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Portfolio (Quarterly) Guide ↗

Summit Wealth Partners, LLC

· CIK 0002033312
13F Portfolio $631.7B AUM 271 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 70 New 99 Added 57 Reduced 2 Exited
Page 4 of 5  ·  99 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IAU ISHARES GOLD TR Financial Services 10,900.0 $961K 0.15% +4K +69.9% $88.16 -3.0%
62 VTV VANGUARD INDEX FDS 4,722.0 $926K 0.15% +678.0 +16.8% $196.20 +5.3%
63 EFA ISHARES TR 9,227.0 $896K 0.14% +6K +197.9% $97.13 +4.7%
64 DIS DISNEY WALT CO Communication Services 9,206.0 $887K 0.14% +7K +378.5% $96.38 +9.4%
65 AOR ISHARES TR 13,215.0 $850K 0.14% +606.0 +4.8% $64.35 +5.9%
66 IEMG ISHARES INC 12,078.0 $842K 0.13% +415.0 +3.6% $69.75 +14.0%
67 ABBV ABBVIE INC Healthcare 3,699.0 $804K 0.13% +1K +66.9% $217.47 -3.3%
68 MAR MARRIOTT INTL INC NEW Consumer Cyclical 2,450.0 $801K 0.13% +1K +145.0% $327.07 +8.1%
69 CVX CHEVRON CORPORATION Energy 3,795.0 $785K 0.12% +2K +177.0% $206.89 -9.8%
70 LMT LOCKHEED MARTIN CORP Industrials 1,251.0 $756K 0.12% +548.0 +78.0% $604.46 -13.9%
71 MMM 3M CO Industrials 5,039.0 $732K 0.12% +2K +81.1% $145.23 -0.1%
72 VOO VANGUARD INDEX FDS 1,209.0 $722K 0.11% +50.0 +4.3% $597.57 +13.7%
73 PFE PFIZER INC Healthcare 21,826.0 $613K 0.10% +2K +12.1% $28.08 -8.3%
74 T AT&T INC Communication Services 20,769.0 $602K 0.10% +969.0 +4.9% $28.99 -14.9%
75 IBM INTERNATIONAL BUSINESS MACHS Technology 2,443.0 $592K 0.09% +605.0 +32.9% $242.38 -9.9%
76 ADP AUTOMATIC DATA PROCESSING IN Industrials 2,914.0 $592K 0.09% +140.0 +5.0% $203.18 +5.6%
77 HON HONEYWELL INTL INC Industrials 2,567.0 $580K 0.09% +874.0 +51.6% $226.03 -3.7%
78 MO ALTRIA GROUP INC Consumer Defensive 8,707.0 $575K 0.09% +2K +24.7% $65.99 +9.7%
79 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,672.0 $565K 0.09% +495.0 +42.1% $338.04 +23.6%
80 WFC WELLS FARGO & CO Financial Services 7,093.0 $565K 0.09% +5K +226.9% $79.61 -7.3%
Page 4 of 5  ·  99 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 41.2%
Technology 21.2%
Consumer Defensive 10.0%
Consumer Cyclical 7.4%
Communication Services 6.7%
Healthcare 5.5%
Industrials 4.7%
Energy 1.7%
Basic Materials 1.1%
Utilities 0.5%