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 851–900 of 1,283
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MSI | MOTOROLA SOLUTIONS INC | 1K | $500K+ | SH |
| HACK | AMPLIFY ETF TR | 7K | $500K+ | SH |
| IVOV | VANGUARD ADMIRAL FDS INC | 6K | $500K+ | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 8K | $500K+ | SH |
| SIRI | SIRIUSXM HOLDINGS INC | 28K | $500K+ | SH |
| IRM | IRON MTN INC DEL | 7K | $500K+ | SH |
| USIG | ISHARES TR | 11K | $500K+ | SH |
| EOS | EATON VANCE ENHANCED EQUITY | 24K | $500K+ | SH |
| OMC | OMNICOM GROUP INC | 7K | $500K+ | SH |
| D | DOMINION ENERGY INC | 10K | $500K+ | SH |
| FPEI | FIRST TR EXCH TRADED FD III | 29K | $500K+ | SH |
| SHLD | GLOBAL X FDS | 9K | $500K+ | SH |
| BLCV | BLACKROCK ETF TRUST | 15K | $500K+ | SH |
| VDE | VANGUARD WORLD FD | 4K | $500K+ | SH |
| FTQI | FIRST TR EXCHANGE TRADED FD | 27K | $500K+ | SH |
| UJAN | INNOVATOR ETFS TRUST | 13K | $500K+ | SH |
| IONQ | IONQ INC | 12K | $500K+ | SH |
| KAT | ADVISORS SER TR | 10K | $500K+ | SH |
| UBSI | UNITED BANKSHARES INC WEST V | 14K | $500K+ | SH |
| DFAE | DIMENSIONAL ETF TRUST | 17K | $500K+ | SH |
| PPLT | ABRDN PLATINUM ETF TRUST | 3K | $500K+ | SH |
| PTMC | PACER FDS TR | 15K | $500K+ | SH |
| AR | ANTERO RESOURCES CORP | 16K | $500K+ | SH |
| BDJ | BLACKROCK ENHANCED EQUITY DI | 56K | $500K+ | SH |
| DAPP | VANECK ETF TRUST | 32K | $500K+ | SH |
| GSLC | GOLDMAN SACHS ETF TR | 4K | $500K+ | SH |
| HBAN | HUNTINGTON BANCSHARES INC | 30K | $500K+ | SH |
| BOTZ | GLOBAL X FDS | 14K | $500K+ | SH |
| OBIL | RBB FD INC | 10K | $500K+ | SH |
| MTB | M & T BK CORP | 3K | $500K+ | SH |
| SVOL | SIMPLIFY EXCHANGE TRADED FUN | 29K | $500K+ | SH |
| FBT | FIRST TR EXCHANGE-TRADED FD | 2K | $500K+ | SH |
| IJT | ISHARES TR | 4K | $500K+ | SH |
| FTGS | FIRST TR EXCHANGE-TRADED FD | 14K | $500K+ | SH |
| OCSL | OAKTREE SPECIALTY LENDING CO | 40K | $500K+ | SH |
| EXG | EATON VANCE TAX-MANAGED GLOB | 54K | $500K+ | SH |
| MAC | MACERICH CO | 28K | $500K+ | SH |
| CDNS | CADENCE DESIGN SYSTEM INC | 2K | $500K+ | SH |
| IBDS | ISHARES TR | 21K | $500K+ | PRN |
| FIDU | FIDELITY COVINGTON TRUST | 6K | $500K+ | SH |
| PWR | QUANTA SVCS INC | 1K | $500K+ | SH |
| FIXD | FIRST TR EXCHNG TRADED FD VI | 11K | $100K–$500K | SH |
| AZO | AUTOZONE INC | 146 | $100K–$500K | SH |
| FLQM | FRANKLIN TEMPLETON ETF TR | 9K | $100K–$500K | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | 6K | $100K–$500K | SH |
| EFV | ISHARES TR | 7K | $100K–$500K | SH |
| CDE | COEUR MNG INC | 27K | $100K–$500K | SH |
| GPC | GENUINE PARTS CO | 4K | $100K–$500K | SH |
| CMBT | CMB.TECH NV | 50K | $100K–$500K | SH |
| PFXF | VANECK ETF TRUST | 27K | $100K–$500K | SH |