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
$1.88 Billion 0.36% of portfolio
24,266
Q2 2025 Reduced 7.73%
$0
$1.84 Billion 0.35% of portfolio
36,045
Q2 2025 Added 45.75%
$0
$1.85 Billion 0.35% of portfolio
3,272
Q2 2025 Reduced 1.09%
$127B
$1.78 Billion 0.34% of portfolio
6,473
Q1 2025 Reduced 8.87%
J P Morgan Exchange Traded F
-
$1.72 Billion 0.33% of portfolio
-
Q2 2025 Added 28.1%
$0
$1.72 Billion 0.33% of portfolio
58,322
Q2 2025 Added 12.25%
$0
$1.66 Billion 0.32% of portfolio
33,518
Q2 2025 Reduced 47.77%
$0
$1.7 Billion 0.32% of portfolio
21,335
Q2 2025 Reduced 1.54%
$0
$1.65 Billion 0.31% of portfolio
30,229
Q2 2025 Added 167.7%
$0
$1.6 Billion 0.3% of portfolio
19,276
Q2 2025 Reduced 14.17%
$0
$1.55 Billion 0.3% of portfolio
26,386
Q2 2025 Reduced 16.23%
$0
$1.54 Billion 0.29% of portfolio
30,624
Q2 2025 Added 77.79%
$452B
$1.53 Billion 0.29% of portfolio
10,042
Q2 2025 Reduced 0.58%
$0
$1.47 Billion 0.28% of portfolio
4,821
Q2 2025 Added 61.56%
$0
$1.47 Billion 0.28% of portfolio
63,898
Q2 2025 Added 7.44%
$0
$1.43 Billion 0.27% of portfolio
15,241
Q2 2025 Reduced 15.55%
$0
$1.29 Billion 0.25% of portfolio
12,772
Q4 2024 Reduced 11.05%
$0
$1.33 Billion 0.25% of portfolio
38,699
Q2 2025 Reduced 62.71%
$0
$1.28 Billion 0.24% of portfolio
6,252
Q1 2025 Reduced 0.64%
$859B
$1.26 Billion 0.24% of portfolio
4,344
Q2 2025 Reduced 6.86%
$2.26T
$1.23 Billion 0.23% of portfolio
5,612
Q2 2025 Added 2.39%
$0
$1.08 Billion 0.21% of portfolio
3,538
Q2 2025 Added 0.91%
$141B
$1.09 Billion 0.21% of portfolio
15,737
Q2 2025 Added 0.09%
$0
$1.05 Billion 0.2% of portfolio
6,959
Q2 2025 Added 33.6%
$0
$1.04 Billion 0.2% of portfolio
3,699
Q2 2025 Reduced 2.12%
$261B
$1.04 Billion 0.2% of portfolio
5,714
Q2 2025 Added 0.16%
$0
$1.07 Billion 0.2% of portfolio
21,425
Q2 2025 Reduced 2.29%
$0
$1.06 Billion 0.2% of portfolio
39,869
Q2 2025 Reduced 16.0%
$0
$990 Million 0.19% of portfolio
42,401
Q2 2025 Reduced 7.2%
$0
$975 Million 0.19% of portfolio
5,365
Q2 2025 Added 2.17%
$203B
$989 Million 0.19% of portfolio
12,488
Q2 2025 Added 0.02%
$7.19B
$965 Million 0.18% of portfolio
10,483
Q1 2025 Added 19.06%
$0
$949 Million 0.18% of portfolio
11,766
Q2 2025 Reduced 16.75%
$1.69B
$931 Million 0.18% of portfolio
6,737
Q2 2025 Added 308.8%
$0
$891 Million 0.17% of portfolio
7,482
Q2 2025 Reduced 2.22%
$0
$847 Million 0.16% of portfolio
14,849
Q2 2025 Reduced 1.42%
$124B
$856 Million 0.16% of portfolio
2,774
Q1 2025 Added 0.04%
$0
$795 Million 0.15% of portfolio
16,191
Q2 2025 Reduced 7.01%
$0
$761 Million 0.15% of portfolio
12,362
Q2 2025 Reduced 0.84%
$0
$762 Million 0.15% of portfolio
13,835
Q2 2025 Reduced 57.16%
$0
$812 Million 0.15% of portfolio
12,078
Q2 2025 Reduced 3.54%
$218B
$769 Million 0.15% of portfolio
1,982
Q2 2025 Added 18.4%
$0
$776 Million 0.15% of portfolio
31,999
Q2 2025 Reduced 12.5%
Tortoise Capital Series Trus
-
$766 Million 0.15% of portfolio
-
Q2 2025 New
$0
$780 Million 0.15% of portfolio
16,939
Q2 2025 Reduced 3.22%
$0
$758 Million 0.14% of portfolio
33,695
Q2 2025 Added 15.3%
$0
$737 Million 0.14% of portfolio
2,012
Q4 2024 Reduced 1.52%
$545B
$718 Million 0.14% of portfolio
536
Q3 2024 New
$18B
$754 Million 0.14% of portfolio
22,979
Q2 2025 New

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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