0001085146-24-004549.txt : 20240910 0001085146-24-004549.hdr.sgml : 20240910 20240910092232 ACCESSION NUMBER: 0001085146-24-004549 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20240910 DATE AS OF CHANGE: 20240910 EFFECTIVENESS DATE: 20240910 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Summit Wealth Partners, LLC CENTRAL INDEX KEY: 0002033312 ORGANIZATION NAME: IRS NUMBER: 202137916 STATE OF INCORPORATION: FL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-24363 FILM NUMBER: 241288892 BUSINESS ADDRESS: STREET 1: 800 N. ORANGE AVE STREET 2: SUITE 302 CITY: ORLANDO STATE: FL ZIP: 32801 BUSINESS PHONE: 407-656-2252 MAIL ADDRESS: STREET 1: 800 N. ORANGE AVE STREET 2: SUITE 302 CITY: ORLANDO STATE: FL ZIP: 32801 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002033312 XXXXXXXX 03-31-2020 03-31-2020 false Summit Wealth Partners, LLC

800 N. Orange Ave Suite 302 Orlando FL 32801

13F HOLDINGS REPORT 028-24363 000283648 801-107751 N Chad Warrick 407-656-2252 /s/Chad Warrick Orlando FL 09-10-2024 0 108 245816079 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE 3M CO COM 88579Y101 292268 2141 SH SOLE 0 0 2141 AIR PRODS & CHEMS INC COM 009158106 299415 1500 SH SOLE 0 0 1500 ALTRIA GROUP INC COM 02209S103 214747 5553 SH SOLE 0 0 5553 AMAZON COM INC COM 023135106 641458 329 SH SOLE 0 0 329 APPLE INC COM 037833100 737898 2902 SH SOLE 0 0 2902 ARK ETF TR INNOVATION ETF 00214Q104 846851 19247 SH SOLE 0 0 19247 AT&T INC COM 00206R102 612852 21024 SH SOLE 0 0 21024 AUTOMATIC DATA PROCESSING IN COM 053015103 362202 2650 SH SOLE 0 0 2650 BROWN & BROWN INC COM 115236101 14488580 400016 SH SOLE 0 0 400016 COCA COLA CO COM 191216100 272049 6148 SH SOLE 0 0 6148 DISNEY WALT CO COM DISNEY 254687106 414789 4294 SH SOLE 0 0 4294 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 7604994 463719 SH SOLE 0 0 463719 FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 33733E302 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