SUMMIT WEALTH PARTNERS, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BRO | 202K | $16.08M |
 | PG | 51K | $7.34M |
 | T | 20K | $491.83K |
 | PFE | 19K | $484.78K |
 | AAPL | 17K | $4.57M |
 | MRK | 12K | $1.31M |
 | JNJ | 11K | $2.22M |
 | SSB | 9K | $828.64K |
 | NVDA | 8K | $1.47M |
 | VZ | 8K | $307.43K |
 | RF | 8K | $203.25K |
 | MO | 7K | $402.56K |
 | AMZN | 6K | $1.32M |
 | PM | 6K | $919.23K |
 | MSFT | 6K | $2.68M |
 | NFLX | 5K | $502.55K |
 | MDLZ | 5K | $287.07K |
 | AVGO | 5K | $1.59M |
 | JPM | 4K | $1.40M |
 | KO | 4K | $251.79K |
Brown & Brown, Inc.
BRO
Shares Held
202K
Value
$16.08M
The Procter & Gamble Company
PG
Shares Held
51K
Value
$7.34M
AT&T Inc.
T
Shares Held
20K
Value
$491.83K
Pfizer Inc.
PFE
Shares Held
19K
Value
$484.78K
Apple Inc.
AAPL
Shares Held
17K
Value
$4.57M
Merck & Co., Inc.
MRK
Shares Held
12K
Value
$1.31M
Johnson & Johnson
JNJ
Shares Held
11K
Value
$2.22M
SouthState Corporation
SSB
Shares Held
9K
Value
$828.64K
NVIDIA Corporation
NVDA
Shares Held
8K
Value
$1.47M
Verizon Communications Inc.
VZ
Shares Held
8K
Value
$307.43K
Regions Financial Corporation
RF
Shares Held
8K
Value
$203.25K
Altria Group, Inc.
MO
Shares Held
7K
Value
$402.56K
Amazon.com, Inc.
AMZN
Shares Held
6K
Value
$1.32M
Philip Morris International Inc.
PM
Shares Held
6K
Value
$919.23K
Microsoft Corporation
MSFT
Shares Held
6K
Value
$2.68M
Netflix, Inc.
NFLX
Shares Held
5K
Value
$502.55K
Mondelez International, Inc.
MDLZ
Shares Held
5K
Value
$287.07K
Broadcom Inc.
AVGO
Shares Held
5K
Value
$1.59M
JPMorgan Chase & Co.
JPM
Shares Held
4K
Value
$1.40M
The Coca-Cola Company
KO
Shares Held
4K
Value
$251.79K