Summit Wealth Partners, LLC Q4 2025 Filing

Filed January 27, 2026

Portfolio Value

$541.2B

Holdings

203

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (203 positions)

#StockSharesValue% PortfolioType
201
RFREGIONS FINANCIAL CORP NEW
7,500$203.0M0.04%
202
WFCWELLS FARGO CO NEW
2,170$202.0M0.04%
203
SGOVISHARES TR
2,004$201.0M0.04%
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