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 701–750 of 1,283
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MINT | PIMCO ETF TR | 9K | $500K+ | SH |
| BMEZ | BLACKROCK HEALTH SCIENCES TE | 60K | $500K+ | SH |
| RDNT | RADNET INC | 13K | $500K+ | SH |
| ZBH | ZIMMER BIOMET HOLDINGS INC | 10K | $500K+ | SH |
| GRAL | GRAIL INC | 10K | $500K+ | SH |
| SLVP | ISHARES INC | 26K | $500K+ | SH |
| FSIG | FIRST TR EXCHANGE-TRADED FD | 46K | $500K+ | SH |
| MDWD | MEDIWOUND LTD | 48K | $500K+ | SH |
| SYY | SYSCO CORP | 12K | $500K+ | SH |
| NRG | NRG ENERGY INC | 5K | $500K+ | SH |
| CMS | CMS ENERGY CORP | 12K | $500K+ | SH |
| ZECP | ZACKS TRUST | 25K | $500K+ | SH |
| LRGF | ISHARES TR | 12K | $500K+ | SH |
| IDXX | IDEXX LABS INC | 1K | $500K+ | SH |
| KHPI | MANAGED PORTFOLIO SERIES | 33K | $500K+ | SH |
| VNOM | VIPER ENERGY INC | 22K | $500K+ | SH |
| AMLP | ALPS ETF TR | 18K | $500K+ | SH |
| VRIG | INVESCO ACTIVELY MANAGED EXC | 34K | $500K+ | SH |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | 13K | $500K+ | SH |
| ARKK | ARK ETF TR | 11K | $500K+ | SH |
| PYPL | PAYPAL HLDGS INC | 14K | $500K+ | SH |
| RECS | COLUMBIA ETF TR I | 21K | $500K+ | SH |
| NUE | NUCOR CORP | 5K | $500K+ | SH |
| LHX | L3HARRIS TECHNOLOGIES INC | 3K | $500K+ | SH |
| FXD | FIRST TR EXCHANGE TRADED FD | 12K | $500K+ | SH |
| BMNR | BITMINE IMMERSION TECNOLOGIE | 31K | $500K+ | SH |
| ASST | STRIVE INC | 1.1M | $500K+ | SH |
| AGGY | WISDOMTREE TR | 19K | $500K+ | SH |
| TROW | PRICE T ROWE GROUP INC | 8K | $500K+ | SH |
| NVG | NUVEEN AMT FREE MUN CR INC F | 64K | $500K+ | SH |
| CME | CME GROUP INC | 3K | $500K+ | SH |
| EMXC | ISHARES INC | 11K | $500K+ | SH |
| DFAS | DIMENSIONAL ETF TRUST | 12K | $500K+ | SH |
| SCMB | SCHWAB STRATEGIC TR | 31K | $500K+ | SH |
| PRU | PRUDENTIAL FINL INC | 7K | $500K+ | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 13K | $500K+ | SH |
| PTIN | PACER FDS TR | 24K | $500K+ | SH |
| MGC | VANGUARD WORLD FD | 3K | $500K+ | SH |
| HIGH | SIMPLIFY EXCHANGE TRADED FUN | 35K | $500K+ | SH |
| DON | WISDOMTREE TR | 15K | $500K+ | SH |
| CI | THE CIGNA GROUP | 3K | $500K+ | SH |
| APO | APOLLO GLOBAL MGMT INC | 5K | $500K+ | SH |
| THQ | ABRDN HEALTHCARE OPPORTUNITI | 40K | $500K+ | SH |
| GLDM | WORLD GOLD TR | 9K | $500K+ | SH |
| WY | WEYERHAEUSER CO MTN BE | 33K | $500K+ | SH |
| MPC | MARATHON PETE CORP | 5K | $500K+ | SH |
| WTRG | ESSENTIAL UTILS INC | 20K | $500K+ | SH |
| VCR | VANGUARD WORLD FD | 2K | $500K+ | SH |
| DLN | WISDOMTREE TR | 9K | $500K+ | SH |
| JKHY | HENRY JACK & ASSOC INC | 4K | $500K+ | SH |