The Analysis of Summit Wealth Partners, LLC's Holdings

Currently, Summit Wealth Partners, LLC holds 203 types of securities in its portfolio with a total value $541.2M. In the most recent quarter, they have increased their positions in BINC (+76.4K shares, valued at $4.0M), DYNF (+32.4K shares, valued at $2.0M), FBND (+36.2K shares, valued at $1.7M); decreased their positions in N/A (-5.6K shares, valued at $3.4M), SPY (-4.9K shares, valued at $3.3M), DIA (-3.9K shares, valued at $1.9M); initiated new positions in FBND (+36.2K shares, valued at $1.7M), BAI (+29.2K shares, valued at $973.2K), ZNOV (+32.9K shares, valued at $878.7K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR41.6K shares5.52%2025-12-312026-01-27

IWF ISHARES TR55.8K shares-0.43%2025-12-312026-01-27

QUAL ISHARES TR128.9K shares-2.23%2025-12-312026-01-27

INVESCO QQQ TR INVESCO QQQ TR34.3K shares-13.94%2025-12-312026-01-27

AGG ISHARES TR194.7K shares-7.00%2025-12-312026-01-27

USMV ISHARES TR188.7K shares-7.47%2025-12-312026-01-27

JPST J P MORGAN EXCHANGE TRADED F343.4K shares5.40%2025-12-312026-01-27

BINC BLACKROCK ETF TRUST II314.0K shares32.15%2025-12-312026-01-27

Sponsored

BRO BROWN & BROWN INC201.7K shares0.00%2025-12-312026-01-27

IGSB ISHARES TR294.1K shares3.66%2025-12-312026-01-27

IUSB ISHARES TR311.9K shares12.54%2025-12-312026-01-27

IGIB ISHARES TR266.0K shares0.39%2025-12-312026-01-27

IEFA ISHARES TR141.7K shares-0.45%2025-12-312026-01-27

VYM VANGUARD WHITEHALL FDS77.8K shares-1.59%2025-12-312026-01-27

IQLT ISHARES TR242.3K shares-3.99%2025-12-312026-01-27

IWB ISHARES TR25.3K shares-1.60%2025-12-312026-01-27

Sponsored

IEF ISHARES TR93.2K shares-4.49%2025-12-312026-01-27

SPY SPDR S&P 500 ETF TR11.7K shares-29.50%2025-12-312026-01-27

AVLV AMERICAN CENTY ETF TR103.9K shares14.30%2025-12-312026-01-27

ITOT ISHARES TR52.8K shares3.50%2025-12-312026-01-27

PG PROCTER AND GAMBLE CO51.2K shares0.50%2025-12-312026-01-27

DIA SPDR DOW JONES INDL AVERAGE15.2K shares-20.43%2025-12-312026-01-27

IWR ISHARES TR73.2K shares-5.38%2025-12-312026-01-27

VUG VANGUARD INDEX FDS14.0K shares15.26%2025-12-312026-01-27

Sponsored

IWM ISHARES TR24.9K shares-5.57%2025-12-312026-01-27

IDEV ISHARES TR74.2K shares8.84%2025-12-312026-01-27

HDV ISHARES TR48.6K shares1.28%2025-12-312026-01-27

AVEM AMERICAN CENTY ETF TR76.2K shares4.23%2025-12-312026-01-27

JMUB J P MORGAN EXCHANGE TRADED F104.1K shares5.48%2025-12-312026-01-27

AVUS AMERICAN CENTY ETF TR45.6K shares-7.76%2025-12-312026-01-27

IUSV ISHARES TR48.0K shares0.70%2025-12-312026-01-27

JEPI J P MORGAN EXCHANGE TRADED F80.7K shares0.41%2025-12-312026-01-27

Sponsored

AAPL APPLE INC16.8K shares-11.73%2025-12-312026-01-27

IJH ISHARES TR67.1K shares-2.70%2025-12-312026-01-27

JCPB J P MORGAN EXCHANGE TRADED F90.5K shares12.31%2025-12-312026-01-27

DYNF BLACKROCK ETF TRUST64.2K shares102.19%2025-12-312026-01-27

ICOW PACER FDS TR96.4K shares6.87%2025-12-312026-01-27

ISTB ISHARES TR75.8K shares1.94%2025-12-312026-01-27

FTSM FIRST TR EXCHANGE-TRADED FD56.2K shares9.50%2025-12-312026-01-27

IJR ISHARES TR27.2K shares-9.07%2025-12-312026-01-27

Sponsored

VB VANGUARD INDEX FDS12.0K shares-12.21%2025-12-312026-01-27

JEPQ J P MORGAN EXCHANGE TRADED F52.3K shares2.30%2025-12-312026-01-27

REGL PROSHARES TR34.5K shares-6.67%2025-12-312026-01-27

DGRO ISHARES TR38.9K shares0.55%2025-12-312026-01-27

MSFT MICROSOFT CORP5.5K shares-18.22%2025-12-312026-01-27

BSV VANGUARD BD INDEX FDS33.3K shares0.51%2025-12-312026-01-27

BND VANGUARD BD INDEX FDS34.6K shares-28.43%2025-12-312026-01-27

VWO VANGUARD INTL EQUITY INDEX F44.9K shares-3.66%2025-12-312026-01-27

Sponsored

DVY ISHARES TR16.1K shares0.71%2025-12-312026-01-27

DIHP DIMENSIONAL ETF TRUST71.2K shares5.92%2025-12-312026-01-27

JNJ JOHNSON & JOHNSON10.7K shares-0.15%2025-12-312026-01-27

JMST J P MORGAN EXCHANGE TRADED F43.4K shares19.29%2025-12-312026-01-27

IXUS ISHARES TR24.1K shares-2.54%2025-12-312026-01-27

MEAR ISHARES U S ETF TR37.7K shares15.70%2025-12-312026-01-27

HELO J P MORGAN EXCHANGE TRADED F27.0K shares-0.72%2025-12-312026-01-27

GLD SPDR GOLD TR4.4K shares32.94%2025-12-312026-01-27

Sponsored

OEF ISHARES TR5.0K shares0.73%2025-12-312026-01-27

FBND FIDELITY MERRIMACK STR TR36.2K sharesnew addition2025-12-312026-01-27

VCIT VANGUARD SCOTTSDALE FDS19.1K shares0.71%2025-12-312026-01-27

BROADCOM INC BROADCOM INC4.6K shares-29.17%2025-12-312026-01-27

VCSH VANGUARD SCOTTSDALE FDS19.8K shares-6.94%2025-12-312026-01-27

MOAT VANECK ETF TRUST14.4K shares-5.60%2025-12-312026-01-27

VGSH VANGUARD SCOTTSDALE FDS25.3K shares-2.67%2025-12-312026-01-27

SHYG ISHARES TR34.4K shares-34.93%2025-12-312026-01-27

Sponsored

NVDA NVIDIA CORPORATION7.9K shares-44.68%2025-12-312026-01-27

IBTG ISHARES TR64.0K shares0.10%2025-12-312026-01-27

AOA ISHARES TR16.3K shares1.69%2025-12-312026-01-27

JPM JPMORGAN CHASE & CO.4.3K shares0.02%2025-12-312026-01-27

IUSG ISHARES TR7.9K shares0.01%2025-12-312026-01-27

AMZN AMAZON COM INC5.7K shares0.37%2025-12-312026-01-27

MERCK & CO INC MERCK & CO INC12.5K shares0.01%2025-12-312026-01-27

MDY SPDR S&P MIDCAP 400 ETF TR2.1K shares-36.05%2025-12-312026-01-27

Sponsored

SCHD SCHWAB STRATEGIC TR44.3K shares1.69%2025-12-312026-01-27

VTI VANGUARD INDEX FDS3.4K shares-1.04%2025-12-312026-01-27

FMB FIRST TR EXCH TRADED FD III21.4K shares0.00%2025-12-312026-01-27

XSOE WISDOMTREE TR28.0K shares-15.77%2025-12-312026-01-27

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T5.4K shares2.04%2025-12-312026-01-27

IBTH ISHARES TR45.9K shares36.33%2025-12-312026-01-27

VEA VANGUARD TAX-MANAGED FDS15.9K shares9.75%2025-12-312026-01-27

IEI ISHARES TR8.3K shares-5.13%2025-12-312026-01-27

Sponsored

VO VANGUARD INDEX FDS3.4K shares-7.37%2025-12-312026-01-27

BAI BLACKROCK ETF TRUST29.2K sharesnew addition2025-12-312026-01-27

ILTB ISHARES TR19.1K shares-21.53%2025-12-312026-01-27

BUFR FIRST TR EXCHNG TRADED FD VI27.0K shares54.94%2025-12-312026-01-27

PM PHILIP MORRIS INTL INC5.7K shares0.17%2025-12-312026-01-27

VEU VANGUARD INTL EQUITY INDEX F12.0K shares0.10%2025-12-312026-01-27

ZNOV INNOVATOR ETFS TRUST32.9K sharesnew addition2025-12-312026-01-27

ALPHABET INC ALPHABET INC2.8K shares-0.64%2025-12-312026-01-27

Sponsored

PSEP INNOVATOR ETFS TRUST19.5K shares-6.98%2025-12-312026-01-27

DUHP DIMENSIONAL ETF TRUST21.9K shares4.41%2025-12-312026-01-27

SOUTHSTATE BK CORP SOUTHSTATE BK CORP8.8K shares-16.01%2025-12-312026-01-27

AOR ISHARES TR12.6K shares4.06%2025-12-312026-01-27

IEMG ISHARES INC11.7K shares-3.68%2025-12-312026-01-27

VTV VANGUARD INDEX FDS4.0K shares5.23%2025-12-312026-01-27

IBTJ ISHARES TR33.8K sharesnew addition2025-12-312026-01-27

IBDT ISHARES TR29.6K shares13.39%2025-12-312026-01-27

Sponsored

JMEE J P MORGAN EXCHANGE TRADED F11.6K shares-3.38%2025-12-312026-01-27

TPYP TORTOISE CAPITAL SERIES TRUS20.9K shares-2.03%2025-12-312026-01-27

VANGUARD INDEX FDS VANGUARD INDEX FDS1.2K shares-0.09%2025-12-312026-01-27

ACWI ISHARES TR5.1K shares0.00%2025-12-312026-01-27

ADP AUTOMATIC DATA PROCESSING IN2.8K shares0.00%2025-12-312026-01-27

DEM WISDOMTREE TR15.2K shares-0.30%2025-12-312026-01-27

COWG PACER FDS TR20.1K shares1.44%2025-12-312026-01-27

FMHI FIRST TR EXCH TRADED FD III14.4K shares0.00%2025-12-312026-01-27

Sponsored

PAUG INNOVATOR ETFS TRUST15.5K shares-10.66%2025-12-312026-01-27

IBDR ISHARES TR27.6K shares-13.75%2025-12-312026-01-27

HYG ISHARES TR7.9K shares-15.24%2025-12-312026-01-27

TSLA TESLA INC1.4K shares-0.98%2025-12-312026-01-27

META META PLATFORMS INC951 shares9.56%2025-12-312026-01-27

AOM ISHARES TR13.0K shares4.30%2025-12-312026-01-27

HD HOME DEPOT INC1.8K shares0.00%2025-12-312026-01-27

IBHF ISHARES TR26.3K shares-10.17%2025-12-312026-01-27

Sponsored

ORCL ORACLE CORP3.1K shares0.46%2025-12-312026-01-27

NJUL INNOVATOR ETFS TRUST8.2K shares0.00%2025-12-312026-01-27

IBDS ISHARES TR24.2K shares38.47%2025-12-312026-01-27

SDVY FIRST TR EXCHANGE-TRADED FD15.0K shares-11.99%2025-12-312026-01-27

LMBS FIRST TR EXCHANGE-TRADED FD11.4K shares-0.09%2025-12-312026-01-27

IBDW ISHARES TR26.5K shares0.00%2025-12-312026-01-27

IBM INTERNATIONAL BUSINESS MACHS1.8K shares0.05%2025-12-312026-01-27

IWO ISHARES TR1.7K shares0.00%2025-12-312026-01-27

Sponsored

ISHARES GOLD TR ISHARES GOLD TR6.4K shares20.38%2025-12-312026-01-27

JBND J P MORGAN EXCHANGE TRADED F9.6K shares0.00%2025-12-312026-01-27

PFF ISHARES TR16.7K shares-7.63%2025-12-312026-01-27

XLU SELECT SECTOR SPDR TR12.1K shares114.36%2025-12-312026-01-27

ALPHABET INC ALPHABET INC1.6K shares1.55%2025-12-312026-01-27

ABBV ABBVIE INC2.2K shares-39.91%2025-12-312026-01-27

NFLX NETFLIX INC5.4K shares900.00%2025-12-312026-01-27

FPEI FIRST TR EXCH TRADED FD III25.6K shares0.00%2025-12-312026-01-27

Sponsored

T AT&T INC19.8K shares-0.73%2025-12-312026-01-27

PFE PFIZER INC19.5K shares-2.51%2025-12-312026-01-27

FSMB FIRST TR EXCH TRADED FD III23.4K shares0.00%2025-12-312026-01-27

MUB ISHARES TR4.2K shares30.34%2025-12-312026-01-27

MMM 3M CO2.8K shares0.00%2025-12-312026-01-27

CLOI VANECK ETF TRUST8.4K shares0.00%2025-12-312026-01-27

BMAR INNOVATOR ETFS TRUST8.3K shares0.00%2025-12-312026-01-27

NEAR ISHARES U S ETF TR8.6K shares1.44%2025-12-312026-01-27

Sponsored

BOCT INNOVATOR ETFS TRUST8.6K shares0.00%2025-12-312026-01-27

SUB ISHARES TR4.0K shares0.33%2025-12-312026-01-27

IBTL ISHARES TR20.4K shares0.00%2025-12-312026-01-27

ALL ALLSTATE CORP2.0K shares0.00%2025-12-312026-01-27

MO ALTRIA GROUP INC7.0K shares0.32%2025-12-312026-01-27

FHEQ FIDELITY GREENWOOD STREET TR13.0K sharesnew addition2025-12-312026-01-27

FYEE FIDELITY GREENWOOD STREET TR13.9K sharesnew addition2025-12-312026-01-27

FPE FIRST TR EXCH TRADED FD III21.5K shares-27.34%2025-12-312026-01-27

Sponsored

IOCT INNOVATOR ETFS TRUST11.1K shares0.00%2025-12-312026-01-27

JSCP J P MORGAN EXCHANGE TRADED F8.1K shares0.00%2025-12-312026-01-27

FSEP FIRST TR EXCHNG TRADED FD VI7.3K shares0.00%2025-12-312026-01-27

FAUG FIRST TR EXCHNG TRADED FD VI6.8K shares0.00%2025-12-312026-01-27

SJNK SPDR SERIES TRUST14.2K shares1.67%2025-12-312026-01-27

PMAR INNOVATOR ETFS TRUST8.0K shares0.00%2025-12-312026-01-27

TSM TAIWAN SEMICONDUCTOR MFG LTD1.2K shares0.43%2025-12-312026-01-27

ZOCT INNOVATOR ETFS TRUST13.1K shares-16.66%2025-12-312026-01-27

Sponsored

NFTY FIRST TR EXCH TRD ALPHDX FD6.0K shares-7.61%2025-12-312026-01-27

EFAV ISHARES TR4.1K shares1.10%2025-12-312026-01-27

IBTI ISHARES TR15.4K shares0.00%2025-12-312026-01-27

APD AIR PRODS & CHEMS INC1.4K shares0.00%2025-12-312026-01-27

LMT LOCKHEED MARTIN CORP703 shares-1.13%2025-12-312026-01-27

HON HONEYWELL INTL INC1.7K shares0.00%2025-12-312026-01-27

JPIE J P MORGAN EXCHANGE TRADED F7.0K shares3.85%2025-12-312026-01-27

PFEB INNOVATOR ETFS TRUST7.9K shares-16.42%2025-12-312026-01-27

Sponsored

ZAUG INNOVATOR ETFS TRUST12.0K shares-3.25%2025-12-312026-01-27

NOC NORTHROP GRUMMAN CORP558 shares0.00%2025-12-312026-01-27

XLE SELECT SECTOR SPDR TR7.0K shares94.64%2025-12-312026-01-27

MAR MARRIOTT INTL INC NEW1.0K shares0.00%2025-12-312026-01-27

VZ VERIZON COMMUNICATIONS INC7.5K shares-1.48%2025-12-312026-01-27

AMGN AMGEN INC926 shares-0.22%2025-12-312026-01-27

DFAS DIMENSIONAL ETF TRUST4.3K shares0.00%2025-12-312026-01-27

EFA ISHARES TR3.1K shares0.00%2025-12-312026-01-27

Sponsored

MDLZ MONDELEZ INTL INC5.3K shares0.00%2025-12-312026-01-27

SO SOUTHERN CO3.3K shares0.00%2025-12-312026-01-27

IJUL INNOVATOR ETFS TRUST8.5K shares0.00%2025-12-312026-01-27

LLY ELI LILLY & CO261 sharesnew addition2025-12-312026-01-27

PNOV INNOVATOR ETFS TRUST6.7K sharesnew addition2025-12-312026-01-27

BNDX VANGUARD CHARLOTTE FDS5.7K shares41.54%2025-12-312026-01-27

NSEP INNOVATOR ETFS TRUST9.3K shares0.00%2025-12-312026-01-27

LQD ISHARES TR2.4K shares-21.50%2025-12-312026-01-27

Sponsored

FTSL FIRST TR EXCHANGE-TRADED FD5.6K shares0.00%2025-12-312026-01-27

BSCS INVESCO EXCH TRD SLF IDX FD12.3K shares0.32%2025-12-312026-01-27

KO COCA COLA CO3.6K shares0.22%2025-12-312026-01-27

BIV VANGUARD BD INDEX FDS3.2K shares12.90%2025-12-312026-01-27

COST COSTCO WHSL CORP NEW289 shares0.00%2025-12-312026-01-27

AMD ADVANCED MICRO DEVICES INC1.1K sharesnew addition2025-12-312026-01-27

SHV ISHARES TR2.2K shares-1.47%2025-12-312026-01-27

XOM EXXON MOBIL CORP2.0K shares0.30%2025-12-312026-01-27

Sponsored

MTUM ISHARES TR935 shares2.41%2025-12-312026-01-27

EEMV ISHARES INC3.6K shares0.86%2025-12-312026-01-27

BUFD FIRST TR EXCHNG TRADED FD VI8.2K shares0.00%2025-12-312026-01-27

BSEP INNOVATOR ETFS TRUST4.7K shares0.00%2025-12-312026-01-27

ECL ECOLAB INC877 shares-4.57%2025-12-312026-01-27

GE AEROSPACE GE AEROSPACE747 shares-0.40%2025-12-312026-01-27

IBMO ISHARES TR8.9K shares0.00%2025-12-312026-01-27

JPIN J P MORGAN EXCHANGE TRADED F3.2K shares2.24%2025-12-312026-01-27

Sponsored

DIS DISNEY WALT CO1.9K shares-5.41%2025-12-312026-01-27

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL433 shares0.00%2025-12-312026-01-27

IBDV ISHARES TR9.8K shares0.00%2025-12-312026-01-27

MCD MCDONALDS CORP698 shares0.14%2025-12-312026-01-27

IDV ISHARES TR5.3K sharesnew addition2025-12-312026-01-27

CVX CHEVRON CORP NEW1.4K shares-25.91%2025-12-312026-01-27

NEE NEXTERA ENERGY INC2.6K shares-83.52%2025-12-312026-01-27

FLOT ISHARES TR4.0K shares0.00%2025-12-312026-01-27

Sponsored

RF REGIONS FINANCIAL CORP NEW7.5K sharesnew addition2025-12-312026-01-27

WFC WELLS FARGO CO NEW2.2K sharesnew addition2025-12-312026-01-27

SGOV ISHARES TR2.0K shares0.00%2025-12-312026-01-27

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available