Holdings
Summit Wealth Partners, LLC
As of Jun 30, 2026, Summit Wealth Partners, LLC reported 93 positions worth US$134M. Largest: Brown & Brown, Inc., Nvidia Corporation and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Brown & Brown, Inc. | 202K | US$12.9M | no change | Jun 30, 2026 |
| Nvidia Corporation | 58,946 | US$11.8M | +1,088 | Jun 30, 2026 |
| Apple Inc | 35,521 | US$10.3M | +532 | Jun 30, 2026 |
| Procter & Gamble Company (the) | 54,853 | US$8.04M | +384 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 19,556 | US$6.99M | +276 | Jun 30, 2026 |
| Amazon.com, Inc. | 25,466 | US$6.07M | +365 | Jun 30, 2026 |
| Microsoft Corp. | 15,413 | US$5.75M | +1,233 | Jun 30, 2026 |
| Applied Materials, Inc. | 7,223 | US$5.22M | no change | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 14,767 | US$4.83M | +21 | Jun 30, 2026 |
| Johnson & Johnson | 13,396 | US$3.4M | −117 | Jun 30, 2026 |