Summit Wealth Partners, LLC - Q42025 Holdings

Summit Wealth Partners, LLC holds 203 stocks with a total portfolio value of $ 541.24M as of Q42025. In Q42025, Summit Wealth Partners, LLC added 12 new positions, increased stakes in 76 stocks, reduced 72 holdings, and fully exited 21 positions. The largest holding is Ishares Tr (IVV), representing 5.27% of the total portfolio.