Summit Wealth Partners, LLC holds a diversified book of 280 reported positions worth $701.9M as of Q2 2026 (disclosed Aug 3, 2026, a ~34-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings (one of 2 new listings in the book), a listing rather than a purchase; 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 reported non-option book. Cloning the disclosed picks since 2025 would be +6% (+7.1%/yr). That is a simulation of the disclosed long book, not audited returns.
Summit Wealth Partners, LLC is a wealth platform: this book aggregates client accounts across many advisers.
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
+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 Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 10 / 80 | $4.5B |
| Swiss Re Ltd | 19 / 80 | $1.0B |
| Hoffman, Alan N Investment Management | 9 / 80 | $154.4M |
| Ackerman Asset Management, LLC | 14 / 80 | $149.4M |
| Planning Project LLC | 11 / 80 | $432.1M |
| Mann Financial Group, Inc. | 13 / 80 | $99.3M |
| Marest Capital, LLC | 12 / 80 | $162.7M |
| Shulman DeMeo Asset Management LLC | 25 / 80 | $431.6M |
Ranked by the share of each fund's own book sitting in the names it shares with Summit Wealth Partners, 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 | 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 |
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/2033312/holdings"
Use Arkolith to show Summit Wealth Partners, 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.
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.