Summit Wealth Group, LLC holds a focused book of 129 stocks 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 equity book. Cloning the disclosed picks since 2024 would be +17% (+9.7%/yr). That is a simulation of the disclosed long book, not audited returns.
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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.
The reported book (valued from quarter-end) returned +21.0%, a 3.5-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
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
Other tracked managers holding the same core names as Summit Wealth Group, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| JPMORGAN CHASE & CO | 80 / 80 | $494.1B |
| LPL Financial LLC | 80 / 80 | $77.4B |
| HighTower Advisors, LLC | 80 / 80 | $26.9B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $15.0B |
| ROYAL BANK OF CANADA | 79 / 80 | $142.4B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $97.6B |
| JONES FINANCIAL COMPANIES LLLP | 79 / 80 | $62.1B |
| COMMONWEALTH EQUITY SERVICES, LLC | 79 / 80 | $18.0B |
Ranked by how many of Summit Wealth Group, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
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 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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 4, 2026 | 129 | $490.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 4, 2026 | 126 | $435.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 6, 2026 | 119 | $428.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 23, 2025 | 111 | $413.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 6, 2025 | 111 | $389.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 2, 2025 | 100 | $342.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 4, 2025 | 98 | $345.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 8, 2024 | 99 | $346.7M | 13F-HR |
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. The performance line is a simulation of the disclosed long book, not an audited return.