Summit Wealth Partners, LLC Portfolio Holdings

Summit Wealth Partners, LLC

  • $524 Billion
  • Q2 2025

Summit Wealth Partners, LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $524 Billion distributed in 213 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Usa Quality Facto with a value of $24.9B, Ishares Russell 1000 Gr ETF with a value of $23.8B, Invesco Qqq Trust, Series 1 with a value of $22.4B, Brown & Brown, Inc. with a value of $22.4B, and Ishares Core S&P 500 ETF with a value of $22.2B.

Examining the 13F form we can see an increase of $31.4B in the current position value, from $493B to 524B.

Summit Wealth Partners, LLC is based out at Orlando, FL

Below you can find more details about Summit Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $524 Billion
ETFs: $437 Billion
Financial Services: $25.2 Billion
Technology: $12.9 Billion
Consumer Defensive: $10.4 Billion
Healthcare: $4.95 Billion
Industrials: $3.44 Billion
Communication Services: $3.31 Billion
Consumer Cyclical: $2.84 Billion
Other: $2.51 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$26.8B
$22.4 Billion 4.26% of portfolio
201,700
Q1 2025 Reduced 9.02%
$127B
$1.78 Billion 0.34% of portfolio
6,473
Q1 2025 Reduced 8.87%
$141B
$1.09 Billion 0.21% of portfolio
15,737
Q2 2025 Added 0.09%
$124B
$856 Million 0.16% of portfolio
2,774
Q1 2025 Added 0.04%
$138B
$612 Million 0.12% of portfolio
25,268
Q2 2025 Reduced 5.16%
$87.3B
$423 Million 0.08% of portfolio
2,781
Q2 2025 Reduced 10.78%
$55.9B
$403 Million 0.08% of portfolio
2,000
Q4 2020 New
$118B
$407 Million 0.08% of portfolio
6,937
Q2 2025 Added 0.33%
$48.7B
$440 Million 0.08% of portfolio
3,027
Q1 2025 Added 2.37%
$146B
$348 Million 0.07% of portfolio
1,493
Q3 2024 Reduced 2.61%
$84.1B
$360 Million 0.07% of portfolio
5,333
Q3 2023 Added 10.12%
$64.2B
$389 Million 0.07% of portfolio
1,380
Q3 2024 Reduced 12.38%
$102B
$302 Million 0.06% of portfolio
3,290
Q1 2024 Reduced 2.29%
$182B
$330 Million 0.06% of portfolio
7,628
Q2 2025 Added 0.41%
$113B
$328 Million 0.06% of portfolio
708
Q2 2025 Added 0.57%
$78.8B
$249 Million 0.05% of portfolio
923
Q2 2025 Reduced 9.33%
$86B
$273 Million 0.05% of portfolio
1,000
Q4 2023 New
$89.4B
$279 Million 0.05% of portfolio
558
Q1 2023 Reduced 5.1%

Summary

  • Portfolio
  • No. of Stocks 213
  • Current Value $524 Billion
  • Prior Value $493 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 66 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 88 stocks
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