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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	FTSL	FIRST TR EXCHANGE-TRADED FD	—	5,591	$257K	0.05%	SOLD
2	RF	REGIONS FINANCIAL CORP NEW	Financial Services	7,500	$203K	0.04%	SOLD

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%