Summit Wealth Partners, LLC holds a diversified book of 280 stocks worth $701.9M as of Q2 2026 (disclosed Aug 3, 2026, a ~34-day 13F lag). This quarter they opened Sandisk Corp and trimmed Ishares Msci USA Quality Fac. Their largest long position is Ishares Core S&P 500 ETF at 5% of the equity book. Cloning the disclosed picks since 2025 would be +7% (+9.2%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Summit Wealth Partners, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Summit Wealth Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~34 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: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
20% 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 | Ishares TR CORE S&P500 ETF | $34.0M | 45.5K | 4.8% | ▲+4.8% Added · +2K sh | |
| 2 | Ishares TR RUS 1000 GRW ETF | $28.1M | 226.3K | 4.0% | ▲+299% Added · +170K sh | |
| 3 | Ishares TR MSCI USA QLT FCT | $26.0M | 118.6K | 3.7% | ▼−5.0% Reduced · −6K sh | |
| 4 | Invesco QQQ TR UNIT SER 1 | $25.6M | 34.8K | 3.6% | ▲+0.1% Added · +37 sh | |
| 5 | BlackRock ETF Trust II ISHA FLEX IN ETF | $19.5M | 372.8K | 2.8% | ▲+8.4% Added · +29K sh | |
| 6 | Ishares TR CORE UNIVRSL USD | $17.4M | 377.5K | 2.5% | ▲+12% Added · +40K sh | |
| 7 | Ishares TR CORE US AGGBD ET | $16.8M | 169.9K | 2.4% | ▼−3.5% Reduced · −6K sh | |
| 8 | Ishares TR MSCI USA MIN ETF | $16.8M | 173.7K | 2.4% | ▼−4.8% Reduced · −9K sh | |
| 9 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $16.4M | 324.6K | 2.3% | ▼−5.0% Reduced · −17K sh | |
| 10 | Fidelity Merrimack STR TR TOTAL BD ETF | $14.1M | 310.1K | 2.0% | ▲+428% Added · +251K sh | |
| 11 | Ishares TR ISHS 1-5YR INVS | $13.9M | 265.8K | 2.0% | ▼−12% Reduced · −37K sh | |
| 12 | Ishares TR CORE MSCI EAFE | $13.4M | 138.5K | 1.9% | ▼−2.2% Reduced · −3K sh | |
| 13 | Brown & Brown Inc COM | $12.9M | 201.7K | 1.8% | —Held | |
| 14 | Vanguard Whitehall FDS HIGH DIV YLD | $12.2M | 77.1K | 1.7% | ▲+0.8% Added · +596 sh | |
| 15 | Ishares TR ISHS 5-10YR INVT | $12.2M | 228.6K | 1.7% | ▼−16% Reduced · −44K sh | |
| 16 | Nvidia Corporation COM | $11.8M | 58.9K | 1.7% | ▲+1.9% Added · +1K sh | |
| 17 | State STR SPDR S&P 500 ETF T TR UNIT | $11.5M | 15.4K | 1.6% | ▲+0.1% Added · +9 sh | |
| 18 | American Centy ETF TR US LARGE CAP VLU | $11.4M | 124.7K | 1.6% | ▲+12% Added · +14K sh | |
| 19 | Ishares TR MSCI INTL QUALTY | $11.0M | 222.8K | 1.6% | ▼−4.2% Reduced · −10K sh | |
| 20 | Apple Inc COM | $10.3M | 35.5K | 1.5% | ▲+1.5% Added · +532 sh | |
| 21 | Vanguard Index FDS GROWTH ETF | $10.0M | 115.6K | 1.4% | ▲+587% Added · +99K sh | |
| 22 | Ishares TR RUS 1000 ETF | $9.8M | 23.8K | 1.4% | ▼−4.5% Reduced · −1K sh | |
| 23 | Ishares TR CORE S&P TTL STK | $8.4M | 51.2K | 1.2% | ▲+1.4% Added · +721 sh | |
| 24 | Ishares TR CORE MSCI INTL | $8.1M | 91.3K | 1.2% | ▲+12% Added · +10K sh | |
| 25 | Procter & Gamble Co COM | $8.0M | 54.9K | 1.1% | ▲+0.7% Added · +384 sh | |
| 26 | State STR SPDR Dow Jones Ind UT SER 1 | $7.9M | 15.1K | 1.1% | ▼−0.2% Reduced · −37 sh | |
| 27 | American Centy ETF TR AVANTIS EMGMKT | $7.7M | 80.0K | 1.1% | ▲+1.6% Added · +1K sh | |
| 28 | Ishares TR RUS MID CAP ETF | $7.7M | 69.6K | 1.1% | ▼−2.0% Reduced · −1K sh | |
| 29 | Ishares TR 7-10 YR TRSY BD | $7.5M | 78.8K | 1.1% | ▼−20% Reduced · −20K sh | |
| 30 | BlackRock ETF Trust ISHARES US EQUIT | $7.3M | 108.1K | 1.0% | ▲+29% Added · +25K sh | |
| 31 | Ishares TR CORE S&P MCP ETF | $6.9M | 89.8K | 1.0% | ▲+3.7% Added · +3K sh | |
| 32 | Ishares TR RUSSELL 2000 ETF | $6.9M | 23.0K | 1.0% | ▼−8.5% Reduced · −2K sh | |
| 33 | Ishares TR CORE HIGH DV ETF | $6.6M | 240.8K | 0.9% | ▲+393% Added · +192K sh | |
| 34 | Amazon Com Inc COM | $6.1M | 25.5K | 0.9% | ▲+1.4% Added · +365 sh | |
| 35 | Microsoft Corp COM | $5.7M | 15.4K | 0.8% | ▲+8.7% Added · +1K sh | |
| 36 | Ishares TR CORE S&P US VLU | $5.4M | 49.0K | 0.8% | ▲+0.3% Added · +140 sh | |
| 37 | J P Morgan Exchange Traded F MUNICIPAL ETF | $5.4M | 106.6K | 0.8% | ▲+2.4% Added · +2K sh | |
| 38 | Applied Matls Inc COM | $5.2M | 7.2K | 0.7% | —Held | |
| 39 | Ishares TR CORE S&P SCP ETF | $5.1M | 34.3K | 0.7% | ▲+3.8% Added · +1K sh | |
| 40 | JPMorgan Chase & Co COM | $4.8M | 14.8K | 0.7% | ▲+0.1% Added · +21 sh | |
| 41 | J P Morgan Exchange Traded F CORE PLUS BD ETF | $4.8M | 102.5K | 0.7% | ▲+2.2% Added · +2K sh | |
| 42 | J P Morgan Exchange Traded F EQUITY PREMIUM | $4.8M | 84.5K | 0.7% | ▲+2.7% Added · +2K sh | |
| 43 | American Centy ETF TR US EQT ETF | $4.7M | 36.9K | 0.7% | ▼−13% Reduced · −6K sh | |
| 44 | Ishares TR SELECT DIVID ETF | $4.3M | 27.5K | 0.6% | ▼−2.4% Reduced · −676 sh | |
| 45 | Pacer FDS TR DEVELOPED MRKT | $4.1M | 99.5K | 0.6% | ▲+2.6% Added · +3K sh | |
| 46 | Alphabet Inc CAP STK CL C | $4.0M | 11.3K | 0.6% | ▲+2.8% Added · +303 sh | |
| 47 | SPDR Gold TR GOLD SHS | $4.0M | 10.7K | 0.6% | ▲+5.7% Added · +577 sh | |
| 48 | J P Morgan Exchange Traded F NASDAQ EQT PREM | $3.9M | 62.7K | 0.5% | ▲+14% Added · +8K sh | |
| 49 | Ishares TR CORE 1 5 YR USD | $3.6M | 74.7K | 0.5% | ▲+0.3% Added · +214 sh | |
| 50 | BlackRock ETF Trust ISHA I IN TE ETF | $3.6M | 67.6K | 0.5% | ▲+37% Added · +18K sh |
As-of date vs the date the SEC received each filing
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.