Summit Wealth Partners, LLC

Q2 2026 13F Holdings

Location
Orlando, FL
Holdings as of
6/30/2026
Value ($000)
$701,916
Num holdings
280
Date filed
8/3/2026
Form type
13F-HR
Prev filing
4/17/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type