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 801–850 of 1,283
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IHI | ISHARES TR | 11K | $500K+ | SH |
| HYD | VANECK ETF TRUST | 13K | $500K+ | SH |
| UTES | ETFIS SER TR I | 8K | $500K+ | SH |
| ACWV | ISHARES INC | 6K | $500K+ | SH |
| PAVE | GLOBAL X FDS | 14K | $500K+ | SH |
| AEE | AMEREN CORP | 6K | $500K+ | SH |
| CP | CANADIAN PACIFIC KANSAS CITY | 9K | $500K+ | SH |
| SLYG | SPDR SERIES TRUST | 7K | $500K+ | SH |
| USMF | WISDOMTREE TR | 12K | $500K+ | SH |
| GCOW | PACER FDS TR | 15K | $500K+ | SH |
| AME | AMETEK INC | 3K | $500K+ | SH |
| KHC | KRAFT HEINZ CO | 26K | $500K+ | SH |
| CMI | CUMMINS INC | 1K | $500K+ | SH |
| BDX | BECTON DICKINSON & CO | 3K | $500K+ | SH |
| NVS | NOVARTIS AG | 5K | $500K+ | SH |
| BP | BP PLC | 18K | $500K+ | SH |
| SPMD | SPDR SERIES TRUST | 11K | $500K+ | SH |
| CTVA | CORTEVA INC | 9K | $500K+ | SH |
| PDYN | PALLADYNE AI CORP | 143K | $500K+ | SH |
| FV | FIRST TR EXCHANGE TRADED FD | 10K | $500K+ | SH |
| HODL | VANECK BITCOIN ETF | 25K | $500K+ | SH |
| DVY | ISHARES TR | 4K | $500K+ | SH |
| XSOE | WISDOMTREE TR | 16K | $500K+ | SH |
| EXC | EXELON CORP | 14K | $500K+ | SH |
| CAH | CARDINAL HEALTH INC | 3K | $500K+ | SH |
| NVO | NOVO-NORDISK A S | 12K | $500K+ | SH |
| OKLO | OKLO INC | 8K | $500K+ | SH |
| XEL | XCEL ENERGY INC | 8K | $500K+ | SH |
| INTF | ISHARES TR | 16K | $500K+ | SH |
| ENFR | ALPS ETF TR | 19K | $500K+ | SH |
| MLM | MARTIN MARIETTA MATLS INC | 956 | $500K+ | SH |
| NNE | NANO NUCLEAR ENERGY INC | 25K | $500K+ | SH |
| FLOT | ISHARES TR | 12K | $500K+ | SH |
| PPL | PPL CORP | 17K | $500K+ | SH |
| SE | SEA LTD | 5K | $500K+ | SH |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 6K | $500K+ | SH |
| KMB | KIMBERLY-CLARK CORP | 6K | $500K+ | SH |
| ALNY | ALNYLAM PHARMACEUTICALS INC | 1K | $500K+ | SH |
| FENY | FIDELITY COVINGTON TRUST | 23K | $500K+ | SH |
| EQIX | EQUINIX INC | 751 | $500K+ | SH |
| XLRE | SELECT SECTOR SPDR TR | 14K | $500K+ | SH |
| AON | AON PLC | 2K | $500K+ | SH |
| ESGU | ISHARES TR | 4K | $500K+ | SH |
| COR | CENCORA INC | 2K | $500K+ | SH |
| PGX | INVESCO EXCH TRADED FD TR II | 51K | $500K+ | SH |
| SDSI | AMERICAN CENTY ETF TR | 11K | $500K+ | SH |
| BPRE | BLUEROCK PVT REAL ESTATE FD | 38K | $500K+ | SH |
| ETV | EATON VANCE TAX-MANAGED BUY- | 40K | $500K+ | SH |
| VXX | BARCLAYS BANK PLC | 22K | $500K+ | SH |
| FTRI | FIRST TR EXCHANGE TRADED FD | 36K | $500K+ | SH |