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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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