Summit Wealth Partners, LLC

13F filer · CIK 0002033312

Reported Aug 3, 2026

Net buyer this quarter

13F portfolio value$702MU.S. long equity reported on 13F

Positions11412 new · 6 closed

Net flow last quarter+$3.88MBuys minus sells

Top 10 positions weight16.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 3, 2026114 positions
QQQInvesco QQQ Trust, Series 1	$25.6M	3.65%	Not reported	+0.1%	Q4 2019
BROBrown & Brown, Inc.	$12.9M	1.84%	0.06%	Not reported	Q4 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$12.2M	1.74%	Not reported	+0.8%	Q4 2019
NVDANvidia Corp	$11.8M	1.68%	0.00%	+1.9%	Q2 2020
SPYSPDR S&P 500 ETF Trust	$11.5M	1.64%	Not reported	+0.1%	Q4 2019
AAPLApple Inc.	$10.3M	1.46%	0.00%	+1.5%	Q4 2019
IDEVEndo Pharmaceuticals Solutions Inc.	$8.13M	1.16%	Not reported	+12.2%	Q1 2024
PGPROCTER & GAMBLE Co	$8.04M	1.15%	0.00%	+0.7%	Q4 2019
DIASPDR Dow Jones Industrial Average ETF Trust	$7.9M	1.13%	Not reported	-0.2%	Q4 2019
AMZNAmazon Com Inc	$6.07M	0.86%	0.00%	+1.5%	Q4 2019
MSFTMicrosoft Corp	$5.75M	0.82%	0.00%	+8.7%	Q4 2019
AMATApplied Materials Inc	$5.22M	0.74%	0.00%	Not reported	Q1 2026
JPMJPMorgan Chase & Co	$4.83M	0.69%	0.00%	+0.1%	Q4 2019
GOOGAlphabet Inc.	$3.99M	0.57%	Not reported	+2.8%	Q2 2023
GLDSPDR Gold Trust	$3.95M	0.56%	0.00%	+5.7%	Q1 2024
JNJJohnson & Johnson	$3.4M	0.48%	0.00%	-0.9%	Q4 2019
CATCaterpillar Inc	$3.2M	0.46%	0.00%	-0.3%	Q4 2019
GOOGLAlphabet Inc.	$3M	0.43%	0.00%	+0.9%	Q2 2024
WMTWalmart Inc.	$2.82M	0.40%	0.00%	-0.4%	Q1 2026
AVGOBroadcom Inc.	$2.64M	0.38%	0.00%	-0.3%	Q4 2023
MRKMerck & Co., Inc.	$2.01M	0.29%	0.00%	Not reported	Q4 2019
HDHome Depot, Inc.	$1.87M	0.27%	0.00%	-4.8%	Q4 2019
MUMicron Technology Inc	$1.84M	0.26%	0.00%	+4.1%	Q1 2026
MDYSPDR S&P Midcap 400 ETF Trust	$1.84M	0.26%	Not reported	-3.0%	Q4 2019
MSMorgan Stanley	$1.57M	0.22%	0.00%	+1.2%	Q1 2026
ORCLOracle Corp	$1.3M	0.19%	0.00%	Not reported	Q4 2023
IBTGInternational Building Technologies Group, Inc.	$1.28M	0.18%	Not reported	-8.3%	Q4 2022
COSTCostco Wholesale Corp	$1.26M	0.18%	0.00%	-4.1%	Q2 2024
KOCoca Cola Co	$1.24M	0.18%	0.00%	+0.1%	Q4 2019
TSLATesla, Inc.	$1.23M	0.18%	0.00%	+1.0%	Q4 2021
MCDMcdonalds Corp	$1.16M	0.16%	0.00%	+0.7%	Q4 2019
PMPhilip Morris International Inc.	$1.11M	0.16%	0.00%	+0.2%	Q4 2019
BACBank of America Corp	$1.1M	0.16%	0.00%	+1.2%	Q1 2026
METAMeta Platforms, Inc.	$1.09M	0.16%	Not reported	+6.1%	Q1 2023
SNDKSandisk Corp	$1.09M	0.16%	0.00%	New	Q2 2026
NFLXNetflix Inc	$1.08M	0.15%	0.00%	-24.5%	Q3 2024
CSCOCisco Systems, Inc.	$1.04M	0.15%	0.00%	+0.1%	Q1 2026
AMDAdvanced Micro Devices Inc	$1.04M	0.15%	0.00%	+0.2%	Q2 2024
ABBVAbbVie Inc.	$931K	0.13%	0.00%	Not reported	Q4 2019
XOMExxonMobil Holdings Corp	$929K	0.13%	0.00%	+5.0%	Q4 2019
MARMarriott International Inc	$908K	0.13%	0.00%	Not reported	Q4 2023
IAUIshares Gold Trust	$900K	0.13%	0.00%	+9.3%	Q4 2019
DISWalt Disney Co	$890K	0.13%	0.00%	+0.5%	Q4 2019
SSBSouthState Bank Corp	$880K	0.13%	0.01%	Not reported	Q2 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$828K	0.12%	0.00%	+3.7%	Q4 2024
MMM3m Co	$816K	0.12%	0.00%	0.0%	Q4 2019
AXPAmerican Express Co	$806K	0.11%	0.00%	+5.5%	Q1 2026
EMBXEmbrex Inc	$768K	0.11%	Not reported	+158.2%	Q1 2026
INTCIntel Corp	$766K	0.11%	0.00%	Not reported	Q4 2019
LMTLockheed Martin Corp	$690K	0.10%	0.00%	+8.3%	Q4 2019

Q1 2026Reported Apr 17, 2026107 positions
QQQInvesco QQQ Trust, Series 1	$20M	3.17%	Not reported	+1.3%	Q4 2019
BROBrown & Brown, Inc.	$13.2M	2.08%	0.06%	Not reported	Q4 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$11.3M	1.79%	Not reported	-1.7%	Q4 2019
NVDANvidia Corp	$10.1M	1.60%	0.00%	+636.4%	Q2 2020
SPYSPDR S&P 500 ETF Trust	$10M	1.59%	Not reported	+31.7%	Q4 2019
AAPLApple Inc.	$8.88M	1.41%	0.00%	+108.3%	Q4 2019
PGPROCTER & GAMBLE Co	$7.87M	1.25%	0.00%	+6.4%	Q4 2019
DIASPDR Dow Jones Industrial Average ETF Trust	$7.03M	1.11%	Not reported	-0.2%	Q4 2019
IDEVEndo Pharmaceuticals Solutions Inc.	$6.8M	1.08%	Not reported	+9.7%	Q1 2024
MSFTMicrosoft Corp	$5.25M	0.83%	0.00%	+156.2%	Q4 2019
AMZNAmazon Com Inc	$5.23M	0.83%	0.00%	+337.8%	Q4 2019
GLDSPDR Gold Trust	$4.37M	0.69%	0.00%	+131.5%	Q1 2024
JPMJPMorgan Chase & Co	$4.34M	0.69%	0.00%	+239.3%	Q4 2019
JNJJohnson & Johnson	$3.3M	0.52%	0.00%	+25.8%	Q4 2019
GOOGAlphabet Inc.	$3.15M	0.50%	Not reported	+294.4%	Q2 2023
WMTWalmart Inc.	$3.11M	0.49%	0.00%	New	Q1 2026
BSVNBank7 Corp.	$2.75M	0.44%	0.37%	+5.4%	Q4 2019
AMATApplied Materials Inc	$2.47M	0.39%	0.00%	New	Q1 2026
GOOGLAlphabet Inc.	$2.39M	0.38%	0.00%	+406.4%	Q2 2024
AVGOBroadcom Inc.	$2.17M	0.34%	0.00%	+52.8%	Q4 2023
CATCaterpillar Inc	$2.14M	0.34%	0.00%	Not reported	Q4 2019
NFLXNetflix Inc	$1.92M	0.30%	0.00%	+272.7%	Q3 2024
MRKMerck & Co., Inc.	$1.88M	0.30%	0.00%	+25.3%	Q4 2019
HDHome Depot, Inc.	$1.83M	0.29%	0.00%	+214.7%	Q4 2019
MDYSPDR S&P Midcap 400 ETF Trust	$1.66M	0.26%	Not reported	+30.3%	Q4 2019
COSTCostco Wholesale Corp	$1.4M	0.22%	0.00%	+387.2%	Q2 2024
IBTGInternational Building Technologies Group, Inc.	$1.39M	0.22%	Not reported	-4.9%	Q4 2022
MCDMcdonalds Corp	$1.32M	0.21%	0.00%	+508.5%	Q4 2019
ORCLOracle Corp	$1.31M	0.21%	0.00%	+187.5%	Q4 2023
MSMorgan Stanley	$1.22M	0.19%	0.00%	New	Q1 2026
KOCoca Cola Co	$1.16M	0.18%	0.00%	+322.2%	Q4 2019
XOMExxonMobil Holdings Corp	$1.1M	0.17%	0.00%	+227.2%	Q4 2019
TSLATesla, Inc.	$1.08M	0.17%	0.00%	+104.3%	Q4 2021
METAMeta Platforms, Inc.	$1.05M	0.17%	Not reported	+92.3%	Q1 2023
PMPhilip Morris International Inc.	$1.02M	0.16%	0.00%	+7.3%	Q4 2019
IAUIshares Gold Trust	$961K	0.15%	0.00%	+69.9%	Q4 2019
BACBank of America Corp	$926K	0.15%	0.00%	New	Q1 2026
DISWalt Disney Co	$887K	0.14%	0.00%	+378.5%	Q4 2019
SSBSouthState Bank Corp	$815K	0.13%	0.01%	Not reported	Q2 2020
ABBVAbbVie Inc.	$804K	0.13%	0.00%	+66.9%	Q4 2019
MARMarriott International Inc	$801K	0.13%	0.00%	+145.0%	Q4 2023
CVXChevron Corp	$785K	0.12%	0.00%	+177.0%	Q4 2019
LMTLockheed Martin Corp	$756K	0.12%	0.00%	+78.0%	Q4 2019
MMM3m Co	$732K	0.12%	0.00%	+81.1%	Q4 2019
CSCOCisco Systems, Inc.	$688K	0.11%	0.00%	New	Q1 2026
AXPAmerican Express Co	$683K	0.11%	0.00%	New	Q1 2026
PFEPfizer Inc	$613K	0.10%	0.00%	+12.1%	Q4 2019
TAt&T Inc.	$602K	0.10%	0.00%	+4.9%	Q4 2019
IBMInternational Business Machines Corp	$592K	0.09%	0.00%	+32.9%	Q4 2019
ADPAutomatic Data Processing Inc	$592K	0.09%	0.00%	+5.1%	Q4 2019

Q4 2025Reported Jan 27, 202662 positions
QQQInvesco QQQ Trust, Series 1	$21.1M	3.89%	Not reported	-13.9%	Q4 2019
BROBrown & Brown, Inc.	$16.1M	2.97%	0.06%	Not reported	Q4 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$11.2M	2.06%	Not reported	-1.6%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$8M	1.48%	Not reported	-29.5%	Q4 2019
PGPROCTER & GAMBLE Co	$7.34M	1.36%	0.00%	+0.5%	Q4 2019
DIASPDR Dow Jones Industrial Average ETF Trust	$7.3M	1.35%	Not reported	-20.4%	Q4 2019
IDEVEndo Pharmaceuticals Solutions Inc.	$6.12M	1.13%	Not reported	+8.8%	Q1 2024
AAPLApple Inc.	$4.57M	0.84%	0.00%	-11.7%	Q4 2019
MSFTMicrosoft Corp	$2.68M	0.49%	0.00%	-18.2%	Q4 2019
BSVNBank7 Corp.	$2.62M	0.48%	0.35%	+0.5%	Q4 2019
JNJJohnson & Johnson	$2.22M	0.41%	0.00%	-0.2%	Q4 2019
GLDSPDR Gold Trust	$1.74M	0.32%	0.00%	+32.9%	Q1 2024
AVGOBroadcom Inc.	$1.59M	0.29%	0.00%	-29.2%	Q4 2023
NVDANvidia Corp	$1.47M	0.27%	0.00%	-44.7%	Q2 2020
IBTGInternational Building Technologies Group, Inc.	$1.46M	0.27%	Not reported	+0.1%	Q4 2022
JPMJPMorgan Chase & Co	$1.4M	0.26%	0.00%	0.0%	Q4 2019
AMZNAmazon Com Inc	$1.32M	0.24%	0.00%	+0.4%	Q4 2019
MRKMerck & Co., Inc.	$1.31M	0.24%	0.00%	0.0%	Q4 2019
MDYSPDR S&P Midcap 400 ETF Trust	$1.25M	0.23%	Not reported	-36.1%	Q4 2019
PMPhilip Morris International Inc.	$919K	0.17%	0.00%	+0.2%	Q4 2019
GOOGAlphabet Inc.	$874K	0.16%	Not reported	-0.6%	Q2 2023
SSBSouthState Bank Corp	$829K	0.15%	0.01%	-16.0%	Q2 2020
ADPAutomatic Data Processing Inc	$714K	0.13%	0.00%	Not reported	Q4 2019
TSLATesla, Inc.	$637K	0.12%	0.00%	-1.0%	Q4 2021
METAMeta Platforms, Inc.	$628K	0.12%	Not reported	+9.6%	Q1 2023
HDHome Depot, Inc.	$608K	0.11%	0.00%	Not reported	Q4 2019
ORCLOracle Corp	$602K	0.11%	0.00%	+0.5%	Q4 2023
IBMInternational Business Machines Corp	$544K	0.10%	0.00%	+0.1%	Q4 2019
IAUIshares Gold Trust	$521K	0.10%	0.00%	+20.4%	Q4 2019
GOOGLAlphabet Inc.	$514K	0.10%	0.00%	+1.6%	Q2 2024
ABBVAbbVie Inc.	$506K	0.09%	0.00%	-39.9%	Q4 2019
NFLXNetflix Inc	$503K	0.09%	0.00%	Not reported	Q3 2024
TAt&T Inc.	$492K	0.09%	0.00%	-0.7%	Q4 2019
PFEPfizer Inc	$485K	0.09%	0.00%	-2.5%	Q4 2019
MMM3m Co	$445K	0.08%	0.00%	Not reported	Q4 2019
BOCTBoulder Capital Opportunities II Ltd	$427K	0.08%	Not reported	Not reported	Q3 2024
ALLAllstate Corp	$416K	0.08%	0.00%	Not reported	Q4 2019
MOAltria Group, Inc.	$403K	0.07%	0.00%	+0.3%	Q4 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$358K	0.07%	0.00%	+0.4%	Q4 2024
APDAir Products & Chemicals, Inc.	$341K	0.06%	0.00%	Not reported	Q4 2019
LMTLockheed Martin Corp	$340K	0.06%	0.00%	-1.1%	Q4 2019
HONHoneywell International Inc	$330K	0.06%	0.00%	Not reported	Q4 2019
NOCNorthrop Grumman Corp	$318K	0.06%	0.00%	Not reported	Q4 2019
MARMarriott International Inc	$310K	0.06%	0.00%	Not reported	Q4 2023
VZVerizon Communications Inc	$307K	0.06%	0.00%	-1.5%	Q4 2019
AMGNAmgen Inc	$303K	0.06%	0.00%	-0.2%	Q2 2020
MDLZMondelez International, Inc.	$287K	0.05%	0.00%	Not reported	Q4 2019
SOSouthern Co	$287K	0.05%	0.00%	Not reported	Q4 2021
LLYELI LILLY & Co	$280K	0.05%	0.00%	Not reported	Q3 2023
KOCoca Cola Co	$252K	0.05%	0.00%	+0.2%	Q4 2019

Q3 2025Reported Oct 21, 202564 positions
QQQInvesco QQQ Trust, Series 1	$23.9M	4.32%	Not reported	-2.0%	Q4 2019
BROBrown & Brown, Inc.	$18.9M	3.41%	0.06%	Not reported	Q4 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$11.1M	2.01%	Not reported	-0.8%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$11.1M	2.00%	Not reported	+0.5%	Q4 2019
DIASPDR Dow Jones Industrial Average ETF Trust	$8.86M	1.60%	Not reported	-1.4%	Q4 2019
PGPROCTER & GAMBLE Co	$7.83M	1.41%	0.00%	+0.7%	Q4 2019
IDEVEndo Pharmaceuticals Solutions Inc.	$5.47M	0.99%	Not reported	+14.4%	Q1 2024
AAPLApple Inc.	$4.85M	0.87%	0.00%	-2.0%	Q4 2019
MSFTMicrosoft Corp	$3.5M	0.63%	0.00%	0.0%	Q4 2019
NVDANvidia Corp	$2.65M	0.48%	0.00%	-0.1%	Q2 2020
BSVNBank7 Corp.	$2.61M	0.47%	0.35%	+0.9%	Q4 2019
AVGOBroadcom Inc.	$2.14M	0.39%	0.00%	Not reported	Q4 2023
JNJJohnson & Johnson	$1.99M	0.36%	0.00%	+7.1%	Q4 2019
MDYSPDR S&P Midcap 400 ETF Trust	$1.93M	0.35%	Not reported	-1.2%	Q4 2019
SLViShares Silver Trust	$1.69M	0.31%	0.01%	+73.8%	Q2 2025
GLTRabrdn Precious Metals Basket ETF Trust	$1.6M	0.29%	0.09%	+43.5%	Q1 2025
IBTGInternational Building Technologies Group, Inc.	$1.47M	0.26%	Not reported	+0.1%	Q4 2022
JPMJPMorgan Chase & Co	$1.37M	0.25%	0.00%	0.0%	Q4 2019
NOBLNoble International, Ltd.	$1.32M	0.24%	Not reported	Not reported	Q4 2019
AMZNAmazon Com Inc	$1.25M	0.23%	0.00%	+1.8%	Q4 2019
NEENextera Energy Inc	$1.18M	0.21%	0.00%	-0.5%	Q4 2019
GLDSPDR Gold Trust	$1.17M	0.21%	0.00%	+85.4%	Q1 2024
MRKMerck & Co., Inc.	$1.05M	0.19%	0.00%	0.0%	Q4 2019
SSBSouthState Bank Corp	$1.04M	0.19%	0.01%	Not reported	Q2 2020
CATCaterpillar Inc	$946K	0.17%	0.00%	Not reported	Q4 2019
PMPhilip Morris International Inc.	$928K	0.17%	0.00%	+0.1%	Q4 2019
ORCLOracle Corp	$865K	0.16%	0.00%	Not reported	Q4 2023
ABBVAbbVie Inc.	$854K	0.15%	0.00%	0.0%	Q4 2019
ADPAutomatic Data Processing Inc	$814K	0.15%	0.00%	Not reported	Q4 2019
HDHome Depot, Inc.	$716K	0.13%	0.00%	Not reported	Q4 2019
GOOGAlphabet Inc.	$683K	0.12%	Not reported	Not reported	Q2 2023
NFLXNetflix Inc	$643K	0.12%	0.00%	Not reported	Q3 2024
METAMeta Platforms, Inc.	$638K	0.12%	Not reported	-1.6%	Q1 2023
TSLATesla, Inc.	$636K	0.11%	0.00%	-3.6%	Q4 2021
TAt&T Inc.	$563K	0.10%	0.00%	-0.2%	Q4 2019
IBMInternational Business Machines Corp	$518K	0.09%	0.00%	+0.1%	Q4 2019
PFEPfizer Inc	$509K	0.09%	0.00%	-21.0%	Q4 2019
MOAltria Group, Inc.	$460K	0.08%	0.00%	+0.3%	Q4 2019
MMM3m Co	$432K	0.08%	0.00%	0.0%	Q4 2019
ALLAllstate Corp	$429K	0.08%	0.00%	Not reported	Q4 2019
BOCTBoulder Capital Opportunities II Ltd	$418K	0.08%	Not reported	-10.4%	Q3 2024
GOOGLAlphabet Inc.	$393K	0.07%	0.00%	Not reported	Q2 2024
IAUIshares Gold Trust	$388K	0.07%	0.00%	-5.6%	Q4 2019
PAYXPaychex Inc	$384K	0.07%	0.00%	Not reported	Q4 2019
APDAir Products & Chemicals, Inc.	$376K	0.07%	0.00%	Not reported	Q4 2019
HONHoneywell International Inc	$356K	0.06%	0.00%	+13.4%	Q4 2019
LMTLockheed Martin Corp	$355K	0.06%	0.00%	+0.4%	Q4 2019
NOCNorthrop Grumman Corp	$340K	0.06%	0.00%	Not reported	Q4 2019
VZVerizon Communications Inc	$337K	0.06%	0.00%	+0.4%	Q4 2019
MDLZMondelez International, Inc.	$333K	0.06%	0.00%	Not reported	Q4 2019

Premium opens every quarter this fund has filed