Summit Wealth Group, LLC holds a focused book of 129 reported positions worth $490.3M as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened Dimensional GLBL Core PL Fix and trimmed Dimensional US Core Equity 2. Their largest long position is Vanguard S&P 500 ETF at 17% of the reported non-option book. Cloning the disclosed picks since 2024 would be +18% (+9.6%/yr). That is a simulation of the disclosed long book, not audited returns.
Summit Wealth Group, LLC is a wealth platform: this book aggregates client accounts across many advisers.
The reported book (valued from quarter-end) returned +23.6%, a 5.3-point gap that is the cost of the ~35-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Summit Wealth Group, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~35 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
10% mapped to company sectors
+4 sectors below the cut, 1% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Summit Wealth Group, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Swiss Re Ltd | 24 / 80 | $1.0B |
| United Services Automobile Association | 8 / 80 | $1.2B |
| Tenon Financial LLC | 26 / 80 | $276.5M |
| GuidedMoney, LLC | 16 / 80 | $187.5M |
| Prospera Capital Management, LLC | 22 / 80 | $269.9M |
| IMPACTfolio, LLC | 20 / 80 | $220.8M |
| Old Peak Finance LLC | 33 / 80 | $171.3M |
Ranked by the share of each fund's own book sitting in the names it shares with Summit Wealth Group, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS S&P 500 ETF SHS | $84.9M | 123.6K | 17.3% | ▲+0.3% Added · +352 sh | |
| 2 | Vanguard BD Index FDS TOTAL BND MRKT | $30.7M | 417.6K | 6.3% | ▲+4.7% Added · +19K sh | |
| 3 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $21.6M | 303.2K | 4.4% | ▲+0.6% Added · +2K sh | |
| 4 | Ishares TR ISHS 5-10YR INVT | $20.3M | 381.4K | 4.1% | ▲+2.3% Added · +8K sh | |
| 5 | Vanguard Index FDS EXTEND MKT ETF | $19.9M | 80.9K | 4.1% | ▲+1.4% Added · +1K sh | |
| 6 | Ishares TR MSCI USA MMENTM | $18.3M | 53.2K | 3.7% | ▲+0.2% Added · +97 sh | |
| 7 | Dimensional ETF Trust US MKTWIDE VALUE | $17.6M | 319.1K | 3.6% | ▲+2.5% Added · +8K sh | |
| 8 | Vanguard Charlotte FDS TOTAL INT BD ETF | $17.5M | 360.8K | 3.6% | ▲+3.8% Added · +13K sh | |
| 9 | Dimensional ETF Trust US COR EQU 2 ETF | $16.5M | 371.4K | 3.4% | ▼−4.4% Reduced · −17K sh | |
| 10 | Ishares TR BROAD USD HIGH | $15.1M | 408.4K | 3.1% | ▲+3.0% Added · +12K sh | |
| 11 | Dimensional ETF Trust US SMALL CAP ETF | $14.8M | 179.9K | 3.0% | ▲+3.6% Added · +6K sh | |
| 12 | Ishares TR GLOBAL TECH ETF | $14.6M | 101.0K | 3.0% | ▲+0.8% Added · +820 sh | |
| 13 | 2023 ETF Series Trust EAGL CAP SEL ETF | $11.8M | 365.6K | 2.4% | —Held | |
| 14 | Ishares TR ULTRA SHORT DUR | $10.4M | 205.5K | 2.1% | ▲+11% Added · +20K sh | |
| 15 | Vanguard BD Index FDS LONG TERM BOND | $9.9M | 143.5K | 2.0% | ▲+4.4% Added · +6K sh | |
| 16 | Vanguard Mun BD FDS TAX EXEMPT BD | $9.6M | 189.7K | 2.0% | ▲+12% Added · +21K sh | |
| 17 | Ishares TR NATIONAL MUN ETF | $8.7M | 80.6K | 1.8% | ▼−1.3% Reduced · −1K sh | |
| 18 | Vanguard World FD HEALTH CAR ETF | $7.4M | 24.8K | 1.5% | ▲+1.4% Added · +332 sh | |
| 19 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $7.1M | 118.9K | 1.4% | ▲+2.3% Added · +3K sh | |
| 20 | Ishares TR ESG AWR MSCI USA | $6.4M | 39.2K | 1.3% | ▼−2.5% Reduced · −1K sh | |
| 21 | Vanguard Star FDS VG TL INTL STK F | $6.3M | 74.1K | 1.3% | ▼−4.9% Reduced · −4K sh | |
| 22 | Ishares TR CORE US AGGBD ET | $6.2M | 62.9K | 1.3% | ▼−7.3% Reduced · −5K sh | |
| 23 | Apple Inc COM | $5.4M | 18.6K | 1.1% | ▼−0.9% Reduced · −179 sh | |
| 24 | Dimensional ETF Trust US SMALL CAP ETF | $4.8M | 122.6K | 1.0% | ▼−0.6% Reduced · −705 sh | |
| 25 | Micron Technology Inc COM | $4.7M | 4.1K | 1.0% | ▲+30% Added · +952 sh | |
| 26 | Schwab Strategic TR US TIPS ETF | $4.5M | 168.3K | 0.9% | ▲+1.9% Added · +3K sh | |
| 27 | Dimensional ETF Trust WORLD EX US CORE | $4.4M | 120.2K | 0.9% | ▼−8.0% Reduced · −10K sh | |
| 28 | Coherent Corp COM | $4.1M | 10.3K | 0.8% | —Held | |
| 29 | Dimensional ETF Trust US LARG VALU ETF | $3.9M | 99.3K | 0.8% | ▼−2.7% Reduced · −3K sh | |
| 30 | Analog Devices Inc COM | $3.9M | 9.9K | 0.8% | —Held | |
| 31 | Nvidia Corporation COM | $3.7M | 18.6K | 0.8% | ▼−31% Reduced · −8K sh | |
| 32 | Dimensional ETF Trust US HIGH PROF ETF | $3.7M | 88.8K | 0.8% | ▲+2.8% Added · +2K sh | |
| 33 | Ishares TR CORE INTL AGGR | $3.3M | 65.1K | 0.7% | ▼−3.5% Reduced · −2K sh | |
| 34 | Dimensional ETF Trust NATL MUN BD ETF | $3.0M | 61.8K | 0.6% | ▼−4.6% Reduced · −3K sh | |
| 35 | Dimensional ETF Trust US REAL ESTA ETF | $3.0M | 113.1K | 0.6% | ▲+2.7% Added · +3K sh | |
| 36 | Microsoft Corp COM | $2.6M | 7.1K | 0.5% | ▼−4.9% Reduced · −367 sh | |
| 37 | Vanguard World FD ESG US STK ETF | $2.5M | 19.0K | 0.5% | ▼−0.9% Reduced · −181 sh | |
| 38 | Ishares TR ESG AWRE USD ETF | $2.3M | 97.9K | 0.5% | ▲+1.3% Added · +1K sh | |
| 39 | Vanguard Index FDS TOTAL STK MKT | $2.2M | 6.0K | 0.5% | ▼−4.3% Reduced · −268 sh | |
| 40 | Ishares TR CORE S&P500 ETF | $1.9M | 2.5K | 0.4% | ▼−0.5% Reduced · −14 sh | |
| 41 | Vanguard World FD ESG INTL STK ETF | $1.7M | 20.8K | 0.3% | ▼−4.5% Reduced · −986 sh | |
| 42 | Ishares TR ESG AW MSCI EAFE | $1.7M | 16.5K | 0.3% | ▼−4.8% Reduced · −825 sh | |
| 43 | Ishares TR ESG AWARE MSCI | $1.6M | 28.4K | 0.3% | ▼−4.1% Reduced · −1K sh | |
| 44 | Esperion Therapeutics Inc Ne COM | $1.6M | 499.7K | 0.3% | ▲+23% Added · +94K sh | |
| 45 | Amazon Com Inc COM | $1.5M | 6.5K | 0.3% | ▼−3.8% Reduced · −256 sh | |
| 46 | Ishares TR US TREAS BD ETF | $1.5M | 65.8K | 0.3% | ▼−1.1% Reduced · −728 sh | |
| 47 | Ishares TR ESG AWR US AGRGT | $1.4M | 30.0K | 0.3% | ▼−0.1% Reduced · −37 sh | |
| 48 | Vanguard Scottsdale FDS MTG-BKD SECS ETF | $1.4M | 29.5K | 0.3% | ▼−0.5% Reduced · −138 sh | |
| 49 | Ishares TR MSCI USA VALUE | $1.3M | 6.3K | 0.3% | ▼−8.0% Reduced · −547 sh | |
| 50 | Alphabet Inc CAP STK CL A | $1.2M | 3.4K | 0.2% | ▼−2.2% Reduced · −78 sh |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1802865/holdings"
Use Arkolith to show Summit Wealth Group, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 4, 2026 | 35d | 129 | $490.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 4, 2026 | 34d | 126 | $435.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 6, 2026 | 37d | 119 | $428.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 23, 2025 | 23d | 111 | $413.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 6, 2025 | 37d | 111 | $389.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 2, 2025 | 32d | 100 | $342.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 4, 2025 | 35d | 98 | $345.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 8, 2024 | 39d | 99 | $346.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.