SUMMIT WEALTH PARTNERS, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BRO | 202K | $13.15M |
 | NVDA | 58K | $10.09M |
 | PG | 54K | $7.87M |
 | AAPL | 35K | $8.88M |
 | AMZN | 25K | $5.23M |
 | WMT | 25K | $3.11M |
 | PFE | 22K | $612.86K |
 | T | 21K | $602.09K |
 | NFLX | 20K | $1.92M |
 | BAC | 19K | $926.20K |
 | MRK | 16K | $1.88M |
 | KO | 15K | $1.16M |
 | JPM | 15K | $4.34M |
 | MSFT | 14K | $5.25M |
 | JNJ | 14K | $3.30M |
 | GOOG | 11K | $3.15M |
 | VZ | 11K | $527.11K |
 | KVUE | 10K | $178.58K |
 | DIS | 9K | $887.32K |
 | ORCL | 9K | $1.31M |
Brown & Brown, Inc.
BRO
Shares Held
202K
Value
$13.15M
NVIDIA Corporation
NVDA
Shares Held
58K
Value
$10.09M
The Procter & Gamble Company
PG
Shares Held
54K
Value
$7.87M
Apple Inc.
AAPL
Shares Held
35K
Value
$8.88M
Amazon.com, Inc.
AMZN
Shares Held
25K
Value
$5.23M
Walmart Inc.
WMT
Shares Held
25K
Value
$3.11M
Pfizer Inc.
PFE
Shares Held
22K
Value
$612.86K
AT&T Inc.
T
Shares Held
21K
Value
$602.09K
Netflix, Inc.
NFLX
Shares Held
20K
Value
$1.92M
Bank of America Corporation
BAC
Shares Held
19K
Value
$926.20K
Merck & Co., Inc.
MRK
Shares Held
16K
Value
$1.88M
The Coca-Cola Company
KO
Shares Held
15K
Value
$1.16M
JPMorgan Chase & Co.
JPM
Shares Held
15K
Value
$4.34M
Microsoft Corporation
MSFT
Shares Held
14K
Value
$5.25M
Johnson & Johnson
JNJ
Shares Held
14K
Value
$3.30M
Alphabet Inc.
GOOG
Shares Held
11K
Value
$3.15M
Verizon Communications Inc.
VZ
Shares Held
11K
Value
$527.11K
Kenvue Inc.
KVUE
Shares Held
10K
Value
$178.58K
The Walt Disney Company
DIS
Shares Held
9K
Value
$887.32K
Oracle Corporation
ORCL
Shares Held
9K
Value
$1.31M