Summit Wealth Partners, LLC Q1 2025 Filing
Filed May 6, 2025
Portfolio Value
$493.0B
Holdings
208
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (208 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BROBROWN & BROWN INC | 201,700 | $25.1B | 5.09% | |
| 2 | QUALISHARES TR | 139,479 | $23.8B | 4.83% | |
| 3 | AGGISHARES TR | 234,999 | $23.2B | 4.72% | |
| 4 | IWFISHARES TR | 52,672 | $19.0B | 3.86% | |
| 5 | USMVISHARES TR | 195,162 | $18.3B | 3.71% | |
| 6 | NDQINVESCO QQQ TR | 38,302 | $18.0B | 3.64% | |
| 7 | JPSTJ P MORGAN EXCHANGE TRADED F | 334,139 | $16.9B | 3.43% | |
| 8 | IGSBISHARES TR | 304,814 | $16.0B | 3.24% | |
| 9 | IGIBISHARES TR | 257,058 | $13.5B | 2.74% | |
| 10 | PGPROCTER AND GAMBLE CO | 74,573 | $12.7B | 2.58% | |
| 11 | AQLTISHARES TR | 144,995 | $11.0B | 2.22% | |
| 12 | IQLTISHARES TR | 261,769 | $10.4B | 2.11% | |
| 13 | IVVISHARES TR | 18,273 | $10.3B | 2.08% | |
| 14 | IUSBISHARES TR | 221,437 | $10.2B | 2.07% | |
| 15 | IEFISHARES TR | 103,643 | $9.9B | 2.00% | |
| 16 | VYMVANGUARD WHITEHALL FDS | 76,294 | $9.8B | 2.00% | |
| 17 | AVUSAMERICAN CENTY ETF TR | 96,696 | $8.9B | 1.81% | |
| 18 | SPYSPDR S&P 500 ETF TR | 15,192 | $8.5B | 1.72% | |
| 19 | IWBISHARES TR | 27,629 | $8.5B | 1.72% | |
| 20 | IWRISHARES TR | 85,716 | $7.3B | 1.48% | |
| 21 | SHYGISHARES TR | 165,148 | $7.0B | 1.42% | |
| 22 | ITOTISHARES TR | 54,917 | $6.7B | 1.36% | |
| 23 | IWMISHARES TR | 29,894 | $6.0B | 1.21% | |
| 24 | HDVISHARES TR | 43,550 | $5.3B | 1.07% | |
| 25 | AAPLAPPLE INC | 19,647 | $4.4B | 0.89% | |
| 26 | BNDVANGUARD BD INDEX FDS | 57,120 | $4.2B | 0.85% | |
| 27 | DONSPDR DOW JONES INDL AVERAGE | 9,949 | $4.2B | 0.85% | |
| 28 | REGLPROSHARES TR | 51,736 | $4.2B | 0.85% | |
| 29 | IJHISHARES TR | 71,450 | $4.2B | 0.85% | |
| 30 | JEPIJ P MORGAN EXCHANGE TRADED F | 72,199 | $4.1B | 0.84% | |
| 31 | BINCBLACKROCK ETF TRUST II | 73,620 | $3.9B | 0.78% | |
| 32 | IUSVISHARES TR | 40,341 | $3.7B | 0.76% | |
| 33 | ISTBISHARES TR | 76,162 | $3.7B | 0.75% | |
| 34 | VBVANGUARD INDEX FDS | 15,804 | $3.5B | 0.71% | |
| 35 | JMUBJ P MORGAN EXCHANGE TRADED F | 69,069 | $3.5B | 0.70% | |
| 36 | AVEMAMERICAN CENTY ETF TR | 56,694 | $3.4B | 0.69% | |
| 37 | IDEVISHARES TR | 48,865 | $3.4B | 0.68% | |
| 38 | IJRISHARES TR | 31,586 | $3.3B | 0.67% | |
| 39 | FTSMFIRST TR EXCHANGE-TRADED FD | 53,773 | $3.2B | 0.65% | |
| 40 | ILTBISHARES TR | 64,177 | $3.2B | 0.65% | |
| 41 | XSOEWISDOMTREE TR | 103,771 | $3.2B | 0.65% | |
| 42 | JCPBJ P MORGAN EXCHANGE TRADED F | 61,025 | $2.9B | 0.58% | |
| 43 | VUGVANGUARD INDEX FDS | 7,582 | $2.8B | 0.57% | |
| 44 | AVLVAMERICAN CENTY ETF TR | 42,637 | $2.8B | 0.56% | |
| 45 | ICOWPACER FDS TR | 83,273 | $2.6B | 0.53% | |
| 46 | BSVVANGUARD BD INDEX FDS | 32,828 | $2.6B | 0.52% | |
| 47 | MSFTMICROSOFT CORP | 6,791 | $2.5B | 0.52% | |
| 48 | VWOVANGUARD INTL EQUITY INDEX F | 50,204 | $2.3B | 0.46% | |
| 49 | AQLTISHARES TR | 15,859 | $2.1B | 0.43% | |
| 50 | JEPQJ P MORGAN EXCHANGE TRADED F | 40,492 | $2.1B | 0.43% | |
| 51 | VGSHVANGUARD SCOTTSDALE FDS | 31,498 | $1.8B | 0.37% | |
| 52 | VCITVANGUARD SCOTTSDALE FDS | 22,459 | $1.8B | 0.37% | |
| 53 | IXUSISHARES TR | 26,300 | $1.8B | 0.37% | |
| 54 | SDVYFIRST TR EXCHANGE-TRADED FD | 53,950 | $1.8B | 0.37% | |
| 55 | COWZPACER FDS TR | 32,293 | $1.8B | 0.36% | |
| 56 | MDYSPDR S&P MIDCAP 400 ETF TR | 3,308 | $1.8B | 0.36% | |
| 57 | DGROISHARES TR | 28,419 | $1.8B | 0.36% | |
| 58 | VCSHVANGUARD SCOTTSDALE FDS | 21,668 | $1.7B | 0.35% | |
| 59 | JNJJOHNSON & JOHNSON | 10,101 | $1.7B | 0.34% | |
| 60 | NVDANVIDIA CORPORATION | 15,196 | $1.6B | 0.33% | |
| 61 | MOATVANECK ETF TRUST | 18,048 | $1.6B | 0.32% | |
| 62 | DIHPDIMENSIONAL ETF TRUST | 51,958 | $1.4B | 0.28% | |
| 63 | CALFPACER FDS TR | 37,241 | $1.4B | 0.28% | |
| 64 | IBTGISHARES TR | 59,474 | $1.4B | 0.28% | |
| 65 | SCHDSCHWAB STRATEGIC TR | 47,465 | $1.3B | 0.27% | |
| 66 | NOBLPROSHARES TR | 12,772 | $1.3B | 0.26% | |
| 67 | HELOJ P MORGAN EXCHANGE TRADED F | 21,417 | $1.3B | 0.26% | |
| 68 | JMSTJ P MORGAN EXCHANGE TRADED F | 24,730 | $1.3B | 0.26% | |
| 69 | VIGVANGUARD SPECIALIZED FUNDS | 6,252 | $1.2B | 0.25% | |
| 70 | AOAISHARES TR | 15,702 | $1.2B | 0.24% | |
| 71 | JPMJPMORGAN CHASE & CO. | 4,664 | $1.1B | 0.23% | |
| 72 | MRKMERCK & CO INC | 12,486 | $1.1B | 0.23% | |
| 73 | HYGISHARES TR | 14,134 | $1.1B | 0.23% | |
| 74 | NEENEXTERA ENERGY INC | 15,723 | $1.1B | 0.23% | |
| 75 | FMBFIRST TR EXCH TRADED FD III | 21,928 | $1.1B | 0.22% | |
| 76 | HYDBISHARES TR | 23,184 | $1.1B | 0.22% | |
| 77 | AVGOBROADCOM INC | 6,473 | $1.1B | 0.22% | |
| 78 | AQLTISHARES TR | 45,690 | $1.1B | 0.22% | |
| 79 | AMZNAMAZON COM INC | 5,481 | $1.0B | 0.21% | |
| 80 | VOVANGUARD INDEX FDS | 3,779 | $977.4M | 0.20% | |
| 81 | SSBUSDSOUTHSTATE CORPORATION | 10,483 | $973.0M | 0.20% | |
| 82 | VTIVANGUARD INDEX FDS | 3,506 | $963.6M | 0.20% | |
| 83 | RSPINVESCO EXCHANGE TRADED FD T | 5,251 | $909.6M | 0.18% | |
| 84 | 4I1PHILIP MORRIS INTL INC | 5,705 | $905.5M | 0.18% | |
| 85 | IEIISHARES TR | 7,652 | $904.0M | 0.18% | |
| 86 | IBDRISHARES TR | 36,571 | $885.4M | 0.18% | |
| 87 | KNGFIRST TR EXCHANGE-TRADED FD | 17,411 | $879.6M | 0.18% | |
| 88 | MEARISHARES U S ETF TR | 17,225 | $865.4M | 0.18% | |
| 89 | DEMWISDOMTREE TR | 20,554 | $864.9M | 0.18% | |
| 90 | IBHFISHARES TR | 36,679 | $851.7M | 0.17% | |
| 91 | ADPAUTOMATIC DATA PROCESSING IN | 2,774 | $847.6M | 0.17% | |
| 92 | OEFISHARES TR | 2,984 | $808.2M | 0.16% | |
| 93 | IBDQISHARES TR | 31,821 | $800.3M | 0.16% | |
| 94 | UNHUNITEDHEALTH GROUP INC | 1,490 | $780.4M | 0.16% | |
| 95 | KAMOMANAGED PORTFOLIO SERIES | 21,431 | $779.5M | 0.16% | |
| 96 | ABBVABBVIE INC | 3,685 | $772.0M | 0.16% | |
| 97 | AOMISHARES TR | 17,502 | $768.0M | 0.16% | |
| 98 | VEAVANGUARD TAX-MANAGED FDS | 15,063 | $765.6M | 0.16% | |
| 99 | VEUVANGUARD INTL EQUITY INDEX F | 12,521 | $759.5M | 0.15% | |
| 100 | SJNKSPDR SER TR | 29,652 | $746.0M | 0.15% |
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