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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, AGG, BRO, IWF, QQQ, and represent 22.66% of Summit Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: PG (+$15M), AVUS, IUSB, SCHD, FTSM, IDEV, ILTB, JMUB, BINC, BND.
Started 7 new stock positions in BINC, BRK.B, TSM, ABT, DIS, GOOGL, IBMO.
Reduced shares in these 10 stocks: PAPR, NAPR, FPEI, BUFZ, IVV, MDY, USMV, PJUN, GSEP, BRO.
Sold out of its positions in ARKK, AMD, AMLIF, BTOP, BITB, DRI, DNN, DFAT, EU, RDVY.
Summit Wealth Partners was a net seller of stock by $-25M.
Summit Wealth Partners has $487M in assets under management (AUM), dropping by -6.23%.
Central Index Key (CIK): 0002033312

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Portfolio Holdings for Summit Wealth Partners

Summit Wealth Partners holds 199 positions in its portfolio as reported in the December 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	$25M	-4%	139k	178.08	View chart
Ishares Tr Core Us Aggbd Et (AGG)	4.7	$23M		236k	96.90	View chart
Brown & Brown (BRO)	4.6	$23M	-6%	222k	102.02	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	4.3	$21M	-4%	52k	401.58	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.9	$19M	-3%	37k	511.23	View chart
Ishares Tr Msci Usa Min Vol (USMV)	3.6	$18M	-9%	200k	88.79	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	3.6	$17M	-4%	346k	50.37	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	3.3	$16M	-3%	310k	51.70	View chart
Procter & Gamble Company (PG)	3.1	$15M	+3240%	91k	167.65	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	2.6	$13M		250k	51.51	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.1	$10M		145k	70.28	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	2.0	$9.9M	-6%	78k	127.59	View chart
Ishares Tr Msci Intl Qualty (IQLT)	2.0	$9.9M	-8%	266k	37.12	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	1.9	$9.2M	-3%	100k	92.45	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.9	$9.1M	+27%	94k	96.93	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.9	$9.1M	-10%	28k	322.16	View chart
Ishares Tr Core Total Usd (IUSB)	1.7	$8.3M	+26%	184k	45.20	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.7	$8.2M	-7%	14k	586.06	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.7	$8.2M	-20%	14k	588.66	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	1.7	$8.2M	-2%	192k	42.61	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	1.6	$7.8M	-7%	88k	88.40	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.5	$7.2M	-4%	56k	128.62	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.4	$7.0M	-4%	32k	220.96	View chart
Apple (AAPL)	1.0	$5.0M		20k	250.42	View chart
Ishares Tr Core High Dv Etf (HDV)	1.0	$4.6M		41k	112.26	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.9	$4.5M	-9%	56k	80.66	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.9	$4.4M	-3%	71k	62.31	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.9	$4.2M	-3%	73k	57.53	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.9	$4.2M	+13%	58k	71.91	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.8	$4.1M	-5%	17k	240.29	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.8	$3.8M		9.0k	425.48	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.8	$3.8M	-10%	123k	30.48	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.8	$3.7M		77k	47.77	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.8	$3.7M	-2%	32k	115.22	View chart
Ishares Tr Core Lt Usdb Etf (ILTB)	0.7	$3.5M	+26%	71k	48.65	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.7	$3.4M	+5%	36k	92.59	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.7	$3.2M	+33%	54k	59.77	View chart
Microsoft Corporation (MSFT)	0.6	$2.9M	+13%	6.8k	421.52	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.6	$2.8M	+29%	56k	50.15	View chart
Ishares Tr Core Msci Intl (IDEV)	0.5	$2.7M	+38%	41k	64.47	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.5	$2.7M	+10%	45k	58.79	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.5	$2.6M	+13%	57k	46.07	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.5	$2.4M	+12%	55k	44.01	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.5	$2.3M	-11%	65k	35.85	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.5	$2.3M	+10%	79k	29.19	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$2.3M	-5%	52k	44.04	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.4	$2.1M		37k	56.38	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.4	$2.0M	+22%	31k	66.77	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$2.0M		5.0k	410.43	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.4	$2.0M		26k	77.27	View chart
NVIDIA Corporation (NVDA)	0.4	$1.9M	-24%	14k	134.29	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.4	$1.9M	-7%	33k	58.18	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.4	$1.9M	-5%	34k	56.48	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.4	$1.9M	-48%	3.3k	569.61	View chart
Ishares Tr Core Msci Total (IXUS)	0.4	$1.9M		28k	66.14	View chart
Ishares Tr Select Divid Etf (DVY)	0.4	$1.8M		14k	131.29	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.4	$1.8M	-2%	77k	23.32	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$1.7M	-2%	22k	78.01	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.3	$1.7M	-6%	18k	92.72	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$1.7M	+5%	21k	80.27	View chart
Broadcom (AVGO)	0.3	$1.6M	+23%	7.1k	231.85	View chart
Johnson & Johnson (JNJ)	0.3	$1.5M	+4%	10k	144.62	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$1.4M	+9%	23k	61.34	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$1.4M	+187%	50k	27.32	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.3	$1.4M	+35%	59k	22.81	View chart
Ishares Tr High Yld Systm B (HYDB)	0.3	$1.4M	+5%	29k	47.01	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.3	$1.3M	-11%	13k	99.55	View chart
Merck & Co (MRK)	0.3	$1.2M		13k	99.48	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$1.2M		6.3k	195.84	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$1.2M	-5%	15k	78.65	View chart
Nextera Energy (NEE)	0.2	$1.2M	+5%	17k	71.69	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.2	$1.2M		15k	76.61	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.2	$1.2M	+15%	47k	25.23	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.2	$1.1M	-9%	22k	51.01	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.2	$1.1M		23k	50.21	View chart
Amazon (AMZN)	0.2	$1.1M	+18%	5.1k	219.39	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.1M	-17%	4.6k	239.71	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.2	$1.1M	-13%	61k	17.70	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$1.1M		3.7k	289.78	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.2	$1.1M	+68%	21k	50.71	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$1.0M		3.8k	264.16	View chart
Spdr Ser Tr Bloomberg Sht Te (SJNK)	0.2	$967k	+2%	38k	25.25	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$966k	-16%	5.5k	175.22	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	0.2	$947k		41k	23.15	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.2	$929k	-2%	37k	25.05	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.2	$916k	+19%	38k	24.07	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$895k	+37%	7.7k	115.55	View chart
South State Corporation (SSB)	0.2	$876k		8.8k	99.48	View chart
UnitedHealth (UNH)	0.2	$852k	+14%	1.7k	505.86	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.2	$835k	-2%	21k	40.49	View chart
Automatic Data Processing (ADP)	0.2	$812k	+8%	2.8k	292.73	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.2	$780k		14k	57.32	View chart
Ishares Tr Modert Alloc Etf (AOM)	0.2	$770k	-5%	18k	43.44	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$732k		13k	57.41	View chart
Managed Portfolio Series Tortoise Nram Pi (TPYP)	0.1	$730k	-2%	21k	34.09	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.1	$707k	-5%	12k	60.47	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$706k	+4%	15k	47.82	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.1	$701k	+44%	11k	62.04	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$699k		22k	31.44	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.1	$699k	+31%	15k	48.29	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$692k	-16%	13k	52.22	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$691k		2.0k	343.42	View chart
Philip Morris International (PM)	0.1	$685k		5.7k	120.36	View chart
Home Depot (HD)	0.1	$675k	+16%	1.7k	388.96	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$674k		5.7k	117.50	View chart
Pfizer (PFE)	0.1	$667k		25k	26.53	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$652k	-14%	3.9k	169.30	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.1	$649k		29k	22.20	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.1	$646k	-4%	26k	24.90	View chart
Abbvie (ABBV)	0.1	$637k	+9%	3.6k	177.69	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$623k	NEW	12k	52.02	View chart
Oracle Corporation (ORCL)	0.1	$623k	+10%	3.7k	166.64	View chart
Caterpillar (CAT)	0.1	$607k		1.7k	362.76	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.1	$605k	-81%	32k	18.70	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.1	$603k		30k	20.35	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$591k		8.4k	70.00	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.1	$572k	-62%	15k	39.09	View chart
Ishares Tr Ibonds 25 Trm Hg (IBHE)	0.1	$544k		23k	23.20	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$544k	-2%	18k	30.47	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.1	$517k	-34%	8.2k	62.78	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$507k		1.8k	287.82	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$494k		4.0k	124.92	View chart
Netflix (NFLX)	0.1	$478k		536.00	891.32	View chart
Meta Platforms Cl A (META)	0.1	$471k		805.00	585.63	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.1	$469k		9.3k	50.50	View chart
At&t (T)	0.1	$464k		20k	22.77	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$458k	-26%	12k	38.50	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$455k		2.4k	190.44	View chart
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)	0.1	$453k	+31%	23k	19.84	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$446k		3.2k	139.35	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	0.1	$443k	+20%	8.9k	49.95	View chart
International Business Machines (IBM)	0.1	$425k		1.9k	219.80	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.1	$424k		18k	23.96	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$421k	+43%	8.2k	51.25	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.1	$417k		9.6k	43.23	View chart
Paychex (PAYX)	0.1	$415k		3.0k	140.21	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$407k	-9%	3.8k	106.54	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.1	$407k	-25%	3.7k	109.19	View chart
3M Company (MMM)	0.1	$402k		3.1k	129.10	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$401k	-24%	12k	33.79	View chart
Air Products & Chemicals (APD)	0.1	$400k		1.4k	290.04	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$400k	-11%	10k	39.57	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)	0.1	$393k	-9%	11k	36.67	View chart
Allstate Corporation (ALL)	0.1	$386k		2.0k	192.79	View chart
Tesla Motors (TSLA)	0.1	$383k	-43%	949.00	403.84	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.1	$376k	-19%	8.1k	46.63	View chart
Altria (MO)	0.1	$360k	-2%	6.9k	52.29	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$360k		3.4k	105.49	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$355k	-35%	3.3k	106.85	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.1	$355k		7.3k	48.97	View chart
Innovator Etfs Trust Growth 100 Pwr B (NAUG)	0.1	$355k	-5%	14k	25.76	View chart
Eli Lilly & Co. (LLY)	0.1	$350k	-5%	453.00	772.22	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$349k	+10%	648.00	538.53	View chart
Lockheed Martin Corporation (LMT)	0.1	$340k	+12%	701.00	485.62	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$340k		1.2k	288.85	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.1	$338k	-8%	15k	22.80	View chart
Honeywell International (HON)	0.1	$337k		1.5k	225.89	View chart
Innovator Etfs Trust International Dv (IOCT)	0.1	$337k	-18%	12k	29.30	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$335k		3.9k	84.76	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.1	$334k		7.3k	45.70	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.1	$330k	-8%	16k	20.65	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$319k		5.3k	59.73	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.1	$317k		6.8k	46.54	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$307k	NEW	1.6k	189.33	View chart
Chevron Corporation (CVX)	0.1	$301k	-3%	2.1k	144.84	View chart
Verizon Communications (VZ)	0.1	$296k	-5%	7.4k	39.99	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$295k		4.2k	70.72	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$283k		14k	20.13	View chart
Marriott Intl Cl A (MAR)	0.1	$279k		1.0k	278.94	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$278k		4.3k	65.08	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$278k		5.6k	49.51	View chart
Costco Wholesale Corporation (COST)	0.1	$276k	+24%	301.00	916.47	View chart
Coca-Cola Company (KO)	0.1	$273k	+31%	4.4k	62.26	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.1	$272k	-21%	9.8k	27.70	View chart
Southern Company (SO)	0.1	$271k		3.3k	82.32	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$263k		5.7k	46.24	View chart
Northrop Grumman Corporation (NOC)	0.1	$262k		558.00	469.29	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$261k	-38%	2.0k	129.35	View chart
Ecolab (ECL)	0.1	$256k		1.1k	234.32	View chart
McDonald's Corporation (MCD)	0.1	$253k	+24%	871.00	289.93	View chart
Ishares Tr Short Treas Bd (SHV)	0.1	$248k		2.2k	110.11	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$245k	+21%	2.4k	100.32	View chart
Amgen (AMGN)	0.0	$237k		910.00	260.64	View chart
Walt Disney Company (DIS)	0.0	$234k	NEW	2.1k	111.33	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$234k		3.1k	75.61	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.0	$229k		4.5k	50.88	View chart
Ishares Tr Ibonds Dec 26 (IBMO)	0.0	$227k	NEW	8.9k	25.46	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.0	$226k	-17%	6.1k	36.80	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.0	$224k	NEW	494.00	453.28	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT)	0.0	$222k	-41%	4.3k	51.34	View chart
Ishares Tr Ibonds 2027 Term (IBHG)	0.0	$222k		10k	22.24	View chart
Exxon Mobil Corporation (XOM)	0.0	$221k	-37%	2.0k	107.59	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$218k		4.5k	49.05	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.0	$216k	-2%	5.0k	43.58	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.0	$211k	-12%	3.6k	57.98	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.0	$209k	-12%	9.8k	21.36	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$207k	NEW	1.0k	197.49	View chart
Abbott Laboratories (ABT)	0.0	$203k	NEW	1.8k	113.11	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$201k		2.7k	74.73	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 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
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

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