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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, BINC, and represent 18.99% of Summit Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: IWF (+$21M), FBND (+$11M), VUG (+$8.5M), HDV (+$5.3M), IUSB, DYNF, IVV, BINC, FHEQ, AVLV.
Started 21 new stock positions in SNDK, MRVL, FENI, PRU, IDEF, VSDM, PNC, HONA, SPYM, HPQ. SPCX, ZMAY, POWR, NMAR, NOK, RAAX, IWS, RF, LOW, SMH, HON.
Reduced shares in these 10 stocks: XLE, IGIB, BSV, IGSB, IEF, QUAL, JPST, USMV, AVUS, IWM.
Sold out of its positions in ABT, FDX, Honeywell International, NJUL, BOCT, ZOCT, SGOV, KVUE, COWG, PEP. SII, CLOI.
Summit Wealth Partners was a net buyer of stock by $49M.
Summit Wealth Partners has $702M in assets under management (AUM), dropping by 11.12%.
Central Index Key (CIK): 0002033312

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Portfolio Holdings for Summit Wealth Partners

Summit Wealth Partners holds 280 positions in its portfolio as reported in the June 2026 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	$34M	+4%	46k	748.89	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	4.0	$28M	+298%	226k	124.17	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	3.7	$26M	-4%	119k	219.43	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.6	$26M		35k	736.40	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	2.8	$20M	+8%	373k	52.34	View chart
Ishares Tr Core Univrsl Usd (IUSB)	2.5	$17M	+11%	378k	46.15	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.4	$17M	-3%	170k	98.98	View chart
Ishares Tr Msci Usa Min Etf (USMV)	2.4	$17M	-4%	174k	96.46	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	2.3	$16M	-5%	325k	50.57	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	2.0	$14M	+428%	310k	45.49	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	2.0	$14M	-12%	266k	52.41	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.9	$13M	-2%	139k	96.58	View chart
Brown & Brown (BRO)	1.8	$13M		202k	64.15	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.7	$12M		77k	158.03	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	1.7	$12M	-16%	229k	53.17	View chart
NVIDIA Corporation (NVDA)	1.7	$12M		59k	200.09	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.6	$12M		15k	746.75	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.6	$11M	+12%	125k	91.21	View chart
Ishares Tr Msci Intl Qualty (IQLT)	1.6	$11M	-4%	223k	49.55	View chart
Apple (AAPL)	1.5	$10M		36k	289.36	View chart
Vanguard Index Fds Growth Etf (VUG)	1.4	$10M	+587%	116k	86.14	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.4	$9.8M	-4%	24k	409.49	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.2	$8.4M		51k	164.27	View chart
Ishares Tr Core Msci Intl (IDEV)	1.2	$8.1M	+12%	91k	89.01	View chart
Procter & Gamble Company (PG)	1.1	$8.0M		55k	146.64	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	1.1	$7.9M		15k	522.41	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.1	$7.7M		80k	96.49	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	1.1	$7.7M	-2%	70k	110.32	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	1.1	$7.5M	-19%	79k	94.57	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.0	$7.3M	+29%	108k	68.01	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.0	$6.9M	+3%	90k	77.11	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.0	$6.9M	-8%	23k	300.45	View chart
Ishares Tr Core High Dv Etf (HDV)	0.9	$6.6M	+392%	241k	27.41	View chart
Amazon (AMZN)	0.9	$6.1M		26k	238.34	View chart
Microsoft Corporation (MSFT)	0.8	$5.7M	+8%	15k	373.03	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.8	$5.4M		49k	110.15	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.8	$5.4M	+2%	107k	50.66	View chart
Applied Materials (AMAT)	0.7	$5.2M		7.2k	723.00	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.7	$5.1M	+3%	34k	148.31	View chart
JPMorgan Chase & Co. (JPM)	0.7	$4.8M		15k	327.34	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.7	$4.8M	+2%	103k	46.94	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.7	$4.8M	+2%	85k	56.48	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.7	$4.7M	-13%	37k	128.08	View chart
Ishares Tr Select Divid Etf (DVY)	0.6	$4.3M	-2%	28k	156.30	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.6	$4.1M	+2%	100k	41.63	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$4.0M	+2%	11k	353.34	View chart
Spdr Gold Tr Gold Shs (GLD)	0.6	$4.0M	+5%	11k	368.38	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.5	$3.9M	+13%	63k	61.46	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.5	$3.6M		75k	48.25	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.5	$3.6M	+36%	68k	52.72	View chart
Johnson & Johnson (JNJ)	0.5	$3.4M		13k	253.96	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$3.3M	-2%	11k	303.12	View chart
Ishares Tr S&p 100 Etf (OEF)	0.5	$3.3M	+13%	8.9k	365.86	View chart
Caterpillar (CAT)	0.5	$3.2M		3.0k	1064.90	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.4	$3.1M	+19%	16k	190.52	View chart
Ishares Tr Core Div Grwth (DGRO)	0.4	$3.1M	+3%	41k	75.79	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$3.0M		8.4k	357.37	View chart
Wal-Mart Stores (WMT)	0.4	$2.8M		25k	113.26	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.4	$2.8M	-2%	47k	59.73	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.4	$2.7M	+7%	80k	34.12	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.4	$2.7M	-5%	30k	91.57	View chart
Broadcom (AVGO)	0.4	$2.6M		7.0k	377.77	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$2.6M		44k	59.69	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.3	$2.3M		46k	51.00	View chart
Ishares Tr Core Msci Total (IXUS)	0.3	$2.3M	+2%	24k	95.44	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$2.3M		31k	73.41	View chart
Merck & Co (MRK)	0.3	$2.0M		16k	128.50	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$2.0M		28k	71.25	View chart
Fidelity Greenwood Street Tr Hedged Eqty Etf (FHEQ)	0.3	$1.9M	+259%	58k	32.93	View chart
Ishares U S Etf Tr Shor Mat Mun Etf (MEAR)	0.3	$1.9M		38k	50.38	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.3	$1.9M	+2%	41k	45.34	View chart
Home Depot (HD)	0.3	$1.9M	-4%	5.3k	352.70	View chart
Micron Technology (MU)	0.3	$1.8M	+4%	1.6k	1154.09	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.3	$1.8M	-3%	2.6k	703.23	View chart
Ishares Tr Core 80 20 Etf (AOA)	0.2	$1.7M	+6%	18k	97.60	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$1.7M	+13%	54k	31.71	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$1.6M	+5%	27k	58.20	View chart
Morgan Stanley Com New (MS)	0.2	$1.6M		7.5k	209.04	View chart
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO)	0.2	$1.5M	-10%	22k	67.58	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$1.5M		7.9k	188.09	View chart
Global X Fds Global X Copper (COPX)	0.2	$1.5M		19k	76.97	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$1.4M	-6%	18k	82.65	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.2	$1.4M	+2%	12k	117.28	View chart
Oracle Corporation (ORCL)	0.2	$1.3M		8.9k	146.55	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$1.3M		6.1k	212.77	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.2	$1.3M	-8%	56k	22.89	View chart
Costco Wholesale Corporation (COST)	0.2	$1.3M	-4%	1.4k	935.54	View chart
Coca-Cola Company (KO)	0.2	$1.2M		15k	81.27	View chart
Tesla Motors (TSLA)	0.2	$1.2M		2.9k	420.60	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$1.2M		3.3k	370.07	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.2	$1.2M	-8%	28k	42.41	View chart
McDonald's Corporation (MCD)	0.2	$1.2M		4.3k	270.33	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$1.1M	+10%	5.2k	217.92	View chart
Philip Morris International (PM)	0.2	$1.1M		6.2k	180.92	View chart
Fidelity Greenwood Street Tr Yiel Enh Equ Etf (FYEE)	0.2	$1.1M	+121%	39k	28.89	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.2	$1.1M		21k	51.37	View chart
Bank of America Corporation (BAC)	0.2	$1.1M		19k	56.98	View chart
Meta Platforms Cl A (META)	0.2	$1.1M	+6%	1.9k	563.34	View chart
Sandisk Corp (SNDK)	0.2	$1.1M	NEW	479.00	2273.73	View chart
Netflix (NFLX)	0.2	$1.1M	-24%	15k	71.40	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.2	$1.1M	-14%	22k	49.18	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$1.1M	+295%	13k	80.57	View chart
Cisco Systems (CSCO)	0.1	$1.0M		8.9k	117.46	View chart
Advanced Micro Devices (AMD)	0.1	$1.0M		1.8k	580.91	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.1	$1.0M		46k	22.37	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$1.0M	+5%	9.8k	103.88	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$1.0M		12k	82.84	View chart
Innovator Etfs Trust Equity Def Protn (ZFEB)	0.1	$990k		38k	25.98	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$982k	-2%	12k	83.75	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$938k	-30%	9.0k	103.96	View chart
Ishares Tr Core 60 Bala Etf (AOR)	0.1	$932k		13k	69.50	View chart
Abbvie (ABBV)	0.1	$931k		3.7k	251.63	View chart
Exxon Mobil Corporation (XOM)	0.1	$929k	+5%	6.8k	136.72	View chart
Marriott Intl Cl A (MAR)	0.1	$908k		2.5k	370.59	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.1	$904k		25k	36.53	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$900k	+9%	12k	75.51	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.1	$895k		12k	78.03	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.1	$893k		8.3k	107.13	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.1	$892k		19k	46.05	View chart
Walt Disney Company (DIS)	0.1	$890k		9.2k	96.25	View chart
Southstate Bk Corp (SSB)	0.1	$880k		8.8k	99.90	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$861k	-33%	11k	79.03	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$845k	-12%	7.2k	117.45	View chart
Innovator Etfs Trust Equi Defi 1 Nove (ZNOV)	0.1	$840k	-4%	31k	27.46	View chart
Tortoise Capital Series Trus North Amrcn Pipe (TPYP)	0.1	$837k	-2%	20k	41.93	View chart
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)	0.1	$837k	+55%	25k	33.87	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$831k		1.2k	686.97	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$828k	+3%	1.7k	477.69	View chart
3M Company (MMM)	0.1	$816k		5.0k	161.92	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	0.1	$807k	-2%	19k	41.73	View chart
American Express Company (AXP)	0.1	$806k	+5%	2.4k	338.25	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$803k		5.1k	156.97	View chart
Ishares Tr Core Lt Usdb Etf (ILTB)	0.1	$779k	-6%	16k	49.25	View chart
Vaneck Fds Emer Mark Bd Etf (EMBX)	0.1	$768k	+158%	15k	51.31	View chart
Intel Corporation (INTC)	0.1	$766k		5.5k	139.63	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$759k	+7%	3.2k	236.61	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.1	$749k		30k	25.25	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$737k	+6%	3.0k	242.42	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.1	$728k	+4%	15k	48.49	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$726k	-77%	14k	53.11	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.1	$704k	+7%	3.8k	185.23	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.1	$693k	NEW	22k	31.78	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$693k		13k	53.79	View chart
Lockheed Martin Corporation (LMT)	0.1	$691k	+8%	1.4k	509.58	View chart
International Business Machines (IBM)	0.1	$687k		2.4k	281.18	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.1	$658k		27k	24.23	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$647k	+24%	9.5k	68.41	View chart
Automatic Data Processing (ADP)	0.1	$640k		2.9k	223.95	View chart
Chevron Corporation (CVX)	0.1	$631k		3.8k	165.75	View chart
Altria (MO)	0.1	$628k		8.7k	71.95	View chart
Starbucks Corporation (SBUX)	0.1	$627k		6.1k	102.18	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$625k		6.5k	96.43	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$600k		2.5k	242.43	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.1	$595k	-2%	14k	43.14	View chart
Ishares Tr Core 40 Mode Etf (AOM)	0.1	$595k		12k	49.89	View chart
Innovator Etfs Trust Equit Protn May (ZMAY)	0.1	$591k	NEW	23k	25.97	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.1	$586k		24k	24.22	View chart
Wells Fargo & Company (WFC)	0.1	$585k		7.1k	82.64	View chart
Ishares Tr Ibonds Dec 2031 (IBTL)	0.1	$578k	+40%	29k	20.19	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$575k	+115%	2.3k	246.21	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$575k	-14%	13k	45.64	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$570k		1.4k	393.96	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$568k	-2%	7.1k	79.97	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$567k	-79%	7.3k	77.91	View chart
Ishares Tr Ibon 2026 Te Etf (IBHF)	0.1	$560k		25k	22.65	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.1	$553k		27k	20.84	View chart
Union Pacific Corporation (UNP)	0.1	$546k	+78%	2.0k	271.98	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$544k	-3%	11k	49.78	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$541k	+10%	5.1k	106.47	View chart
Goldman Sachs (GS)	0.1	$540k		534.00	1011.37	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$525k		9.8k	53.61	View chart
Pfizer (PFE)	0.1	$522k		22k	24.08	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$514k		15k	34.27	View chart
Ecolab (ECL)	0.1	$498k		1.8k	278.61	View chart
Amgen (AMGN)	0.1	$497k		1.4k	362.12	View chart
Wheaton Precious Metals Corp (WPM)	0.1	$494k		4.4k	112.32	View chart
UnitedHealth (UNH)	0.1	$489k	-12%	1.2k	415.73	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$489k	NEW	746.00	655.89	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.1	$484k	-2%	25k	19.29	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.1	$481k		8.3k	57.63	View chart
Allstate Corporation (ALL)	0.1	$476k		2.0k	237.94	View chart
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)	0.1	$471k		24k	19.99	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.1	$468k		3.0k	158.66	View chart
Visa Com Cl A (V)	0.1	$465k		1.4k	343.09	View chart
Vaneck Etf Trust Real Assets Etf (RAAX)	0.1	$458k	NEW	12k	39.67	View chart
Nextera Energy (NEE)	0.1	$455k	+2%	5.2k	87.78	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$441k	-2%	4.1k	107.62	View chart
Target Corporation (TGT)	0.1	$437k		3.3k	130.63	View chart
At&t (T)	0.1	$430k		21k	20.70	View chart
Ishares Us Pwr Infra Etf (POWR)	0.1	$429k	NEW	15k	27.96	View chart
Verizon Communications (VZ)	0.1	$425k	-4%	10k	42.34	View chart
Air Products & Chemicals (APD)	0.1	$419k		1.4k	293.18	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.1	$403k		7.3k	55.08	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$400k	+40%	9.7k	41.43	View chart
Hewlett Packard Enterprise (HPE)	0.1	$399k		8.8k	45.11	View chart
Eli Lilly & Co. (LLY)	0.1	$397k		331.00	1198.25	View chart
Trane Technologies SHS (TT)	0.1	$396k		806.00	491.16	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$390k	-2%	2.8k	137.53	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.1	$385k		6.8k	56.51	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.1	$382k		17k	23.16	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.1	$380k		8.0k	47.77	View chart
Casey's General Stores (CASY)	0.1	$380k		478.00	794.79	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.1	$376k		17k	21.65	View chart
Marathon Petroleum Corp (MPC)	0.1	$372k		1.5k	255.67	View chart
Gilead Sciences (GILD)	0.1	$365k		2.9k	126.34	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.1	$361k	+25%	3.0k	122.29	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.1	$356k		7.5k	47.15	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$352k		4.3k	82.34	View chart
Northrop Grumman Corporation (NOC)	0.1	$351k		690.00	509.31	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.0	$345k		19k	17.88	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.0	$342k		15k	22.14	View chart
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR)	0.0	$342k	-7%	6.7k	50.66	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$337k		3.8k	87.71	View chart
Palantir Technologies Cl A (PLTR)	0.0	$336k	+11%	2.9k	116.67	View chart
Uber Technologies (UBER)	0.0	$336k		4.7k	72.16	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.0	$335k	NEW	8.4k	40.13	View chart
Spdr Series Trust St Term High Etf (SJNK)	0.0	$333k		13k	25.03	View chart
Ge Aerospace Com New (GE)	0.0	$329k		881.00	373.73	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$328k	-2%	5.7k	57.84	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.0	$323k		7.0k	46.05	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$314k		915.00	342.73	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$313k	+18%	6.2k	50.58	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.0	$312k	-39%	5.8k	53.50	View chart
Williams Companies (WMB)	0.0	$310k		4.2k	74.34	View chart
First Tr Exch Trd Alphdx India Nfty50 Eqw (NFTY)	0.0	$309k	+5%	5.7k	53.80	View chart
Texas Instruments Incorporated (TXN)	0.0	$308k	-4%	1.0k	298.07	View chart
Southern Company (SO)	0.0	$305k	-8%	3.2k	95.71	View chart
Honeywell Aerospace (HONA)	0.0	$305k	NEW	1.4k	221.08	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.0	$304k	-8%	7.1k	43.06	View chart
TJX Companies (TJX)	0.0	$299k		2.0k	151.50	View chart
Metropcs Communications (TMUS)	0.0	$297k	+2%	1.8k	167.76	View chart
Royal Caribbean Cruises (RCL)	0.0	$296k	+12%	932.00	317.53	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$295k	+9%	2.7k	109.07	View chart
Innovator Etfs Trust Intl Dvlpd 10 Bu (IBUF)	0.0	$290k	+29%	9.2k	31.48	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.0	$290k		1.9k	152.18	View chart
Raytheon Technologies Corp (RTX)	0.0	$289k	+27%	1.5k	189.73	View chart
Honeywell International (HON)	0.0	$286k	NEW	1.3k	223.90	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$285k		1.9k	146.41	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.0	$285k	-2%	7.9k	35.97	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$282k		5.8k	48.43	View chart
Innovator Etfs Trust International Dv (IOCT)	0.0	$280k	-8%	7.6k	36.99	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.0	$275k		3.7k	75.29	View chart
Ameriprise Financial (AMP)	0.0	$275k		599.00	458.76	View chart
O'reilly Automotive (ORLY)	0.0	$274k		3.0k	92.09	View chart
Boeing Company (BA)	0.0	$272k		1.3k	216.47	View chart
Innovator Etfs Trust Growth 100 Power (NSEP)	0.0	$269k		8.6k	31.26	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.0	$269k		6.1k	44.35	View chart
Medtronic SHS (MDT)	0.0	$265k	-7%	3.4k	78.23	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.0	$257k		5.0k	51.05	View chart
FTI Consulting (FCN)	0.0	$253k		1.7k	149.01	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.0	$252k		12k	20.36	View chart
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN)	0.0	$251k		3.7k	67.50	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.0	$249k		4.7k	52.73	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$246k		3.2k	76.70	View chart
First Tr Exchng Traded Fd Vi Ft Vest Deep Etf (BUFD)	0.0	$245k		8.2k	29.72	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$244k	+6%	8.0k	30.49	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.0	$244k		487.00	500.39	View chart
Illinois Tool Works (ITW)	0.0	$243k		900.00	270.47	View chart
Marvell Technology (MRVL)	0.0	$243k	NEW	815.00	297.89	View chart
PNC Financial Services (PNC)	0.0	$240k	NEW	973.00	246.22	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.0	$237k	NEW	2.7k	87.87	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.0	$237k	NEW	1.4k	170.86	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.0	$233k		2.1k	110.35	View chart
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)	0.0	$231k	NEW	3.0k	76.63	View chart
Cardinal Health (CAH)	0.0	$230k		970.00	237.56	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	$228k		3.2k	72.31	View chart
Royal Gold (RGLD)	0.0	$227k	-11%	1.1k	199.66	View chart
Regions Financial Corporation (RF)	0.0	$227k	NEW	7.5k	30.20	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.0	$225k		5.1k	43.61	View chart
Waste Management (WM)	0.0	$221k	+3%	992.00	222.88	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$219k	NEW	1.3k	164.58	View chart
Hp (HPQ)	0.0	$217k	NEW	9.9k	21.94	View chart
Innovator Etfs Trust Growth 100 Pwr B (NMAR)	0.0	$216k	NEW	6.7k	32.21	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.0	$215k		2.6k	83.07	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.0	$214k		9.8k	21.80	View chart
Lowe's Companies (LOW)	0.0	$206k	NEW	933.00	220.49	View chart
Innovator Etfs Trust Equi Defi 1 Aug (ZAUG)	0.0	$202k	-39%	7.3k	27.54	View chart
Prudential Financial (PRU)	0.0	$200k	NEW	1.9k	107.95	View chart
Nokia Corp Sponsored Adr (NOK)	0.0	$133k	NEW	10k	13.28	View chart

Past Filings by Summit Wealth Partners

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

Summit Wealth Partners 2026 Q2 filed Aug. 3, 2026
Summit Wealth Partners 2026 Q1 filed April 17, 2026
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

View all past filings

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