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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 IVV, IWF, QUAL, QQQ, AGG, and represent 22.23% of Summit Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: BINC, IVV, IUSB, SSB, AVLV, AGG, VUG, SLV, IDEV, IGIB.
Started 8 new stock positions in SSB, ZOCT, IBDU, ZAUG, BNDX, GE, NSEP, BSEP.
Reduced shares in these 10 stocks: South State Corporation, QUAL, SHYG, QQQ, , ILTB, ACWV, LLY, POCT, IWM.
Sold out of its positions in NOCT, POCT, ACWV, IBTJ, LLY, CALF, SDY, South State Corporation, UNH.
Summit Wealth Partners was a net buyer of stock by $8.6M.
Summit Wealth Partners has $554M in assets under management (AUM), dropping by 5.66%.
Central Index Key (CIK): 0002033312

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Portfolio Holdings for Summit Wealth Partners

Summit Wealth Partners holds 212 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	4.8	$26M	+10%	40k	669.30	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	4.7	$26M		56k	468.41	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	4.6	$26M	-3%	132k	194.50	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.3	$24M	-2%	40k	600.36	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.8	$21M	+4%	209k	100.25	View chart
Ishares Tr Msci Usa Min Vol (USMV)	3.5	$19M		204k	95.14	View chart
Brown & Brown (BRO)	3.4	$19M		202k	93.79	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	3.0	$17M		326k	50.73	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	2.7	$15M		284k	53.03	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	2.6	$14M	+3%	265k	54.09	View chart
Ishares Tr Core Total Usd (IUSB)	2.3	$13M	+10%	277k	46.71	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	2.3	$13M	+26%	238k	53.24	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.2	$12M		142k	87.31	View chart
Ishares Tr Msci Intl Qualty (IQLT)	2.0	$11M		252k	44.19	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	2.0	$11M		79k	140.95	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.0	$11M		17k	666.18	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	1.7	$9.4M	+3%	98k	96.46	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.7	$9.4M		26k	365.48	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	1.6	$8.9M		19k	463.75	View chart
Procter & Gamble Company (PG)	1.4	$7.8M		51k	153.65	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	1.3	$7.5M	-4%	77k	96.55	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.3	$7.4M		51k	145.65	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.2	$6.6M	+17%	91k	72.26	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.1	$6.4M	-4%	26k	241.96	View chart
Ishares Tr Core High Dv Etf (HDV)	1.1	$5.9M		48k	122.45	View chart
Vanguard Index Fds Growth Etf (VUG)	1.1	$5.8M	+14%	12k	479.60	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.0	$5.5M	+3%	73k	75.11	View chart
Ishares Tr Core Msci Intl (IDEV)	1.0	$5.5M	+14%	68k	80.17	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.0	$5.4M	-3%	50k	108.70	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.9	$5.0M	+9%	99k	50.47	View chart
Apple (AAPL)	0.9	$4.8M	-2%	19k	254.63	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.9	$4.8M		48k	99.95	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.8	$4.6M		80k	57.10	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.8	$4.5M		69k	65.26	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.7	$3.8M	+4%	81k	47.55	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.7	$3.6M		74k	48.84	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.6	$3.6M		48k	74.37	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$3.6M		30k	118.83	View chart
Microsoft Corporation (MSFT)	0.6	$3.5M		6.8k	517.92	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.6	$3.5M	-7%	14k	254.28	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.6	$3.3M	+7%	90k	36.42	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.6	$3.2M	-6%	37k	85.34	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.6	$3.1M		51k	59.91	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.5	$2.9M	+3%	51k	57.52	View chart
NVIDIA Corporation (NVDA)	0.5	$2.6M		14k	186.57	View chart
Ishares Tr Core Div Grwth (DGRO)	0.5	$2.6M		39k	68.08	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.5	$2.6M		33k	78.91	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$2.5M	-2%	47k	54.18	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.4	$2.3M	-22%	53k	43.30	View chart
Ishares Tr Select Divid Etf (DVY)	0.4	$2.3M		16k	142.10	View chart
Broadcom (AVGO)	0.4	$2.1M		6.5k	329.93	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.4	$2.0M	+15%	67k	30.39	View chart
Ishares Tr Core Msci Total (IXUS)	0.4	$2.0M		25k	82.58	View chart
Johnson & Johnson (JNJ)	0.4	$2.0M	+7%	11k	185.42	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.3	$1.9M		3.2k	596.00	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.3	$1.9M	+5%	32k	59.20	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.3	$1.9M		36k	51.04	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.3	$1.8M		27k	65.00	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$1.7M		21k	79.93	View chart
Ishares Silver Tr Ishares (SLV)	0.3	$1.7M	+73%	40k	42.37	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	0.3	$1.6M	+6%	33k	50.51	View chart
Ishares Tr S&p 100 Etf (OEF)	0.3	$1.6M	+2%	4.9k	332.84	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.3	$1.6M	+43%	9.7k	165.45	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$1.6M		19k	84.11	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.3	$1.5M		26k	58.85	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.3	$1.5M		15k	99.11	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.3	$1.5M		64k	22.95	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.3	$1.4M	-2%	16k	88.14	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.4M		4.3k	315.44	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$1.3M		6.3k	215.80	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.2	$1.3M		13k	103.07	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$1.3M	+14%	7.9k	164.54	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.2	$1.3M	-14%	33k	37.94	View chart
Amazon (AMZN)	0.2	$1.3M		5.7k	219.57	View chart
Ishares Tr Core Lt Usdb Etf (ILTB)	0.2	$1.2M	-27%	24k	50.49	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$1.2M	+9%	44k	27.30	View chart
Nextera Energy (NEE)	0.2	$1.2M		16k	75.49	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$1.2M	+85%	3.3k	355.47	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$1.1M	-2%	3.5k	328.15	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.2	$1.1M		21k	50.70	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$1.1M	-2%	3.6k	293.78	View chart
Merck & Co (MRK)	0.2	$1.0M		13k	83.93	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$1.0M	+16%	8.7k	119.52	View chart
Southstate Bk Corp (SSB)	0.2	$1.0M	NEW	11k	98.87	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$1.0M		5.3k	189.72	View chart
Caterpillar (CAT)	0.2	$946k		2.0k	477.15	View chart
Philip Morris International (PM)	0.2	$928k		5.7k	162.21	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.2	$902k	+55%	21k	42.95	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$869k	-2%	15k	59.92	View chart
Oracle Corporation (ORCL)	0.2	$865k		3.1k	281.24	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.2	$861k	-13%	37k	23.36	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$859k		12k	71.37	View chart
Abbvie (ABBV)	0.2	$854k		3.7k	231.57	View chart
Automatic Data Processing (ADP)	0.1	$814k		2.8k	293.51	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$810k		2.0k	402.43	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$798k	-3%	12k	65.92	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$791k	+12%	21k	37.77	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.1	$780k		12k	64.38	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.1	$778k		32k	24.30	View chart
Tortoise Capital Series Trus North Amern Pipe (TPYP)	0.1	$777k		21k	36.45	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.1	$774k	-3%	16k	49.31	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.1	$761k		12k	63.43	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.1	$759k		34k	22.52	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$758k	-20%	9.3k	81.19	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$738k	+73%	17k	42.47	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.1	$719k	+69%	20k	36.30	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$717k	-2%	3.8k	186.49	View chart
Home Depot (HD)	0.1	$716k		1.8k	405.21	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$711k		1.2k	612.52	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$707k		5.1k	138.24	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$699k		15k	45.99	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	0.1	$685k		29k	23.39	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.1	$684k		14k	47.51	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$683k		2.8k	243.54	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.1	$666k		26k	25.52	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.1	$652k		26k	25.19	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.1	$646k	-10%	17k	38.02	View chart
Netflix (NFLX)	0.1	$643k		536.00	1198.92	View chart
Meta Platforms Cl A (META)	0.1	$638k		868.00	734.53	View chart
Tesla Motors (TSLA)	0.1	$636k	-3%	1.4k	444.72	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$596k	-25%	10k	57.47	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.1	$591k	-26%	12k	47.58	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.1	$586k		8.2k	71.11	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$582k	+5%	17k	33.42	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$573k	-3%	18k	31.62	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$569k	+13%	11k	49.79	View chart
At&t (T)	0.1	$563k		20k	28.24	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.1	$563k		27k	21.22	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$541k	-4%	30k	18.24	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$531k	-5%	1.7k	320.04	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.1	$520k		9.6k	54.16	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$520k	-16%	7.1k	73.48	View chart
International Business Machines (IBM)	0.1	$518k		1.8k	282.20	View chart
Pfizer (PFE)	0.1	$509k	-20%	20k	25.48	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.1	$495k		26k	19.34	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$492k	+6%	5.6k	87.20	View chart
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)	0.1	$470k	+2%	23k	20.08	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$460k		3.3k	137.75	View chart
Altria (MO)	0.1	$460k		7.0k	66.06	View chart
Ishares Tr High Yld Systm B (HYDB)	0.1	$460k	-18%	9.6k	47.84	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.1	$446k		8.4k	53.10	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.1	$437k		8.5k	51.28	View chart
3M Company (MMM)	0.1	$432k		2.8k	155.16	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.1	$431k		8.3k	51.59	View chart
Allstate Corporation (ALL)	0.1	$429k		2.0k	214.65	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.1	$425k		18k	24.34	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$422k	+15%	3.9k	106.78	View chart
Ishares Tr Ibonds Dec 2031 (IBTL)	0.1	$420k		20k	20.57	View chart
Innovator Etfs Trust Equity Defin 1yr (ZOCT)	0.1	$419k	NEW	16k	26.58	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.1	$418k	-10%	8.6k	48.42	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$408k		3.9k	103.22	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$393k		1.6k	243.07	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$388k	-5%	5.3k	72.77	View chart
Paychex (PAYX)	0.1	$384k		3.0k	126.75	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.1	$384k		8.1k	47.61	View chart
Innovator Etfs Trust International Dv (IOCT)	0.1	$381k		11k	34.17	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.1	$377k		9.5k	39.69	View chart
Air Products & Chemicals (APD)	0.1	$376k		1.4k	272.72	View chart
First Tr Exch Trd Alphdx India Nfty50 Eqw (NFTY)	0.1	$371k		6.5k	56.92	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.1	$370k		7.3k	50.54	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.1	$362k	NEW	15k	23.47	View chart
Spdr Series Trust Bloomberg Sht Te (SJNK)	0.1	$358k		14k	25.60	View chart
Honeywell International (HON)	0.1	$356k	+13%	1.7k	210.50	View chart
Lockheed Martin Corporation (LMT)	0.1	$355k		711.00	499.48	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.1	$354k		6.8k	51.91	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.1	$350k		8.0k	43.91	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.1	$346k	+8%	15k	22.39	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$341k		3.2k	106.48	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$340k	-2%	4.0k	84.83	View chart
Northrop Grumman Corporation (NOC)	0.1	$340k		558.00	609.32	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$339k	-4%	3.0k	111.48	View chart
Verizon Communications (VZ)	0.1	$337k		7.7k	43.95	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$333k		5.3k	62.47	View chart
Innovator Etfs Trust Equity Defined P (ZAUG)	0.1	$330k	NEW	13k	26.46	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$328k		1.2k	279.40	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$321k		3.6k	89.34	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.1	$313k	+8%	6.8k	46.41	View chart
Southern Company (SO)	0.1	$312k		3.3k	94.77	View chart
Innovator Etfs Trust Equity Def Protn (ZFEB)	0.1	$306k	-48%	12k	24.96	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$292k		4.3k	68.46	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$289k		3.1k	93.37	View chart
Chevron Corporation (CVX)	0.1	$287k		1.8k	155.33	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.1	$278k		8.5k	32.69	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	0.0	$270k		7.0k	38.37	View chart
Costco Wholesale Corporation (COST)	0.0	$268k		289.00	925.90	View chart
Innovator Etfs Trust Growth 100 Power (NSEP)	0.0	$268k	NEW	9.3k	28.67	View chart
Amgen (AMGN)	0.0	$262k	-9%	928.00	282.20	View chart
Marriott Intl Cl A (MAR)	0.0	$260k		1.0k	260.44	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.0	$256k		5.6k	45.84	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.0	$252k		12k	20.57	View chart
Ecolab (ECL)	0.0	$252k		919.00	273.86	View chart
Ishares Tr Short Treas Bd (SHV)	0.0	$248k		2.2k	110.49	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.0	$242k	-24%	12k	20.69	View chart
Coca-Cola Company (KO)	0.0	$238k		3.6k	66.31	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$234k	-11%	913.00	256.42	View chart
Walt Disney Company (DIS)	0.0	$233k		2.0k	114.52	View chart
Ishares Tr Ibonds 25 Trm Hg (IBHE)	0.0	$231k	-14%	9.9k	23.22	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.0	$230k		3.6k	63.83	View chart
Ishares Tr Ibonds Dec 26 (IBMO)	0.0	$229k		8.9k	25.66	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.0	$228k		8.2k	27.64	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.0	$228k	NEW	4.7k	48.29	View chart
Ge Aerospace Com New (GE)	0.0	$226k	NEW	750.00	300.82	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$225k		1.6k	139.64	View chart
Exxon Mobil Corporation (XOM)	0.0	$222k		2.0k	112.73	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$222k		2.8k	78.09	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.0	$218k	-8%	433.00	502.74	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.0	$217k		9.8k	22.15	View chart
McDonald's Corporation (MCD)	0.0	$212k	-5%	697.00	303.88	View chart
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN)	0.0	$211k		3.2k	66.61	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.0	$205k		4.0k	51.09	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.0	$202k		2.0k	100.70	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$200k	NEW	4.0k	49.46	View chart

Past Filings by Summit Wealth Partners

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

Summit Wealth Partners 2025 Q3 filed Oct. 21, 2025
Summit Wealth Partners 2025 Q2 filed Aug. 11, 2025
Summit Wealth Partners 2025 Q1 filed May 6, 2025
Summit Wealth Partners 2024 Q4 filed Jan. 27, 2025
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

View all past filings

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