Summit Wealth Partners, LLC
Summit Wealth Partners, LLC is a national, SEC registered investment adviser headquartered in Orlando, FL. Founded in 2005, Summit has 19 employees and provides wealth management, investment advice, financial planning, tax strategies, estate planning, and pension consulting to individual and high net worth clients across the United States. The firm is majority owned and controlled by Fiduciary Professionals LLC, with minority interest held by Norland LLC, an affiliate of Stratos Wealth Holdings LLC.
Investment Strategy
Summit Wealth Partners delivers tailored wealth management through a client-focused approach, blending active and passive investment strategies to meet retirement, income, and growth objectives. The firm emphasizes diversification, risk management, financial planning integration, and ongoing account monitoring to align with clients’ specific goals, time horizons, and risk tolerance. Investment recommendations may include individual equities, diversified funds, bonds, and tax-driven solutions, selected based on thorough analysis and client needs. Summit serves a majority of individual and high net worth clients, offering customized advisory services for each client relationship.
Top Holdings
Equity Positions (208)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 4.77% | $26.4M | 39,470 | $562.93 | $669.30 | +$4.2M |
I IWF | ISHARES TR | 4.74% | $26.2M | 56,018 | $205.52 | $468.41 | +$2.4M |
Q QUAL | ISHARES TR | 4.63% | $25.6M | 131,808 | $103.14 | $194.50 | +$782.2K |
Q QQQ | INVESCO QQQ TR | 4.32% | $23.9M | 39,837 | $250.48 | $600.37 | +$1.5M |
A AGG | ISHARES TR | 3.79% | $21.0M | 209,358 | $111.20 | $100.25 | +$1.1M |