Filer Snapshot

Summit Wealth Partners, LLC

CIK 0002033312. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Company

Total Filings

28

Latest Filing

17 Apr 2026

Industry

n/a

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  • Open 13F if you want portfolio holdings.
  • Open 13D/G or insider pages only when this CIK has those rows.
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Source: SEC Form 13F

13F-HR filed on 17 Apr 2026 for CIK 0002033312.

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Business address
800 N. Orange Ave, Suite 302, Orlando, FL, 32801
Top securities (13F)
IVV, IWF, QUAL, QQQ, BINC, AGG, JPST, USMV, IGSB, IUSB, IGIB, BRO, IEFA, VYM, IQLT, NVDA, SPY, IEF, AVLV, and IWB
State of incorporation
FL
Fiscal year end
31 December

Filer intelligence

What SEC filings say about Summit Wealth Partners, LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

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Quick read

  • Latest parsed 13F shows $631.68M across 271 reported holdings for Q1 2026.
  • Largest parsed 13F holding: IVV at $28.32M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 271 rows

Quarterly institutional portfolio holdings.

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13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

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Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 17 Apr 2026

IVV

4.5%

Ishares Tr

$28.32M

IWF

3.8%

Ishares Tr

$24.19M

QUAL

3.8%

Ishares Tr

$23.93M

QQQ

3.2%

Invesco Qqq Tr

$20.05M

BINC

2.8%

Blackrock Etf Trust II

$17.86M

Latest update

What changed recently for Summit Wealth Partners, LLC

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

17 Apr 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 17 Apr 2026.

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Benchmark Context

Benchmark context for this company

Summit Wealth Partners, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

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Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
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Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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Filer Overview

Summit Wealth Partners, LLC has filed 28 SEC EDGAR filings since 09 Sep 2024. Common forms include 13F-HR, N-PX.

Summit Wealth Partners, LLC SEC filings Summit Wealth Partners, LLC 13F portfolio

Latest Filings

Recent SEC filings for Summit Wealth Partners, LLC with direct links to document and filing folders.

13F-HR File 028-24363

13F-HR filing

Filing date
17 Apr 2026
Reporting date
31 Mar 2026
SEC evidence
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13F-HR File 028-24363

13F-HR filing

Filing date
27 Jan 2026
Reporting date
31 Dec 2025
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13F-HR File 028-24363

13F-HR filing

Filing date
21 Oct 2025
Reporting date
30 Sep 2025
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13F-HR File 028-24363

13F-HR filing

Filing date
11 Aug 2025
Reporting date
30 Jun 2025
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N-PX File 028-24363

N-PX filing

Filing date
07 Aug 2025
Reporting date
30 Jun 2025
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13F-HR File 028-24363

13F-HR filing

Filing date
06 May 2025
Reporting date
31 Mar 2025
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13F-HR File 028-24363

13F-HR filing

Filing date
27 Jan 2025
Reporting date
31 Dec 2024
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13F-HR File 028-24363

13F-HR filing

Filing date
28 Oct 2024
Reporting date
30 Sep 2024
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N-PX File 028-24363

N-PX filing

Filing date
21 Oct 2024
Reporting date
30 Jun 2024
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13F-HR File 028-24363

13F-HR filing

Filing date
11 Sep 2024
Reporting date
30 Jun 2024
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13F-HR File 028-24363

13F-HR filing

Filing date
11 Sep 2024
Reporting date
31 Mar 2024
SEC evidence
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13F-HR File 028-24363

13F-HR filing

Filing date
11 Sep 2024
Reporting date
31 Dec 2023
SEC evidence
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13F-HR File 028-24363

13F-HR filing

Filing date
11 Sep 2024
Reporting date
30 Sep 2023
SEC evidence
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13F-HR File 028-24363

13F-HR filing

Filing date
11 Sep 2024
Reporting date
30 Jun 2023
SEC evidence
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13F-HR File 028-24363

13F-HR filing

Filing date
11 Sep 2024
Reporting date
31 Mar 2023
SEC evidence
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13F-HR File 028-24363

13F-HR filing

Filing date
11 Sep 2024
Reporting date
31 Dec 2022
SEC evidence
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13F-HR File 028-24363

13F-HR filing

Filing date
11 Sep 2024
Reporting date
30 Sep 2022
SEC evidence
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13F-HR File 028-24363

13F-HR filing

Filing date
11 Sep 2024
Reporting date
30 Jun 2022
SEC evidence
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13F-HR File 028-24363

13F-HR filing

Filing date
11 Sep 2024
Reporting date
31 Mar 2022
SEC evidence
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13F-HR File 028-24363

13F-HR filing

Filing date
10 Sep 2024
Reporting date
31 Dec 2021
SEC evidence
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13F-HR File 028-24363

13F-HR filing

Filing date
10 Sep 2024
Reporting date
30 Sep 2021
SEC evidence
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13F-HR File 028-24363

13F-HR filing

Filing date
10 Sep 2024
Reporting date
30 Jun 2021
SEC evidence
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13F-HR File 028-24363

13F-HR filing

Filing date
10 Sep 2024
Reporting date
31 Mar 2021
SEC evidence
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13F-HR File 028-24363

13F-HR filing

Filing date
10 Sep 2024
Reporting date
31 Dec 2020
SEC evidence
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13F-HR File 028-24363

13F-HR filing

Filing date
10 Sep 2024
Reporting date
30 Sep 2020
SEC evidence
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13F-HR File 028-24363

13F-HR filing

Filing date
10 Sep 2024
Reporting date
30 Jun 2020
SEC evidence
Open document Open filing
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13F-HR File 028-24363

13F-HR filing

Filing date
10 Sep 2024
Reporting date
31 Mar 2020
SEC evidence
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13F-HR File 028-24363

13F-HR filing

Filing date
09 Sep 2024
Reporting date
31 Dec 2019
SEC evidence
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About this filer

Summit Wealth Partners, LLC files with the SEC under CIK 0002033312. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.
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