13F Insight
Viewing historical filing for 2025Q4. View latest →
DOSSIER · 13F-HR · Q2 2026

Summit Wealth Partners, LLC

$702M in tracked AUM across 280 positions as of Q2 2026.

SW
CIK 0002033312 · last filed Jun 30, 2026
Total AUM
$702M
as of Q2 2026
Holdings
280
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
Loading holdings…

Filing history

Filing history loading…