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 51–100 of 1,283
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SHV | ISHARES TR | 225K | $1M+ | SH |
| GLD | SPDR GOLD TR | 60K | $1M+ | SH |
| AIQ | GLOBAL X FDS | 465K | $1M+ | SH |
| ITOT | ISHARES TR | 155K | $1M+ | SH |
| IVE | ISHARES TR | 109K | $1M+ | SH |
| SPYV | SPDR SERIES TRUST | 403K | $1M+ | SH |
| BINC | BLACKROCK ETF TRUST II | 424K | $1M+ | SH |
| MOAT | VANECK ETF TRUST | 212K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 270K | $1M+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 45K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 101K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 169K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 378K | $1M+ | SH |
| PSLV | SPROTT ASSET MANAGEMENT LP | 855K | $1M+ | SH |
| SDVY | FIRST TR EXCHANGE-TRADED FD | 523K | $1M+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 429K | $1M+ | SH |
| IWF | ISHARES TR | 40K | $1M+ | SH |
| SOFI | SOFI TECHNOLOGIES INC | 724K | $1M+ | SH |
| NFLX | NETFLIX INC | 199K | $1M+ | SH |
| VPLS | VANGUARD MALVERN FDS | 238K | $1M+ | SH |
| DIVO | AMPLIFY ETF TR | 404K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 123K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 59K | $1M+ | SH |
| IJR | ISHARES TR | 144K | $1M+ | SH |
| AVDE | AMERICAN CENTY ETF TR | 205K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 626K | $1M+ | SH |
| IEMG | ISHARES INC | 249K | $1M+ | SH |
| LLY | ELI LILLY & CO | 15K | $1M+ | SH |
| V | VISA INC | 47K | $1M+ | SH |
| IGSB | ISHARES TR | 309K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 18K | $1M+ | SH |
| ABBV | ABBVIE INC | 68K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 72K | $1M+ | SH |
| EWJ | ISHARES INC | 191K | $1M+ | SH |
| SCHR | SCHWAB STRATEGIC TR | 613K | $1M+ | SH |
| NUGT | DIREXION SHS ETF TR | 83K | $1M+ | SH |
| VFLO | VICTORY PORTFOLIOS II | 381K | $1M+ | SH |
| XLG | INVESCO EXCHANGE TRADED FD T | 253K | $1M+ | SH |
| UUUU | ENERGY FUELS INC | 1.0M | $1M+ | SH |
| AVEM | AMERICAN CENTY ETF TR | 192K | $1M+ | SH |
| MRK | MERCK & CO INC | 138K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 48K | $1M+ | SH |
| JMUB | J P MORGAN EXCHANGE TRADED F | 287K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 154K | $1M+ | SH |
| BIL | SPDR SERIES TRUST | 152K | $1M+ | SH |
| HOOD | ROBINHOOD MKTS INC | 123K | $1M+ | SH |
| PHYS | SPROTT ASSET MANAGEMENT LP | 419K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 96K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 499K | $1M+ | SH |
| GPZ | VANECK ETF TRUST | 496K | $1M+ | SH |