Summit Wealth Partners, LLC Portfolio Holdings

Summit Wealth Partners, LLC

  • $554 Billion
  • Q3 2025

Summit Wealth Partners, LLC has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $554 Billion distributed in 212 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $26.4B, Ishares Russell 1000 Gr ETF with a value of $26.2B, Ishares Msci Usa Quality Facto with a value of $25.6B, Invesco Qqq Trust, Series 1 with a value of $23.9B, and Ishares Core U.S. Aggregate Bo with a value of $21B.

Examining the 13F form we can see an increase of $29.7B in the current position value, from $524B to 554B.

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 $554 Billion
ETFs: $462 Billion
Financial Services: $20.9 Billion
Technology: $14.8 Billion
Consumer Defensive: $10.1 Billion
Healthcare: $4.67 Billion
Industrials: $3.85 Billion
Communication Services: $3.49 Billion
Consumer Cyclical: $3.08 Billion
Other: $2.63 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$26.4 Billion 4.77% of portfolio
39,470
Q3 2025 Added 10.32%
$0
$26.2 Billion 4.74% of portfolio
56,018
Q3 2025 Reduced 0.08%
$0
$25.6 Billion 4.63% of portfolio
131,808
Q3 2025 Reduced 3.05%
$0
$23.9 Billion 4.32% of portfolio
39,837
Q3 2025 Reduced 2.03%
$0
$21 Billion 3.79% of portfolio
209,358
Q3 2025 Added 4.33%
$0
$19.4 Billion 3.5% of portfolio
203,925
Q3 2025 Added 0.13%
$22.8B
$18.9 Billion 3.41% of portfolio
201,700
Q1 2025 Reduced 9.02%
$0
$16.5 Billion 2.98% of portfolio
325,778
Q3 2025 Reduced 0.96%
$0
$15 Billion 2.72% of portfolio
283,727
Q3 2025 Added 1.35%
$0
$14.3 Billion 2.59% of portfolio
264,979
Q3 2025 Added 3.96%
$0
$12.9 Billion 2.34% of portfolio
277,147
Q3 2025 Added 10.97%
Blackrock ETF Trust Ii
-
$12.6 Billion 2.28% of portfolio
-
Q3 2025 Added 26.29%
$0
$12.4 Billion 2.24% of portfolio
142,295
Q3 2025 Reduced 1.11%
$0
$11.2 Billion 2.01% of portfolio
252,364
Q3 2025 Reduced 1.16%
$0
$11.1 Billion 2.01% of portfolio
79,079
Q3 2025 Reduced 0.76%
$0
$11.1 Billion 2.0% of portfolio
16,631
Q3 2025 Added 0.48%
$0
$9.41 Billion 1.7% of portfolio
97,558
Q3 2025 Added 3.31%
$0
$8.86 Billion 1.6% of portfolio
19,101
Q3 2025 Reduced 1.44%
$346B
$7.83 Billion 1.41% of portfolio
50,955
Q3 2025 Added 0.66%
$0
$7.47 Billion 1.35% of portfolio
77,392
Q3 2025 Reduced 4.13%
$0
$7.43 Billion 1.34% of portfolio
51,022
Q3 2025 Added 0.75%
$0
$6.57 Billion 1.19% of portfolio
90,901
Q3 2025 Added 17.79%
$0
$6.37 Billion 1.15% of portfolio
26,330
Q3 2025 Reduced 4.89%
$0
$5.88 Billion 1.06% of portfolio
48,010
Q3 2025 Reduced 1.39%
$0
$5.82 Billion 1.05% of portfolio
12,142
Q3 2025 Added 14.63%
$0
$5.49 Billion 0.99% of portfolio
73,106
Q3 2025 Added 3.98%
$0
$5.47 Billion 0.99% of portfolio
68,179
Q3 2025 Added 14.37%
$0
$5.38 Billion 0.97% of portfolio
49,451
Q3 2025 Reduced 3.08%
$0
$4.98 Billion 0.9% of portfolio
98,716
Q3 2025 Added 9.12%
$4.3T
$4.85 Billion 0.87% of portfolio
19,033
Q3 2025 Reduced 2.02%
$0
$4.76 Billion 0.86% of portfolio
47,639
Q3 2025 Reduced 0.38%
$0
$4.59 Billion 0.83% of portfolio
80,351
Q3 2025 Added 1.85%
$0
$4.5 Billion 0.81% of portfolio
68,921
Q3 2025 Added 0.25%
$0
$3.83 Billion 0.69% of portfolio
80,556
Q3 2025 Added 4.65%
$0
$3.63 Billion 0.66% of portfolio
74,312
Q3 2025 Added 0.46%
$0
$3.59 Billion 0.65% of portfolio
48,280
Q3 2025 Reduced 1.21%
$0
$3.55 Billion 0.64% of portfolio
29,905
Q3 2025 Added 1.14%
$3.78T
$3.5 Billion 0.63% of portfolio
6,767
Q3 2025 Added 0.01%
$0
$3.49 Billion 0.63% of portfolio
13,716
Q3 2025 Reduced 7.49%
$0
$3.29 Billion 0.59% of portfolio
90,213
Q3 2025 Added 7.85%
$0
$3.15 Billion 0.57% of portfolio
36,934
Q3 2025 Reduced 6.25%
$0
$3.07 Billion 0.55% of portfolio
51,321
Q3 2025 Reduced 1.11%
$0
$2.94 Billion 0.53% of portfolio
51,136
Q3 2025 Added 3.97%
$465B
$2.65 Billion 0.48% of portfolio
14,202
Q3 2025 Reduced 0.11%
$0
$2.63 Billion 0.48% of portfolio
38,664
Q3 2025 Added 0.47%
$0
$2.61 Billion 0.47% of portfolio
33,126
Q3 2025 Added 0.88%
$0
$2.53 Billion 0.46% of portfolio
46,635
Q3 2025 Reduced 2.86%
$0
$2.29 Billion 0.41% of portfolio
52,860
Q3 2025 Reduced 22.97%
$0
$2.27 Billion 0.41% of portfolio
16,010
Q3 2025 Added 0.93%

Summary

  • Portfolio
  • No. of Stocks 212
  • Current Value $554 Billion
  • Prior Value $524 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 73 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 76 stocks
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