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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.19B
$965 Million 0.18% of portfolio
10,483
Q1 2025 Added 19.06%

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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