Summit Wealth Partners, LLC Portfolio Holdings

Summit Wealth Partners, LLC has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $493 Billion distributed in 208 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Brown & Brown, Inc. with a value of $25.1B, Ishares Msci Usa Quality Facto with a value of $23.8B, Ishares Core U.S. Aggregate Bo with a value of $23.2B, Ishares Russell 1000 Gr ETF with a value of $19B, and Ishares Msci Usa Min Vol Facto with a value of $18.3B.

Examining the 13F form we can see an increase of $6.04B in the current position value, from $487B to 493B.

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.