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Vaneck Fds shares owned by Summit Wealth Partners

Quarter-by-quarter ownership of Vaneck Fds (EMBX) shares owned by Summit Wealth Partners from 13F filings

Historical chart of Summit Wealth Partners investment in Vaneck Fds

Tip: Access up to 7 years of quarterly data

All positions including Vaneck Fds held by Summit Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vaneck Fds by Summit Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $290k 5.8k 50.11

More positions owned by Summit Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Tr Core Us Aggbd Et (AGG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Brown & Brown (BRO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Msci Intl Qualty (IQLT)

View all positions for Summit Wealth Partners

Top funds holding Vaneck Fds

Midland Wealth Advisors
Beaumont Financial Advisors
LPL Financial
David R. Rahn Inc. dba Avalon Capital Management
Oakmont Partners
Condor Capital Management
WESPAC Advisors SoCal
Perennial Investment Advisors
Krilogy Financial
Kraematon Investment Advisors
Integrated Wealth Concepts
NorthCrest Asset Manangement
Raymond James Financial
Goldman Sachs Group
Ferguson Shapiro

View all funds holding Vaneck Fds