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 751–800 of 1,283
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VIGI | VANGUARD WHITEHALL FDS | 8K | $500K+ | SH |
| HIG | HARTFORD INSURANCE GROUP INC | 6K | $500K+ | SH |
| DMBS | DOUBLELINE ETF TRUST | 15K | $500K+ | SH |
| DFIS | DIMENSIONAL ETF TRUST | 23K | $500K+ | SH |
| AVSC | AMERICAN CENTY ETF TR | 13K | $500K+ | SH |
| HTGC | HERCULES CAPITAL INC | 40K | $500K+ | SH |
| PGR | PROGRESSIVE CORP | 3K | $500K+ | SH |
| STIP | ISHARES TR | 7K | $500K+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 19K | $500K+ | SH |
| IVOL | KRANESHARES TRUST | 39K | $500K+ | SH |
| PPG | PPG INDS INC | 7K | $500K+ | SH |
| SHY | ISHARES TR | 9K | $500K+ | SH |
| WTV | WISDOMTREE TR | 8K | $500K+ | SH |
| BKLN | INVESCO EXCH TRADED FD TR II | 35K | $500K+ | SH |
| CARR | CARRIER GLOBAL CORPORATION | 14K | $500K+ | SH |
| STXV | EA SERIES TRUST | 22K | $500K+ | SH |
| THW | ABRDN WORLD HEALTHCARE FUND | 57K | $500K+ | SH |
| BGR | BLACKROCK ENERGY & RES TR | 54K | $500K+ | SH |
| AVDL | AVADEL PHARMACEUTICALS PLC | 34K | $500K+ | SH |
| BAI | BLACKROCK ETF TRUST | 22K | $500K+ | SH |
| VRSN | VERISIGN INC | 3K | $500K+ | SH |
| DRLL | EA SERIES TRUST | 25K | $500K+ | SH |
| DBEF | DBX ETF TR | 15K | $500K+ | SH |
| SDVD | FIRST TR EXCH TRADED FD III | 33K | $500K+ | SH |
| STZ | CONSTELLATION BRANDS INC | 5K | $500K+ | SH |
| AENT | ALLIANCE ENTERTAINMENT HOLDI | 89K | $500K+ | SH |
| ETY | EATON VANCE TAX-MANAGED DIVE | 46K | $500K+ | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 2K | $500K+ | SH |
| TRV | TRAVELERS COMPANIES INC | 2K | $500K+ | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 5K | $500K+ | SH |
| KLAC | KLA CORP | 579 | $500K+ | SH |
| HCA | HCA HEALTHCARE INC | 1K | $500K+ | SH |
| USHY | ISHARES TR | 19K | $500K+ | SH |
| EIX | EDISON INTL | 12K | $500K+ | SH |
| EVR | EVERCORE INC | 2K | $500K+ | SH |
| FANG | DIAMONDBACK ENERGY INC | 5K | $500K+ | SH |
| MBB | ISHARES TR | 7K | $500K+ | SH |
| CAVA | CAVA GROUP INC | 12K | $500K+ | SH |
| XYLD | GLOBAL X FDS | 17K | $500K+ | SH |
| SPG | SIMON PPTY GROUP INC NEW | 4K | $500K+ | SH |
| MP | MP MATERIALS CORP | 13K | $500K+ | SH |
| VDC | VANGUARD WORLD FD | 3K | $500K+ | SH |
| SCHE | SCHWAB STRATEGIC TR | 21K | $500K+ | SH |
| KEYS | KEYSIGHT TECHNOLOGIES INC | 3K | $500K+ | SH |
| SPHY | SPDR SERIES TRUST | 28K | $500K+ | SH |
| LYB | LYONDELLBASELL INDUSTRIES N | 15K | $500K+ | SH |
| VAW | VANGUARD WORLD FD | 3K | $500K+ | SH |
| IEI | ISHARES TR | 6K | $500K+ | SH |
| KBE | SPDR SERIES TRUST | 11K | $500K+ | SH |
| ALL | ALLSTATE CORP | 3K | $500K+ | SH |