Summit Wealth Partners, LLC - Portfolio Stock Holdings
Summit Wealth Partners, LLC disclosed 290 stock positions in a recent SEC 13F filing. $700,986,693 of stock holdings were filed, with the largest holdings including IVV, IWF, and QUAL. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $675,661,242 and has 21 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
290Est. Stock Holding Value:
$700,986,693Top Stock Holdings By Sector
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Portfolio Stock Holdings - Summit Wealth Partners, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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