Summit Wealth Partners, LLC

Est. AUM

$631.7M

13F long equity, this entity only

Positions

271

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$28.3M	43350	4.48%	SOLE
2	ISHARES TR	RUS 1000 GRW ETF	$24.2M	56739	3.83%	SOLE
3	ISHARES TR	MSCI USA QLT FCT	$23.9M	124776	3.79%	SOLE
4	INVESCO QQQ TR	UNIT SER 1	$20.0M	34730	3.17%	SOLE
5	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$17.9M	343993	2.83%	SOLE
6	ISHARES TR	CORE US AGGBD ET	$17.5M	176054	2.77%	SOLE
7	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$17.3M	341729	2.74%	SOLE
8	ISHARES TR	MSCI USA MIN VOL	$16.9M	182452	2.68%	SOLE
9	ISHARES TR	ISHS 1-5YR INVS	$15.9M	302648	2.52%	SOLE
10	ISHARES TR	CORE UNIVRSL USD	$15.6M	337978	2.47%	SOLE
11	ISHARES TR	ISHS 5-10YR INVT	$14.5M	272320	2.29%	SOLE
12	BROWN & BROWN INC	COM	$13.2M	201700	2.08%	SOLE
13	ISHARES TR	CORE MSCI EAFE	$12.8M	141678	2.03%	SOLE
14	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$11.3M	76495	1.79%	SOLE
15	ISHARES TR	MSCI INTL QUALTY	$10.7M	232457	1.70%	SOLE
16	NVIDIA CORPORATION	COM	$10.1M	57858	1.60%	SOLE
17	STATE STR SPDR S&P 500 ETF T	TR UNIT	$10.0M	15439	1.59%	SOLE
18	ISHARES TR	7-10 YR TRSY BD	$9.4M	98459	1.49%	SOLE
19	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$8.9M	110962	1.42%	SOLE
20	ISHARES TR	RUS 1000 ETF	$8.9M	24920	1.41%	SOLE
21	APPLE INC	COM	$8.9M	34989	1.41%	SOLE
22	PROCTER & GAMBLE CO	COM	$7.9M	54469	1.25%	SOLE
23	VANGUARD INDEX FDS	GROWTH ETF	$7.3M	16819	1.16%	SOLE
24	ISHARES TR	CORE S&P TTL STK	$7.2M	50503	1.14%	SOLE
25	STATE STR SPDR DOW JONES IND	UT SER 1	$7.0M	15168	1.11%	SOLE
26	ISHARES TR	RUS MID CAP ETF	$6.9M	71051	1.09%	SOLE
27	ISHARES TR	CORE MSCI INTL	$6.8M	81373	1.08%	SOLE
28	ISHARES TR	CORE HIGH DV ETF	$6.6M	48863	1.05%	SOLE
29	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$6.3M	78707	1.00%	SOLE
30	ISHARES TR	RUSSELL 2000 ETF	$6.2M	25127	0.99%	SOLE
31	ISHARES TR	CORE S&P MCP ETF	$5.8M	86596	0.93%	SOLE
32	MICROSOFT CORP	COM	$5.2M	14180	0.83%	SOLE
33	AMAZON COM INC	COM	$5.2M	25101	0.83%	SOLE
34	J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$5.2M	104126	0.82%	SOLE
35	ISHARES TR	CORE S&P US VLU	$5.0M	48908	0.79%	SOLE
36	BLACKROCK ETF TRUST	ISHARES US EQUIT	$4.9M	83509	0.77%	SOLE
37	AMERICAN CENTY ETF TR	US EQT ETF	$4.7M	42556	0.75%	SOLE
38	J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$4.7M	100322	0.75%	SOLE
39	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$4.7M	82303	0.74%	SOLE
40	SPDR GOLD TR	GOLD SHS	$4.4M	10148	0.69%	SOLE
41	JPMORGAN CHASE & CO	COM	$4.3M	14746	0.69%	SOLE
42	ISHARES TR	SELECT DIVID ETF	$4.3M	28187	0.68%	SOLE
43	PACER FDS TR	DEVELOPED MRKT	$4.1M	97024	0.65%	SOLE
44	ISHARES TR	CORE S&P SCP ETF	$4.1M	33034	0.65%	SOLE
45	SELECT SECTOR SPDR TR	STATE STREET ENE	$3.7M	59905	0.58%	SOLE
46	ISHARES TR	CORE 1 5 YR USD	$3.6M	74521	0.57%	SOLE
47	JOHNSON & JOHNSON	COM	$3.3M	13513	0.52%	SOLE
48	ALPHABET INC	CAP STK CL C	$3.2M	10987	0.50%	SOLE
49	WALMART INC	COM	$3.1M	25019	0.49%	SOLE
50	J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$3.1M	55155	0.48%	SOLE

1–50 of 271

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.