Summit Wealth Partners, LLC
Source: SEC Form 13F · as of Mar 2026Summit Wealth Partners, LLC holds 12 biotech & pharma companies tracked by BioSniper, totaling $9.8M in value as of Mar 2026 (SEC Form 13F).
Companies held
12
Total value held
$9.8M
| Company | Shares | Value |
|---|---|---|
| JNJJOHNSON & JOHNSON | 13,513 | $3.3M |
| MRKMerck & Co., Inc. | 15,653 | $1.9M |
| PMPhilip Morris International Inc | 6,147 | $1.0M |
| ABBVAbbVie Inc. | 3,699 | $804K |
| PFEPFIZER INC | 21,826 | $613K |
| AMGNAMGEN INC | 1,372 | $483K |
| GILDGILEAD SCIENCES, INC. | 2,885 | $402K |
| UNHUnitedHealth Group Incorporated Common Stock (DE) | 1,347 | $365K |
| LLYELI LILLY & Co | 331 | $304K |
| SUNSUNSET ISLAND GROUP | 3,716 | $241K |
| ABTABBOTT LABORATORIES | 2,109 | $217K |
| CAHCardinal Health Inc. | 970 | $205K |
13F holdings reflect long positions in U.S.-listed securities as reported to the SEC. Values are point-in-time for the most recent reported quarter.