Summit Wealth Partners, LLC

SEC CIK: 0002033312
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

AAPL holding history

Apple Inc. in every 13F filed by Summit Wealth Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAPL overview All 13F holders of AAPL Full Q2 2026 holdings

Shares (Q2 2026): 35,521
Value: $10.3M
% of portfolio: 1.5%
Quarters held: 22; Since Q1 2021

Holdings of AAPL by Summit Wealth Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	35,521	$10.3M	1.5%	+532+1.5%	Added	Holders
Q1 2026	34,989	$8.88M	1.4%	+18,188+108.3%	Added	Holders
Q4 2025	16,801	$4.57M	0.8%	−2,232−11.7%	Reduced	Holders
Q3 2025	19,033	$4.85M	0.9%	−393−2.0%	Reduced	Holders
Q2 2025	19,426	$3.99M	0.8%	−221−1.1%	Reduced	Holders
Q1 2025	19,647	$4.36M	0.9%	−356−1.8%	Reduced	Holders
Q4 2024	20,003	$5.01M	1.0%	−30−0.1%	Reduced	Holders
Q3 2024	20,033	$4.67M	0.9%	+130+0.7%	Added	Holders
Q2 2024	19,903	$4.19M	0.9%	+920+4.8%	Added	Holders
Q1 2024	18,983	$3.26M	0.7%	−341−1.8%	Reduced	Holders
Q4 2023	19,324	$3.72M	0.9%	+93+0.5%	Added	Holders
Q3 2023	19,231	$3.29M	0.8%	+529+2.8%	Added	Holders
Q2 2023	18,702	$3.63M	0.9%	−242−1.3%	Reduced	Holders
Q1 2023	18,944	$3.12M	0.8%	+371+2.0%	Added	Holders
Q4 2022	18,573	$2.41M	0.6%	−112−0.6%	Reduced	Holders
Q3 2022	18,685	$2.58M	0.7%	−232−1.2%	Reduced	Holders
Q2 2022	18,917	$2.59M	0.7%	+3,916+26.1%	Added	Holders
Q1 2022	15,001	$2.62M	0.6%	+353+2.4%	Added	Holders
Q4 2021	14,648	$2.60M	0.6%	+483+3.4%	Added	Holders
Q3 2021	14,165	$2.00M	0.5%	+1,046+8.0%	Added	Holders
Q2 2021	13,119	$1.80M	0.4%	−42−0.3%	Reduced	Holders
Q1 2021	13,161	$1.61M	0.4%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.