Summit Wealth Partners, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 28, 2024
Value $
$519M
Signature - Title
Chad Warrick - CCO
Location
Orlando, FL
Summary
This page shows a list of all the recent 13F filings made by Summit Wealth Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Summit Wealth Partners, LLC reported 236 stock holdings with total value $519M as of Q3 2024. Top holdings included QUAL, BRO, AGG, IWF, and USMV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 236 $519M +$22.8M -$11.9M +$10.9M QUAL, BRO, AGG, IWF, USMV 13F-HR 10/28/2024, 04:29 PM
Q2 2024 223 $482M +$39.3M -$28.6M +$10.6M QUAL, AGG, BRO, IWF, USMV 13F-HR 9/11/2024, 04:05 PM
Q1 2024 221 $469M +$28.5M -$12.1M +$16.5M QUAL, BRO, AGG, USMV, IWF 13F-HR 9/11/2024, 04:03 PM
Q4 2023 213 $431M +$25.9M -$16.9M +$8.98M QUAL, AGG, USMV, IWF, BRO 13F-HR 9/11/2024, 01:58 PM
Q3 2023 184 $392M +$16M -$11.3M +$4.68M AGG, QUAL, USMV, BRO, JPST 13F-HR 9/11/2024, 01:56 PM
Q2 2023 182 $399M +$8.04M -$13.8M -$5.72M QUAL, AGG, USMV, BRO, JPST 13F-HR 9/11/2024, 01:54 PM
Q1 2023 186 $389M +$16.5M -$18.3M -$1.79M AGG, USMV, QUAL, JPST, IGSB 13F-HR 9/11/2024, 01:53 PM
Q4 2022 175 $377M +$19.9M -$16.6M +$3.35M AGG, USMV, QUAL, JPST, BRO 13F-HR 9/11/2024, 12:19 PM
Q3 2022 157 $354M +$16.1M -$17.8M -$1.72M AGG, USMV, JPST, QUAL, BRO 13F-HR 9/11/2024, 12:18 PM
Q2 2022 161 $373M +$32.4M -$48.9M -$16.6M AGG, USMV, QUAL, JPST, IGSB 13F-HR 9/11/2024, 12:16 PM
Q1 2022 165 $442M +$12.5M -$14.4M -$1.96M AGG, QUAL, USMV, BRO, IWF 13F-HR 9/11/2024, 12:14 PM
Q4 2021 162 $466M +$23.6M -$5.53M +$18.1M AGG, QUAL, USMV, BRO, IWF 13F-HR 9/10/2024, 03:41 PM
Q3 2021 149 $423M +$15.3M -$5.63M +$9.7M AGG, QUAL, USMV, BRO, IWF 13F-HR 9/10/2024, 03:39 PM
Q2 2021 154 $419M +$34M -$24.7M +$9.25M AGG, QUAL, USMV, BRO, IWF 13F-HR 9/10/2024, 03:37 PM
Q1 2021 149 $390M +$19.1M -$4.13M +$15M AGG, QUAL, USMV, BRO, IWF 13F-HR 9/10/2024, 03:36 PM
Q4 2020 144 $368M +$33.2M -$23.2M +$10M AGG, QUAL, USMV, BRO, IWF 13F-HR 9/10/2024, 09:30 AM
Q3 2020 148 $333M +$28.9M -$20M +$8.92M AGG, QUAL, BRO, USMV, IWF 13F-HR 9/10/2024, 09:27 AM
Q2 2020 143 $310M +$39.3M -$6.3M +$33M USMV, QUAL, BRO, JPST, AGG 13F-HR 9/10/2024, 09:25 AM
Q1 2020 108 $246M +$12.6M -$14.6M -$2.07M USMV, BRO, QUAL, JPST, AGG 13F-HR 9/10/2024, 09:22 AM
Q4 2019 118 $289M $0 $0 USMV, BRO, QUAL, JPST, AGG 13F-HR 9/9/2024, 02:53 PM