Summit Wealth Partners, LLC

Q3 2025 13F Holdings

Location
Orlando, FL
Holdings as of
9/30/2025
Value ($000)
$554,080
Num holdings
212
Date filed
10/21/2025
Form type
13F-HR
Prev filing
8/11/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type