Summit Financial, LLC holds a diversified book of 1397 stocks worth $7.8B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened SS SPDR P Mort Back Bond ETF and trimmed Palantir Technologies Inc-A. Their largest long position is Vanguard Total Stock MKT ETF at 7% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1765536/holdings"
Use Arkolith to show Summit Financial, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
34% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS TOTAL STK MKT | $555.6M | 1.73M | 7.1% | ▲+4.2% Added · +70K sh | |
| 2 | Vanguard Intl Equity Index F ALLWRLD EX US | $259.3M | 3.45M | 3.3% | ▲+3.4% Added · +113K sh | |
| 3 | Apple Inc COM | $167.5M | 660.0K | 2.1% | ▲+24% Added · +128K sh | |
| 4 | Ishares TR CORE S&P500 ETF | $167.2M | 256.0K | 2.1% | ▲+11% Added · +26K sh | |
| 5 | Vanguard Index FDS GROWTH ETF | $124.1M | 284.1K | 1.6% | ▲+17% Added · +41K sh | |
| 6 | Nvidia Corporation COM | $120.3M | 689.9K | 1.5% | ▲+8.8% Added · +56K sh | |
| 7 | Vanguard Index FDS VALUE ETF | $108.5M | 552.9K | 1.4% | ▲+15% Added · +71K sh | |
| 8 | State STR SPDR S&P 500 ETF T TR UNIT | $97.0M | 148.7K | 1.2% | ▲+2.1% Added · +3K sh | |
| 9 | Vanguard Index FDS S&P 500 ETF SHS | $96.8M | 162.0K | 1.2% | ▲+4.2% Added · +7K sh | |
| 10 | J P Morgan Exchange Traded F ACTIVE BOND ETF | $89.4M | 1.66M | 1.1% | ▲+22% Added · +304K sh | |
| 11 | Microsoft Corp COM | $87.8M | 237.1K | 1.1% | ▲+7.1% Added · +16K sh | |
| 12 | Amazon Com Inc COM | $85.0M | 407.9K | 1.1% | ▲+15% Added · +53K sh | |
| 13 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $81.9M | 344.6K | 1.0% | ▲+0.7% Added · +2K sh | |
| 14 | Berkshire Hathaway Inc Del CL B NEW | $79.8M | 166.5K | 1.0% | ▲+3.6% Added · +6K sh | |
| 15 | Invesco QQQ TR UNIT SER 1 | $71.0M | 122.9K | 0.9% | ▲+11% Added · +13K sh | |
| 16 | Pimco ETF TR MULTISECTOR BD | $65.4M | 2.50M | 0.8% | ▲+4.8% Added · +115K sh | |
| 17 | SPDR Series Trust STATE STREET SPD | $64.4M | 658.0K | 0.8% | ▲+133% Added · +376K sh | |
| 18 | JPMorgan Chase & Co COM | $57.7M | 196.2K | 0.7% | ▲+4.2% Added · +8K sh | |
| 19 | SPDR Series Trust STATE STREET SPD | $54.6M | 965.5K | 0.7% | ▲+139% Added · +562K sh | |
| 20 | Alphabet Inc CAP STK CL C | $53.3M | 185.7K | 0.7% | ▲+70% Added · +77K sh | |
| 21 | Ishares TR IBONDS DEC 2033 | $52.7M | 2.04M | 0.7% | ▲+4.4% Added · +87K sh | |
| 22 | Ishares TR CORE MSCI EAFE | $51.3M | 566.2K | 0.7% | ▲+16% Added · +78K sh | |
| 23 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $49.6M | 774.7K | 0.6% | ▲+8.1% Added · +58K sh | |
| 24 | Palantir Technologies Inc CL A | $48.3M | 330.3K | 0.6% | ▼−5.4% Reduced · −19K sh | |
| 25 | Vanguard Index FDS SM CP VAL ETF | $46.9M | 215.8K | 0.6% | ▲+9.9% Added · +20K sh | |
| 26 | Meta Platforms Inc CL A | $46.2M | 80.7K | 0.6% | ▲+42% Added · +24K sh | |
| 27 | Ishares TR IBONDS DEC 2034 | $45.7M | 1.76M | 0.6% | ▲+5.9% Added · +98K sh | |
| 28 | Broadcom Inc COM | $43.7M | 141.1K | 0.6% | ▲+43% Added · +42K sh | |
| 29 | Ishares TR TRUST ISHARE 0-1 | $42.0M | 380.8K | 0.5% | ▲+69% Added · +156K sh | |
| 30 | BlackRock ETF Trust II ISHARES FLEXIBLE | $40.2M | 774.5K | 0.5% | ▲+83% Added · +351K sh | |
| 31 | Ishares TR IBONDS DEC 2032 | $40.0M | 1.58M | 0.5% | ▲+4.1% Added · +63K sh | |
| 32 | Ishares TR IBONDS DEC 2031 | $39.8M | 1.90M | 0.5% | ▲+4.0% Added · +74K sh | |
| 33 | Select Sector SPDR TR STATE STREET UTI | $37.1M | 807.4K | 0.5% | ▲+6.6% Added · +50K sh | |
| 34 | Tesla Inc COM | $37.0M | 99.6K | 0.5% | ▼−1.0% Reduced · −992 sh | |
| 35 | Ishares TR RUSSELL 2000 ETF | $36.8M | 148.4K | 0.5% | ▲+11% Added · +15K sh | |
| 36 | Vanguard Index FDS MID CAP ETF | $36.7M | 127.8K | 0.5% | ▲+13% Added · +14K sh | |
| 37 | Vanguard Index FDS MCAP VL IDXVIP | $35.9M | 195.0K | 0.5% | ▲+16% Added · +26K sh | |
| 38 | Ishares TR IBONDS DEC 2030 | $35.2M | 1.61M | 0.4% | ▲+2.2% Added · +35K sh | |
| 39 | Ishares TR MSCI EAFE MIN VL | $34.2M | 374.3K | 0.4% | ▲+0.7% Added · +3K sh | |
| 40 | Ishares TR CORE UNIVRSL USD | $33.0M | 714.4K | 0.4% | ▲+19% Added · +115K sh | |
| 41 | Ishares TR CORE US AGGBD ET | $31.9M | 321.1K | 0.4% | ▲+5.0% Added · +15K sh | |
| 42 | Wheaton Precious Metals Corp COM | $31.7M | 241.4K | 0.4% | ▼−22% Reduced · −67K sh | |
| 43 | Goldman Sachs Group Inc COM | $31.4M | 37.2K | 0.4% | ▲+27% Added · +8K sh | |
| 44 | Vaneck ETF Trust SEMICONDUCTR ETF | $31.0M | 80.9K | 0.4% | ▲+12% Added · +8K sh | |
| 45 | Ishares TR 20 YR TR BD ETF | $30.8M | 355.1K | 0.4% | ▼−4.4% Reduced · −16K sh | |
| 46 | Vanguard Scottsdale FDS INT-TERM CORP | $30.3M | 366.3K | 0.4% | ▲+4.6% Added · +16K sh | |
| 47 | Walmart Inc COM | $30.2M | 242.8K | 0.4% | ▼−6.4% Reduced · −17K sh | |
| 48 | Exxon Mobil Corp COM | $29.8M | 175.9K | 0.4% | ▲+3.9% Added · +7K sh | |
| 49 | Ishares TR CORE S&P MCP ETF | $29.5M | 436.9K | 0.4% | ▲+1.0% Added · +4K sh | |
| 50 | Invesco Exchange Traded FD T S&P500 EQL WGT | $29.3M | 152.9K | 0.4% | ▲+0.8% Added · +1K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 1,397 | $7.8B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 1,283 | $6.8B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 1,238 | $6.6B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 809 | $4.4B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 706 | $3.6B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 12, 2025 | 662 | $2.9B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 556 | $2.6B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 31, 2024 | 487 | $2.2B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 24, 2024 | 381 | $1.7B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 6, 2024 | 351 | $1.5B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 7, 2023 | 332 | $1.4B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 11, 2023 | 319 | $1.4B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 3, 2023 | 256 | $1.1B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 7, 2023 | 248 | $1.1B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 15, 2022 | 253 | $1.1B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 12, 2022 | 231 | $1.1B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 10, 2022 | 247 | $1.3B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 7, 2022 | 243 | $1.3B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 8, 2021 | 221 | $1.2B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 6, 2021 | 167 | $1.0B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 3, 2021 | 56 | $758.5M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 9, 2021 | 52 | $711.4M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Oct 22, 2020 | 34 | $604.7M | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 12, 2020 | 35 | $564.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.