Summit Wealth Partners, LLC

CIK

2033312

Location

Orlando, FL

Portfolio Value

Small $159,875,141

Diversification

Diversified

Filing Date

Global Rank

#4,703 / 8,605 ▲ 1278 · as of Mar 2026

Top Industry

Semiconductors 12.2%

3Y Alpha vs SPY

-4.4%

Period ended 3 months ago

Filed Apr 17, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+56.3%

SPY

+76.0%

Annualised alpha

-4.7%

Max drawdown

−12.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

99 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

12.5%

−9.5 pts

Top 5

38.9%

−23.7 pts

Top 10

57.5%

−18.5 pts

HHI

448

Diversified−571

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	27.6%	$44,100,802	6
Technology	21.8%	$34,854,519	17
Financial Services	14.8%	$23,689,402	13
Consumer Defensive	10.2%	$16,263,305	10
Consumer Cyclical	7.5%	$11,967,896	10
Healthcare	5.6%	$8,895,165	11
Communication Services	4.8%	$7,738,918	7
Industrials	4.4%	$6,980,715	14
Energy	1.7%	$2,782,793	5
Basic Materials	1.1%	$1,794,057	4
Utilities	0.5%	$807,569	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+50,001	57,858	$10,090,435
AMZN	Amazon Com Inc	+19,368	25,101	$5,227,785
AAPL	Apple Inc.	+18,188	34,989	$8,879,858
NFLX	Netflix Inc	+14,615	19,975	$1,920,596
KO	Coca Cola Co	+11,605	15,207	$1,156,492
JPM	Jpmorgan Chase & Co	+10,400	14,746	$4,337,683
MSFT	Microsoft Corp	+8,646	14,180	$5,249,010
DIS	Walt Disney Co	+7,282	9,206	$887,274
GOOGL	Alphabet Inc.	+6,677	8,320	$2,392,499
ORCL	Oracle Corp	+5,795	8,885	$1,307,072
GLD	Spdr Gold Trust	+5,765	10,148	$4,366,582
WFC	Wells Fargo & Company/Mn	+4,923	7,093	$564,673
XOM	ExxonMobil Holdings Corp	+4,493	6,471	$1,097,869
IAU	Ishares Gold Trust	+4,485	10,900	$960,944
HD	Home Depot, Inc.	+3,792	5,558	$1,827,970
SPY	Spdr S&P 500 ETF Trust	+3,714	15,439	$10,040,599
MCD	Mcdonalds Corp	+3,549	4,247	$1,319,925
PG	PROCTER & GAMBLE Co	+3,257	54,469	$7,867,502
MRK	Merck & Co., Inc.	+3,163	15,653	$1,882,899
VZ	Verizon Communications Inc	+2,952	10,500	$527,100
JNJ	Johnson & Johnson	+2,771	13,513	$3,303,117
NEE	Nextera Energy Inc	+2,487	5,068	$470,715
CVX	Chevron Corp	+2,425	3,795	$785,185
AVGO	Broadcom Inc.	+2,422	7,007	$2,168,736
PFE	Pfizer Inc	+2,357	21,826	$612,874
No positions match the current search.

Trimmed

Positions the filer reduced

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
DIA	Spdr Dow Jones Industrial Average ETF Trust	−31	15,168	$7,025,665
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
WMT	Walmart Inc.	25,019	$3,109,361
AMAT	Applied Materials Inc /De	7,223	$2,468,749
CAT	Caterpillar Inc	3,018	$2,138,132
MS	Morgan Stanley	7,410	$1,219,463
BAC	Bank Of America Corp /De/	18,999	$926,201
CSCO	Cisco Systems, Inc.	8,873	$688,456
AXP	American Express Co	2,257	$682,697
WPM	Wheaton Precious Metals Corp.	4,398	$576,181
SBUX	Starbucks Corp	6,128	$549,007
MU	Micron Technology Inc	1,535	$518,584
GS	Goldman Sachs Group Inc	534	$451,758
V	Visa Inc.	1,356	$409,837
TGT	Target Corp	3,348	$405,777
GILD	Gilead Sciences, Inc.	2,885	$402,082
PLTR	Palantir Technologies Inc.	2,583	$377,841
UNH	Unitedhealth Group Inc	1,347	$364,484
TMUS	T-Mobile US, Inc.	1,728	$362,931
MPC	Marathon Petroleum Corp	1,454	$355,037
CASY	Caseys General Stores Inc	478	$347,917
TT	Trane Technologies plc	806	$335,892
UBER	Uber Technologies, Inc	4,655	$334,834
RGLD	Royal Gold Inc	1,285	$327,019
MDT	Medtronic plc	3,653	$316,532
TJX	Tjx Companies Inc /De/	1,972	$314,928
WMB	Williams Companies, Inc.	4,167	$303,274
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
RF	Regions Financial Corp	7,500	$203,250
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

99 positions · $159,875,141 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 99 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Added	34,730	+445	$20,045,461	−4.8%	12.54%
BRO	Brown & Brown, Inc. Financial Services	Held	201,700	0	$13,152,857	−18.2%	8.23%
NVDA	Nvidia Corp Technology	Added	57,858	+50,001	$10,090,435	+588.6%	6.31%
SPY	Spdr S&P 500 ETF Trust	Added	15,439	+3,714	$10,040,599	+25.6%	6.28%
AAPL	Apple Inc. Technology	Added	34,989	+18,188	$8,879,858	+94.4%	5.55%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	54,469	+3,257	$7,867,502	+7.2%	4.92%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	15,168	-31	$7,025,665	−3.8%	4.39%
MSFT	Microsoft Corp Technology	Added	14,180	+8,646	$5,249,010	+96.1%	3.28%
AMZN	Amazon Com Inc Consumer Cyclical	Added	25,101	+19,368	$5,227,785	+295.1%	3.27%
GLD	Spdr Gold Trust	Added	10,148	+5,765	$4,366,582	+151.4%	2.73%
JPM	Jpmorgan Chase & Co Financial Services	Added	14,746	+10,400	$4,337,683	+209.8%	2.71%
JNJ	Johnson & Johnson Healthcare	Added	13,513	+2,771	$3,303,117	+48.6%	2.07%
WMT	Walmart Inc. Consumer Defensive	NEW	25,019	NEW	$3,109,361	NEW	1.94%
AMAT	Applied Materials Inc /De Technology	NEW	7,223	NEW	$2,468,749	NEW	1.54%
GOOGL	Alphabet Inc. Communication Services	Added	8,320	+6,677	$2,392,499	+365.2%	1.50%
AVGO	Broadcom Inc. Technology	Added	7,007	+2,422	$2,168,736	+36.7%	1.36%
CAT	Caterpillar Inc Industrials	NEW	3,018	NEW	$2,138,132	NEW	1.34%
NFLX	Netflix Inc Communication Services	Added	19,975	+14,615	$1,920,596	+282.2%	1.20%
MRK	Merck & Co., Inc. Healthcare	Added	15,653	+3,163	$1,882,899	+43.2%	1.18%
HD	Home Depot, Inc. Consumer Cyclical	Added	5,558	+3,792	$1,827,970	+200.8%	1.14%
MDY	Spdr S&P Midcap 400 ETF Trust	Added	2,694	+627	$1,661,551	+33.2%	1.04%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,408	+1,119	$1,402,973	+463.0%	0.88%
MCD	Mcdonalds Corp Consumer Cyclical	Added	4,247	+3,549	$1,319,925	+518.7%	0.83%
ORCL	Oracle Corp Technology	Added	8,885	+5,795	$1,307,072	+117.0%	0.82%
MS	Morgan Stanley Financial Services	NEW	7,410	NEW	$1,219,463	NEW	0.76%
KO	Coca Cola Co Consumer Defensive	Added	15,207	+11,605	$1,156,492	+359.3%	0.72%
XOM	ExxonMobil Holdings Corp Energy	Added	6,471	+4,493	$1,097,869	+361.2%	0.69%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,893	+1,477	$1,075,472	+68.9%	0.67%
META	Meta Platforms, Inc. Communication Services	Added	1,829	+878	$1,046,425	+66.7%	0.65%
PM	Philip Morris International Inc. Consumer Defensive	Added	6,147	+416	$1,016,344	+10.6%	0.64%
IAU	Ishares Gold Trust	Added	10,900	+4,485	$960,944	+84.5%	0.60%
BAC	Bank Of America Corp /De/ Financial Services	NEW	18,999	NEW	$926,201	NEW	0.58%
DIS	Walt Disney Co Communication Services	Added	9,206	+7,282	$887,274	+305.3%	0.55%
SSB	SouthState Bank Corp Financial Services	Held	8,805	0	$814,638	−1.7%	0.51%
ABBV	AbbVie Inc. Healthcare	Added	3,699	+1,483	$804,495	+58.9%	0.50%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Added	2,450	+1,450	$801,321	+158.3%	0.50%
CVX	Chevron Corp Energy	Added	3,795	+2,425	$785,185	+276.0%	0.49%
LMT	Lockheed Martin Corp Industrials	Added	1,251	+548	$756,091	+122.4%	0.47%
MMM	3M Co Industrials	Added	5,039	+2,257	$731,813	+64.3%	0.46%
CSCO	Cisco Systems, Inc. Technology	NEW	8,873	NEW	$688,456	NEW	0.43%
AXP	American Express Co Financial Services	NEW	2,257	NEW	$682,697	NEW	0.43%
PFE	Pfizer Inc Healthcare	Added	21,826	+2,357	$612,874	+26.4%	0.38%
HON	Honeywell International Inc Industrials	Added	2,567	+874	$608,515	+75.7%	0.38%
T	At&T Inc. Communication Services	Added	20,769	+969	$602,093	+22.4%	0.38%
IBM	International Business Machines Corp Technology	Added	2,443	+605	$592,158	+8.8%	0.37%
ADP	Automatic Data Processing Inc Technology	Added	2,914	+140	$592,066	−17.0%	0.37%
WPM	Wheaton Precious Metals Corp. Basic Materials	NEW	4,398	NEW	$576,181	NEW	0.36%
MO	Altria Group, Inc. Consumer Defensive	Added	8,707	+1,725	$574,574	+42.7%	0.36%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	1,672	+495	$565,052	+58.0%	0.35%
WFC	Wells Fargo & Company/Mn Financial Services	Added	7,093	+4,923	$564,673	+179.2%	0.35%