Summit Wealth Partners, LLC

Q1 2026 13F-HR Holdings

Location
Orlando, FL
Holdings as of
3/31/2026
Date filed
4/17/2026
Form type
13F-HR
Num holdings
271
Total value ($000)
$631,680
Net value change ($000)
+90,444 (16.7%)
New positions
70
Sold out positions
2
Turnover %
6.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NVDA 8,625 588.7%
AAPL 4,313 94.4%
AMZN 3,905 295.2%
XLE 3,357 1072.5%
WMT 3,109 NEW
JPM 2,938 209.9%
GLD 2,630 151.4%
MSFT 2,573 96.2%
AMAT 2,469 NEW
GOOGL 2,278 260.6%
Top Reduces (Value $000, Stocks/ETFs)
BRO -2,922 -18.2%
IWF -2,206 -8.4%
AGG -1,970 -10.1%
QUAL -1,663 -6.5%
QQQ -1,015 -4.8%
USMV -846 -4.8%
ITOT -659 -8.4%
IWB -576 -6.1%
FTSM -486 -14.4%
IBTJ -387 -50.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type