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 501–550 of 1,283
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AVLV | AMERICAN CENTY ETF TR | 26K | $1M+ | SH |
| MRSH | MARSH & MCLENNAN COS INC | 11K | $1M+ | SH |
| BIIB | BIOGEN INC | 11K | $1M+ | SH |
| XLP | SELECT SECTOR SPDR TR | 25K | $1M+ | SH |
| FNDE | SCHWAB STRATEGIC TR | 54K | $1M+ | SH |
| BUXX | EA SERIES TRUST | 96K | $1M+ | SH |
| RLY | SSGA ACTIVE ETF TR | 62K | $1M+ | SH |
| CAIE | CALAMOS ETF TR | 72K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 3K | $1M+ | SH |
| EVV | EATON VANCE LIMITED DURATION | 192K | $1M+ | SH |
| NCV | VIRTUS CONVERTIBLE & INCOME | 124K | $1M+ | SH |
| FIW | FIRST TR EXCHANGE-TRADED FD | 17K | $1M+ | SH |
| NOW | SERVICENOW INC | 12K | $1M+ | SH |
| NKE | NIKE INC | 29K | $1M+ | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 15K | $1M+ | SH |
| HEFA | ISHARES TR | 45K | $1M+ | SH |
| BKNG | BOOKING HOLDINGS INC | 342 | $1M+ | SH |
| HWM | HOWMET AEROSPACE INC | 9K | $1M+ | SH |
| O | REALTY INCOME CORP | 32K | $1M+ | SH |
| BME | BLACKROCK HEALTH SCIENCES TR | 44K | $1M+ | SH |
| ARKF | ARK ETF TR | 38K | $1M+ | SH |
| FTHI | FIRST TR EXCHANGE TRADED FD | 75K | $1M+ | SH |
| VRSK | VERISK ANALYTICS INC | 8K | $1M+ | SH |
| VTWV | VANGUARD SCOTTSDALE FDS | 11K | $1M+ | SH |
| SBUX | STARBUCKS CORP | 21K | $1M+ | SH |
| GDV | GABELLI DIVID & INCOME TR | 62K | $1M+ | SH |
| NXE | NEXGEN ENERGY LTD | 186K | $1M+ | SH |
| BTC | GRAYSCALE BITCOIN MINI TR ET | 44K | $1M+ | SH |
| COWG | PACER FDS TR | 48K | $1M+ | SH |
| AVMC | AMERICAN CENTY ETF TR | 24K | $1M+ | SH |
| SCZ | ISHARES TR | 22K | $1M+ | SH |
| TMDX | TRANSMEDICS GROUP INC | 14K | $1M+ | SH |
| MTUM | ISHARES TR | 7K | $1M+ | SH |
| CIEN | CIENA CORP | 7K | $1M+ | SH |
| CSX | CSX CORP | 45K | $1M+ | SH |
| SUB | ISHARES TR | 15K | $1M+ | SH |
| FBIO | FORTRESS BIOTECH INC | 440K | $1M+ | SH |
| EMLC | VANECK ETF TRUST | 62K | $1M+ | SH |
| GVIP | GOLDMAN SACHS ETF TR | 10K | $1M+ | SH |
| OHI | OMEGA HEALTHCARE INVS INC | 36K | $1M+ | SH |
| IBMP | ISHARES TR | 62K | $1M+ | SH |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | 24K | $1M+ | SH |
| CVE | CENOVUS ENERGY INC | 93K | $1M+ | SH |
| RCL | ROYAL CARIBBEAN GROUP | 6K | $1M+ | SH |
| NOC | NORTHROP GRUMMAN CORP | 3K | $1M+ | SH |
| RY | ROYAL BK CDA | 9K | $1M+ | SH |
| DHR | DANAHER CORPORATION | 7K | $1M+ | SH |
| INDS | PACER FDS TR | 40K | $1M+ | SH |
| EEMS | ISHARES INC | 22K | $1M+ | SH |
| ADBE | ADOBE INC | 4K | $1M+ | SH |