Summit Wealth Partners, LLC Portfolio Holdings

Summit Wealth Partners, LLC has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $519 Billion distributed in 236 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 $26.3B, Brown & Brown, Inc. with a value of $24.5B, Ishares Core U.S. Aggregate Bo with a value of $23.6B, Ishares Russell 1000 Gr ETF with a value of $20.5B, and Ishares Msci Usa Min Vol Facto with a value of $20.1B.

Examining the 13F form we can see an increase of $37.6B in the current position value, from $482B to 519B.

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.