CIK 1765536
Summit Financial, LLC
Institutional 13F holdings & portfolio
Holdings
1,283
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 1,283
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 1.7M | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 3.3M | $1M+ | SH |
| IVV | ISHARES TR | 230K | $1M+ | SH |
| AAPL | APPLE INC | 532K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 243K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 634K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 222K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 146K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 155K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 482K | $1M+ | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 342K | $1M+ | SH |
| AMZN | AMAZON COM INC | 355K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 161K | $1M+ | SH |
| JBND | J P MORGAN EXCHANGE TRADED F | 1.4M | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 110K | $1M+ | SH |
| PYLD | PIMCO ETF TR | 2.4M | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 349K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 188K | $1M+ | SH |
| IBDY | ISHARES TR | 2.0M | $1M+ | SH |
| TSLA | TESLA INC | 101K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 717K | $1M+ | SH |
| IBDZ | ISHARES TR | 1.7M | $1M+ | SH |
| IEFA | ISHARES TR | 488K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 196K | $1M+ | SH |
| IBDX | ISHARES TR | 1.5M | $1M+ | SH |
| IBDW | ISHARES TR | 1.8M | $1M+ | SH |
| META | META PLATFORMS INC | 57K | $1M+ | SH |
| WPM | WHEATON PRECIOUS METALS CORP | 308K | $1M+ | SH |
| IBDV | ISHARES TR | 1.6M | $1M+ | SH |
| GOOG | ALPHABET INC | 109K | $1M+ | SH |
| AVGO | BROADCOM INC | 99K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 113K | $1M+ | SH |
| IWM | ISHARES TR | 134K | $1M+ | SH |
| TLT | ISHARES TR | 372K | $1M+ | SH |
| XLU | SELECT SECTOR SPDR TR | 757K | $1M+ | SH |
| EFAV | ISHARES TR | 372K | $1M+ | SH |
| AGG | ISHARES TR | 306K | $1M+ | SH |
| SPYG | SPDR SERIES TRUST | 282K | $1M+ | SH |
| VOE | VANGUARD INDEX FDS | 169K | $1M+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 350K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 152K | $1M+ | SH |
| WMT | WALMART INC | 259K | $1M+ | SH |
| IJH | ISHARES TR | 433K | $1M+ | SH |
| IUSB | ISHARES TR | 599K | $1M+ | SH |
| SMH | VANECK ETF TRUST | 72K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 793K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 29K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 98K | $1M+ | SH |
| PDP | INVESCO EXCHANGE TRADED FD T | 215K | $1M+ | SH |
| IBDU | ISHARES TR | 1.1M | $1M+ | SH |