Summit Wealth Partners, LLC
All 13F Filings
- Location
- Orlando, FL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 541,236
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 337.2 K | 62.3% | 0 | 21.39 K | -21.39 K |
| ETFs | 175.4 K | 32.4% | 8.008 K | 0 | 8.008 K |
| Debt | 10.5 K | 1.9% | 0 | 1.091 K | -1.091 K |
| Other | 18.21 K | 3.4% | 1.634 K | 0 | 1.634 K |
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Fund Snapshot
Q4 2025
Latest filed
1/27/2026
Total value ($000)
541,236
Holdings
203
QoQ value change ($000)
-12,844
(-2.3%)
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.