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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 18.10% of Summit Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: NVDA (+$8.7M), AAPL, AMZN, XLE, MSFT, WMT, JPM, GLD, AMAT, SPY.
Started 70 new stock positions in WMB, RTX, SPGP, MDT, BA, CSCO, GS, IWP, ITW, ZALT.
Reduced shares in these 10 stocks: AGG, QUAL, USMV, FTSM, IQLT, IBTJ, AVUS, ITOT, BND, REGL.
Sold out of its positions in FTSL, RF.
Summit Wealth Partners was a net buyer of stock by $101M.
Summit Wealth Partners has $632M in assets under management (AUM), dropping by 16.71%.
Central Index Key (CIK): 0002033312

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Portfolio Holdings for Summit Wealth Partners

Summit Wealth Partners holds 271 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	4.5	$28M	+4%	43k	653.21	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	3.8	$24M		57k	426.40	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	3.8	$24M	-3%	125k	191.81	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.2	$20M		35k	577.19	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	2.8	$18M	+9%	344k	51.93	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.8	$18M	-9%	176k	99.27	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	2.7	$17M		342k	50.61	View chart
Ishares Tr Msci Usa Min Vol (USMV)	2.7	$17M	-3%	183k	92.74	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	2.5	$16M	+2%	303k	52.56	View chart
Ishares Tr Core Univrsl Usd (IUSB)	2.5	$16M	+8%	338k	46.19	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	2.3	$15M	+2%	272k	53.22	View chart
Brown & Brown (BRO)	2.1	$13M		202k	65.21	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.0	$13M		142k	90.53	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.8	$11M		77k	148.10	View chart
Ishares Tr Msci Intl Qualty (IQLT)	1.7	$11M	-4%	233k	46.23	View chart
NVIDIA Corporation (NVDA)	1.6	$10M	+636%	58k	174.40	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.6	$10M	+31%	15k	650.34	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	1.5	$9.4M	+5%	99k	95.44	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.4	$8.9M	+6%	111k	80.61	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.4	$8.9M		25k	356.56	View chart
Apple (AAPL)	1.4	$8.9M	+108%	35k	253.79	View chart
Procter & Gamble Company (PG)	1.2	$7.9M	+6%	55k	144.44	View chart
Vanguard Index Fds Growth Etf (VUG)	1.2	$7.3M	+20%	17k	436.79	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.1	$7.2M	-4%	51k	142.43	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	1.1	$7.0M		15k	463.20	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	1.1	$6.9M	-2%	71k	97.23	View chart
Ishares Tr Core Msci Intl (IDEV)	1.1	$6.8M	+9%	81k	83.57	View chart
Ishares Tr Core High Dv Etf (HDV)	1.0	$6.6M		49k	135.72	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.0	$6.3M	+3%	79k	80.58	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.0	$6.2M		25k	248.00	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.9	$5.8M	+29%	87k	67.53	View chart
Microsoft Corporation (MSFT)	0.8	$5.2M	+156%	14k	370.16	View chart
Amazon (AMZN)	0.8	$5.2M	+337%	25k	208.27	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.8	$5.2M		104k	49.99	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.8	$5.0M		49k	102.25	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.8	$4.9M	+30%	84k	58.18	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.7	$4.7M	-6%	43k	111.18	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.7	$4.7M	+10%	100k	47.08	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.7	$4.7M	+2%	82k	56.68	View chart
Spdr Gold Tr Gold Shs (GLD)	0.7	$4.4M	+131%	10k	430.29	View chart
JPMorgan Chase & Co. (JPM)	0.7	$4.3M	+239%	15k	294.16	View chart
Ishares Tr Select Divid Etf (DVY)	0.7	$4.3M	+74%	28k	151.41	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.7	$4.1M		97k	42.44	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.7	$4.1M	+21%	33k	124.31	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.6	$3.7M	+755%	60k	61.26	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.6	$3.6M		75k	48.46	View chart
Johnson & Johnson (JNJ)	0.5	$3.3M	+25%	14k	244.43	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$3.2M	+294%	11k	286.86	View chart
Wal-Mart Stores (WMT)	0.5	$3.1M	NEW	25k	124.28	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.5	$3.1M	+5%	55k	55.52	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$2.9M	-8%	11k	261.92	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.5	$2.9M	-14%	48k	59.78	View chart
Ishares Tr Core Div Grwth (DGRO)	0.4	$2.8M		39k	70.18	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.4	$2.8M	+5%	35k	78.41	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.4	$2.7M	-9%	31k	86.41	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.4	$2.7M	+62%	59k	45.62	View chart
Ishares Tr S&p 100 Etf (OEF)	0.4	$2.5M	+57%	7.9k	318.06	View chart
Applied Materials (AMAT)	0.4	$2.5M	NEW	7.2k	341.79	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.4	$2.4M	+4%	75k	32.22	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$2.4M	+406%	8.3k	287.56	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$2.4M	-2%	44k	54.05	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.4	$2.3M	+5%	46k	50.98	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$2.2M	-11%	31k	73.64	View chart
Broadcom (AVGO)	0.3	$2.2M	+52%	7.0k	309.52	View chart
Caterpillar (CAT)	0.3	$2.1M	NEW	3.0k	708.46	View chart
Ishares Tr Core Msci Total (IXUS)	0.3	$2.1M		24k	86.64	View chart
Netflix (NFLX)	0.3	$1.9M	+272%	20k	96.15	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	0.3	$1.9M		38k	50.34	View chart
Merck & Co (MRK)	0.3	$1.9M	+25%	16k	120.29	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.3	$1.9M	+234%	40k	45.89	View chart
Home Depot (HD)	0.3	$1.8M	+214%	5.6k	328.90	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$1.8M	NEW	14k	132.90	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$1.8M	+75%	28k	64.08	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.3	$1.7M	+30%	2.7k	616.82	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.3	$1.6M	+68%	49k	32.95	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.3	$1.6M	-8%	25k	63.91	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$1.6M		19k	82.75	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$1.5M		26k	58.54	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.2	$1.5M	+3%	17k	88.49	View chart
Global X Fds Global X Copper (COPX)	0.2	$1.5M	NEW	19k	76.35	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$1.4M	+6%	47k	30.68	View chart
Costco Wholesale Corporation (COST)	0.2	$1.4M	+387%	1.4k	996.50	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.2	$1.4M	-4%	61k	22.91	View chart
McDonald's Corporation (MCD)	0.2	$1.3M	+508%	4.2k	310.82	View chart
Oracle Corporation (ORCL)	0.2	$1.3M	+187%	8.9k	147.11	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.2	$1.3M	-10%	31k	42.31	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$1.3M	-17%	16k	79.27	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.2	$1.3M	NEW	12k	108.98	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$1.3M	-9%	13k	96.70	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$1.2M		7.9k	155.11	View chart
Morgan Stanley Com New (MS)	0.2	$1.2M	NEW	7.4k	164.57	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$1.2M	+12%	6.1k	191.91	View chart
Coca-Cola Company (KO)	0.2	$1.2M	+322%	15k	76.05	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.1M	+227%	6.5k	169.67	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.2	$1.1M		21k	50.66	View chart
Tesla Motors (TSLA)	0.2	$1.1M	+104%	2.9k	371.75	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$1.1M	-3%	3.3k	320.77	View chart
Meta Platforms Cl A (META)	0.2	$1.0M	+92%	1.8k	572.18	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.2	$1.0M		46k	22.43	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.2	$1.0M	-8%	26k	40.10	View chart
Philip Morris International (PM)	0.2	$1.0M	+7%	6.1k	165.34	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$979k		8.3k	118.60	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$961k	+69%	11k	88.16	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$961k		3.3k	287.22	View chart
Innovator Etfs Trust Equity Def Protn (ZFEB)	0.2	$958k	NEW	38k	25.39	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$927k	+16%	4.7k	196.20	View chart
Bank of America Corporation (BAC)	0.1	$926k	NEW	19k	48.75	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$911k	NEW	8.2k	110.86	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$905k		12k	75.10	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$896k	+197%	9.2k	97.13	View chart
Walt Disney Company (DIS)	0.1	$887k	+378%	9.2k	96.38	View chart
Tortoise Capital Series Trus North Amrcn Pipe (TPYP)	0.1	$867k		21k	42.36	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.1	$850k	+4%	13k	64.35	View chart
Innovator Etfs Trust Equity Defined P (ZNOV)	0.1	$848k	-3%	32k	26.55	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$843k	+3%	12k	69.75	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.1	$835k		19k	43.06	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$828k	-9%	25k	33.77	View chart
Ishares Tr Core Lt Usdb Etf (ILTB)	0.1	$828k	-11%	17k	48.98	View chart
Southstate Bk Corp (SSB)	0.1	$815k		8.8k	92.52	View chart
Abbvie (ABBV)	0.1	$804k	+66%	3.7k	217.47	View chart
Marriott Intl Cl A (MAR)	0.1	$801k	+145%	2.5k	327.07	View chart
Chevron Corporation (CVX)	0.1	$785k	+177%	3.8k	206.89	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.1	$770k		12k	66.77	View chart
Lockheed Martin Corporation (LMT)	0.1	$756k	+77%	1.3k	604.46	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.1	$750k		30k	25.33	View chart
3M Company (MMM)	0.1	$732k	+81%	5.0k	145.23	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$728k	-9%	20k	36.76	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$723k	+4%	1.2k	597.57	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$708k		5.1k	138.37	View chart
Cisco Systems (CSCO)	0.1	$689k	NEW	8.9k	77.59	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.1	$685k		14k	47.54	View chart
American Express Company (AXP)	0.1	$683k	NEW	2.3k	302.48	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.1	$669k		28k	24.24	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$651k	-13%	13k	49.69	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$642k	NEW	3.0k	215.05	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$632k	-4%	15k	42.72	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$623k	NEW	2.8k	218.75	View chart
Pfizer (PFE)	0.1	$613k	+12%	22k	28.08	View chart
At&t (T)	0.1	$602k	+4%	21k	28.99	View chart
International Business Machines (IBM)	0.1	$592k	+32%	2.4k	242.38	View chart
Automatic Data Processing (ADP)	0.1	$592k	+5%	2.9k	203.18	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.1	$586k		24k	24.24	View chart
Honeywell International (HON)	0.1	$580k	+51%	2.6k	226.03	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$578k	-8%	7.3k	79.56	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$577k	NEW	6.5k	88.71	View chart
Wheaton Precious Metals Corp (WPM)	0.1	$576k	NEW	4.4k	131.01	View chart
Altria (MO)	0.1	$575k	+24%	8.7k	65.99	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.1	$572k	-6%	12k	47.37	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$570k	NEW	3.5k	161.75	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	0.1	$567k	-5%	25k	22.95	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$565k	+42%	1.7k	338.04	View chart
Wells Fargo & Company (WFC)	0.1	$565k	+226%	7.1k	79.61	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$564k		11k	49.81	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.1	$560k	-5%	14k	39.43	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.1	$555k		27k	20.93	View chart
Starbucks Corporation (SBUX)	0.1	$549k	NEW	6.1k	89.59	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$530k	NEW	2.5k	213.67	View chart
Verizon Communications (VZ)	0.1	$527k	+39%	11k	50.20	View chart
Micron Technology (MU)	0.1	$519k	NEW	1.5k	337.76	View chart
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)	0.1	$517k	NEW	16k	32.46	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.1	$516k		9.6k	53.77	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$510k	NEW	15k	33.47	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.1	$500k	-26%	15k	33.74	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$490k	+16%	4.6k	106.50	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.1	$487k		26k	19.00	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$484k	NEW	9.8k	49.37	View chart
Amgen (AMGN)	0.1	$483k	+48%	1.4k	351.85	View chart
Fidelity Greenwood Street Tr Hedged Eqty Etf (FHEQ)	0.1	$478k	+25%	16k	29.42	View chart
Northrop Grumman Corporation (NOC)	0.1	$471k	+23%	690.00	682.24	View chart
Nextera Energy (NEE)	0.1	$471k	+96%	5.1k	92.88	View chart
Fidelity Greenwood Street Tr Yield Enhanced E (FYEE)	0.1	$471k	+24%	17k	27.13	View chart
Ecolab (ECL)	0.1	$468k	+100%	1.8k	266.02	View chart
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)	0.1	$467k		23k	19.96	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$454k	-12%	1.4k	313.81	View chart
Goldman Sachs (GS)	0.1	$452k	NEW	534.00	845.99	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$444k		4.2k	106.15	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.1	$438k		8.3k	52.49	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$433k	NEW	3.0k	146.63	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$432k	NEW	7.6k	56.79	View chart
Air Products & Chemicals (APD)	0.1	$423k	+5%	1.5k	290.49	View chart
Ishares Tr Ibonds Dec 2031 (IBTL)	0.1	$417k		20k	20.40	View chart
Allstate Corporation (ALL)	0.1	$415k		2.0k	207.34	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.1	$415k		8.6k	47.99	View chart
Visa Com Cl A (V)	0.1	$410k	NEW	1.4k	302.24	View chart
Target Corporation (TGT)	0.1	$406k	NEW	3.3k	121.22	View chart
Gilead Sciences (GILD)	0.1	$402k	NEW	2.9k	139.37	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.1	$384k	NEW	17k	23.26	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.1	$379k	-48%	17k	21.84	View chart
Palantir Technologies Cl A (PLTR)	0.1	$378k	NEW	2.6k	146.28	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.1	$374k	-36%	5.2k	71.41	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.1	$370k	-15%	7.3k	50.84	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.1	$368k		7.3k	50.33	View chart
UnitedHealth (UNH)	0.1	$365k	NEW	1.3k	270.60	View chart
Advanced Micro Devices (AMD)	0.1	$364k	+55%	1.8k	203.43	View chart
Metropcs Communications (TMUS)	0.1	$363k	NEW	1.7k	210.07	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.1	$355k		8.0k	44.62	View chart
Marathon Petroleum Corp (MPC)	0.1	$355k	NEW	1.5k	244.18	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.1	$353k		6.8k	51.78	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.1	$351k	-8%	7.4k	47.30	View chart
Casey's General Stores (CASY)	0.1	$348k	NEW	478.00	727.86	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$346k	-6%	3.8k	91.36	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.1	$344k		15k	22.28	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$341k	-10%	19k	17.75	View chart
Southern Company (SO)	0.1	$337k	+6%	3.5k	96.52	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$337k	+9%	5.8k	57.64	View chart
Trane Technologies SHS (TT)	0.1	$336k	NEW	806.00	416.74	View chart
Uber Technologies (UBER)	0.1	$335k	NEW	4.7k	71.93	View chart
Spdr Series Trust State Street Spd (SJNK)	0.1	$328k	-7%	13k	24.98	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$328k	NEW	2.9k	113.09	View chart
Royal Gold (RGLD)	0.1	$327k	NEW	1.3k	254.49	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.1	$323k		7.0k	46.07	View chart
Innovator Etfs Trust Equity Defined P (ZAUG)	0.1	$321k		12k	26.63	View chart
Medtronic SHS (MDT)	0.1	$317k	NEW	3.7k	86.65	View chart
TJX Companies (TJX)	0.0	$315k	NEW	2.0k	159.70	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.0	$310k	-2%	7.7k	40.10	View chart
Eli Lilly & Co. (LLY)	0.0	$304k	+26%	331.00	918.64	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$304k		4.3k	71.13	View chart
Williams Companies (WMB)	0.0	$303k	NEW	4.2k	72.78	View chart
FTI Consulting (FCN)	0.0	$300k	NEW	1.7k	176.77	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$293k	+29%	6.9k	42.56	View chart
Innovator Etfs Trust International Dv (IOCT)	0.0	$290k	-25%	8.3k	35.05	View chart
Vaneck Fds Emerging Markets (EMBX)	0.0	$290k	NEW	5.8k	50.11	View chart
Innovator Etfs Trust Equity Defin 1yr (ZOCT)	0.0	$282k	-19%	11k	26.75	View chart
First Tr Exch Trd Alphdx India Nfty50 Eqw (NFTY)	0.0	$279k	-10%	5.4k	51.50	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$279k		5.8k	48.05	View chart
Spdr Series Trust State Street Spd (SDY)	0.0	$279k	NEW	1.9k	145.94	View chart
O'reilly Automotive (ORLY)	0.0	$275k	NEW	3.0k	92.31	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.0	$274k	-4%	8.1k	33.75	View chart
Union Pacific Corporation (UNP)	0.0	$274k	NEW	1.1k	242.72	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$269k	+3%	2.5k	108.97	View chart
Ameriprise Financial (AMP)	0.0	$266k	NEW	599.00	444.40	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.0	$263k	-40%	5.0k	52.70	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.0	$261k	+27%	5.1k	50.95	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$260k	NEW	5.2k	49.89	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.0	$254k	NEW	2.4k	107.62	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.0	$252k		12k	20.42	View chart
Ge Aerospace Com New (GE)	0.0	$250k	+17%	881.00	283.77	View chart
Boeing Company (BA)	0.0	$250k	NEW	1.3k	199.03	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$250k	NEW	1.9k	128.12	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$248k		3.2k	77.18	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.0	$248k	-9%	6.1k	40.86	View chart
Innovator Etfs Trust Growth 100 Power (NSEP)	0.0	$247k	-7%	8.6k	28.74	View chart
Intel Corporation (INTC)	0.0	$242k	NEW	5.5k	44.13	View chart
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN)	0.0	$241k	NEW	3.7k	64.97	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.0	$236k		3.6k	64.73	View chart
Illinois Tool Works (ITW)	0.0	$234k	NEW	900.00	260.29	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.0	$233k	+12%	487.00	479.20	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.0	$233k	-4%	2.1k	110.39	View chart
Raytheon Technologies Corp (RTX)	0.0	$232k	NEW	1.2k	192.90	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.0	$231k		8.2k	28.00	View chart
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN)	0.0	$229k		3.2k	71.23	View chart
Royal Caribbean Cruises (RCL)	0.0	$229k	NEW	832.00	275.18	View chart
Ishares Tr Ibonds Dec 26 (IBMO)	0.0	$229k		8.9k	25.63	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$228k	-55%	7.5k	30.32	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.0	$227k		4.7k	48.08	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$224k		933.00	239.96	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.0	$224k	NEW	5.1k	43.59	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$223k	NEW	1.1k	205.80	View chart
FedEx Corporation (FDX)	0.0	$223k	NEW	625.00	356.18	View chart
Waste Management (WM)	0.0	$221k	NEW	962.00	229.79	View chart
Abbott Laboratories (ABT)	0.0	$217k	NEW	2.1k	102.67	View chart
Sprott Com New (SII)	0.0	$215k	NEW	1.5k	142.90	View chart
Pepsi (PEP)	0.0	$215k	NEW	1.4k	155.34	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.0	$215k		9.8k	21.89	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.0	$212k	NEW	2.6k	81.98	View chart
Innovator Etfs Trust Intl Dvlpd 10 Bu (IBUF)	0.0	$211k	NEW	7.1k	29.52	View chart
Texas Instruments Incorporated (TXN)	0.0	$209k	NEW	1.1k	194.12	View chart
Hewlett Packard Enterprise (HPE)	0.0	$207k	NEW	8.7k	23.81	View chart
Cardinal Health (CAH)	0.0	$205k	NEW	970.00	211.31	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.0	$202k		2.0k	100.66	View chart
Kenvue (KVUE)	0.0	$179k	NEW	10k	17.24	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 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
Summit Wealth Partners 2022 Q3 filed Sept. 11, 2024

View all past filings

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