Summit Wealth Partners, LLC
All 13F Filings
- Location
- Orlando, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 701,916
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/3/2026 | 280 | 701,916 | 13F-HR | Summit Wealth Partners, LLC |
| Q1 2026 | 4/17/2026 | 271 | 631,680 | 13F-HR | Summit Wealth Partners, LLC |
| Q4 2025 | 1/27/2026 | 203 | 541,236 | 13F-HR | Summit Wealth Partners, LLC |
| Q3 2025 | 10/21/2025 | 212 | 554,080 | 13F-HR | Summit Wealth Partners, LLC |
| Q2 2025 | 8/11/2025 | 213 | 524,392 | 13F-HR | Summit Wealth Partners, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 156.3 K | 22.3% | 14.72 K | 0 | 14.72 K |
| ETFs | 538.3 K | 76.7% | 58.45 K | 0 | 58.45 K |
| Debt | 7.359 K | 1.0% | 0 | 2.939 K | -2.939 K |
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Fund Snapshot
Q2 2026
Latest filed
8/3/2026
Total value ($000)
701,916
Holdings
280
QoQ value change ($000)
70,236
(11.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.