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 651–700 of 1,283
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FRT | FEDERAL RLTY INVT TR NEW | 11K | $1M+ | SH |
| SLB | SLB LIMITED | 27K | $1M+ | SH |
| SPSM | SPDR SERIES TRUST | 23K | $1M+ | SH |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | 47K | $1M+ | SH |
| NLY | ANNALY CAPITAL MANAGEMENT IN | 46K | $1M+ | SH |
| DVN | DEVON ENERGY CORP NEW | 29K | $1M+ | SH |
| ARTY | ISHARES TR | 22K | $1M+ | SH |
| KBWB | INVESCO EXCH TRADED FD TR II | 12K | $1M+ | SH |
| IOT | SAMSARA INC | 29K | $1M+ | SH |
| WIW | WESTERN AST INFL LKD OPP & I | 121K | $1M+ | SH |
| EEMV | ISHARES INC | 16K | $1M+ | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 22K | $1M+ | SH |
| GLXY | GALAXY DIGITAL INC. | 46K | $1M+ | SH |
| FDIS | FIDELITY COVINGTON TRUST | 10K | $1M+ | SH |
| FSMB | FIRST TR EXCH TRADED FD III | 51K | $1M+ | SH |
| AMT | AMERICAN TOWER CORP NEW | 6K | $1M+ | SH |
| RBLX | ROBLOX CORP | 13K | $1M+ | SH |
| HYHG | PROSHARES TR | 16K | $1M+ | SH |
| JCI | JOHNSON CTLS INTL PLC | 9K | $1M+ | SH |
| BST | BLACKROCK SCIENCE & TECHNOLO | 25K | $1M+ | SH |
| OXY | OCCIDENTAL PETE CORP | 25K | $1M+ | SH |
| NEM | NEWMONT CORP | 10K | $1M+ | SH |
| SPH | SUBURBAN PROPANE PARTNERS L | 54K | $1M+ | SH |
| ZIM | ZIM INTEGRATED SHIPPING SERV | 47K | $1M+ | SH |
| AOD | ABRDN TOTAL DYNAMIC DIVIDEND | 101K | $500K+ | SH |
| FSK | FS KKR CAP CORP | 67K | $500K+ | SH |
| CPNG | COUPANG INC | 42K | $500K+ | SH |
| IXP | ISHARES TR | 8K | $500K+ | SH |
| GPIX | GOLDMAN SACHS ETF TR | 19K | $500K+ | SH |
| ADM | ARCHER DANIELS MIDLAND CO | 17K | $500K+ | SH |
| NPV | NUVEEN VIRGINIA QLTY MUNCPL | 88K | $500K+ | SH |
| AZN | ASTRAZENECA PLC | 10K | $500K+ | SH |
| FVD | FIRST TR EXCHANGE-TRADED FD | 21K | $500K+ | SH |
| CMG | CHIPOTLE MEXICAN GRILL INC | 26K | $500K+ | SH |
| ILCG | ISHARES TR | 9K | $500K+ | SH |
| TRGP | TARGA RES CORP | 5K | $500K+ | SH |
| JGRO | J P MORGAN EXCHANGE TRADED F | 10K | $500K+ | SH |
| IDV | ISHARES TR | 24K | $500K+ | SH |
| NOV | NOV INC | 61K | $500K+ | SH |
| IWL | ISHARES TR | 6K | $500K+ | SH |
| PFFA | ETFIS SER TR I | 44K | $500K+ | SH |
| NXPI | NXP SEMICONDUCTORS N V | 4K | $500K+ | SH |
| APD | AIR PRODS & CHEMS INC | 4K | $500K+ | SH |
| NSC | NORFOLK SOUTHN CORP | 3K | $500K+ | SH |
| IBKR | INTERACTIVE BROKERS GROUP IN | 15K | $500K+ | SH |
| DEM | WISDOMTREE TR | 20K | $500K+ | SH |
| ECL | ECOLAB INC | 4K | $500K+ | SH |
| KR | KROGER CO | 15K | $500K+ | SH |
| IXN | ISHARES TR | 9K | $500K+ | SH |
| SMFG | SUMITOMO MITSUI FINL GROUP I | 47K | $500K+ | SH |