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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$24.9 Billion 4.74% of portfolio
135,950
Q2 2025 Reduced 2.53%
$0
$23.8 Billion 4.54% of portfolio
56,061
Q2 2025 Added 6.43%
$0
$22.4 Billion 4.28% of portfolio
40,664
Q2 2025 Added 6.17%
$26.8B
$22.4 Billion 4.26% of portfolio
201,700
Q1 2025 Reduced 9.02%
$0
$22.2 Billion 4.24% of portfolio
35,779
Q2 2025 Added 95.8%
$0
$19.9 Billion 3.8% of portfolio
200,667
Q2 2025 Reduced 14.61%
$0
$19.1 Billion 3.65% of portfolio
203,668
Q2 2025 Added 4.36%
$0
$16.7 Billion 3.18% of portfolio
328,949
Q2 2025 Reduced 1.55%
$0
$14.8 Billion 2.82% of portfolio
279,948
Q2 2025 Reduced 8.16%
$0
$13.6 Billion 2.59% of portfolio
254,896
Q2 2025 Reduced 0.84%
$0
$12 Billion 2.29% of portfolio
143,895
Q2 2025 Reduced 0.76%
$0
$11.5 Billion 2.2% of portfolio
249,754
Q2 2025 Added 12.79%
$0
$11 Billion 2.1% of portfolio
255,315
Q2 2025 Reduced 2.47%
$0
$10.6 Billion 2.03% of portfolio
79,681
Q2 2025 Added 4.44%
$0
$10.2 Billion 1.95% of portfolio
16,551
Q2 2025 Added 8.95%
Blackrock ETF Trust Ii
-
$9.94 Billion 1.9% of portfolio
-
Q2 2025 Added 155.54%
$0
$8.92 Billion 1.7% of portfolio
26,266
Q2 2025 Reduced 4.93%
$0
$8.54 Billion 1.63% of portfolio
19,381
Q2 2025 Added 94.8%
$368B
$8.06 Billion 1.54% of portfolio
50,619
Q2 2025 Reduced 32.12%
$0
$7.42 Billion 1.42% of portfolio
80,730
Q2 2025 Reduced 5.82%
$0
$6.84 Billion 1.3% of portfolio
50,643
Q2 2025 Reduced 7.78%
$0
$5.97 Billion 1.14% of portfolio
27,684
Q2 2025 Reduced 7.39%
$0
$5.7 Billion 1.09% of portfolio
48,689
Q2 2025 Added 11.8%
$0
$5.26 Billion 1.0% of portfolio
77,169
Q2 2025 Added 80.99%
$0
$5.14 Billion 0.98% of portfolio
51,022
Q2 2025 Reduced 47.23%
$0
$4.82 Billion 0.92% of portfolio
70,307
Q2 2025 Added 24.01%
$0
$4.64 Billion 0.89% of portfolio
10,592
Q2 2025 Added 39.7%
$0
$4.53 Billion 0.86% of portfolio
47,821
Q2 2025 Added 18.54%
$0
$4.48 Billion 0.86% of portfolio
78,889
Q2 2025 Added 9.27%
$0
$4.49 Billion 0.86% of portfolio
90,469
Q2 2025 Added 30.98%
$0
$4.53 Billion 0.86% of portfolio
59,615
Q2 2025 Added 22.0%
$0
$4.26 Billion 0.81% of portfolio
68,747
Q2 2025 Reduced 3.78%
$3.69T
$3.99 Billion 0.76% of portfolio
19,426
Q2 2025 Reduced 1.12%
$0
$3.62 Billion 0.69% of portfolio
76,978
Q2 2025 Added 26.14%
$0
$3.6 Billion 0.69% of portfolio
48,870
Q2 2025 Reduced 14.44%
$0
$3.6 Billion 0.69% of portfolio
73,974
Q2 2025 Reduced 2.87%
$0
$3.51 Billion 0.67% of portfolio
14,827
Q2 2025 Reduced 6.18%
$3.95T
$3.37 Billion 0.64% of portfolio
6,766
Q2 2025 Reduced 0.37%
$0
$3.23 Billion 0.62% of portfolio
29,569
Q2 2025 Reduced 6.39%
$0
$3.21 Billion 0.61% of portfolio
39,395
Q2 2025 Reduced 23.85%
$0
$3.11 Billion 0.59% of portfolio
51,895
Q2 2025 Reduced 3.49%
$0
$2.96 Billion 0.56% of portfolio
68,625
Q2 2025 Reduced 58.45%
$0
$2.85 Billion 0.54% of portfolio
83,649
Q2 2025 Added 0.45%
$0
$2.68 Billion 0.51% of portfolio
49,185
Q2 2025 Added 21.47%
$0
$2.58 Billion 0.49% of portfolio
32,836
Q2 2025 Added 0.02%
$0
$2.46 Billion 0.47% of portfolio
38,484
Q2 2025 Added 35.42%
$0
$2.37 Billion 0.45% of portfolio
48,007
Q2 2025 Reduced 4.38%
$456B
$2.25 Billion 0.43% of portfolio
14,218
Q2 2025 Reduced 6.44%
$0
$2.11 Billion 0.4% of portfolio
15,863
Q2 2025 Added 0.03%

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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