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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 22.36% of Summit Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: BINC, DYNF, FBND, IUSB, IVV, AVLV, BAI, VUG, JPST, ZNOV.
Started 12 new stock positions in LLY, BAI, AMD, FYEE, ZNOV, FBND, WFC, IDV, IBTJ, FHEQ. RF, PNOV.
Reduced shares in these 10 stocks: QQQ, SPY, DIA, , GLTR, AGG, USMV, VIG, NOBL, NVDA.
Sold out of its positions in GLTR, CAT, KNG, UDEC, ZFEB, SPLV, BSCP, IXN, IWS, SLV. IBDQ, HYDB, IBHE, IBDU, IBTF, COWZ, PAYX, NOBL, VIG, MGK, MGV.
Summit Wealth Partners was a net seller of stock by $-14M.
Summit Wealth Partners has $541M in assets under management (AUM), dropping by -2.32%.
Central Index Key (CIK): 0002033312

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Portfolio Holdings for Summit Wealth Partners

Summit Wealth Partners holds 203 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	5.3	$29M	+5%	42k	684.95	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	4.9	$26M		56k	473.30	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	4.7	$26M	-2%	129k	198.62	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.9	$21M	-13%	34k	614.30	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.6	$19M	-6%	195k	99.88	View chart
Ishares Tr Msci Usa Min Vol (USMV)	3.3	$18M	-7%	189k	94.16	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	3.2	$17M	+5%	343k	50.59	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	3.1	$17M	+32%	314k	52.77	View chart
Brown & Brown (BRO)	3.0	$16M		202k	79.70	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	2.9	$16M	+3%	294k	52.88	View chart
Ishares Tr Core Univrsl Usd (IUSB)	2.7	$15M	+12%	312k	46.54	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	2.6	$14M		266k	53.88	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.3	$13M		142k	89.46	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	2.1	$11M		78k	143.52	View chart
Ishares Tr Msci Intl Qualty (IQLT)	2.0	$11M	-3%	242k	45.45	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.7	$9.5M		25k	373.44	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	1.7	$9.0M	-4%	93k	96.16	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.5	$8.0M	-29%	12k	681.93	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.5	$7.9M	+14%	104k	75.77	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.5	$7.9M	+3%	53k	148.69	View chart
Procter & Gamble Company (PG)	1.4	$7.3M		51k	143.31	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	1.3	$7.3M	-20%	15k	480.57	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	1.3	$7.1M	-5%	73k	96.27	View chart
Vanguard Index Fds Growth Etf (VUG)	1.3	$6.8M	+15%	14k	487.87	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.1	$6.1M	-5%	25k	246.16	View chart
Ishares Tr Core Msci Intl (IDEV)	1.1	$6.1M	+8%	74k	82.48	View chart
Ishares Tr Core High Dv Etf (HDV)	1.1	$5.9M		49k	121.61	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.1	$5.9M	+4%	76k	77.02	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	1.0	$5.3M	+5%	104k	50.50	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.9	$5.1M	-7%	46k	111.78	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.9	$4.9M		48k	102.54	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.9	$4.6M		81k	57.24	View chart
Apple (AAPL)	0.8	$4.6M	-11%	17k	271.85	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.8	$4.4M	-2%	67k	66.00	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.8	$4.3M	+12%	91k	47.35	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.7	$3.9M	+102%	64k	60.81	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.7	$3.7M	+6%	96k	38.68	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.7	$3.7M		76k	48.75	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.6	$3.4M	+9%	56k	59.93	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$3.3M	-9%	27k	120.18	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.6	$3.1M	-12%	12k	257.94	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.6	$3.0M	+2%	52k	58.12	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.5	$2.9M	-6%	35k	84.22	View chart
Ishares Tr Core Div Grwth (DGRO)	0.5	$2.7M		39k	69.42	View chart
Microsoft Corporation (MSFT)	0.5	$2.7M	-18%	5.5k	483.63	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.5	$2.6M		33k	78.81	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.5	$2.6M	-28%	35k	74.07	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$2.4M	-3%	45k	53.76	View chart
Ishares Tr Select Divid Etf (DVY)	0.4	$2.3M		16k	141.14	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.4	$2.3M	+5%	71k	31.66	View chart
Johnson & Johnson (JNJ)	0.4	$2.2M		11k	206.95	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.4	$2.2M	+19%	43k	50.94	View chart
Ishares Tr Core Msci Total (IXUS)	0.4	$2.0M	-2%	24k	84.64	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	0.4	$1.9M	+15%	38k	50.32	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.3	$1.8M		27k	66.43	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$1.7M	+32%	4.4k	396.31	View chart
Ishares Tr S&p 100 Etf (OEF)	0.3	$1.7M		5.0k	342.97	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.3	$1.7M	NEW	36k	46.04	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$1.6M		19k	83.75	View chart
Broadcom (AVGO)	0.3	$1.6M	-29%	4.6k	346.13	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$1.6M	-6%	20k	79.73	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.3	$1.5M	-5%	14k	103.56	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.3	$1.5M	-2%	25k	58.73	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.3	$1.5M	-34%	34k	42.87	View chart
NVIDIA Corporation (NVDA)	0.3	$1.5M	-44%	7.9k	186.50	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.3	$1.5M		64k	22.87	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.3	$1.5M		16k	89.56	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.4M		4.3k	322.24	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$1.3M		7.9k	167.94	View chart
Amazon (AMZN)	0.2	$1.3M		5.7k	230.82	View chart
Merck & Co (MRK)	0.2	$1.3M		13k	105.26	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.2	$1.2M	-36%	2.1k	603.25	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$1.2M		44k	27.43	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$1.1M		3.4k	335.28	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.2	$1.1M		21k	51.13	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.2	$1.1M	-15%	28k	39.02	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$1.0M	+2%	5.4k	191.56	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.2	$1.0M	+36%	46k	22.47	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$994k	+9%	16k	62.47	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$987k	-5%	8.3k	119.34	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$975k	-7%	3.4k	290.22	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.2	$973k	NEW	29k	33.30	View chart
Ishares Tr Core Lt Usdb Etf (ILTB)	0.2	$948k	-21%	19k	49.70	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.2	$925k	+54%	27k	34.26	View chart
Philip Morris International (PM)	0.2	$919k		5.7k	160.40	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$886k		12k	73.56	View chart
Innovator Etfs Trust Equity Defined P (ZNOV)	0.2	$879k	NEW	33k	26.67	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$874k		2.8k	313.80	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.2	$854k	-6%	20k	43.72	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.2	$831k	+4%	22k	38.03	View chart
Southstate Bk Corp (SSB)	0.2	$829k	-16%	8.8k	94.11	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.2	$820k	+4%	13k	65.01	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$784k	-3%	12k	67.22	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$772k	+5%	4.0k	190.99	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.1	$766k	NEW	34k	22.66	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.1	$753k	+13%	30k	25.46	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.1	$746k	-3%	12k	64.38	View chart
Tortoise Capital Series Trus North Amern Pipe (TPYP)	0.1	$737k	-2%	21k	35.29	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$727k		1.2k	627.00	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$723k		5.1k	141.49	View chart
Automatic Data Processing (ADP)	0.1	$714k		2.8k	257.24	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$708k		15k	46.71	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.1	$708k		20k	35.21	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.1	$690k		14k	47.93	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$671k	-10%	16k	43.25	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.1	$669k	-13%	28k	24.23	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$638k	-15%	7.9k	80.63	View chart
Tesla Motors (TSLA)	0.1	$637k		1.4k	449.72	View chart
Meta Platforms Cl A (META)	0.1	$628k	+9%	951.00	660.21	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.1	$619k	+4%	13k	47.73	View chart
Home Depot (HD)	0.1	$608k		1.8k	344.13	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	0.1	$607k	-10%	26k	23.08	View chart
Oracle Corporation (ORCL)	0.1	$602k		3.1k	194.91	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.1	$598k		8.2k	72.62	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.1	$587k	+38%	24k	24.28	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.1	$573k	-11%	15k	38.32	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$571k		11k	49.99	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.1	$561k		27k	21.15	View chart
International Business Machines (IBM)	0.1	$544k		1.8k	296.21	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$536k		1.7k	323.01	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$521k	+20%	6.4k	81.17	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.1	$519k		9.6k	54.07	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$518k	-7%	17k	30.96	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$516k	+114%	12k	42.69	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$514k		1.6k	312.98	View chart
Abbvie (ABBV)	0.1	$506k	-39%	2.2k	228.45	View chart
Netflix (NFLX)	0.1	$503k	+900%	5.4k	93.76	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.1	$497k		26k	19.39	View chart
At&t (T)	0.1	$492k		20k	24.84	View chart
Pfizer (PFE)	0.1	$485k	-2%	20k	24.90	View chart
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)	0.1	$469k		23k	20.05	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$447k	+30%	4.2k	107.12	View chart
3M Company (MMM)	0.1	$445k		2.8k	160.08	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.1	$444k		8.4k	52.81	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.1	$443k		8.3k	53.05	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.1	$442k		8.6k	51.10	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.1	$427k		8.6k	49.42	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$423k		4.0k	106.71	View chart
Ishares Tr Ibonds Dec 2031 (IBTL)	0.1	$419k		20k	20.52	View chart
Allstate Corporation (ALL)	0.1	$416k		2.0k	208.15	View chart
Altria (MO)	0.1	$403k		7.0k	57.66	View chart
Fidelity Greenwood Street Tr Hedged Eqty Etf (FHEQ)	0.1	$402k	NEW	13k	30.91	View chart
Fidelity Greenwood Street Tr Yield Enhanced E (FYEE)	0.1	$399k	NEW	14k	28.68	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$392k	-27%	22k	18.22	View chart
Innovator Etfs Trust International Dv (IOCT)	0.1	$389k		11k	34.86	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.1	$383k		8.1k	47.56	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.1	$377k		7.3k	51.56	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.1	$361k		6.8k	52.95	View chart
Spdr Series Trust State Street Spd (SJNK)	0.1	$360k		14k	25.32	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.1	$358k		8.0k	44.94	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$358k		1.2k	304.00	View chart
Innovator Etfs Trust Equity Defin 1yr (ZOCT)	0.1	$352k	-16%	13k	26.84	View chart
First Tr Exch Trd Alphdx India Nfty50 Eqw (NFTY)	0.1	$352k	-7%	6.0k	58.33	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$350k		4.1k	86.24	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.1	$345k		15k	22.36	View chart
Air Products & Chemicals (APD)	0.1	$341k		1.4k	247.02	View chart
Lockheed Martin Corporation (LMT)	0.1	$340k		703.00	483.61	View chart
Honeywell International (HON)	0.1	$330k		1.7k	195.09	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.1	$325k	+3%	7.0k	46.29	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.1	$323k	-16%	7.9k	40.72	View chart
Innovator Etfs Trust Equity Defined P (ZAUG)	0.1	$322k	-3%	12k	26.71	View chart
Northrop Grumman Corporation (NOC)	0.1	$318k		558.00	570.21	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$313k	+94%	7.0k	44.71	View chart
Marriott Intl Cl A (MAR)	0.1	$310k		1.0k	310.24	View chart
Verizon Communications (VZ)	0.1	$307k		7.5k	40.73	View chart
Amgen (AMGN)	0.1	$303k		926.00	327.31	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$298k		4.3k	69.67	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$297k		3.1k	96.03	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$287k		5.3k	53.83	View chart
Southern Company (SO)	0.1	$287k		3.3k	87.20	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.1	$285k		8.5k	33.51	View chart
Eli Lilly & Co. (LLY)	0.1	$280k	NEW	261.00	1072.64	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.1	$278k	NEW	6.7k	41.78	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$277k	+41%	5.7k	48.32	View chart
Innovator Etfs Trust Growth 100 Power (NSEP)	0.1	$273k		9.3k	29.22	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$263k	-21%	2.4k	110.17	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.0	$257k		5.6k	45.88	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.0	$253k		12k	20.60	View chart
Coca-Cola Company (KO)	0.0	$252k		3.6k	69.90	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$250k	+12%	3.2k	77.88	View chart
Costco Wholesale Corporation (COST)	0.0	$249k		289.00	862.61	View chart
Advanced Micro Devices (AMD)	0.0	$246k	NEW	1.1k	214.16	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.0	$244k		2.2k	110.15	View chart
Exxon Mobil Corporation (XOM)	0.0	$238k		2.0k	120.35	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$234k	+2%	935.00	250.34	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.0	$233k		3.6k	64.04	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.0	$233k		8.2k	28.24	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.0	$232k		4.7k	49.25	View chart
Ecolab (ECL)	0.0	$230k	-4%	877.00	262.52	View chart
Ge Aerospace Com New (GE)	0.0	$230k		747.00	308.03	View chart
Ishares Tr Ibonds Dec 26 (IBMO)	0.0	$229k		8.9k	25.64	View chart
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN)	0.0	$221k	+2%	3.2k	68.15	View chart
Walt Disney Company (DIS)	0.0	$219k	-5%	1.9k	113.77	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.0	$218k		433.00	502.65	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.0	$216k		9.8k	22.07	View chart
McDonald's Corporation (MCD)	0.0	$213k		698.00	305.46	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$210k	NEW	5.3k	39.45	View chart
Chevron Corporation (CVX)	0.0	$209k	-25%	1.4k	152.37	View chart
Nextera Energy (NEE)	0.0	$207k	-83%	2.6k	80.27	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.0	$204k		4.0k	50.86	View chart
Regions Financial Corporation (RF)	0.0	$203k	NEW	7.5k	27.10	View chart
Wells Fargo & Company (WFC)	0.0	$202k	NEW	2.2k	93.20	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.0	$201k		2.0k	100.38	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 Q4 filed Jan. 27, 2026
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

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