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 601–650 of 1,283
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DEI | DOUGLAS EMMETT INC | 110K | $1M+ | SH |
| NET | CLOUDFLARE INC | 6K | $1M+ | SH |
| IBMQ | ISHARES TR | 48K | $1M+ | SH |
| SHAK | SHAKE SHACK INC | 15K | $1M+ | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY | 3K | $1M+ | SH |
| SPLV | INVESCO EXCH TRADED FD TR II | 17K | $1M+ | SH |
| CEF | SPROTT ASSET MANAGEMENT LP | 26K | $1M+ | SH |
| TGT | TARGET CORP | 12K | $1M+ | SH |
| EZM | WISDOMTREE TR | 18K | $1M+ | SH |
| TUA | SIMPLIFY EXCHANGE TRADED FUN | 54K | $1M+ | SH |
| F | FORD MTR CO | 90K | $1M+ | SH |
| EMD | WESTERN ASSET EMERGING MKTS | 110K | $1M+ | SH |
| STXG | EA SERIES TRUST | 23K | $1M+ | SH |
| CHD | CHURCH & DWIGHT CO INC | 14K | $1M+ | SH |
| PAYX | PAYCHEX INC | 10K | $1M+ | SH |
| MDLZ | MONDELEZ INTL INC | 21K | $1M+ | SH |
| GIL | GILDAN ACTIVEWEAR INC | 18K | $1M+ | SH |
| QBTS | D-WAVE QUANTUM INC | 44K | $1M+ | SH |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 4K | $1M+ | SH |
| IJK | ISHARES TR | 12K | $1M+ | SH |
| EPS | WISDOMTREE TR | 16K | $1M+ | SH |
| WEC | WEC ENERGY GROUP INC | 11K | $1M+ | SH |
| WELL | WELLTOWER INC | 6K | $1M+ | SH |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | 32K | $1M+ | SH |
| XLB | SELECT SECTOR SPDR TR | 25K | $1M+ | SH |
| SMMU | PIMCO ETF TR | 22K | $1M+ | SH |
| TFC | TRUIST FINL CORP | 23K | $1M+ | SH |
| XLY | SELECT SECTOR SPDR TR | 9K | $1M+ | SH |
| FUMB | FIRST TR EXCH TRADED FD III | 56K | $1M+ | SH |
| ANET | ARISTA NETWORKS INC | 8K | $1M+ | SH |
| KMI | KINDER MORGAN INC DEL | 40K | $1M+ | SH |
| TMUS | T-MOBILE US INC | 5K | $1M+ | SH |
| XHB | SPDR SERIES TRUST | 11K | $1M+ | SH |
| PAA | PLAINS ALL AMERN PIPELINE L | 61K | $1M+ | SH |
| DHC | DIVERSIFIED HEALTHCARE TR | 226K | $1M+ | SH |
| CL | COLGATE PALMOLIVE CO | 14K | $1M+ | SH |
| NFLT | ETFIS SER TR I | 47K | $1M+ | SH |
| ITW | ILLINOIS TOOL WKS INC | 4K | $1M+ | SH |
| CGBL | CAPITAL GROUP CORE BALANCED | 31K | $1M+ | SH |
| TDAQ | ETF OPPORTUNITIES TRUST | 42K | $1M+ | SH |
| SPGP | INVESCO EXCHANGE TRADED FD T | 10K | $1M+ | SH |
| PTLC | PACER FDS TR | 19K | $1M+ | SH |
| STPZ | PIMCO ETF TR | 20K | $1M+ | SH |
| AWK | AMERICAN WTR WKS CO INC NEW | 8K | $1M+ | SH |
| ORI | OLD REP INTL CORP | 24K | $1M+ | SH |
| NAD | NUVEEN QUALITY MUNCP INCOME | 89K | $1M+ | SH |
| PKW | INVESCO EXCHANGE TRADED FD T | 8K | $1M+ | SH |
| KBH | KB HOME | 19K | $1M+ | SH |
| AIRR | FIRST TR EXCHANGE TRADED FD | 11K | $1M+ | SH |
| ICE | INTERCONTINENTAL EXCHANGE IN | 7K | $1M+ | SH |