Summit Wealth Partners, LLC
Top Portfolio Positions
99 positions ·
$159,890,076 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
34,730 | $20,045,461 | 12.54% | |
| BRO |
Brown & Brown, Inc.
Financial Services
|
201,700 | $13,152,857 | 8.23% | |
| NVDA |
Nvidia Corp
Technology
|
57,858 | $10,090,435 | 6.31% | |
| SPY |
Spdr S&P 500 ETF Trust
|
15,439 | $10,040,599 | 6.28% | |
| AAPL |
Apple Inc.
Technology
|
34,989 | $8,879,858 | 5.55% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
54,469 | $7,867,502 | 4.92% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
15,168 | $7,025,665 | 4.39% | |
| MSFT |
Microsoft Corp
Technology
|
14,180 | $5,249,010 | 3.28% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
25,101 | $5,227,785 | 3.27% | |
| GLD |
Spdr Gold Trust
|
10,148 | $4,366,582 | 2.73% |
Portfolio Trend
25 quarters · across all stocks
Holdings in SUN
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $241,428 | 3,716 | Shares | Sole | 2026-04-17 | |
| 2025-03-31 | $215,750 | 3,716 | Shares | Sole | 2025-05-06 | |
| No 13F history on record for this holder in this stock. | ||||||