Summit Wealth Partners, LLC - Q12026 Holdings

Summit Wealth Partners, LLC holds 271 stocks with a total portfolio value of $ 631.68M as of Q12026. In Q12026, Summit Wealth Partners, LLC added 70 new positions, increased stakes in 106 stocks, reduced 64 holdings, and fully exited 2 positions. The largest holding is Ishares Tr (IVV), representing 4.48% of the total portfolio.