Summit Wealth Partners, LLC Portfolio Holdings

Summit Wealth Partners, LLC

  • $493 Billion
  • Q1 2025

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.

Portfolio value $493 Billion
ETFs: $411 Billion
Financial Services: $27.9 Billion
Consumer Defensive: $14.9 Billion
Technology: $10.6 Billion
Healthcare: $5.74 Billion
Industrials: $3.24 Billion
Communication Services: $2.84 Billion
Consumer Cyclical: $2.48 Billion
Other: $2.89 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.84 Billion 0.37% of portfolio
26,300
Q1 2025 Reduced 6.61%
$0
$1.81 Billion 0.37% of portfolio
53,950
Q1 2025 Reduced 17.34%
$0
$1.85 Billion 0.37% of portfolio
31,498
Q1 2025 Reduced 4.05%
$0
$1.84 Billion 0.37% of portfolio
22,459
Q1 2025 Added 8.76%
$0
$1.77 Billion 0.36% of portfolio
3,308
Q1 2025 Reduced 0.54%
$0
$1.77 Billion 0.36% of portfolio
32,293
Q1 2025 Reduced 3.82%
$0
$1.76 Billion 0.36% of portfolio
28,419
Q1 2025 Added 23.71%
$0
$1.71 Billion 0.35% of portfolio
21,668
Q1 2025 Reduced 0.51%
$394B
$1.68 Billion 0.34% of portfolio
10,101
Q1 2025 Reduced 3.06%
$363B
$1.65 Billion 0.33% of portfolio
15,196
Q1 2025 Added 6.55%
$0
$1.59 Billion 0.32% of portfolio
18,048
Q1 2025 Added 0.07%
$0
$1.36 Billion 0.28% of portfolio
59,474
Q1 2025 Added 0.05%
$0
$1.4 Billion 0.28% of portfolio
37,241
Q1 2025 Reduced 32.5%
$0
$1.4 Billion 0.28% of portfolio
51,958
Q1 2025 Added 11.66%
$0
$1.33 Billion 0.27% of portfolio
47,465
Q1 2025 Reduced 5.41%
J P Morgan Exchange Traded F
-
$1.28 Billion 0.26% of portfolio
-
Q1 2025 Added 89.5%
$0
$1.26 Billion 0.26% of portfolio
24,730
Q1 2025 Added 17.39%
$0
$1.21 Billion 0.25% of portfolio
6,252
Q1 2025 Reduced 0.64%
$0
$1.2 Billion 0.24% of portfolio
15,702
Q1 2025 Added 2.09%
$201B
$1.12 Billion 0.23% of portfolio
12,486
Q1 2025 Added 0.01%
$804B
$1.14 Billion 0.23% of portfolio
4,664
Q1 2025 Added 1.15%
$141B
$1.11 Billion 0.23% of portfolio
15,723
Q1 2025 Reduced 5.25%
$0
$1.12 Billion 0.23% of portfolio
14,134
Q1 2025 Reduced 6.88%
$0
$1.07 Billion 0.22% of portfolio
45,690
Q1 2025 Reduced 40.4%
$0
$1.11 Billion 0.22% of portfolio
21,928
Q1 2025 Reduced 1.65%
$0
$1.09 Billion 0.22% of portfolio
23,184
Q1 2025 Reduced 19.55%
$102B
$1.08 Billion 0.22% of portfolio
6,473
Q1 2025 Reduced 8.87%
$2.17T
$1.04 Billion 0.21% of portfolio
5,481
Q1 2025 Added 7.24%
$6.51B
$973 Million 0.2% of portfolio
10,483
Q1 2025 Added 19.06%
$0
$977 Million 0.2% of portfolio
3,779
Q1 2025 Reduced 0.37%
$0
$964 Million 0.2% of portfolio
3,506
Q1 2025 Reduced 4.99%
$0
$865 Million 0.18% of portfolio
20,554
Q1 2025 Reduced 0.32%
$0
$904 Million 0.18% of portfolio
7,652
Q1 2025 Reduced 1.19%
$0
$880 Million 0.18% of portfolio
17,411
Q1 2025 Reduced 22.79%
$0
$885 Million 0.18% of portfolio
36,571
Q1 2025 Reduced 3.93%
$0
$865 Million 0.18% of portfolio
17,225
Q1 2025 Added 94.13%
$283B
$906 Million 0.18% of portfolio
5,705
Q1 2025 Added 0.21%
$0
$910 Million 0.18% of portfolio
5,251
Q1 2025 Reduced 4.77%
$0
$852 Million 0.17% of portfolio
36,679
Q1 2025 Reduced 10.29%
$127B
$848 Million 0.17% of portfolio
2,774
Q1 2025 Added 0.04%
$0
$766 Million 0.16% of portfolio
15,063
Q1 2025 Added 2.04%
$0
$768 Million 0.16% of portfolio
17,502
Q1 2025 Reduced 1.2%
$0
$800 Million 0.16% of portfolio
31,821
Q1 2025 Reduced 14.16%
$287B
$780 Million 0.16% of portfolio
1,490
Q1 2025 Reduced 11.52%
$0
$808 Million 0.16% of portfolio
2,984
Q1 2025 Added 153.74%
$0
$779 Million 0.16% of portfolio
21,431
Q1 2025 Added 0.07%
$328B
$772 Million 0.16% of portfolio
3,685
Q1 2025 Added 2.85%
$0
$718 Million 0.15% of portfolio
12,467
Q1 2025 Reduced 8.38%
$0
$760 Million 0.15% of portfolio
12,521
Q1 2025 Reduced 1.77%

Summary

  • Portfolio
  • No. of Stocks 208
  • Current Value $493 Billion
  • Prior Value $487 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 06, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 16 stocks
  • Additional Purchases 73 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 87 stocks
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