The Analysis of Summit Wealth Partners, LLC's Holdings

Currently, Summit Wealth Partners, LLC holds 212 types of securities in its portfolio with a total value $554.1M. In the most recent quarter, they have increased their positions in BINC (+49.5K shares, valued at $2.6M), IVV (+3.7K shares, valued at $2.5M), IUSB (+27.4K shares, valued at $1.3M); decreased their positions in QUAL (-4.1K shares, valued at $805.6K), SHYG (-15.8K shares, valued at $682.6K), QQQ (-827 shares, valued at $496.5K); initiated new positions in SSB (+10.5K shares, valued at $1.0M), ZOCT (+15.7K shares, valued at $418.5K), IBDU (+15.4K shares, valued at $362.3K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR39.5K shares10.32%2025-09-302025-10-21

IWF ISHARES TR56.0K shares-0.08%2025-09-302025-10-21

QUAL ISHARES TR131.8K shares-3.05%2025-09-302025-10-21

QQQ INVESCO QQQ TR39.8K shares-2.03%2025-09-302025-10-21

AGG ISHARES TR209.4K shares4.33%2025-09-302025-10-21

USMV ISHARES TR203.9K shares0.13%2025-09-302025-10-21

BRO BROWN & BROWN INC201.7K shares0.00%2025-09-302025-10-21

JPST J P MORGAN EXCHANGE TRADED F325.8K shares-0.96%2025-09-302025-10-21

Sponsored

IGSB ISHARES TR283.7K shares1.35%2025-09-302025-10-21

IGIB ISHARES TR265.0K shares3.96%2025-09-302025-10-21

IUSB ISHARES TR277.1K shares10.97%2025-09-302025-10-21

BINC BLACKROCK ETF TRUST II237.6K shares26.29%2025-09-302025-10-21

IEFA ISHARES TR142.3K shares-1.11%2025-09-302025-10-21

IQLT ISHARES TR252.4K shares-1.16%2025-09-302025-10-21

VYM VANGUARD WHITEHALL FDS79.1K shares-0.76%2025-09-302025-10-21

SPY SPDR S&P 500 ETF TR16.6K shares0.48%2025-09-302025-10-21

Sponsored

IEF ISHARES TR97.6K shares3.31%2025-09-302025-10-21

IWB ISHARES TR25.7K shares-1.97%2025-09-302025-10-21

DIA SPDR DOW JONES INDL AVERAGE19.1K shares-1.44%2025-09-302025-10-21

PG PROCTER AND GAMBLE CO51.0K shares0.66%2025-09-302025-10-21

IWR ISHARES TR77.4K shares-4.13%2025-09-302025-10-21

ITOT ISHARES TR51.0K shares0.75%2025-09-302025-10-21

AVLV AMERICAN CENTY ETF TR90.9K shares17.79%2025-09-302025-10-21

IWM ISHARES TR26.3K shares-4.89%2025-09-302025-10-21

Sponsored

HDV ISHARES TR48.0K shares-1.39%2025-09-302025-10-21

VUG VANGUARD INDEX FDS12.1K shares14.63%2025-09-302025-10-21

AVEM AMERICAN CENTY ETF TR73.1K shares3.98%2025-09-302025-10-21

IDEV ISHARES TR68.2K shares14.37%2025-09-302025-10-21

AVUS AMERICAN CENTY ETF TR49.5K shares-3.08%2025-09-302025-10-21

JMUB J P MORGAN EXCHANGE TRADED F98.7K shares9.12%2025-09-302025-10-21

AAPL APPLE INC19.0K shares-2.02%2025-09-302025-10-21

IUSV ISHARES TR47.6K shares-0.38%2025-09-302025-10-21

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F80.4K shares1.85%2025-09-302025-10-21

IJH ISHARES TR68.9K shares0.25%2025-09-302025-10-21

JCPB J P MORGAN EXCHANGE TRADED F80.6K shares4.65%2025-09-302025-10-21

ISTB ISHARES TR74.3K shares0.46%2025-09-302025-10-21

BND VANGUARD BD INDEX FDS48.3K shares-1.21%2025-09-302025-10-21

IJR ISHARES TR29.9K shares1.14%2025-09-302025-10-21

MSFT MICROSOFT CORP6.8K shares0.01%2025-09-302025-10-21

VB VANGUARD INDEX FDS13.7K shares-7.49%2025-09-302025-10-21

Sponsored

ICOW PACER FDS TR90.2K shares7.85%2025-09-302025-10-21

REGL PROSHARES TR36.9K shares-6.25%2025-09-302025-10-21

FTSM FIRST TR EXCHANGE-TRADED FD51.3K shares-1.11%2025-09-302025-10-21

JEPQ J P MORGAN EXCHANGE TRADED F51.1K shares3.97%2025-09-302025-10-21

NVDA NVIDIA CORPORATION14.2K shares-0.11%2025-09-302025-10-21

DGRO ISHARES TR38.7K shares0.47%2025-09-302025-10-21

BSV VANGUARD BD INDEX FDS33.1K shares0.88%2025-09-302025-10-21

VWO VANGUARD INTL EQUITY INDEX F46.6K shares-2.86%2025-09-302025-10-21

Sponsored

SHYG ISHARES TR52.9K shares-22.97%2025-09-302025-10-21

DVY ISHARES TR16.0K shares0.93%2025-09-302025-10-21

AVGO BROADCOM INC6.5K shares0.00%2025-09-302025-10-21

DIHP DIMENSIONAL ETF TRUST67.3K shares15.32%2025-09-302025-10-21

IXUS ISHARES TR24.7K shares1.86%2025-09-302025-10-21

JNJ JOHNSON & JOHNSON10.8K shares7.13%2025-09-302025-10-21

MDY SPDR S&P MIDCAP 400 ETF TR3.2K shares-1.22%2025-09-302025-10-21

DYNF BLACKROCK ETF TRUST31.8K shares5.04%2025-09-302025-10-21

Sponsored

JMST J P MORGAN EXCHANGE TRADED F36.4K shares0.91%2025-09-302025-10-21

HELO J P MORGAN EXCHANGE TRADED F27.2K shares-0.87%2025-09-302025-10-21

VCSH VANGUARD SCOTTSDALE FDS21.3K shares-0.19%2025-09-302025-10-21

SLV ISHARES SILVER TR39.9K shares73.81%2025-09-302025-10-21

MEAR ISHARES U S ETF TR32.6K shares6.48%2025-09-302025-10-21

OEF ISHARES TR4.9K shares2.59%2025-09-302025-10-21

GLTR ABRDN PRECIOUS METALS BASKET9.7K shares43.49%2025-09-302025-10-21

VCIT VANGUARD SCOTTSDALE FDS19.0K shares-1.61%2025-09-302025-10-21

Sponsored

VGSH VANGUARD SCOTTSDALE FDS26.0K shares-1.50%2025-09-302025-10-21

MOAT VANECK ETF TRUST15.2K shares-0.13%2025-09-302025-10-21

IBTG ISHARES TR63.9K shares0.08%2025-09-302025-10-21

AOA ISHARES TR16.0K shares-2.73%2025-09-302025-10-21

JPM JPMORGAN CHASE & CO.4.3K shares0.02%2025-09-302025-10-21

VIG VANGUARD SPECIALIZED FUNDS6.3K shares0.00%2025-09-302025-10-21

NOBL PROSHARES TR12.8K shares0.00%2025-09-302025-10-21

IUSG ISHARES TR7.9K shares14.05%2025-09-302025-10-21

Sponsored

XSOE WISDOMTREE TR33.2K shares-14.17%2025-09-302025-10-21

AMZN AMAZON COM INC5.7K shares1.78%2025-09-302025-10-21

ILTB ISHARES TR24.3K shares-27.51%2025-09-302025-10-21

SCHD SCHWAB STRATEGIC TR43.6K shares9.33%2025-09-302025-10-21

NEE NEXTERA ENERGY INC15.7K shares-0.51%2025-09-302025-10-21

GLD SPDR GOLD TR3.3K shares85.43%2025-09-302025-10-21

VTI VANGUARD INDEX FDS3.5K shares-2.49%2025-09-302025-10-21

FMB FIRST TR EXCH TRADED FD III21.4K shares0.00%2025-09-302025-10-21

Sponsored

VO VANGUARD INDEX FDS3.6K shares-2.00%2025-09-302025-10-21

MRK MERCK & CO INC12.5K shares0.01%2025-09-302025-10-21

IEI ISHARES TR8.7K shares16.52%2025-09-302025-10-21

SSB SOUTHSTATE BK CORP10.5K sharesnew addition2025-09-302025-10-21

RSP INVESCO EXCHANGE TRADED FD T5.3K shares-1.23%2025-09-302025-10-21

CAT CATERPILLAR INC2.0K shares0.00%2025-09-302025-10-21

PM PHILIP MORRIS INTL INC5.7K shares0.12%2025-09-302025-10-21

PSEP INNOVATOR ETFS TRUST21.0K shares55.87%2025-09-302025-10-21

Sponsored

VEA VANGUARD TAX-MANAGED FDS14.5K shares-2.34%2025-09-302025-10-21

ORCL ORACLE CORP3.1K shares0.00%2025-09-302025-10-21

IBTF ISHARES TR36.9K shares-13.05%2025-09-302025-10-21

VEU VANGUARD INTL EQUITY INDEX F12.0K shares-0.39%2025-09-302025-10-21

ABBV ABBVIE INC3.7K shares0.03%2025-09-302025-10-21

ADP AUTOMATIC DATA PROCESSING IN2.8K shares0.00%2025-09-302025-10-21

MGK VANGUARD WORLD FD2.0K shares0.00%2025-09-302025-10-21

IEMG ISHARES INC12.1K shares-3.30%2025-09-302025-10-21

Sponsored

DUHP DIMENSIONAL ETF TRUST20.9K shares12.44%2025-09-302025-10-21

AOR ISHARES TR12.1K shares-1.98%2025-09-302025-10-21

IBDR ISHARES TR32.0K shares0.00%2025-09-302025-10-21

TPYP TORTOISE CAPITAL SERIES TRUS21.3K shares-0.62%2025-09-302025-10-21

KNG FIRST TR EXCHANGE-TRADED FD15.7K shares-3.11%2025-09-302025-10-21

JMEE J P MORGAN EXCHANGE TRADED F12.0K shares1.60%2025-09-302025-10-21

IBTH ISHARES TR33.7K shares0.00%2025-09-302025-10-21

HYG ISHARES TR9.3K shares-20.65%2025-09-302025-10-21

Sponsored

PAUG INNOVATOR ETFS TRUST17.4K shares73.85%2025-09-302025-10-21

COWG PACER FDS TR19.8K shares69.17%2025-09-302025-10-21

VTV VANGUARD INDEX FDS3.8K shares-2.26%2025-09-302025-10-21

HD HOME DEPOT INC1.8K shares0.00%2025-09-302025-10-21

VOO VANGUARD INDEX FDS1.2K shares-1.78%2025-09-302025-10-21

ACWI ISHARES TR5.1K shares0.00%2025-09-302025-10-21

DEM WISDOMTREE TR15.2K shares-1.97%2025-09-302025-10-21

IBHF ISHARES TR29.3K shares0.00%2025-09-302025-10-21

Sponsored

FMHI FIRST TR EXCH TRADED FD III14.4K shares-0.44%2025-09-302025-10-21

GOOG ALPHABET INC2.8K shares0.00%2025-09-302025-10-21

IBDT ISHARES TR26.1K shares0.21%2025-09-302025-10-21

IBDQ ISHARES TR25.9K shares-0.77%2025-09-302025-10-21

SDVY FIRST TR EXCHANGE-TRADED FD17.0K shares-10.60%2025-09-302025-10-21

NFLX NETFLIX INC536 shares0.00%2025-09-302025-10-21

META META PLATFORMS INC868 shares-1.59%2025-09-302025-10-21

TSLA TESLA INC1.4K shares-3.57%2025-09-302025-10-21

Sponsored

COWZ PACER FDS TR10.4K shares-25.10%2025-09-302025-10-21

AOM ISHARES TR12.4K shares-26.63%2025-09-302025-10-21

NJUL INNOVATOR ETFS TRUST8.2K shares0.00%2025-09-302025-10-21

BUFR FIRST TR EXCHNG TRADED FD VI17.4K shares5.00%2025-09-302025-10-21

PFF ISHARES TR18.1K shares-3.55%2025-09-302025-10-21

LMBS FIRST TR EXCHANGE-TRADED FD11.4K shares13.90%2025-09-302025-10-21

T AT&T INC19.9K shares-0.22%2025-09-302025-10-21

IBDW ISHARES TR26.5K shares0.00%2025-09-302025-10-21

Sponsored

FPE FIRST TR EXCH TRADED FD III29.6K shares-4.70%2025-09-302025-10-21

IWO ISHARES TR1.7K shares-5.79%2025-09-302025-10-21

JBND J P MORGAN EXCHANGE TRADED F9.6K shares0.00%2025-09-302025-10-21

SPLV INVESCO EXCH TRADED FD TR II7.1K shares-16.26%2025-09-302025-10-21

IBM INTERNATIONAL BUSINESS MACHS1.8K shares0.05%2025-09-302025-10-21

PFE PFIZER INC20.0K shares-20.97%2025-09-302025-10-21

FPEI FIRST TR EXCH TRADED FD III25.6K shares0.00%2025-09-302025-10-21

XLU SELECT SECTOR SPDR TR5.6K shares6.37%2025-09-302025-10-21

Sponsored

FSMB FIRST TR EXCH TRADED FD III23.4K shares2.23%2025-09-302025-10-21

MGV VANGUARD WORLD FD3.3K shares0.00%2025-09-302025-10-21

MO ALTRIA GROUP INC7.0K shares0.33%2025-09-302025-10-21

HYDB ISHARES TR9.6K shares-18.34%2025-09-302025-10-21

CLOI VANECK ETF TRUST8.4K shares0.00%2025-09-302025-10-21

NEAR ISHARES U S ETF TR8.5K shares-0.87%2025-09-302025-10-21

MMM 3M CO2.8K shares0.04%2025-09-302025-10-21

BMAR INNOVATOR ETFS TRUST8.3K shares0.00%2025-09-302025-10-21

Sponsored

ALL ALLSTATE CORP2.0K shares0.00%2025-09-302025-10-21

IBDS ISHARES TR17.5K shares0.00%2025-09-302025-10-21

SUB ISHARES TR3.9K shares15.33%2025-09-302025-10-21

IBTL ISHARES TR20.4K shares0.00%2025-09-302025-10-21

ZOCT INNOVATOR ETFS TRUST15.7K sharesnew addition2025-09-302025-10-21

BOCT INNOVATOR ETFS TRUST8.6K shares-10.38%2025-09-302025-10-21

IXN ISHARES TR3.9K shares0.00%2025-09-302025-10-21

GOOGL ALPHABET INC1.6K shares0.00%2025-09-302025-10-21

Sponsored

IAU ISHARES GOLD TR5.3K shares-5.63%2025-09-302025-10-21

PAYX PAYCHEX INC3.0K shares0.00%2025-09-302025-10-21

JSCP J P MORGAN EXCHANGE TRADED F8.1K shares0.00%2025-09-302025-10-21

IOCT INNOVATOR ETFS TRUST11.1K shares0.00%2025-09-302025-10-21

PFEB INNOVATOR ETFS TRUST9.5K shares0.00%2025-09-302025-10-21

APD AIR PRODS & CHEMS INC1.4K shares0.00%2025-09-302025-10-21

NFTY FIRST TR EXCH TRD ALPHDX FD6.5K shares0.88%2025-09-302025-10-21

FSEP FIRST TR EXCHNG TRADED FD VI7.3K shares0.00%2025-09-302025-10-21

Sponsored

IBDU ISHARES TR15.4K sharesnew addition2025-09-302025-10-21

SJNK SPDR SERIES TRUST14.0K shares-0.17%2025-09-302025-10-21

HON HONEYWELL INTL INC1.7K shares13.40%2025-09-302025-10-21

LMT LOCKHEED MARTIN CORP711 shares0.42%2025-09-302025-10-21

FAUG FIRST TR EXCHNG TRADED FD VI6.8K shares0.00%2025-09-302025-10-21

PMAR INNOVATOR ETFS TRUST8.0K shares0.00%2025-09-302025-10-21

IBTI ISHARES TR15.4K shares8.18%2025-09-302025-10-21

MUB ISHARES TR3.2K shares0.50%2025-09-302025-10-21

Sponsored

EFAV ISHARES TR4.0K shares-2.36%2025-09-302025-10-21

NOC NORTHROP GRUMMAN CORP558 shares0.00%2025-09-302025-10-21

LQD ISHARES TR3.0K shares-4.68%2025-09-302025-10-21

VZ VERIZON COMMUNICATIONS INC7.7K shares0.43%2025-09-302025-10-21

MDLZ MONDELEZ INTL INC5.3K shares0.00%2025-09-302025-10-21

ZAUG INNOVATOR ETFS TRUST12.5K sharesnew addition2025-09-302025-10-21

TSM TAIWAN SEMICONDUCTOR MFG LTD1.2K shares0.00%2025-09-302025-10-21

XLE SELECT SECTOR SPDR TR3.6K shares0.39%2025-09-302025-10-21

Sponsored

JPIE J P MORGAN EXCHANGE TRADED F6.8K shares8.73%2025-09-302025-10-21

SO SOUTHERN CO3.3K shares0.00%2025-09-302025-10-21

ZFEB INNOVATOR ETFS TRUST12.3K shares-48.47%2025-09-302025-10-21

DFAS DIMENSIONAL ETF TRUST4.3K shares0.00%2025-09-302025-10-21

EFA ISHARES TR3.1K shares0.00%2025-09-302025-10-21

CVX CHEVRON CORP NEW1.8K shares0.00%2025-09-302025-10-21

IJUL INNOVATOR ETFS TRUST8.5K shares0.00%2025-09-302025-10-21

UDEC INNOVATOR ETFS TRUST7.0K shares0.00%2025-09-302025-10-21

Sponsored

COST COSTCO WHSL CORP NEW289 shares0.00%2025-09-302025-10-21

NSEP INNOVATOR ETFS TRUST9.3K sharesnew addition2025-09-302025-10-21

AMGN AMGEN INC928 shares-9.82%2025-09-302025-10-21

MAR MARRIOTT INTL INC NEW1.0K shares0.00%2025-09-302025-10-21

FTSL FIRST TR EXCHANGE-TRADED FD5.6K shares0.00%2025-09-302025-10-21

BSCS INVESCO EXCH TRD SLF IDX FD12.3K shares0.29%2025-09-302025-10-21

ECL ECOLAB INC919 shares-0.43%2025-09-302025-10-21

SHV ISHARES TR2.2K shares0.00%2025-09-302025-10-21

Sponsored

BSCP INVESCO EXCH TRD SLF IDX FD11.7K shares-24.41%2025-09-302025-10-21

KO COCA COLA CO3.6K shares0.11%2025-09-302025-10-21

MTUM ISHARES TR913 shares-11.62%2025-09-302025-10-21

DIS DISNEY WALT CO2.0K shares0.05%2025-09-302025-10-21

IBHE ISHARES TR9.9K shares-14.81%2025-09-302025-10-21

EEMV ISHARES INC3.6K shares0.00%2025-09-302025-10-21

IBMO ISHARES TR8.9K shares0.00%2025-09-302025-10-21

BUFD FIRST TR EXCHNG TRADED FD VI8.2K shares0.00%2025-09-302025-10-21

Sponsored

BSEP INNOVATOR ETFS TRUST4.7K sharesnew addition2025-09-302025-10-21

GE GE AEROSPACE750 sharesnew addition2025-09-302025-10-21

IWS ISHARES TR1.6K shares-1.29%2025-09-302025-10-21

XOM EXXON MOBIL CORP2.0K shares0.36%2025-09-302025-10-21

BIV VANGUARD BD INDEX FDS2.8K shares-0.35%2025-09-302025-10-21

BRK.B BERKSHIRE HATHAWAY INC DEL433 shares-8.65%2025-09-302025-10-21

IBDV ISHARES TR9.8K shares0.00%2025-09-302025-10-21

MCD MCDONALDS CORP697 shares-5.94%2025-09-302025-10-21

Sponsored

JPIN J P MORGAN EXCHANGE TRADED F3.2K shares0.67%2025-09-302025-10-21

FLOT ISHARES TR4.0K shares0.00%2025-09-302025-10-21

SGOV ISHARES TR2.0K shares0.00%2025-09-302025-10-21

BNDX VANGUARD CHARLOTTE FDS4.0K sharesnew addition2025-09-302025-10-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available