.58%2026-03-312026-04-17

LLY ELI LILLY & CO331 shares26.82%2026-03-312026-04-17

Sponsored

DFAS DIMENSIONAL ETF TRUST4.3K shares0.00%2026-03-312026-04-17

WMB WILLIAMS COS INC4.2K sharesnew addition2026-03-312026-04-17

FCN FTI CONSULTING INC1.7K sharesnew addition2026-03-312026-04-17

IDV ISHARES TR6.9K shares29.28%2026-03-312026-04-17

IOCT INNOVATOR ETFS TRUST8.3K shares-25.68%2026-03-312026-04-17

VANECK FDS VANECK FDS5.8K sharesnew addition2026-03-312026-04-17

ZOCT INNOVATOR ETFS TRUST10.5K shares-19.80%2026-03-312026-04-17

NFTY FIRST TR EXCH TRD ALPHDX FD5.4K shares-10.09%2026-03-312026-04-17

Sponsored

BNDX VANGUARD CHARLOTTE FDS5.8K shares1.26%2026-03-312026-04-17

SDY SPDR SERIES TRUST1.9K sharesnew addition2026-03-312026-04-17

ORLY OREILLY AUTOMOTIVE INC3.0K sharesnew addition2026-03-312026-04-17

IJUL INNOVATOR ETFS TRUST8.1K shares-4.51%2026-03-312026-04-17

UNP UNION PAC CORP1.1K sharesnew addition2026-03-312026-04-17

LQD ISHARES TR2.5K shares3.48%2026-03-312026-04-17

AMP AMERIPRISE FINL INC599 sharesnew addition2026-03-312026-04-17

CLOI VANECK ETF TRUST5.0K shares-40.64%2026-03-312026-04-17

Sponsored

FLOT ISHARES TR5.1K shares27.75%2026-03-312026-04-17

VTEB VANGUARD MUN BD FDS5.2K sharesnew addition2026-03-312026-04-17

SPGP INVESCO EXCHANGE TRADED FD T2.4K sharesnew addition2026-03-312026-04-17

BSCS INVESCO EXCH TRD SLF IDX FD12.3K shares0.30%2026-03-312026-04-17

GE AEROSPACE GE AEROSPACE881 shares17.94%2026-03-312026-04-17

BA BOEING CO1.3K sharesnew addition2026-03-312026-04-17

IWP ISHARES TR1.9K sharesnew addition2026-03-312026-04-17

BIV VANGUARD BD INDEX FDS3.2K shares0.25%2026-03-312026-04-17

Sponsored

PNOV INNOVATOR ETFS TRUST6.1K shares-9.04%2026-03-312026-04-17

NSEP INNOVATOR ETFS TRUST8.6K shares-7.71%2026-03-312026-04-17

INTC INTEL CORP5.5K sharesnew addition2026-03-312026-04-17

SUN SUNOCO LP/SUNOCO FIN CORP3.7K sharesnew addition2026-03-312026-04-17

EEMV ISHARES INC3.6K shares0.00%2026-03-312026-04-17

ITW ILLINOIS TOOL WKS INC900 sharesnew addition2026-03-312026-04-17

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL487 shares12.47%2026-03-312026-04-17

SHV ISHARES TR2.1K shares-4.88%2026-03-312026-04-17

Sponsored

RTX RTX CORPORATION1.2K sharesnew addition2026-03-312026-04-17

BUFD FIRST TR EXCHNG TRADED FD VI8.2K shares0.00%2026-03-312026-04-17

JPIN J P MORGAN EXCHANGE TRADED F3.2K shares-0.77%2026-03-312026-04-17

RCL ROYAL CARIBBEAN GROUP832 sharesnew addition2026-03-312026-04-17

IBMO ISHARES TR8.9K shares0.00%2026-03-312026-04-17

PFF ISHARES TR7.5K shares-55.06%2026-03-312026-04-17

BSEP INNOVATOR ETFS TRUST4.7K shares0.00%2026-03-312026-04-17

MTUM ISHARES TR933 shares-0.21%2026-03-312026-04-17

Sponsored

FIXD FIRST TR EXCHNG TRADED FD VI5.1K sharesnew addition2026-03-312026-04-17

VXF VANGUARD INDEX FDS1.1K sharesnew addition2026-03-312026-04-17

FDX FEDEX CORP625 sharesnew addition2026-03-312026-04-17

WM WASTE MGMT INC DEL962 sharesnew addition2026-03-312026-04-17

ABT ABBOTT LABORATORIES2.1K sharesnew addition2026-03-312026-04-17

SII SPROTT INC1.5K sharesnew addition2026-03-312026-04-17

PEP PEPSICO INC1.4K sharesnew addition2026-03-312026-04-17

IBDV ISHARES TR9.8K shares0.00%2026-03-312026-04-17

Sponsored

XLP SELECT SECTOR SPDR TR2.6K sharesnew addition2026-03-312026-04-17

IBUF INNOVATOR ETFS TRUST7.1K sharesnew addition2026-03-312026-04-17

TXN TEXAS INSTRS INC1.1K sharesnew addition2026-03-312026-04-17

HPE HEWLETT PACKARD ENTERPRISE C8.7K sharesnew addition2026-03-312026-04-17

CAH CARDINAL HEALTH INC970 sharesnew addition2026-03-312026-04-17

SGOV ISHARES TR2.0K shares0.00%2026-03-312026-04-17

KVUE KENVUE INC10.4K sharesnew addition2026-03-312026-04-17

IVV

ISHARES TR

4.08%

Shares43.4K

Event2026-03-31

Filed2026-04-17

IWF

ISHARES TR

1.72%

Shares56.7K

Event2026-03-31

Filed2026-04-17

QUAL

ISHARES TR

-3.18%

Shares124.8K

Event2026-03-31

Filed2026-04-17

INVESCO QQQ TR

1.30%

Shares34.7K

Event2026-03-31

Filed2026-04-17

BINC

BLACKROCK ETF TRUST II

9.56%

Shares344.0K

Event2026-03-31

Filed2026-04-17

AGG

ISHARES TR

-9.58%

Shares176.1K

Event2026-03-31

Filed2026-04-17

JPST

J P MORGAN EXCHANGE TRADED F

-0.48%

Shares341.7K

Event2026-03-31

Filed2026-04-17

USMV

ISHARES TR

-3.31%

Shares182.5K

Event2026-03-31

Filed2026-04-17

IGSB

ISHARES TR

2.91%

Shares302.6K

Event2026-03-31

Filed2026-04-17

IUSB

ISHARES TR

8.36%

Shares338.0K

Event2026-03-31

Filed2026-04-17

IGIB

ISHARES TR

2.37%

Shares272.3K

Event2026-03-31

Filed2026-04-17

BRO

BROWN & BROWN INC

0.00%

Shares201.7K

Event2026-03-31

Filed2026-04-17

IEFA

ISHARES TR

0.02%

Shares141.7K

Event2026-03-31

Filed2026-04-17

VYM

VANGUARD WHITEHALL FDS

-1.71%

Shares76.5K

Event2026-03-31

Filed2026-04-17

IQLT

ISHARES TR

-4.06%

Shares232.5K

Event2026-03-31

Filed2026-04-17

NVDA

NVIDIA CORPORATION

636.39%

Shares57.9K

Event2026-03-31

Filed2026-04-17

SPY

STATE STR SPDR S&P 500 ETF T

31.68%

Shares15.4K

Event2026-03-31

Filed2026-04-17

IEF

ISHARES TR

5.67%

Shares98.5K

Event2026-03-31

Filed2026-04-17

AVLV

AMERICAN CENTY ETF TR

6.80%

Shares111.0K

Event2026-03-31

Filed2026-04-17

IWB

ISHARES TR

-1.64%

Shares24.9K

Event2026-03-31

Filed2026-04-17

AAPL

APPLE INC

108.26%

Shares35.0K

Event2026-03-31

Filed2026-04-17

PROCTER & GAMBLE CO

6.36%

Shares54.5K

Event2026-03-31

Filed2026-04-17

VUG

VANGUARD INDEX FDS

20.18%

Shares16.8K

Event2026-03-31

Filed2026-04-17

ITOT

ISHARES TR

-4.37%

Shares50.5K

Event2026-03-31

Filed2026-04-17

DIA

STATE STR SPDR DOW JONES IND

-0.20%

Shares15.2K

Event2026-03-31

Filed2026-04-17

IWR

ISHARES TR

-2.98%

Shares71.1K

Event2026-03-31

Filed2026-04-17

IDEV

ISHARES TR

9.66%

Shares81.4K

Event2026-03-31

Filed2026-04-17

HDV

ISHARES TR

0.49%

Shares48.9K

Event2026-03-31

Filed2026-04-17

AVEM

AMERICAN CENTY ETF TR

3.29%

Shares78.7K

Event2026-03-31

Filed2026-04-17

IWM

ISHARES TR

1.06%

Shares25.1K

Event2026-03-31

Filed2026-04-17

IJH

ISHARES TR

29.13%

Shares86.6K

Event2026-03-31

Filed2026-04-17

MSFT

MICROSOFT CORP

156.23%

Shares14.2K

Event2026-03-31

Filed2026-04-17

AMZN

AMAZON COM INC

337.83%

Shares25.1K

Event2026-03-31

Filed2026-04-17

JMUB

J P MORGAN EXCHANGE TRADED F

0.00%

Shares104.1K

Event2026-03-31

Filed2026-04-17

IUSV

ISHARES TR

1.95%

Shares48.9K

Event2026-03-31

Filed2026-04-17

DYNF

BLACKROCK ETF TRUST

30.08%

Shares83.5K

Event2026-03-31

Filed2026-04-17

AVUS

AMERICAN CENTY ETF TR

-6.70%

Shares42.6K

Event2026-03-31

Filed2026-04-17

JCPB

J P MORGAN EXCHANGE TRADED F

10.88%

Shares100.3K

Event2026-03-31

Filed2026-04-17

JEPI

J P MORGAN EXCHANGE TRADED F

2.01%

Shares82.3K

Event2026-03-31

Filed2026-04-17

GLD

SPDR GOLD TR

131.53%

Shares10.1K

Event2026-03-31

Filed2026-04-17

JPM

JPMORGAN CHASE & CO

239.30%

Shares14.7K

Event2026-03-31

Filed2026-04-17

DVY

ISHARES TR

74.81%

Shares28.2K

Event2026-03-31

Filed2026-04-17

ICOW

PACER FDS TR

0.64%

Shares97.0K

Event2026-03-31

Filed2026-04-17

IJR

ISHARES TR

21.48%

Shares33.0K

Event2026-03-31

Filed2026-04-17

XLE

SELECT SECTOR SPDR TR

755.42%

Shares59.9K

Event2026-03-31

Filed2026-04-17

ISTB

ISHARES TR

-1.63%

Shares74.5K

Event2026-03-31

Filed2026-04-17

JNJ

JOHNSON & JOHNSON

25.80%

Shares13.5K

Event2026-03-31

Filed2026-04-17

ALPHABET INC

294.36%

Shares11.0K

Event2026-03-31

Filed2026-04-17

WMT

WALMART INC

New

Shares25.0K

Event2026-03-31

Filed2026-04-17

JEPQ

J P MORGAN EXCHANGE TRADED F

5.44%

Shares55.2K

Event2026-03-31

Filed2026-04-17

VANGUARD INDEX FDS

-8.21%

Shares11.1K

Event2026-03-31

Filed2026-04-17

FTSM

FIRST TR EXCHANGE-TRADED FD

-14.20%

Shares48.2K

Event2026-03-31

Filed2026-04-17

DGRO

ISHARES TR

1.13%

Shares39.3K

Event2026-03-31

Filed2026-04-17

BSV

VANGUARD BD INDEX FDS

5.40%

Shares35.1K

Event2026-03-31

Filed2026-04-17

REGL

PROSHARES TR

-9.70%

Shares31.1K

Event2026-03-31

Filed2026-04-17

FBND

FIDELITY MERRIMACK STR TR

62.18%

Shares58.7K

Event2026-03-31

Filed2026-04-17

OEF

ISHARES TR

57.85%

Shares7.9K

Event2026-03-31

Filed2026-04-17

AMAT

APPLIED MATLS INC

New

Shares7.2K

Event2026-03-31

Filed2026-04-17

DIHP

DIMENSIONAL ETF TRUST

4.74%

Shares74.6K

Event2026-03-31

Filed2026-04-17

ALPHABET INC

406.39%

Shares8.3K

Event2026-03-31

Filed2026-04-17

VWO

VANGUARD INTL EQUITY INDEX F

-2.26%

Shares43.9K

Event2026-03-31

Filed2026-04-17

JMST

J P MORGAN EXCHANGE TRADED F

5.56%

Shares45.8K

Event2026-03-31

Filed2026-04-17

BND

VANGUARD BD INDEX FDS

-11.84%

Shares30.5K

Event2026-03-31

Filed2026-04-17

BROADCOM INC

52.82%

Shares7.0K

Event2026-03-31

Filed2026-04-17

CAT

CATERPILLAR INC

New

Shares3.0K

Event2026-03-31

Filed2026-04-17

IXUS

ISHARES TR

-1.38%

Shares23.8K

Event2026-03-31

Filed2026-04-17

NFLX

NETFLIX INC.

272.67%

Shares20.0K

Event2026-03-31

Filed2026-04-17

MEAR

ISHARES U S ETF TR

0.00%

Shares37.7K

Event2026-03-31

Filed2026-04-17

MERCK & CO INC

25.32%

Shares15.7K

Event2026-03-31

Filed2026-04-17

XLU

SELECT SECTOR SPDR TR

234.08%

Shares40.4K

Event2026-03-31

Filed2026-04-17

HOME DEPOT INC

214.72%

Shares5.6K

Event2026-03-31

Filed2026-04-17

XLK

SELECT SECTOR SPDR TR

New

Shares13.6K

Event2026-03-31

Filed2026-04-17

VEA

VANGUARD TAX-MANAGED FDS

75.40%

Shares27.9K

Event2026-03-31

Filed2026-04-17

MDY

STATE STR SPDR S&P MIDCAP 40

30.33%

Shares2.7K

Event2026-03-31

Filed2026-04-17

BAI

BLACKROCK ETF TRUST

68.80%

Shares49.3K

Event2026-03-31

Filed2026-04-17

HELO

J P MORGAN EXCHANGE TRADED F

-8.28%

Shares24.8K

Event2026-03-31

Filed2026-04-17

VCIT

VANGUARD SCOTTSDALE FDS

-1.89%

Shares18.7K

Event2026-03-31

Filed2026-04-17

VGSH

VANGUARD SCOTTSDALE FDS

1.09%

Shares25.6K

Event2026-03-31

Filed2026-04-17

AOA

ISHARES TR

3.34%

Shares16.8K

Event2026-03-31

Filed2026-04-17

COPX

GLOBAL X FDS

New

Shares19.2K

Event2026-03-31

Filed2026-04-17

SCHD

SCHWAB STRATEGIC TR

6.63%

Shares47.3K

Event2026-03-31

Filed2026-04-17

COST

COSTCO WHOLESALE CORPORATION

387.20%

Shares1.4K

Event2026-03-31

Filed2026-04-17

IBTG

ISHARES TR

-4.93%

Shares60.9K

Event2026-03-31

Filed2026-04-17

MCD

MCDONALDS CORP

508.45%

Shares4.2K

Event2026-03-31

Filed2026-04-17

ORCL

ORACLE CORP

187.54%

Shares8.9K

Event2026-03-31

Filed2026-04-17

SHYG

ISHARES TR

-10.67%

Shares30.7K

Event2026-03-31

Filed2026-04-17

VCSH

VANGUARD SCOTTSDALE FDS

-17.32%

Shares16.4K

Event2026-03-31

Filed2026-04-17

XLY

SELECT SECTOR SPDR TR

New

Shares11.9K

Event2026-03-31

Filed2026-04-17

MOAT

VANECK ETF TRUST

-9.10%

Shares13.1K

Event2026-03-31

Filed2026-04-17

IUSG

ISHARES TR

0.00%

Shares7.9K

Event2026-03-31

Filed2026-04-17

MORGAN STANLEY

New

Shares7.4K

Event2026-03-31

Filed2026-04-17

INVESCO EXCHANGE TRADED FD T

12.76%

Shares6.1K

Event2026-03-31

Filed2026-04-17

COCA COLA CO

322.18%

Shares15.2K

Event2026-03-31

Filed2026-04-17

XOM

EXXON MOBIL CORP

227.15%

Shares6.5K

Event2026-03-31

Filed2026-04-17

FMB

FIRST TR EXCH TRADED FD III

0.00%

Shares21.4K

Event2026-03-31

Filed2026-04-17

TSLA

TESLA INC

104.31%

Shares2.9K

Event2026-03-31

Filed2026-04-17

VTI

VANGUARD INDEX FDS

-3.02%

Shares3.3K

Event2026-03-31

Filed2026-04-17