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Summit Wealth Partners

Latest statistics and disclosures from Summit Wealth Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are QUAL, BRO, AGG, IWF, USMV, and represent 22.14% of Summit Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: AVUS, FPEI, IUSB, ITOT, AVGO, HYDB, FTSM, IVV, AVEM, POCT.
Started 24 new stock positions in IWN, IDV, NOCT, SHV, HPQ, POCT, GJUL, JPIN, BIV, MEAR. NFLX, MCD, XLU, SGOV, SDY, BNDX, Innovator Etfs Tr, BOCT, AIQ, FJUL, RDVY, DFAT, IOCT, IBHG.
Reduced shares in these 10 stocks: NAPR, PJAN, REGL, IWR, PAPR, IWB, PMAR, QUAL, SHYG, IWF.
Sold out of its positions in GOOGL, URA, IAPR, PMAR, BJAN, NJAN, PJAN, PNOV, BAPR, INTC. IBHD.
Summit Wealth Partners was a net buyer of stock by $11M.
Summit Wealth Partners has $519M in assets under management (AUM), dropping by 7.81%.
Central Index Key (CIK): 0002033312

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Portfolio Holdings for Summit Wealth Partners

Summit Wealth Partners holds 236 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Msci Usa Qlt Fct (QUAL)	5.1	$26M		147k	179.30	View chart
Brown & Brown (BRO)	4.7	$25M		237k	103.60	View chart
Ishares Tr Core Us Aggbd Et (AGG)	4.5	$24M		233k	101.27	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	4.0	$21M		55k	375.38	View chart
Ishares Tr Msci Usa Min Vol (USMV)	3.9	$20M		220k	91.31	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.6	$19M		39k	488.08	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	3.5	$18M	+2%	361k	50.74	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	3.3	$17M		322k	52.66	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	2.6	$13M		247k	53.72	View chart
Ishares Tr Msci Intl Qualty (IQLT)	2.3	$12M		289k	41.49	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.2	$11M		145k	78.05	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	2.0	$11M		83k	128.20	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	2.0	$10M		104k	98.12	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.9	$10M	+7%	18k	576.80	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.9	$9.9M	-4%	31k	314.39	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.7	$8.7M		15k	573.77	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	1.7	$8.6M	-3%	198k	43.42	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	1.6	$8.4M	-5%	96k	88.14	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.4	$7.4M	+14%	59k	125.62	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.4	$7.3M	-2%	33k	220.89	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.4	$7.0M	+35%	74k	95.15	View chart
Ishares Tr Core Total Usd (IUSB)	1.3	$6.9M	+21%	146k	47.12	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	1.0	$5.1M	-8%	62k	81.78	View chart
Ishares Tr Core High Dv Etf (HDV)	0.9	$4.9M		42k	117.62	View chart
Apple (AAPL)	0.9	$4.7M		20k	233.00	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.9	$4.6M		74k	62.32	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.9	$4.5M	-6%	137k	33.03	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.9	$4.5M		76k	59.51	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.8	$4.3M		18k	237.22	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.8	$4.0M	-10%	110k	35.94	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.7	$3.9M	-15%	80k	48.64	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.7	$3.9M	-2%	51k	75.11	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.7	$3.8M		9.0k	423.10	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.7	$3.8M	+4%	33k	116.96	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.7	$3.8M		77k	48.68	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.7	$3.7M		6.5k	569.63	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.7	$3.4M	+61%	179k	19.07	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.6	$3.3M		34k	95.49	View chart
Ishares Tr Core Lt Usdb Etf (ILTB)	0.6	$3.0M	+5%	57k	53.27	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.5	$2.7M	+18%	74k	36.38	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.5	$2.6M	+22%	41k	64.60	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$2.6M	-7%	55k	47.85	View chart
Microsoft Corporation (MSFT)	0.5	$2.6M	-7%	6.0k	430.29	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.5	$2.4M	+48%	41k	59.87	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.5	$2.4M	+5%	50k	48.24	View chart
NVIDIA Corporation (NVDA)	0.4	$2.3M		19k	121.44	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.4	$2.3M	+10%	49k	46.52	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.4	$2.3M	+7%	72k	31.63	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.4	$2.2M	+3%	43k	51.27	View chart
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)	0.4	$2.1M	-7%	90k	23.54	View chart
Ishares Tr Core Msci Intl (IDEV)	0.4	$2.1M	+22%	30k	70.83	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.4	$2.1M	+3%	36k	59.02	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.4	$2.1M	+24%	38k	54.93	View chart
Ishares Tr Core Msci Total (IXUS)	0.4	$2.1M		28k	72.63	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.4	$2.1M		36k	57.83	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.4	$2.0M		26k	78.69	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$1.9M	+15%	5.0k	383.97	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.4	$1.9M		19k	96.95	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.4	$1.8M	+5%	79k	23.42	View chart
Ishares Tr Select Divid Etf (DVY)	0.4	$1.8M		14k	135.07	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$1.8M	-3%	22k	79.42	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.3	$1.7M	+27%	25k	65.83	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$1.6M	+6%	20k	83.75	View chart
Johnson & Johnson (JNJ)	0.3	$1.6M		10k	162.06	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.3	$1.6M	-4%	42k	36.88	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)	0.3	$1.5M	+5%	45k	34.58	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.3	$1.5M	-6%	14k	106.76	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.3	$1.5M	+34%	39k	38.53	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$1.5M	-6%	18k	84.53	View chart
Merck & Co (MRK)	0.3	$1.4M		13k	113.56	View chart
Nextera Energy (NEE)	0.3	$1.3M		16k	84.53	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$1.3M		21k	62.69	View chart
Ishares Tr High Yld Systm B (HYDB)	0.3	$1.3M	+158%	27k	48.06	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$1.3M	-19%	16k	80.30	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.2	$1.3M		71k	18.10	View chart
First Tr Exchange-traded Managd Mun Etf (FMB)	0.2	$1.3M	-2%	25k	51.96	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$1.2M	-9%	6.3k	198.07	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$1.2M		11k	117.29	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.2	$1.2M	-4%	23k	54.48	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.2	$1.2M	+8%	16k	78.91	View chart
Ishares Tr Ibonds 24 Trm Ts (IBTE)	0.2	$1.2M	-4%	50k	24.00	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.2M	+5%	5.6k	210.85	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$1.2M	+8%	6.6k	179.15	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.2	$1.1M	+3%	32k	34.59	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.2	$1.1M	+10%	40k	27.70	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$1.1M	+9%	3.7k	283.15	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.2	$1.0M		44k	23.07	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$1.0M		3.8k	263.83	View chart
Broadcom (AVGO)	0.2	$995k	+1056%	5.8k	172.50	View chart
Spdr Ser Tr Bloomberg Sht Te (SJNK)	0.2	$962k		37k	25.75	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	0.2	$961k		41k	23.41	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.2	$954k	+13%	38k	25.10	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.2	$927k	+9%	21k	44.01	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$907k		16k	57.41	View chart
UnitedHealth (UNH)	0.2	$862k		1.5k	584.68	View chart
South State Corporation (SSB)	0.2	$856k		8.8k	97.18	View chart
Ishares Tr Modert Alloc Etf (AOM)	0.2	$848k		19k	45.11	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.2	$803k		14k	59.24	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$802k		13k	63.00	View chart
Amazon (AMZN)	0.2	$801k		4.3k	186.33	View chart
Listed Fd Tr Trueshares Strct (JULZ)	0.2	$792k	-5%	19k	42.30	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.2	$791k		22k	36.72	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$782k	+4%	4.5k	174.55	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.1	$775k	+2%	32k	24.30	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.1	$770k	+31%	13k	60.82	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.1	$756k	+22%	12k	60.96	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$747k	+14%	14k	52.81	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$743k		22k	33.23	View chart
Ishares Tr Ibonds Dec24 Etf (IBDP)	0.1	$732k		29k	25.21	View chart
Pfizer (PFE)	0.1	$722k	+4%	25k	28.94	View chart
Automatic Data Processing (ADP)	0.1	$709k		2.6k	276.73	View chart
Philip Morris International (PM)	0.1	$702k		5.8k	121.41	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.1	$692k		27k	25.53	View chart
Managed Portfolio Series Tortoise Nram Pi (TPYP)	0.1	$686k		22k	31.38	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$686k	+12%	5.7k	119.55	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$676k	-6%	5.7k	119.60	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.1	$662k		29k	22.64	View chart
Caterpillar (CAT)	0.1	$659k		1.7k	391.12	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$658k		2.0k	322.01	View chart
Abbvie (ABBV)	0.1	$644k		3.3k	197.47	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$636k		13k	50.94	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.1	$629k		30k	21.22	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$611k	+46%	16k	37.86	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$606k	-17%	8.4k	71.73	View chart
Home Depot (HD)	0.1	$602k		1.5k	405.14	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (SAUG)	0.1	$597k	+10%	26k	23.37	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$578k		5.1k	112.98	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$577k	+4%	14k	40.48	View chart
Oracle Corporation (ORCL)	0.1	$575k		3.4k	170.40	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.1	$572k	+4%	5.0k	114.53	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	0.1	$561k		19k	30.35	View chart
Ishares Tr Ibonds 25 Trm Hg (IBHE)	0.1	$556k		24k	23.30	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$548k	-5%	18k	29.89	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.1	$543k	-7%	11k	49.40	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$535k	+6%	16k	34.07	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$510k		1.8k	284.00	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$507k		4.0k	128.29	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.1	$480k	+11%	7.8k	61.14	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.1	$474k		10k	47.52	View chart
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)	0.1	$473k	-12%	9.2k	51.24	View chart
Procter & Gamble Company (PG)	0.1	$469k		2.7k	173.18	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$465k		9.4k	49.41	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$460k	+14%	4.2k	108.63	View chart
Meta Platforms Cl A (META)	0.1	$456k	+19%	797.00	572.44	View chart
At&t (T)	0.1	$448k		20k	22.00	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$445k	NEW	11k	38.95	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$440k	+2%	2.2k	200.79	View chart
Tesla Motors (TSLA)	0.1	$439k	-13%	1.7k	261.63	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.1	$438k		18k	24.37	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$435k	-6%	3.3k	132.23	View chart
Innovator Etfs Trust International Dv (IOCT)	0.1	$434k	NEW	14k	30.79	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)	0.1	$428k	NEW	12k	36.03	View chart
International Business Machines (IBM)	0.1	$428k	+5%	1.9k	221.05	View chart
Eli Lilly & Co. (LLY)	0.1	$426k	+20%	481.00	886.02	View chart
3M Company (MMM)	0.1	$426k	+57%	3.1k	136.69	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$423k		3.2k	131.91	View chart
Air Products & Chemicals (APD)	0.1	$411k	-12%	1.4k	297.74	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.1	$409k	NEW	9.6k	42.45	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$400k	+4%	2.4k	167.17	View chart
Paychex (PAYX)	0.1	$397k	-14%	3.0k	134.18	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$393k		5.3k	73.67	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)	0.1	$382k	-33%	14k	26.67	View chart
Exxon Mobil Corporation (XOM)	0.1	$382k		3.3k	117.22	View chart
Netflix (NFLX)	0.1	$380k	NEW	536.00	709.27	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.1	$380k		16k	23.51	View chart
Allstate Corporation (ALL)	0.1	$379k		2.0k	189.65	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT)	0.1	$371k	NEW	7.4k	49.91	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.1	$371k		8.1k	45.71	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.1	$371k	+42%	13k	29.41	View chart
Ishares U S Etf Tr Blackrock Short (MEAR)	0.1	$369k	NEW	7.3k	50.31	View chart
Innovator Etfs Trust Growth 100 Pwr B	0.1	$365k	NEW	15k	24.98	View chart
Lockheed Martin Corporation (LMT)	0.1	$363k		621.00	584.74	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.1	$362k	-18%	18k	20.65	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$361k		3.4k	106.19	View chart
Altria (MO)	0.1	$361k		7.1k	51.04	View chart
Verizon Communications (VZ)	0.1	$351k		7.8k	44.91	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.1	$349k	NEW	7.3k	48.11	View chart
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)	0.1	$347k		17k	20.01	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$343k	+3%	8.6k	39.82	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.1	$334k	NEW	5.6k	59.21	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.1	$329k		7.3k	44.94	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$326k		3.9k	82.54	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$326k		1.2k	276.76	View chart
Listed Fd Tr Trueshares Struc (AUGZ)	0.1	$322k		8.2k	39.45	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$317k	-3%	4.1k	76.71	View chart
Chevron Corporation (CVX)	0.1	$317k	+14%	2.2k	147.26	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.1	$312k		6.8k	45.75	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$311k		589.00	527.66	View chart
Pacer Fds Tr Swan Sos Fd Of (PSFF)	0.1	$311k		11k	28.74	View chart
Honeywell International (HON)	0.1	$309k	-2%	1.5k	206.71	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$302k	NEW	3.7k	80.78	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.1	$299k	-16%	8.5k	35.24	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$297k	NEW	1.8k	166.79	View chart
Southern Company (SO)	0.1	$297k		3.3k	90.18	View chart
Northrop Grumman Corporation (NOC)	0.1	$295k		558.00	528.07	View chart
Amgen (AMGN)	0.1	$293k	+3%	910.00	322.21	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$288k		14k	20.56	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.1	$282k	+3%	5.7k	49.47	View chart
Ecolab (ECL)	0.1	$279k		1.1k	255.33	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$277k		4.3k	64.86	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$274k		5.5k	49.70	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.1	$267k	-21%	7.4k	36.04	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$261k		5.7k	45.89	View chart
Advanced Micro Devices (AMD)	0.1	$261k	+11%	1.6k	164.08	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$261k	-9%	4.2k	62.69	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$259k		3.1k	83.63	View chart
Bitwise Funds Trust Bitcoin And Ethe (BTOP)	0.0	$257k	-40%	6.2k	41.61	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.0	$253k		5.3k	47.53	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.0	$249k		11k	22.17	View chart
Ishares Tr Short Treas Bd (SHV)	0.0	$249k	NEW	2.2k	110.63	View chart
Marriott Intl Cl A (MAR)	0.0	$249k		1.0k	248.60	View chart
Coca-Cola Company (KO)	0.0	$239k	-7%	3.3k	71.86	View chart
Global X Fds Artificial Etf (AIQ)	0.0	$239k	NEW	6.4k	37.17	View chart
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)	0.0	$230k		8.3k	27.57	View chart
Ishares Tr Ibonds Dec (IBMM)	0.0	$230k		8.8k	26.10	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.0	$229k	+7%	4.5k	51.04	View chart
Ishares Tr Ibonds 2027 Term (IBHG)	0.0	$225k	NEW	10k	22.60	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$224k	NEW	4.5k	50.28	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$221k	NEW	4.0k	55.64	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.0	$219k		5.8k	37.70	View chart
Sprott Fds Tr Uranium Miners E (URNM)	0.0	$218k		4.7k	45.88	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.0	$217k	+2%	5.1k	42.78	View chart
Costco Wholesale Corporation (COST)	0.0	$215k		242.00	886.73	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.0	$213k	NEW	1.5k	142.01	View chart
McDonald's Corporation (MCD)	0.0	$213k	NEW	700.00	304.30	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$212k	NEW	7.0k	30.23	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$210k	NEW	2.7k	78.37	View chart
Darden Restaurants (DRI)	0.0	$207k	-32%	1.3k	164.13	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$205k		350.00	586.52	View chart
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN)	0.0	$202k	NEW	3.4k	60.07	View chart
Hp (HPQ)	0.0	$202k	NEW	5.6k	35.87	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.0	$202k	NEW	2.0k	100.72	View chart
Denison Mines Corp (DNN)	0.0	$93k		51k	1.83	View chart
Nexgen Energy (NXE)	0.0	$67k		10k	6.53	View chart
Encore Energy Corp Com New (EU)	0.0	$52k		13k	4.04	View chart
American Lithium Corp Com New (AMLI)	0.0	$5.8k		10k	0.56	View chart

Past Filings by Summit Wealth Partners

SEC 13F filings are viewable for Summit Wealth Partners going back to 2019

Summit Wealth Partners 2024 Q3 filed Oct. 28, 2024
Summit Wealth Partners 2024 Q1 filed Sept. 11, 2024
Summit Wealth Partners 2024 Q2 filed Sept. 11, 2024
Summit Wealth Partners 2023 Q1 filed Sept. 11, 2024
Summit Wealth Partners 2023 Q2 filed Sept. 11, 2024
Summit Wealth Partners 2023 Q3 filed Sept. 11, 2024
Summit Wealth Partners 2023 Q4 filed Sept. 11, 2024
Summit Wealth Partners 2022 Q1 filed Sept. 11, 2024
Summit Wealth Partners 2022 Q2 filed Sept. 11, 2024
Summit Wealth Partners 2022 Q3 filed Sept. 11, 2024
Summit Wealth Partners 2022 Q4 filed Sept. 11, 2024
Summit Wealth Partners 2021 Q1 filed Sept. 10, 2024
Summit Wealth Partners 2021 Q2 filed Sept. 10, 2024
Summit Wealth Partners 2021 Q3 filed Sept. 10, 2024
Summit Wealth Partners 2021 Q4 filed Sept. 10, 2024
Summit Wealth Partners 2020 Q1 filed Sept. 10, 2024

View all past filings

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