Summit Wealth Partners, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 2033312
Orlando, FL
Position in AOA
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$1,486,012
+$30,573 QoQ
Shares Held
16,793
+3.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AOA Over Time
Shares Held
Position Value (USD)
All Filings in AOA
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,486,012 | 16,793 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,455,439 | 16,251 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,408,565 | 15,981 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,370,178 | 16,429 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,201,203 | 15,702 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,178,261 | 15,380 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,224,998 | 15,524 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,072,195 | 14,338 | Shares | Sole | 2024-09-11 | |
| 2024-03-31 | $991,416 | 13,496 | Shares | Sole | 2024-09-11 | |
| 2023-12-31 | $924,717 | 13,392 | Shares | Sole | 2024-09-11 | |
| 2023-09-30 | $845,559 | 13,318 | Shares | Sole | 2024-09-11 | |
| 2023-06-30 | $911,577 | 13,741 | Shares | Sole | 2024-09-11 | |
| 2023-03-31 | $851,406 | 13,389 | Shares | Sole | 2024-09-11 | |
| 2022-12-31 | $765,517 | 12,812 | Shares | Sole | 2024-09-11 | |
| 2022-09-30 | $673,939 | 12,154 | Shares | Sole | 2024-09-11 | |
| 2022-06-30 | $671,307 | 11,209 | Shares | Sole | 2024-09-11 | |
| 2022-03-31 | $722,904 | 10,486 | Shares | Sole | 2024-09-11 | |
| 2021-12-31 | $749,973 | 10,299 | Shares | Sole | 2024-09-10 | |
| 2021-09-30 | $674,713 | 9,665 | Shares | Sole | 2024-09-10 | |
| 2021-06-30 | $616,633 | 8,728 | Shares | Sole | 2024-09-10 | |
| 2021-03-31 | $568,771 | 8,498 | Shares | Sole | 2024-09-10 | |
| 2020-12-31 | $458,758 | 7,148 | Shares | Sole | 2024-09-10 | |
| 2020-09-30 | $243,832 | 4,204 | Shares | Sole | 2024-09-10 | |
| 2020-06-30 | $217,763 | 3,968 | Shares | Sole | 2024-09-10 | |
| No filing history on record for this holder in this stock. | ||||||