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 901–950 of 1,283
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FCG | FIRST TR EXCHANGE-TRADED FD | 21K | $100K–$500K | SH |
| CLOB | VANECK ETF TRUST | 9K | $100K–$500K | SH |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | 15K | $100K–$500K | SH |
| BAM | BROOKFIELD ASSET MANAGMT LTD | 9K | $100K–$500K | SH |
| GL | GLOBE LIFE INC | 3K | $100K–$500K | SH |
| AVDS | AMERICAN CENTY ETF TR | 7K | $100K–$500K | SH |
| VEEV | VEEVA SYS INC | 2K | $100K–$500K | SH |
| ARMK | ARAMARK | 13K | $100K–$500K | SH |
| UVSP | UNIVEST FINANCIAL CORPORATIO | 14K | $100K–$500K | SH |
| ITM | VANECK ETF TRUST | 10K | $100K–$500K | SH |
| BSV | VANGUARD BD INDEX FDS | 6K | $100K–$500K | SH |
| NTRA | NATERA INC | 2K | $100K–$500K | SH |
| PSKY | PARAMOUNT SKYDANCE CORP | 34K | $100K–$500K | SH |
| IBDR | ISHARES TR | 19K | $100K–$500K | PRN |
| PII | POLARIS INC | 7K | $100K–$500K | SH |
| TEL | TE CONNECTIVITY PLC | 2K | $100K–$500K | SH |
| VMC | VULCAN MATLS CO | 2K | $100K–$500K | SH |
| CAG | CONAGRA BRANDS INC | 26K | $100K–$500K | SH |
| ASTL | ALGOMA STL GROUP INC | 110K | $100K–$500K | SH |
| CFG | CITIZENS FINL GROUP INC | 8K | $100K–$500K | SH |
| ETHV | VANECK ETHEREUM TR | 10K | $100K–$500K | SH |
| BIP | BROOKFIELD INFRAST PARTNERS | 13K | $100K–$500K | SH |
| NFTY | FIRST TR EXCH TRD ALPHDX FD | 8K | $100K–$500K | SH |
| YUM | YUM BRANDS INC | 3K | $100K–$500K | SH |
| LINE | LINEAGE INC | 13K | $100K–$500K | SH |
| QQEW | FIRST TR EXCHANGE-TRADED FD | 3K | $100K–$500K | SH |
| EW | EDWARDS LIFESCIENCES CORP | 5K | $100K–$500K | SH |
| SMTH | ALPS ETF TR | 17K | $100K–$500K | SH |
| AMTM | AMENTUM HOLDINGS INC | 15K | $100K–$500K | SH |
| DKNG | DRAFTKINGS INC NEW | 13K | $100K–$500K | SH |
| SNPS | SYNOPSYS INC | 936 | $100K–$500K | SH |
| BOND | PIMCO ETF TR | 5K | $100K–$500K | SH |
| SGDM | SPROTT ETF TRUST | 6K | $100K–$500K | SH |
| IAI | ISHARES TR | 2K | $100K–$500K | SH |
| NVT | NVENT ELECTRIC PLC | 4K | $100K–$500K | SH |
| ZTS | ZOETIS INC | 3K | $100K–$500K | SH |
| TPYP | TORTOISE CAPITAL SERIES TRUS | 12K | $100K–$500K | SH |
| ADSK | AUTODESK INC | 1K | $100K–$500K | SH |
| EVT | EATON VANCE TAX ADVT DIV INC | 17K | $100K–$500K | SH |
| VST | VISTRA CORP | 3K | $100K–$500K | SH |
| FTC | FIRST TR EXCHANGE-TRADED ALP | 3K | $100K–$500K | SH |
| ED | CONSOLIDATED EDISON INC | 4K | $100K–$500K | SH |
| EHC | ENCOMPASS HEALTH CORP | 4K | $100K–$500K | SH |
| SPXL | DIREXION SHS ETF TR | 2K | $100K–$500K | SH |
| TLN | TALEN ENERGY CORP | 1K | $100K–$500K | SH |
| XSHQ | INVESCO EXCH TRADED FD TR II | 10K | $100K–$500K | SH |
| VGIT | VANGUARD SCOTTSDALE FDS | 7K | $100K–$500K | SH |
| URNM | SPROTT FDS TR | 8K | $100K–$500K | SH |
| DUHP | DIMENSIONAL ETF TRUST | 11K | $100K–$500K | SH |
| MKC | MCCORMICK & CO INC | 6K | $100K–$500K | SH |