Summit Wealth Partners, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 27, 2026, for the 2025 Q4 period, Summit Wealth Partners, LLC held in its portfolio 196 assets valued at $541,236,212 (i.e. $541.24M).
The most valuable assets in the portfolio included: ISHARES TR ($28.53M), ISHARES TR ($26.40M), and ISHARES TR ($25.60M).
The chart below shows the top 10 valuable assets, and the table below shows the top 196 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Summit Wealth Partners, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 41649 | 28527391 | CORE S&P500 ETF |
| ISHARES TR | 55777 | 26399097 | RUS 1000 GRW ETF |
| ISHARES TR | 128870 | 25596233 | MSCI USA QLT FCT |
| INVESCO QQQ TR | 34285 | 21061393 | UNIT SER 1 |
| ISHARES TR | 194705 | 19447152 | CORE US AGGBD ET |
| ISHARES TR | 188694 | 17767398 | MSCI USA MIN VOL |
| J P MORGAN EXCHANGE TRADED F | 343385 | 17371837 | ULTRA SHRT ETF |
| BLACKROCK ETF TRUST II | 313984 | 16568927 | ISHARES FLEXIBLE |
| BROWN & BROWN INC | 201700 | 16075490 | COM |
| ISHARES TR | 294103 | 15552165 | ISHS 1-5YR INVS |
| ISHARES TR | 311914 | 14516457 | CORE UNIVRSL USD |
| ISHARES TR | 266020 | 14333135 | ISHS 5-10YR INVT |
| ISHARES TR | 141653 | 12672296 | CORE MSCI EAFE |
| VANGUARD WHITEHALL FDS | 77822 | 11168993 | HIGH DIV YLD |
| ISHARES TR | 242304 | 11012731 | MSCI INTL QUALTY |
| ISHARES TR | 25335 | 9461096 | RUS 1000 ETF |
| ISHARES TR | 93174 | 8959568 | 7-10 YR TRSY BD |
| SPDR S&P 500 ETF TR | 11725 | 7995607 | TR UNIT |
| AMERICAN CENTY ETF TR | 103898 | 7872368 | US LARGE CAP VLU |
| ISHARES TR | 52809 | 7852220 | CORE S&P TTL STK |
| PROCTER AND GAMBLE CO | 51212 | 7339124 | COM |
| SPDR DOW JONES INDL AVERAGE | 15199 | 7304151 | UT SER 1 |
| ISHARES TR | 73232 | 7050069 | RUS MID CAP ETF |
| VANGUARD INDEX FDS | 13995 | 6827761 | GROWTH ETF |
| ISHARES TR | 24864 | 6120529 | RUSSELL 2000 ETF |
| ISHARES TR | 74205 | 6120421 | CORE MSCI INTL |
| ISHARES TR | 48626 | 5913426 | CORE HIGH DV ETF |
| AMERICAN CENTY ETF TR | 76198 | 5868739 | AVANTIS EMGMKT |
| J P MORGAN EXCHANGE TRADED F | 104126 | 5258363 | MUNICIPAL ETF |
| AMERICAN CENTY ETF TR | 45614 | 5098708 | US EQT ETF |
| ISHARES TR | 47972 | 4919012 | CORE S&P US VLU |
| J P MORGAN EXCHANGE TRADED F | 80678 | 4617993 | EQUITY PREMIUM |
| APPLE INC | 16801 | 4567430 | COM |
| ISHARES TR | 67063 | 4426160 | CORE S&P MCP ETF |
| J P MORGAN EXCHANGE TRADED F | 90475 | 4283971 | CORE PLUS BD ETF |
| BLACKROCK ETF TRUST | 64200 | 3904002 | ISHARES US EQUIT |
| PACER FDS TR | 96407 | 3729023 | DEVELOPED MRKT |
| ISHARES TR | 75755 | 3693062 | CORE 1 5 YR USD |
| FIRST TR EXCHANGE-TRADED FD | 56197 | 3367886 | FIRST TR ENH NEW |
| ISHARES TR | 27192 | 3267958 | CORE S&P SCP ETF |
| VANGUARD INDEX FDS | 12041 | 3105876 | SMALL CP ETF |
| J P MORGAN EXCHANGE TRADED F | 52310 | 3040264 | NASDAQ EQT PREM |
| PROSHARES TR | 34472 | 2903198 | S&P MDCP 400 DIV |
| ISHARES TR | 38877 | 2698856 | CORE DIV GRWTH |
| MICROSOFT CORP | 5534 | 2676409 | COM |
| VANGUARD BD INDEX FDS | 33294 | 2623875 | SHORT TRM BOND |
| VANGUARD BD INDEX FDS | 34556 | 2559544 | TOTAL BND MRKT |
| VANGUARD INTL EQUITY INDEX F | 44927 | 2415294 | FTSE EMR MKT ETF |
| ISHARES TR | 16124 | 2275702 | SELECT DIVID ETF |
| DIMENSIONAL ETF TRUST | 71240 | 2255813 | INTL HIGH PROFIT |
| JOHNSON & JOHNSON | 10742 | 2223095 | COM |
| J P MORGAN EXCHANGE TRADED F | 43389 | 2210236 | ULTRA SHT MUNCPL |
| ISHARES TR | 24089 | 2038897 | CORE MSCI TOTAL |
| ISHARES U S ETF TR | 37727 | 1898423 | SHORT MATURITY M |
| INNOVATOR ETFS TRUST | 42098 | 1813480 | US EQTY PWR BUF |
| J P MORGAN EXCHANGE TRADED F | 26999 | 1793545 | HEDGED EQUITY LA |
| SPDR GOLD TR | 4383 | 1737027 | GOLD SHS |
| ISHARES TR | 4982 | 1708677 | S&P 100 ETF |
| FIDELITY MERRIMACK STR TR | 36185 | 1665957 | TOTAL BD ETF |
| VANGUARD SCOTTSDALE FDS | 19099 | 1599541 | INT-TERM CORP |
| BROADCOM INC | 4585 | 1586984 | COM |
| VANGUARD SCOTTSDALE FDS | 19818 | 1580119 | SHRT TRM CORP BD |
| VANECK ETF TRUST | 14368 | 1487930 | MRNGSTR WDE MOAT |
| VANGUARD SCOTTSDALE FDS | 25296 | 1485634 | SHORT TERM TREAS |
| ISHARES TR | 34395 | 1474521 | 0-5YR HI YL CP |
| NVIDIA CORPORATION | 7857 | 1465325 | COM |
| ISHARES TR | 64013 | 1464293 | IBONDS 26 TRM TS |
| ISHARES TR | 16251 | 1455423 | CORE 80/20 AGGRE |
| JPMORGAN CHASE & CO. | 4346 | 1400437 | COM |
| ISHARES TR | 7938 | 1333108 | CORE S&P US GWT |
| AMAZON COM INC | 5733 | 1323291 | COM |
| MERCK & CO INC | 12490 | 1314664 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 2067 | 1246918 | UTSER1 S&PDCRP |
| SCHWAB STRATEGIC TR | 44323 | 1215775 | US DIVIDEND EQ |
| INNOVATOR ETFS TRUST | 44986 | 1200462 | EQUITY DEFINED P |
| FIRST TR EXCHNG TRADED FD VI | 35241 | 1157733 | FT VEST LADDERED |
| VANGUARD INDEX FDS | 3414 | 1144641 | TOTAL STK MKT |
| FIRST TR EXCH TRADED FD III | 21425 | 1095567 | MANAGD MUN ETF |
| WISDOMTREE TR | 27978 | 1091715 | EM EX ST-OWNED |
| INVESCO EXCHANGE TRADED FD T | 5407 | 1035775 | S&P500 EQL WGT |
| ISHARES TR | 45938 | 1032227 | IBONDS 27 TRM TS |
| VANGUARD TAX-MANAGED FDS | 15916 | 994270 | VAN FTSE DEV MKT |
| ISHARES TR | 8271 | 987102 | 3 7 YR TREAS BD |
| ISHARES TR | 46933 | 979873 | IBONDS DEC 2031 |
| VANGUARD INDEX FDS | 3358 | 974573 | MID CAP ETF |
| BLACKROCK ETF TRUST | 29226 | 973224 | ISHARES A I INNO |
| ISHARES TR | 19067 | 947627 | CORE LT USDB ETF |
| PHILIP MORRIS INTL INC | 5731 | 919225 | COM |
| VANGUARD INTL EQUITY INDEX F | 12043 | 885874 | ALLWRLD EX US |
| ALPHABET INC | 2786 | 874242 | CAP STK CL C |
| DIMENSIONAL ETF TRUST | 21855 | 831146 | US HIGH PROFITAB |
| SOUTHSTATE BK CORP | 8805 | 828639 | COM |
| ISHARES TR | 12609 | 819721 | CORE 60/40 BALAN |
| ISHARES INC | 11663 | 784013 | CORE MSCI EMKT |
| VANGUARD INDEX FDS | 4044 | 772364 | VALUE ETF |
| ISHARES TR | 33813 | 766132 | IBONDS 29 TRM TS |
| ISHARES TR | 29572 | 752762 | IBDS DEC28 ETF |
| J P MORGAN EXCHANGE TRADED F | 11585 | 745842 | SMALL & MID CAP |
| FIRST TR EXCHNG TRADED FD VI | 14129 | 737964 | FT VEST US EQT |
| TORTOISE CAPITAL SERIES TRUS | 20874 | 736720 | NORTH AMERN PIPE |
| VANGUARD INDEX FDS | 1159 | 726692 | S&P 500 ETF SHS |
| ISHARES TR | 5113 | 723438 | MSCI ACWI ETF |
| AUTOMATIC DATA PROCESSING IN | 2774 | 713586 | COM |
| WISDOMTREE TR | 15150 | 707637 | EMER MKT HIGH FD |
| PACER FDS TR | 20096 | 707580 | US LRG CP CASH |
| FIRST TR EXCH TRADED FD III | 14401 | 690303 | MUNI HI INCM ETF |
| INNOVATOR ETFS TRUST | 15516 | 671067 | US EQTY PWR BF |
| ISHARES TR | 27599 | 668724 | IBONDS DEC2026 |
| ISHARES TR | 7913 | 638019 | IBOXX HI YD ETF |
| TESLA INC | 1416 | 636804 | COM |
| META PLATFORMS INC | 951 | 627859 | CL A |
| ISHARES TR | 12962 | 618674 | CORE 40/60 MODER |
| HOME DEPOT INC | 1766 | 607737 | COM |
| ISHARES TR | 26288 | 606716 | IBONDS 2026 TERM |
| ORACLE CORP | 3090 | 602272 | COM |
| INNOVATOR ETFS TRUST | 8240 | 598389 | GRWT100 PWR BUF |
| ISHARES TR | 24186 | 587236 | IBONDS 27 ETF |
| FIRST TR EXCHANGE-TRADED FD | 14961 | 573313 | SMID RISNG ETF |
| FIRST TR EXCHANGE-TRADED FD | 11416 | 570686 | FST LOW OPPT EFT |
| INTERNATIONAL BUSINESS MACHS | 1838 | 544429 | COM |
| ISHARES TR | 1660 | 536197 | RUS 2000 GRW ETF |
| ISHARES GOLD TR | 6415 | 520706 | ISHARES NEW |
| J P MORGAN EXCHANGE TRADED F | 9596 | 518856 | ACTIVE BOND ETF |
| ISHARES TR | 16723 | 517751 | PFD AND INCM SEC |
| SELECT SECTOR SPDR TR | 12092 | 516198 | STATE STREET UTI |
| ALPHABET INC | 1643 | 514220 | CAP STK CL A |
| ABBVIE INC | 2216 | 506236 | COM |
| NETFLIX INC | 5360 | 502554 | COM |
| FIRST TR EXCH TRADED FD III | 25614 | 496655 | INSTL PFD SECS |
| AT&T INC | 19800 | 491832 | COM |
| PFIZER INC | 19469 | 484778 | COM |
| FIRST TR EXCH TRADED FD III | 23394 | 468933 | SHRT DUR MNG MUN |
| ISHARES TR | 4171 | 446803 | NATIONAL MUN ETF |
| 3M CO | 2782 | 445352 | COM |
| VANECK ETF TRUST | 8398 | 443498 | CLO ETF |
| INNOVATOR ETFS TRUST | 8349 | 442901 | US EQTY BUFR MAR |
| ISHARES U S ETF TR | 8648 | 441930 | SHORT DURATION B |
| INNOVATOR ETFS TRUST | 8637 | 426880 | US EQTY BUF OCT |
| ISHARES TR | 3962 | 422768 | SHRT NAT MUN ETF |
| ALLSTATE CORP | 2000 | 416300 | COM |
| ALTRIA GROUP INC | 6982 | 402557 | COM |
| FIDELITY GREENWOOD STREET TR | 13000 | 401830 | HEDGED EQTY ETF |
| FIDELITY GREENWOOD STREET TR | 13900 | 398652 | YIELD ENHANCED E |
| FIRST TR EXCH TRADED FD III | 21530 | 392285 | PFD SECS INC ETF |
| INNOVATOR ETFS TRUST | 11147 | 388584 | INTERNATIONAL DV |
| J P MORGAN EXCHANGE TRADED F | 8058 | 383214 | SHORT DURA CORE |
| SPDR SERIES TRUST | 14209 | 359768 | STATE STREET SPD |
| TAIWAN SEMICONDUCTOR MFG LTD | 1177 | 357812 | SPONSORED ADS |
| INNOVATOR ETFS TRUST | 13121 | 352111 | EQUITY DEFIN 1YR |
| FIRST TR EXCH TRD ALPHDX FD | 6026 | 351471 | INDIA NFTY50 EQW |
| ISHARES TR | 4055 | 349718 | MSCI EAFE MIN VL |
| ISHARES TR | 15443 | 345383 | IBONDS 28 TRM TS |
| AIR PRODS & CHEMS INC | 1380 | 340888 | COM |
| LOCKHEED MARTIN CORP | 703 | 339978 | COM |
| HONEYWELL INTL INC | 1693 | 330287 | COM |
| J P MORGAN EXCHANGE TRADED F | 7012 | 324585 | INCOME ETF |
| NORTHROP GRUMMAN CORP | 558 | 318177 | COM |
| SELECT SECTOR SPDR TR | 7003 | 313093 | STATE STREET ENE |
| MARRIOTT INTL INC NEW | 1000 | 310240 | CL A |
| VERIZON COMMUNICATIONS INC | 7548 | 307426 | COM |
| AMGEN INC | 926 | 303089 | COM |
| DIMENSIONAL ETF TRUST | 4270 | 297491 | US SMALL CAP ETF |
| ISHARES TR | 3097 | 297405 | MSCI EAFE ETF |
| MONDELEZ INTL INC | 5333 | 287075 | CL A |
| SOUTHERN CO | 3290 | 286888 | COM |
| INNOVATOR ETFS TRUST | 8495 | 284650 | INTRNL DEV JULY |
| ELI LILLY & CO | 261 | 279959 | COM |
| VANGUARD CHARLOTTE FDS | 5728 | 276777 | TOTAL INT BD ETF |
| INNOVATOR ETFS TRUST | 9329 | 272593 | GROWTH 100 POWER |
| ISHARES TR | 2384 | 262652 | IBOXX INV CP ETF |
| FIRST TR EXCHANGE-TRADED FD | 5591 | 256515 | SENIOR LN FD |
| INVESCO EXCH TRD SLF IDX FD | 12294 | 253252 | INVSCO BLSH 28 |
| COCA COLA CO | 3602 | 251794 | COM |
| VANGUARD BD INDEX FDS | 3211 | 250073 | INTERMED TERM |
| COSTCO WHSL CORP NEW | 289 | 249294 | COM |
| ADVANCED MICRO DEVICES INC | 1147 | 245642 | COM |
| ISHARES TR | 2215 | 243982 | TRUST ISHARE 0-1 |
| EXXON MOBIL CORP | 1978 | 238056 | COM |
| ISHARES TR | 935 | 234070 | MSCI USA MMENTM |
| ISHARES INC | 3639 | 233041 | MSCI EMERG MRKT |
| INNOVATOR ETFS TRUST | 4713 | 232115 | US EQTY BUF SEP |
| ECOLAB INC | 877 | 230230 | COM |
| GE AEROSPACE | 747 | 230098 | COM NEW |
| ISHARES TR | 8918 | 228631 | IBONDS DEC 26 |
| J P MORGAN EXCHANGE TRADED F | 3241 | 220861 | DIV RTN INT EQ |
| DISNEY WALT CO | 1924 | 218885 | COM |
| BERKSHIRE HATHAWAY INC DEL | 433 | 217647 | CL B NEW |
| ISHARES TR | 9803 | 216352 | IBONDS DEC 2030 |
| MCDONALDS CORP | 698 | 213211 | COM |
| ISHARES TR | 5324 | 210032 | INTL SEL DIV ETF |
| CHEVRON CORP NEW | 1370 | 208741 | COM |
| NEXTERA ENERGY INC | 2581 | 207181 | COM |
| ISHARES TR | 4007 | 203796 | FLTG RATE NT ETF |
| REGIONS FINANCIAL CORP NEW | 7500 | 203250 | COM |
| WELLS FARGO CO NEW | 2170 | 202248 | COM |
| ISHARES TR | 2004 | 201162 | 0-3 MNTH TREASRY |
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