Ownership history in Summit Wealth Partners, LLC Β· 7 quarters on record
This page tracks every 13F SEC filing in which Summit Wealth Partners, LLC reported a position in SPDR DOW JONES INDL AVERAGE (DIA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Summit Wealth Partners, LLC underperformed the S&P 500 by β3.8% annually on this DIA position. Timing score: 80% (4/5 decisions correct). Average cost basis: $432.40. Maximum drawdown during holding period: β0.9%.
β οΈ Trailed SPY by 3.8% ann. on this position.
5 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
4 of 5 add/trim decisions correct
Best entry: $413.43 (2025 Q1) Β· Worst: $435.66 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
4 adds Β· 3 trims. Bought during 1 of 1 down-price quarters. π More buys than sells across the holding period.
π Summit Wealth Partners, LLC has been actively increasing its DIA allocation β a bullish signal from insiders.
Currently 1.35% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size