Summit Wealth Partners, LLC

13F filer, CIK 2033312, Orlando, FL

Summit Wealth Partners, LLC reported $519,333,424 across 236 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-10-28. Its ten largest share positions make up 37.42% of the portfolio.

Filed 2024-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0001085146-24-005194

Period: 2024-09-30
Reported value: $519M
Holdings: 236
Top 10 weight: 37.42%
New: 24
Sold out: 11

Largest buys vs the previous quarter

Security	Shares change	Approx. value
AVUSadded	+19,329	$1.84M
FPEIadded	+68,142	$1.3M
IUSBadded	+26,024	$1.23M
ITOTadded	+7,521	$945K
AVGOadded	+5,271	$909K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
NAPRreduced	-14,231	-$692K
PJANexited	-15,881	-$639K
REGLreduced	-5,836	-$477K
IWRreduced	-5,192	-$458K
PAPRreduced	-12,539	-$451K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0001085146-24-005194, largest first. % of portfolio is the value over $519,333,424, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
QUALISHARES TR	146,467	$26.3M	5.06%	-1,937	Timeline
BROBROWN & BROWN INC	236,700	$24.5M	4.72%	0	Timeline
AGGISHARES TR	233,153	$23.6M	4.55%	+749	Timeline
IWFISHARES TR	54,664	$20.5M	3.95%	-903	Timeline
USMVISHARES TR	219,886	$20.1M	3.87%	-2,520	Timeline
QQQINVESCO QQQ TR	38,610	$18.8M	3.63%	-358	Timeline
JPSTJ P MORGAN EXCHANGE TRADED F	360,529	$18.3M	3.52%	+7,703	Timeline
IGSBISHARES TR	322,373	$17M	3.27%	-3,781	Timeline
IGIBISHARES TR	246,664	$13.3M	2.55%	+1,683	Timeline
IQLTISHARES TR	288,790	$12M	2.31%	-5,732	Timeline
IEFAISHARES TR	144,825	$11.3M	2.18%	+113	Timeline
VYMVANGUARD WHITEHALL FDS	82,664	$10.6M	2.04%	-778	Timeline
IEFISHARES TR	103,479	$10.2M	1.96%	-1,766	Timeline
IVVISHARES TR	17,517	$10.1M	1.95%	+1,262	Timeline
IWBISHARES TR	31,423	$9.88M	1.9%	-1,328	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	15,121	$8.68M	1.67%	-96	Timeline
SHYGISHARES TR	197,571	$8.58M	1.65%	-7,927	Timeline
IWRISHARES TR	95,842	$8.45M	1.63%	-5,192	Timeline
ITOTISHARES TR	58,743	$7.38M	1.42%	+7,521	Timeline
IWMISHARES TR	33,142	$7.32M	1.41%	-821	Timeline
AVUSAMERICAN CENTY ETF TR	73,741	$7.02M	1.35%	+19,329	Timeline
IUSBISHARES TR	145,786	$6.87M	1.32%	+26,024	Timeline
REGLPROSHARES TR	62,053	$5.07M	0.98%	-5,836	Timeline
HDVISHARES TR	41,501	$4.88M	0.94%	+55	Timeline
AAPLAPPLE INC	20,033	$4.67M	0.9%	+130	Timeline
IJHISHARES TR	74,202	$4.62M	0.89%	+318	Timeline
XSOEWISDOMTREE TR	136,869	$4.52M	0.87%	-9,892	Timeline
JEPIJ P MORGAN EXCHANGE TRADED F	75,653	$4.5M	0.87%	-1,275	Timeline
VBVANGUARD INDEX FDS	18,017	$4.27M	0.82%	+173	Timeline
PAPRINNOVATOR ETFS TRUST	109,957	$3.95M	0.76%	-12,539	Timeline
NAPRINNOVATOR ETFS TRUST	80,034	$3.89M	0.75%	-14,231	Timeline
BNDVANGUARD BD INDEX FDS	51,422	$3.86M	0.74%	-1,354	Timeline
DIASTATE STR SPDR DOW JONES IND	9,012	$3.81M	0.73%	+17	Timeline
IJRISHARES TR	32,592	$3.81M	0.73%	+1,306	Timeline
ISTBISHARES TR	77,039	$3.75M	0.72%	-619	Timeline
MDYSTATE STR SPDR S&P MIDCAP 40	6,478	$3.69M	0.71%	-17	Timeline
FPEIFIRST TR EXCH TRADED FD III	178,813	$3.41M	0.66%	+68,142	Timeline
IUSVISHARES TR	34,440	$3.29M	0.63%	+513	Timeline
ILTBISHARES TR	56,552	$3.01M	0.58%	+3,127	Timeline
SDVYFIRST TR EXCHANGE TRADED FD	73,470	$2.67M	0.51%	+11,551	Timeline
AVEMAMERICAN CENTY ETF TR	40,909	$2.64M	0.51%	+7,617	Timeline
VWOVANGUARD INTL EQUITY INDEX F	55,031	$2.63M	0.51%	-4,430	Timeline
MSFTMICROSOFT CORP	5,970	$2.57M	0.49%	-484	Timeline
FTSMFIRST TR EXCHANGE-TRADED FD	40,536	$2.43M	0.47%	+13,274	Timeline
JCPBJ P MORGAN EXCHANGE TRADED F	49,682	$2.4M	0.46%	+2,395	Timeline
NVDANVIDIA CORPORATION	18,859	$2.29M	0.44%	+200	Timeline
CALFPACER FDS TR	49,143	$2.29M	0.44%	+4,739	Timeline
ICOWPACER FDS TR	71,991	$2.28M	0.44%	+5,296	Timeline
JMUBJ P MORGAN EXCHANGE TRADED F	43,055	$2.21M	0.43%	+1,521	Timeline
BUFZFIRST TR EXCHNG TRADED FD VI	89,938	$2.12M	0.41%	-7,466	Timeline
IDEVISHARES TR	29,728	$2.11M	0.41%	+5,530	Timeline
VGSHVANGUARD SCOTTSDALE FDS	35,602	$2.1M	0.4%	+1,217	Timeline
JEPQJ P MORGAN EXCHANGE TRADED F	37,819	$2.08M	0.4%	+7,323	Timeline
IXUSISHARES TR	28,414	$2.06M	0.4%	+520	Timeline
COWZPACER FDS TR	35,593	$2.06M	0.4%	+444	Timeline
BSVVANGUARD BD INDEX FDS	25,890	$2.04M	0.39%	+404	Timeline
VUGVANGUARD INDEX FDS	4,974	$1.91M	0.37%	+680	Timeline
MOATVANECK ETF TRUST	19,214	$1.86M	0.36%	-130	Timeline
ISHARES TRISHARES TR	78,559	$1.84M	0.35%	+3,922
DVYISHARES TR	13,594	$1.84M	0.35%	+73	Timeline
VCSHVANGUARD SCOTTSDALE FDS	22,439	$1.78M	0.34%	-805	Timeline
AVLVAMERICAN CENTY ETF TR	25,099	$1.65M	0.32%	+5,416	Timeline
VCITVANGUARD SCOTTSDALE FDS	19,559	$1.64M	0.32%	+1,270	Timeline
JNJJOHNSON & JOHNSON	10,018	$1.62M	0.31%	+11	Timeline
PJUNINNOVATOR ETFS TRUST	42,262	$1.56M	0.3%	-1,898	Timeline
GSEPFIRST TR EXCHNG TRADED FD VI	44,460	$1.54M	0.3%	+2,216	Timeline
NOBLPROSHARES TR	14,358	$1.53M	0.3%	-1,046	Timeline
PSEPINNOVATOR ETFS TRUST	38,600	$1.49M	0.29%	+10,000	Timeline
SCHDSCHWAB STRATEGIC TR	17,471	$1.48M	0.28%	-1,259	Timeline
MRKMERCK & CO INC	12,485	$1.42M	0.27%	+1	Timeline
NEENEXTERA ENERGY INC	15,697	$1.33M	0.26%	-238	Timeline
DGROISHARES TR	21,016	$1.32M	0.25%	+100	Timeline
HYDBISHARES TR	27,254	$1.31M	0.25%	+16,717	Timeline
HYGISHARES TR	16,000	$1.28M	0.25%	-3,781	Timeline
FPEFIRST TR EXCH TRADED FD III	70,708	$1.28M	0.25%	+316	Timeline
FMBFIRST TR EXCH TRADED FD III	24,585	$1.28M	0.25%	-633	Timeline
VIGVANGUARD SPECIALIZED FUNDS	6,290	$1.25M	0.24%	-664	Timeline
IWPISHARES TR	10,570	$1.24M	0.24%	-143	Timeline
KNGFIRST TR EXCHANGE-TRADED FD	22,672	$1.24M	0.24%	-974	Timeline
AOAISHARES TR	15,524	$1.22M	0.24%	+1,186	Timeline
ISHARES TRISHARES TR	49,672	$1.19M	0.23%	-2,427
JPMJPMORGAN CHASE & CO	5,623	$1.19M	0.23%	+297	Timeline
RSPINVESCO EXCHANGE TRADED FD T	6,590	$1.18M	0.23%	+494	Timeline
BITBBITWISE BITCOIN ETF TR	32,277	$1.12M	0.21%	+1,217	Timeline
DIHPDIMENSIONAL ETF TRUST	40,147	$1.11M	0.21%	+3,781	Timeline
VTIVANGUARD INDEX FDS	3,711	$1.05M	0.2%	+336	Timeline
IBTGISHARES TR	43,988	$1.01M	0.2%	+48	Timeline
VOVANGUARD INDEX FDS	3,791	$1M	0.19%	+51	Timeline
AVGOBROADCOM INC	5,770	$995K	0.19%	+5,271	Timeline
SJNKSPDR SERIES TRUST	37,343	$962K	0.19%	-490	Timeline
IBHFISHARES TR	41,056	$961K	0.19%	0	Timeline
ISHARES TRISHARES TR	37,997	$954K	0.18%	+4,465
DEMWISDOMTREE TR	21,057	$927K	0.18%	+1,840	Timeline
IEMGISHARES INC	15,797	$907K	0.17%	-168	Timeline
UNHUNITEDHEALTH GROUP INC	1,475	$862K	0.17%	0	Timeline
SouthState CorpSouthState Corp	8,805	$856K	0.16%	0
AOMISHARES TR	18,791	$848K	0.16%	-74	Timeline
AORISHARES TR	13,555	$803K	0.15%	+248	Timeline
VEUVANGUARD INTL EQUITY INDEX F	12,736	$802K	0.15%	+3	Timeline
AMZNAMAZON COM INC	4,301	$801K	0.15%	0	Timeline
LISTED FD TRLISTED FD TR	18,728	$792K	0.15%	-1,190
GMARFIRST TR EXCHNG TRADED FD VI	21,544	$791K	0.15%	-365	Timeline
VTVVANGUARD INDEX FDS	4,482	$782K	0.15%	+205	Timeline
IBDRISHARES TR	31,877	$775K	0.15%	+887	Timeline
NJULINNOVATOR ETFS TRUST	12,658	$770K	0.15%	+3,000	Timeline
JMEEJ P MORGAN EXCHANGE TRADED F	12,406	$756K	0.15%	+2,264	Timeline
VEAVANGUARD TAX-MANAGED FDS	14,147	$747K	0.14%	+1,801	Timeline
PFFISHARES TR	22,346	$743K	0.14%	-171	Timeline
ISHARESISHARES	29,024	$732K	0.14%	-201
PFEPFIZER INC	24,937	$722K	0.14%	+1,000	Timeline
ADPAUTOMATIC DATA PROCESSING IN	2,561	$709K	0.14%	0	Timeline
PMPHILIP MORRIS INTL INC	5,783	$702K	0.14%	+12	Timeline
IBDTISHARES TR	27,091	$692K	0.13%	+52	Timeline
MANAGED PORTFOLIO SERIESMANAGED PORTFOLIO SERIES	21,862	$686K	0.13%	-221
ACWIISHARES TR	5,735	$686K	0.13%	+622	Timeline
IEIISHARES TR	5,651	$676K	0.13%	-380	Timeline
IBTHISHARES TR	29,225	$662K	0.13%	+146	Timeline
CATCATERPILLAR INC	1,684	$659K	0.13%	0	Timeline
MGKVANGUARD WORLD FD	2,043	$658K	0.13%	0	Timeline
ABBVABBVIE INC	3,262	$644K	0.12%	-28	Timeline
JMSTJ P MORGAN EXCHANGE TRADED F	12,479	$636K	0.12%	0	Timeline
IBDWISHARES TR	29,622	$629K	0.12%	0	Timeline
PAUGINNOVATOR ETFS TRUST	16,147	$611K	0.12%	+5,136	Timeline
SPLVINVESCO EXCH TRADED FD TR II	8,445	$606K	0.12%	-1,842	Timeline
HDHOME DEPOT INC	1,485	$602K	0.12%	-21	Timeline
SAUGFIRST TR EXCHNG TRADED FD VI	25,543	$597K	0.11%	+2,456	Timeline
LQDISHARES TR	5,118	$578K	0.11%	-57	Timeline
PJULINNOVATOR ETFS TRUST	14,250	$577K	0.11%	+619	Timeline
ORCLORACLE CORP	3,372	$575K	0.11%	0	Timeline
ACWVISHARES INC	4,994	$572K	0.11%	+201	Timeline
BUFQFIRST TR EXCHNG TRADED FD VI	18,467	$560K	0.11%	0	Timeline
ISHARES TRISHARES TR	23,858	$556K	0.11%	+54
BUFRFIRST TR EXCHNG TRADED FD VI	18,324	$548K	0.11%	-1,000	Timeline
FMHIFIRST TR EXCH TRADED FD III	10,985	$543K	0.1%	-863	Timeline
DUHPDIMENSIONAL ETF TRUST	15,692	$535K	0.1%	+911	Timeline
IWOISHARES TR	1,796	$510K	0.1%	0	Timeline
MGVVANGUARD WORLD FD	3,954	$507K	0.1%	0	Timeline
HELOJ P MORGAN EXCHANGE TRADED F	7,842	$479K	0.09%	+836	Timeline
JSCPJ P MORGAN EXCHANGE TRADED F	9,983	$474K	0.09%	0	Timeline
NEARISHARES U S ETF TR	9,235	$473K	0.09%	-1,302	Timeline
PGPROCTER & GAMBLE CO	2,709	$469K	0.09%	+6	Timeline
LMBSFIRST TR EXCHANGE-TRADED FD	9,403	$465K	0.09%	-82	Timeline
MUBISHARES TR	4,233	$460K	0.09%	+530	Timeline
METAMETA PLATFORMS INC	797	$456K	0.09%	+129	Timeline
TAT&T INC	20,369	$448K	0.09%	0	Timeline
POCTINNOVATOR ETFS TRUST	11,432	$445K	0.09%	new	Timeline
VBRVANGUARD INDEX FDS	2,189	$440K	0.08%	+52	Timeline
TSLATESLA INC	1,676	$438K	0.08%	-265	Timeline
IBDSISHARES TR	17,956	$438K	0.08%	0	Timeline
IWSISHARES TR	3,286	$435K	0.08%	-223	Timeline
IOCTINNOVATOR ETFS TRUST	14,092	$434K	0.08%	new	Timeline
GJULFIRST TR EXCHNG TRADED FD VI	11,881	$428K	0.08%	new	Timeline
IBMINTERNATIONAL BUSINESS MACHS	1,934	$428K	0.08%	+101	Timeline
LLYELI LILLY & CO	481	$426K	0.08%	+83	Timeline
MMM3M CO	3,115	$426K	0.08%	+1,139	Timeline
IUSGISHARES TR	3,205	$423K	0.08%	0	Timeline
APDAIR PRODUCTS AND CHEMICALS I	1,380	$411K	0.08%	-195	Timeline
BOCTINNOVATOR ETFS TRUST	9,637	$409K	0.08%	new	Timeline
GOOGALPHABET INC	2,391	$400K	0.08%	+101	Timeline
PAYXPAYCHEX INC	2,957	$397K	0.08%	-500	Timeline
MDLZMONDELEZ INTL INC	5,333	$393K	0.08%	0	Timeline
QDECFIRST TR EXCHNG TRADED FD VI	14,337	$382K	0.07%	-7,169	Timeline
XOMEXXON MOBIL CORP	3,258	$382K	0.07%	+11	Timeline
NFLXNETFLIX INC.	536	$380K	0.07%	new	Timeline
IBDUISHARES TR	16,164	$380K	0.07%	0	Timeline
ALLALLSTATE CORP	2,000	$379K	0.07%	0	Timeline
NOCTINNOVATOR ETFS TRUST	7,435	$371K	0.07%	new	Timeline
RWJINVESCO EXCH TRADED FD TR II	8,115	$371K	0.07%	0	Timeline
IJULINNOVATOR ETFS TRUST	12,599	$370K	0.07%	+3,746	Timeline
MEARISHARES U S ETF TR	7,334	$369K	0.07%	new	Timeline
NAUGINNOVATOR ETFS TRUST	14,596	$365K	0.07%	new	Timeline
LMTLOCKHEED MARTIN CORP	621	$363K	0.07%	+2	Timeline
INVESCOINVESCO	17,505	$361K	0.07%	-3,969
SUBISHARES TR	3,398	$361K	0.07%	+14	Timeline
MOALTRIA GROUP INC	7,063	$360K	0.07%	+26	Timeline
VZVERIZON COMMUNICATIONS INC	7,810	$351K	0.07%	+31	Timeline
FJULFIRST TR EXCHNG TRADED FD VI	7,255	$349K	0.07%	new	Timeline
FSMBFIRST TR EXCH TRADED FD III	17,331	$347K	0.07%	0	Timeline
GDXVANECK ETF TRUST	8,621	$343K	0.07%	+298	Timeline
RDVYFIRST TR EXCHANGE TRADED FD	5,641	$334K	0.06%	new	Timeline
FSEPFIRST TR EXCHNG TRADED FD VI	7,314	$329K	0.06%	0	Timeline
IXNISHARES TR	3,949	$326K	0.06%	0	Timeline
OEFISHARES TR	1,176	$325K	0.06%	0	Timeline
LISTED FD TRLISTED FD TR	8,160	$322K	0.06%	0
EFAVISHARES TR	4,138	$317K	0.06%	-151	Timeline
CVXCHEVRON CORPORATION	2,154	$317K	0.06%	+280	Timeline
FAUGFIRST TR EXCHNG TRADED FD VI	6,815	$312K	0.06%	0	Timeline
VOOVANGUARD INDEX FDS	589	$311K	0.06%	+1	Timeline
PSFFPACER FDS TR	10,811	$311K	0.06%	0	Timeline
HONHONEYWELL INTL INC	1,493	$309K	0.06%	-40	Timeline
XLUSELECT SECTOR SPDR TR	3,741	$302K	0.06%	new	Timeline
PMAYINNOVATOR ETFS TRUST	8,474	$299K	0.06%	-1,710	Timeline
IWNISHARES TR	1,783	$297K	0.06%	new	Timeline
SOSOUTHERN CO	3,290	$297K	0.06%	0	Timeline
NOCNORTHROP GRUMMAN CORP	558	$295K	0.06%	0	Timeline
AMGNAMGEN INC	910	$293K	0.06%	+29	Timeline
BSCSINVESCO EXCH TRD SLF IDX FD	14,000	$288K	0.06%	+49	Timeline
DYNFBLACKROCK ETF TRUST	5,707	$282K	0.05%	+171	Timeline
ECLECOLAB INC	1,091	$279K	0.05%	0	Timeline
DFASDIMENSIONAL ETF TRUST	4,270	$277K	0.05%	0	Timeline
IAUISHARES GOLD TR	5,515	$274K	0.05%	0	Timeline
PFEBINNOVATOR ETFS TRUST	7,405	$267K	0.05%	-2,054	Timeline
FTSLFIRST TR EXCHANGE-TRADED FD	5,696	$261K	0.05%	0	Timeline
AMDADVANCED MICRO DEVICES INC	1,590	$261K	0.05%	+166	Timeline
EEMVISHARES INC	4,156	$261K	0.05%	-449	Timeline
EFAISHARES TR	3,097	$259K	0.05%	+3	Timeline
BTOPBITWISE FUNDS TRUST	6,164	$256K	0.05%	-4,111	Timeline
ARKKARK ETF TR	5,312	$252K	0.05%	0	Timeline
IBDVISHARES TR	11,222	$249K	0.05%	0	Timeline
SHVISHARES TR	2,248	$249K	0.05%	new	Timeline
MARMARRIOTT INTL INC NEW	1,000	$249K	0.05%	0	Timeline
KOCOCA COLA CO	3,331	$239K	0.05%	-274	Timeline
AIQGLOBAL X FDS	6,432	$239K	0.05%	new	Timeline
BABINVESCO EXCH TRADED FD TR II	8,342	$230K	0.04%	0	Timeline
ISHARES TRISHARES TR	8,807	$230K	0.04%	0
FLOTISHARES TR	4,492	$229K	0.04%	+316	Timeline
IBHGISHARES TR	9,968	$225K	0.04%	new	Timeline
BNDXVANGUARD CHARLOTTE FDS	4,454	$224K	0.04%	new	Timeline
DFATDIMENSIONAL ETF TRUST	3,966	$221K	0.04%	new	Timeline
RSPTINVESCO EXCHANGE TRADED FD T	5,807	$219K	0.04%	+4	Timeline
URNMSPROTT FDS TR	4,748	$218K	0.04%	0	Timeline
BAUGINNOVATOR ETFS TRUST	5,082	$217K	0.04%	+117	Timeline
COSTCOSTCO WHOLESALE CORPORATION	242	$215K	0.04%	0	Timeline
SDYSPDR SERIES TRUST	1,502	$213K	0.04%	new	Timeline
MCDMCDONALDS CORP	700	$213K	0.04%	new	Timeline
IDVISHARES TR	6,999	$212K	0.04%	new	Timeline
BIVVANGUARD BD INDEX FDS	2,683	$210K	0.04%	new	Timeline
DRIDARDEN RESTAURANTS INC	1,258	$206K	0.04%	-600	Timeline
VGTVANGUARD WORLD FD	350	$205K	0.04%	0	Timeline
JPINJ P MORGAN EXCHANGE TRADED F	3,362	$202K	0.04%	new	Timeline
HPQHP INC	5,630	$202K	0.04%	new	Timeline
SGOVISHARES TR	2,004	$202K	0.04%	new	Timeline
DNNDENISON MINES CORP	50,929	$93.2K	0.02%	0	Timeline
NXENEXGEN ENERGY LTD	10,263	$67K	0.01%	0	Timeline
EUENCORE ENERGY CORP	12,978	$52.4K	0.01%	0	Timeline
AMLIFAMERICAN LITHIUM CORP COM NEW	10,357	$5.84K	<0.01%	0	Timeline

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
PJANINNOVATOR ETFS TRUST	15,881	$639K	shares
PMARINNOVATOR ETFS TRUST	10,709	$406K	shares
NJANINNOVATOR ETFS TRUST	7,393	$335K	shares
BJANINNOVATOR ETFS TRUST	7,183	$324K	shares
IAPRINNOVATOR ETFS TRUST	11,851	$320K	shares
BAPRINNOVATOR ETFS TRUST	7,327	$304K	shares
URAGLOBAL X FDS	8,835	$256K	shares
ISHARES TRISHARES TR	10,509	$244K	shares
PNOVINNOVATOR ETFS TRUST	6,053	$220K	shares
INTCINTEL CORP	6,867	$213K	shares
GOOGLALPHABET INC	1,144	$208K	shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001085146-24-005194	base		2024-10-28	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC