Summit Wealth Partners, LLC

Registered adviser

CIK

2033312

Location

Orlando, FL

Portfolio Value

Small $701,915,931

Diversification

Moderately concentrated

Filing Date

Global Rank

#3,153 / 8,827 ▼ 27

Top Industry

Semiconductors 14.4%

Period ended 4 months ago

Filed Aug 3, 2026 · 3mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 283648

Roster of Nov 1, 2026

Regulatory AUM

$675,661,242

Main clients

Individuals and high net worth (97% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$675,661,242	Individuals and high net worth (97%)
Apr 2025 to Mar 2026	$629,747,362	Individuals and high net worth (97%)
Apr 2024 to Mar 2025	$629,505,333	Individuals and high net worth (94%)
May 2023 to Mar 2024	$565,716,969	Individuals and high net worth (94%)
Apr 2023	$565,716,969	Individuals and high net worth (94%)
Apr 2022 to Mar 2023	$648,870,628	Individuals and high net worth (95%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 67.5% of the book (60%+)

Turnover

Low turnover

11.6% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 19.4 quarters (12+), a floor since 56.6% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 73.2%; sector active share 67.8% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

280 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

42.1%

−2.1 pts

Top 5

57.8%

−2.3 pts

Top 10

67.5%

−2.0 pts

HHI

1,879

Moderately concentrated−183

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	80.7%	$566,302,994	180
Technology	6.7%	$46,895,868	21
Financial Services	3.7%	$25,895,673	16
Consumer Defensive	2.3%	$15,871,637	8
Consumer Cyclical	1.9%	$13,309,715	11
Communication Services	1.6%	$11,201,389	8
Healthcare	1.3%	$9,109,276	10
Industrials	1.2%	$8,437,841	15
Energy	0.4%	$2,493,012	5
Basic Materials	0.2%	$1,637,862	4
Utilities	0.1%	$760,664	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
FBND	Fidelity Total Bond ETF	+251,428	310,113	$14,107,040
—		+191,910	240,773	$6,599,587
IWF	iShares Russell 1000 Growth ETF	+169,567	226,306	$28,100,416
VUG	VANGUARD GROWTH INDEX FUND	+98,751	115,570	$9,955,199
FHEQ	Fidelity Hedged Equity ETF	+42,190	58,449	$1,924,725
IUSB	iShares Core Universal USD Bond ETF	+39,552	377,530	$17,423,009
BINC		+28,804	372,797	$19,512,194
DYNF	iShares U.S. Equity Factor Rotation Active ETF	+24,558	108,067	$7,349,636
FYEE	Fidelity Yield Enhanced Equity ETF	+21,115	38,460	$1,111,109
BAI	BlackRock ETF Trust	+18,236	67,570	$3,562,290
AVLV	Avantis U.S. Large Cap Value ETF	+13,741	124,703	$11,374,160
IDEV	iShares Core MSCI International Developed Markets ETF	+9,948	91,321	$8,128,482
VO	VANGUARD MID-CAP INDEX FUND	+9,897	13,242	$1,066,907
—		+9,167	14,962	$767,700
ZALT		+8,774	24,697	$836,487
IBTL	iShares iBonds Dec 2031 Term Treasury ETF	+8,222	28,638	$578,201
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	+7,556	62,711	$3,854,218
SCHD	Schwab U.S. Dividend Equity ETF	+6,403	53,665	$1,701,717
DIHP	Dimensional International High Profitability ETF	+5,817	80,433	$2,744,776
IJH	iShares Core S&P Mid-Cap ETF	+3,218	89,814	$6,925,557
IDV	iShares International Select Dividend ETF	+2,782	9,665	$400,420
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	+2,707	16,354	$3,115,764
ICOW	Pacer Developed Markets International Cash Cows 100 ETF	+2,517	99,541	$4,143,891
JMUB	JPMorgan Municipal ETF	+2,475	106,601	$5,399,873
JEPI	JPMorgan Equity Premium Income ETF	+2,202	84,505	$4,772,842
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	−46,238	13,667	$725,854
IGIB	iShares 5-10 Year Investment Grade Corporate Bond ETF	−43,714	228,606	$12,154,981
IGSB	iShares 1-5 Year Investment Grade Corporate Bond ETF	−36,844	265,804	$13,930,787
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	−27,816	7,277	$566,951
IEF	iShares 7-10 Year Treasury Bond ETF	−19,660	78,799	$7,452,021
JPST	JPMorgan Ultra-Short Income ETF	−17,168	324,561	$16,413,049
IQLT	iShares MSCI Intl Quality Factor ETF	−9,678	222,779	$11,038,699
USMV	iShares MSCI USA Min Vol Factor ETF	−8,802	173,650	$16,750,279
QUAL	iShares MSCI USA Quality Factor ETF	−6,185	118,591	$26,022,423
AGG	iShares Core U.S. Aggregate Bond ETF	−6,107	169,947	$16,821,354
AVUS	Avantis U.S. Equity ETF	−5,631	36,925	$4,729,354
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	−5,488	10,897	$861,189
IBTG	iShares iBonds Dec 2026 Term Treasury ETF	−5,046	55,813	$1,277,559
NFLX	Netflix Inc	−4,895	15,080	$1,076,712
ZAUG		−4,702	7,344	$202,217
MOAT	VanEck Morningstar Wide Moat ETF	−4,034	9,026	$938,342
XSOE	WisdomTree Emerging Markets ex-State-Owned Enterprises Fund	−3,773	21,752	$1,069,763
JBND	JPMorgan Active Bond ETF	−3,768	5,828	$311,798
IEFA	iShares Core MSCI EAFE ETF	−3,143	138,535	$13,379,710
HELO	JPMorgan Hedged Equity Laddered Overlay ETF	−2,532	22,231	$1,502,370
SHYG	iShares 0-5 Year High Yield Corporate Bond ETF	−2,496	28,228	$1,197,149
PAUG		−2,209	12,590	$574,607
IWM	iShares Russell 2000 ETF	−2,130	22,997	$6,909,448
REGL	ProShares S&P MidCap 400 Dividend Aristocrats ETF	−1,658	29,470	$2,698,567
IWR	iShares Russell Mid-Cap ETF	−1,426	69,625	$7,681,030
No positions match the current search.

New Positions

Positions the filer opened this quarter

20 positions

Ticker	Company	Shares	Value
SNDK	Sandisk Corp	479	$1,089,116
IDEF		21,804	$692,931
ZMAY		22,757	$590,931
SMH	VanEck Semiconductor ETF	746	$489,293
RAAX	VanEck Real Assets ETF	11,553	$458,307
POWR	iShares U.S. Power Infrastructure ETF	15,351	$429,213
FENI	Fidelity Enhanced International ETF	8,351	$335,125
HONA	Honeywell Aerospace Inc.	1,378	$304,648
MRVL	Marvell Technology, Inc.	815	$242,780
PNC	Pnc Financial Services Group, Inc.	973	$239,572
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	2,694	$236,748
SPCX	Space Exploration Technologies Corp	1,384	$236,470
VSDM	VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF	3,019	$231,345
RF	Regions Financial Corp	7,500	$226,500
IWS	iShares Russell Mid-Cap Value ETF	1,332	$219,247
HPQ	Hp Inc	9,899	$217,184
NMAR		6,705	$215,988
LOW	Lowes Companies Inc	933	$205,717
PRU	Prudential Financial Inc	1,856	$200,318
NOK	Nokia Corp	10,000	$132,800
No positions match the current search.

Sold Out

Positions the filer fully exited

11 positions

Ticker	Company	Shares	Value
COWG	Pacer US Large Cap Cash Cows Growth Leaders ETF	14,814	$499,809
BOCT		8,637	$414,489
NJUL		5,240	$374,214
ZOCT		10,523	$281,469
CLOI	VanEck CLO ETF	4,985	$262,709
FDX	Fedex Corp	625	$222,612
ABT	Abbott Laboratories	2,109	$216,531
SII	Sprott Inc.	1,507	$215,350
PEP	Pepsico Inc	1,384	$214,921
SGOV	iShares 0-3 Month Treasury Bond ETF	2,004	$201,722
KVUE	Kenvue Inc.	10,358	$178,571
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

280 tracked positions · $701,915,931 total · filing declares 280 positions · $701,915,690 · as of Jun 30, 2026

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

Showing 1–50 of 280 positions by value · page 1 of 6

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
IVV	iShares Core S&P 500 ETF	Added	45,451	+2,101	$34,037,799	+20.2%	26+	before history	4.85%
IWF	iShares Russell 1000 Growth ETF	Added	226,306	+169,567	$28,100,416	+16.1%	26+	before history	4.00%
QUAL	iShares MSCI USA Quality Factor ETF	Reduced	118,591	-6,185	$26,022,423	+8.7%	26+	before history	3.71%
QQQ	Invesco Qqq Trust, Series 1	Added	34,767	+37	$25,602,418	+27.7%	26+	before history	3.65%
BINC		Added	372,797	+28,804	$19,512,194	+9.2%	7	$52.52	2.78%
IUSB	iShares Core Universal USD Bond ETF	Added	377,530	+39,552	$17,423,009	+11.6%	24	unpriced	2.48%
AGG	iShares Core U.S. Aggregate Bond ETF	Reduced	169,947	-6,107	$16,821,354	−3.8%	26+	before history	2.40%
USMV	iShares MSCI USA Min Vol Factor ETF	Reduced	173,650	-8,802	$16,750,279	−1.0%	26+	before history	2.39%
JPST	JPMorgan Ultra-Short Income ETF	Reduced	324,561	-17,168	$16,413,049	−5.1%	26+	before history	2.34%
FBND	Fidelity Total Bond ETF	Added	310,113	+251,428	$14,107,040	+426.9%	3	$45.74	2.01%
IGSB	iShares 1-5 Year Investment Grade Corporate Bond ETF	Reduced	265,804	-36,844	$13,930,787	−12.4%	26+	before history	1.98%
IEFA	iShares Core MSCI EAFE ETF	Reduced	138,535	-3,143	$13,379,710	+4.3%	26+	before history	1.91%
BRO	Brown & Brown, Inc. Financial Services	Held	201,700	0	$12,939,055	−1.6%	26+	before history	1.84%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Added	77,091	+596	$12,182,690	+7.5%	26+	before history	1.74%
IGIB	iShares 5-10 Year Investment Grade Corporate Bond ETF	Reduced	228,606	-43,714	$12,154,981	−16.1%	26+	before history	1.73%
NVDA	Nvidia Corp Technology	Added	58,946	+1,088	$11,794,505	+16.9%	14	$164.63	1.68%
SPY	Spdr S&P 500 ETF Trust	Added	15,448	+9	$11,536,102	+14.9%	26+	before history	1.64%
AVLV	Avantis U.S. Large Cap Value ETF	Added	124,703	+13,741	$11,374,160	+27.2%	10	$69.60	1.62%
IQLT	iShares MSCI Intl Quality Factor ETF	Reduced	222,779	-9,678	$11,038,699	+2.7%	22	unpriced	1.57%
AAPL	Apple Inc. Technology	Added	35,521	+532	$10,278,356	+15.7%	26+	before history	1.46%
VUG	VANGUARD GROWTH INDEX FUND	Added	115,570	+98,751	$9,955,199	+35.5%	19	unpriced	1.42%
IWB	iShares Russell 1000 ETF	Reduced	23,811	-1,109	$9,750,604	+9.7%	26+	before history	1.39%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	Added	51,224	+721	$8,414,566	+17.0%	26+	before history	1.20%
IDEV	iShares Core MSCI International Developed Markets ETF	Added	91,321	+9,948	$8,128,482	+19.5%	10	unpriced	1.16%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	54,853	+384	$8,043,643	+2.2%	26+	before history	1.15%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	15,131	-37	$7,904,283	+12.5%	26+	before history	1.13%
AVEM	Avantis Emerging Markets Equity ETF	Added	80,010	+1,303	$7,720,164	+21.7%	11	$62.03	1.10%
IWR	iShares Russell Mid-Cap ETF	Reduced	69,625	-1,426	$7,681,030	+11.2%	26+	before history	1.09%
IEF	iShares 7-10 Year Treasury Bond ETF	Reduced	78,799	-19,660	$7,452,021	−20.7%	26+	before history	1.06%
DYNF	iShares U.S. Equity Factor Rotation Active ETF	Added	108,067	+24,558	$7,349,636	+51.3%	9	$58.27	1.05%
IJH	iShares Core S&P Mid-Cap ETF	Added	89,814	+3,218	$6,925,557	+18.4%	26+	before history	0.99%
IWM	iShares Russell 2000 ETF	Reduced	22,997	-2,130	$6,909,448	+10.9%	26+	before history	0.98%
		Added	240,773	+191,910	$6,599,587	+397.6%	26+	before history	0.94%
AMZN	Amazon Com Inc Consumer Cyclical	Added	25,466	+365	$6,069,566	+16.1%	26+	before history	0.86%
MSFT	Microsoft Corp Technology	Added	15,413	+1,233	$5,749,357	+9.5%	26+	before history	0.82%
IUSV	iShares Core S&P U.S. Value ETF	Added	49,048	+140	$5,402,637	+8.0%	26+	before history	0.77%
JMUB	JPMorgan Municipal ETF	Added	106,601	+2,475	$5,399,873	+3.7%	12	$49.85	0.77%
AMAT	Applied Materials Inc Technology	Held	7,223	0	$5,222,229	+111.5%	2	$336.38	0.74%
IJR	iShares Core S&P Small-Cap ETF	Added	34,277	+1,243	$5,083,621	+23.8%	26+	before history	0.72%
JPM	Jpmorgan Chase & Co Financial Services	Added	14,767	+21	$4,833,682	+11.4%	23	$253.20	0.69%
JCPB	JPMorgan Core Plus Bond ETF	Added	102,491	+2,169	$4,810,927	+1.9%	11	$46.32	0.69%
JEPI	JPMorgan Equity Premium Income ETF	Added	84,505	+2,202	$4,772,842	+2.3%	19	$57.29	0.68%
AVUS	Avantis U.S. Equity ETF	Reduced	36,925	-5,631	$4,729,354	−0.0%	10	$90.86	0.67%
DVY	iShares Select Dividend ETF	Reduced	27,511	-676	$4,299,969	+0.8%	26+	before history	0.61%
ICOW	Pacer Developed Markets International Cash Cows 100 ETF	Added	99,541	+2,517	$4,143,891	+0.6%	11	$32.23	0.59%
GOOG	Alphabet Inc. Communication Services	Added	11,290	+303	$3,989,095	+26.6%	13	$270.71	0.57%
GLD	Spdr Gold Trust	Added	10,725	+577	$3,950,875	−9.5%	6	$393.39	0.56%
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	Added	62,711	+7,556	$3,854,218	+25.9%	16	$51.41	0.55%
ISTB	iShares Core 1-5 Year USD Bond ETF	Added	74,735	+214	$3,605,963	−0.1%	26+	before history	0.51%
BAI	BlackRock ETF Trust	Added	67,570	+18,236	$3,562,290	+119.1%	3	$37.47	0.51%

Showing the top 50 of 280 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.