Arkolith/Funds/Summit Financial, LLC

Summit Financial, LLC

CIK 1765536
Holdings as of Jun 30, 2026·disclosed Aug 12, 2026·~43-day 13F lag·13F-HR
Active Filer

Summit Financial, LLC holds a diversified book of 1580 stocks worth $9.1B as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Goldman Sachs Core Bond ETF and trimmed Microsoft Corp. Their largest long position is Vanguard Total Stock MKT ETF at 7% of the equity book.

Opened
293
bought for the first time
Added to
774
already held, bought more
Trimmed
514
sold some, still holds it
Sold out
63
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
17%
Top 10 holdings
23%
Top 20 holdings
32%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

34% mapped to company sectors

ETF / fund or unclassified
66%
Information Technology
13%
Financials
6%
Consumer Discretionary
3%
Industrials
3%
Health Care
3%
Materials
2%
Utilities
1%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Summit Financial, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$592.6B
BANK OF AMERICA CORP /DE/80 / 80$504.7B
WELLS FARGO & COMPANY/MN80 / 80$201.5B
UBS Group AG80 / 80$164.8B
ROYAL BANK OF CANADA80 / 80$162.5B
ENVESTNET ASSET MANAGEMENT INC80 / 80$129.8B
RAYMOND JAMES FINANCIAL INC80 / 80$121.5B
LPL Financial LLC80 / 80$119.4B

Ranked by how many of Summit Financial, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

1,580 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
TOTAL STK MKT
$648.5M1.75M
7.1%
+1.2%
Added · +21K sh
2Vanguard Intl Equity Index F
ALLWRLD EX US
$294.1M3.51M
3.2%
+1.7%
Added · +59K sh
3Ishares TR
CORE S&P500 ETF
$225.7M301.4K
2.5%
+18%
Added · +45K sh
4Apple Inc
COM
$196.9M680.5K
2.2%
+3.1%
Added · +20K sh
5Vanguard Index FDS
GROWTH ETF
$156.2M1.81M
1.7%
+538%
Added · +1.5M sh
6Nvidia Corporation
COM
$152.7M763.0K
1.7%
+11%
Added · +73K sh
7Vanguard Index FDS
VALUE ETF
$125.8M577.3K
1.4%
+4.4%
Added · +24K sh
8Vanguard Index FDS
S&P 500 ETF SHS
$118.8M173.0K
1.3%
+6.8%
Added · +11K sh
9State STR SPDR S&P 500 ETF T
TR UNIT
$113.2M151.3K
1.2%
+1.7%
Added · +3K sh
10Invesco Exch Traded FD TR II
NASDAQ 100 ETF
$108.0M356.5K
1.2%
+3.5%
Added · +12K sh
11Amazon Com Inc
COM
$98.9M415.0K
1.1%
+1.7%
Added · +7K sh
12J P Morgan Exchange Traded F
ACTIVE BOND ETF
$93.8M1.75M
1.0%
+5.4%
Added · +90K sh
13Invesco QQQ TR
UNIT SER 1
$90.7M123.0K
1.0%
+0.1%
Added · +69 sh
14Microsoft Corp
COM
$86.8M232.7K
1.0%
−1.9%
Reduced · −4K sh
15Berkshire Hathaway Inc Del
CL B NEW
$85.4M170.7K
0.9%
+2.5%
Added · +4K sh
16SPDR Series Trust
ST STR P500GRW
$82.5M693.2K
0.9%
+5.3%
Added · +35K sh
17Pimco ETF TR
MULTISECTOR BD
$75.5M2.85M
0.8%
+14%
Added · +351K sh
18Alphabet Inc
CAP STK CL C
$66.1M187.1K
0.7%
+0.8%
Added · +1K sh
19SPDR Series Trust
ST STR P500VAL
$62.3M1.02M
0.7%
+6.1%
Added · +59K sh
20Ishares TR
ULTRA SHORT DUR
$60.8M1.20M
0.7%
15×
Added · +1.1M sh
21Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$57.2M803.0K
0.6%
+3.6%
Added · +28K sh
22JPMorgan Chase & Co
COM
$57.1M174.5K
0.6%
−11%
Reduced · −22K sh
23Vanguard Index FDS
SM CP VAL ETF
$54.3M223.6K
0.6%
+3.6%
Added · +8K sh
24Broadcom Inc
COM
$54.3M143.7K
0.6%
+1.8%
Added · +3K sh
25Ishares TR
CORE MSCI EAFE
$52.5M543.4K
0.6%
−4.0%
Reduced · −23K sh
26Meta Platforms Inc
CL A
$47.5M84.4K
0.5%
+4.5%
Added · +4K sh
27Ishares TR
RUSSELL 2000 ETF
$47.3M157.5K
0.5%
+6.1%
Added · +9K sh
28Vanguard Index FDS
MID CAP ETF
$47.3M586.9K
0.5%
+359%
Added · +459K sh
29BlackRock ETF Trust II
ISHA FLEX IN ETF
$44.6M852.3K
0.5%
+10%
Added · +78K sh
30Tesla Inc
COM
$44.0M104.5K
0.5%
+5.0%
Added · +5K sh
31Vaneck ETF Trust
SEMICONDUCTR ETF
$43.4M66.2K
0.5%
−18%
Reduced · −15K sh
32Vanguard Index FDS
MCAP VL IDXVIP
$40.8M206.7K
0.4%
+6.0%
Added · +12K sh
33Applied Matls Inc
COM
$40.0M55.3K
0.4%
+1.9%
Added · +1K sh
34Caterpillar Inc
COM
$39.4M37.0K
0.4%
+0.4%
Added · +138 sh
35Palantir Technologies Inc
CL A
$38.8M332.2K
0.4%
+0.6%
Added · +2K sh
36Advanced Micro Devices Inc
COM
$38.7M66.6K
0.4%
−4.6%
Reduced · −3K sh
37Micron Technology Inc
COM
$38.2M33.1K
0.4%
−10%
Reduced · −4K sh
38Eli Lilly & Co
COM
$37.8M31.5K
0.4%
+11%
Added · +3K sh
39Vanguard Index FDS
SMALL CP ETF
$35.4M116.9K
0.4%
+6.2%
Added · +7K sh
40Ishares TR
CORE UNIVRSL USD
$35.4M766.2K
0.4%
+7.2%
Added · +52K sh
41Ishares TR
CORE S&P MCP ETF
$35.2M457.0K
0.4%
+4.6%
Added · +20K sh
42Ishares TR
CORE US AGGBD ET
$34.9M352.2K
0.4%
+9.7%
Added · +31K sh
43Select Sector SPDR TR
ST STR UTIL ETF
$34.8M766.8K
0.4%
−5.0%
Reduced · −41K sh
44Ishares Inc
CORE MSCI EMKT
$34.5M416.2K
0.4%
+4.0%
Added · +16K sh
45Ishares TR
IBONDS DEC 2030
$33.6M1.54M
0.4%
−4.3%
Reduced · −69K sh
46Invesco Exchange Traded FD T
S&P500 EQL WGT
$33.1M155.6K
0.4%
+1.8%
Added · +3K sh
47Schwab Strategic TR
US LCAP GR ETF
$33.1M977.8K
0.4%
+4.2%
Added · +39K sh
48Ishares TR
MSCI EAFE MIN VL
$33.0M376.1K
0.4%
+0.5%
Added · +2K sh
49Goldman Sachs Group Inc
COM
$32.9M32.5K
0.4%
−12%
Reduced · −5K sh
50Dell Technologies Inc
CL C
$32.4M75.2K
0.4%
−13%
Reduced · −11K sh
Showing 50 of 1,580 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 12, 20261,580$9.1B13F-HR
Q1 2026Mar 31, 2026May 15, 20261,397$7.8B13F-HR
Q4 2025Dec 31, 2025Feb 13, 20261,283$6.8B13F-HR
Q3 2025Sep 30, 2025Nov 14, 20251,238$6.6B13F-HR
Q2 2025Jun 30, 2025Aug 13, 2025809$4.4B13F-HR
Q1 2025Mar 31, 2025May 14, 2025706$3.6B13F-HR
Q4 2024Dec 31, 2024Feb 12, 2025662$2.9B13F-HR
Q3 2024Sep 30, 2024Nov 12, 2024556$2.6B13F-HR
Q2 2024Jun 30, 2024Jul 31, 2024487$2.2B13F-HR
Q1 2024Mar 31, 2024Apr 24, 2024381$1.7B13F-HR
Q4 2023Dec 31, 2023Feb 6, 2024351$1.5B13F-HR
Q3 2023Sep 30, 2023Nov 7, 2023332$1.4B13F-HR
Q2 2023Jun 30, 2023Aug 11, 2023319$1.4B13F-HR
Q1 2023Mar 31, 2023May 3, 2023256$1.1B13F-HR
Q4 2022Dec 31, 2022Feb 7, 2023248$1.1B13F-HR
Q3 2022Sep 30, 2022Nov 15, 2022253$1.1B13F-HR
Q2 2022Jun 30, 2022Aug 12, 2022231$1.1B13F-HR
Q1 2022Mar 31, 2022May 10, 2022247$1.3B13F-HR
Q4 2021Dec 31, 2021Feb 7, 2022243$1.3B13F-HR
Q3 2021Sep 30, 2021Nov 8, 2021221$1.2B13F-HR
Q2 2021Jun 30, 2021Aug 6, 2021167$1.0B13F-HR
Q1 2021Mar 31, 2021May 3, 202156$758.5M13F-HR
Q4 2020Dec 31, 2020Feb 9, 202152$711.4M13F-HR
Q3 2020Sep 30, 2020Oct 22, 202034$604.7M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.