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 451–500 of 1,283
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| WM | WASTE MGMT INC DEL | 11K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 46K | $1M+ | SH |
| ACN | ACCENTURE PLC IRELAND | 9K | $1M+ | SH |
| QTUM | ETF SER SOLUTIONS | 21K | $1M+ | SH |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 25K | $1M+ | SH |
| PSX | PHILLIPS 66 | 18K | $1M+ | SH |
| AIO | VIRTUS ARTIFICIAL INTELLIGEN | 100K | $1M+ | SH |
| AKRE | PROFESIONALLY MANAGED PORTFO | 35K | $1M+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 46K | $1M+ | SH |
| BMI | BADGER METER INC | 13K | $1M+ | SH |
| HEZU | ISHARES TR | 52K | $1M+ | SH |
| IGF | ISHARES TR | 37K | $1M+ | SH |
| CXE | MFS HIGH INCOME MUN TR | 609K | $1M+ | SH |
| OKE | ONEOK INC NEW | 31K | $1M+ | SH |
| CSL | CARLISLE COS INC | 7K | $1M+ | SH |
| AMP | AMERIPRISE FINL INC | 5K | $1M+ | SH |
| EFG | ISHARES TR | 20K | $1M+ | SH |
| RSG | REPUBLIC SVCS INC | 10K | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 58K | $1M+ | SH |
| VSS | VANGUARD INTL EQUITY INDEX F | 15K | $1M+ | SH |
| XAR | SPDR SERIES TRUST | 9K | $1M+ | SH |
| TSLL | DIREXION SHS ETF TR | 115K | $1M+ | SH |
| PRF | INVESCO EXCHANGE TRADED FD T | 47K | $1M+ | SH |
| SDY | SPDR SERIES TRUST | 16K | $1M+ | SH |
| USB | US BANCORP DEL | 40K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW | 18K | $1M+ | SH |
| JPEM | J P MORGAN EXCHANGE TRADED F | 36K | $1M+ | SH |
| IWB | ISHARES TR | 6K | $1M+ | SH |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 28K | $1M+ | SH |
| MET | METLIFE INC | 27K | $1M+ | SH |
| QTEC | FIRST TR EXCHANGE-TRADED FD | 9K | $1M+ | SH |
| RF | REGIONS FINANCIAL CORP NEW | 77K | $1M+ | SH |
| CLOI | VANECK ETF TRUST | 40K | $1M+ | SH |
| GD | GENERAL DYNAMICS CORP | 6K | $1M+ | SH |
| FHLC | FIDELITY COVINGTON TRUST | 28K | $1M+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 69K | $1M+ | SH |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | 30K | $1M+ | SH |
| BN | BROOKFIELD CORP | 44K | $1M+ | SH |
| QGRW | WISDOMTREE TR | 35K | $1M+ | SH |
| VOX | VANGUARD WORLD FD | 10K | $1M+ | SH |
| VKTX | VIKING THERAPEUTICS INC | 57K | $1M+ | SH |
| FTSM | FIRST TR EXCHANGE-TRADED FD | 33K | $1M+ | SH |
| J | JACOBS SOLUTIONS INC | 15K | $1M+ | SH |
| MAR | MARRIOTT INTL INC NEW | 6K | $1M+ | SH |
| TAFI | AB ACTIVE ETFS INC | 79K | $1M+ | SH |
| SRV | NXG CUSHING MIDSTREAM ENERGY | 51K | $1M+ | SH |
| VYMI | VANGUARD WHITEHALL FDS | 22K | $1M+ | SH |
| GLW | CORNING INC | 23K | $1M+ | SH |
| PIM | PUTNAM MASTER INTER INCOME T | 592K | $1M+ | SH |
| SCHH | SCHWAB STRATEGIC TR | 94K | $1M+ | SH |