Summit Wealth Partners, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Orlando, FL
CIK
0002033312
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 236 519,333 QUAL, BRO, AGG, IWF 13F-HR 10/28/2024 000108514624005194
Q2 2024 223 481,707 QUAL, AGG, BRO, IWF 13F-HR 9/11/2024 000108514624004569
Q1 2024 221 469,061 QUAL, BRO, AGG, USMV 13F-HR 9/11/2024 000108514624004568
Q4 2023 213 430,769 QUAL, AGG, USMV, IWF 13F-HR 9/11/2024 000108514624004567
Q3 2023 184 391,854 AGG, QUAL, USMV, BRO 13F-HR 9/11/2024 000108514624004566
Q2 2023 182 398,842 QUAL, AGG, USMV, BRO 13F-HR 9/11/2024 000108514624004565
Q1 2023 186 389,208 AGG, USMV, QUAL, JPST 13F-HR 9/11/2024 000108514624004564
Q4 2022 175 376,918 AGG, USMV, QUAL, JPST 13F-HR 9/11/2024 000108514624004563
Q3 2022 157 354,409 AGG, USMV, JPST, QUAL 13F-HR 9/11/2024 000108514624004562
Q2 2022 161 373,482 AGG, USMV, QUAL, JPST 13F-HR 9/11/2024 000108514624004561
Q1 2022 165 441,671 AGG, QUAL, USMV, BRO 13F-HR 9/11/2024 000108514624004560
Q4 2021 162 466,335 AGG, QUAL, USMV, BRO 13F-HR 9/10/2024 000108514624004557
Q3 2021 149 423,366 AGG, QUAL, USMV, BRO 13F-HR 9/10/2024 000108514624004556
Q2 2021 154 418,660 AGG, QUAL, USMV, BRO 13F-HR 9/10/2024 000108514624004555
Q1 2021 149 390,080 AGG, QUAL, USMV, BRO 13F-HR 9/10/2024 000108514624004554
Q4 2020 144 367,741 AGG, QUAL, USMV, BRO 13F-HR 9/10/2024 000108514624004552
Q3 2020 148 332,633 AGG, QUAL, BRO, USMV 13F-HR 9/10/2024 000108514624004551
Q2 2020 143 309,740 USMV, QUAL, BRO, JPST 13F-HR 9/10/2024 000108514624004550
Q1 2020 108 245,816 USMV, BRO, QUAL, JPST 13F-HR 9/10/2024 000108514624004549
Q4 2019 118 289,126 USMV, BRO, QUAL, JPST 13F-HR 9/9/2024 000108514624004545