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 951–1000 of 1,283
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| RACE | FERRARI N V | 1K | $100K–$500K | SH |
| TRMB | TRIMBLE INC | 5K | $100K–$500K | SH |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | 21K | $100K–$500K | SH |
| PCT | PURECYCLE TECHNOLOGIES INC | 47K | $100K–$500K | SH |
| QS | QUANTUMSCAPE CORP | 39K | $100K–$500K | SH |
| ARES | ARES MANAGEMENT CORPORATION | 3K | $100K–$500K | SH |
| PPA | INVESCO EXCHANGE TRADED FD T | 3K | $100K–$500K | SH |
| CG | CARLYLE GROUP INC | 7K | $100K–$500K | SH |
| WYNN | WYNN RESORTS LTD | 3K | $100K–$500K | SH |
| MGK | VANGUARD WORLD FD | 967 | $100K–$500K | SH |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | 11K | $100K–$500K | SH |
| PSA | PUBLIC STORAGE OPER CO | 2K | $100K–$500K | SH |
| ESPR | ESPERION THERAPEUTICS INC NE | 107K | $100K–$500K | SH |
| JBL | JABIL INC | 2K | $100K–$500K | SH |
| PIO | INVESCO EXCH TRADED FD TR II | 9K | $100K–$500K | SH |
| AJG | GALLAGHER ARTHUR J & CO | 2K | $100K–$500K | SH |
| HYLS | FIRST TR EXCHANGE-TRADED FD | 9K | $100K–$500K | SH |
| SMMD | ISHARES TR | 5K | $100K–$500K | SH |
| SPGM | SPDR INDEX SHS FDS | 5K | $100K–$500K | SH |
| GIS | GENERAL MLS INC | 8K | $100K–$500K | SH |
| UTF | COHEN & STEERS INFRASTRUCTUR | 16K | $100K–$500K | SH |
| CGHM | CAPITAL GRP FIXED INCM ETF T | 15K | $100K–$500K | SH |
| SRE | SEMPRA | 4K | $100K–$500K | SH |
| FTNT | FORTINET INC | 5K | $100K–$500K | SH |
| CW | CURTISS WRIGHT CORP | 697 | $100K–$500K | SH |
| LITE | LUMENTUM HLDGS INC | 1K | $100K–$500K | SH |
| IYH | ISHARES TR | 6K | $100K–$500K | SH |
| LULU | LULULEMON ATHLETICA INC | 2K | $100K–$500K | SH |
| SPTS | SPDR SERIES TRUST | 13K | $100K–$500K | SH |
| DHS | WISDOMTREE TR | 4K | $100K–$500K | SH |
| SLYV | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| DGX | QUEST DIAGNOSTICS INC | 2K | $100K–$500K | SH |
| VLO | VALERO ENERGY CORP | 2K | $100K–$500K | SH |
| TECL | DIREXION SHS ETF TR | 3K | $100K–$500K | SH |
| OUSA | ALPS ETF TR | 7K | $100K–$500K | SH |
| ACGL | ARCH CAP GROUP LTD | 4K | $100K–$500K | SH |
| SPTM | SPDR SERIES TRUST | 5K | $100K–$500K | SH |
| FTXN | FIRST TR EXCHANGE TRADED FD | 13K | $100K–$500K | SH |
| SOUN | SOUNDHOUND AI INC | 38K | $100K–$500K | SH |
| GSK | GSK PLC | 8K | $100K–$500K | SH |
| MBLY | MOBILEYE GLOBAL INC | 36K | $100K–$500K | SH |
| DOW | DOW INC | 16K | $100K–$500K | SH |
| RIGS | ALPS ETF TR | 16K | $100K–$500K | SH |
| NBTB | NBT BANCORP INC | 9K | $100K–$500K | SH |
| BSCT | INVESCO EXCH TRD SLF IDX FD | 20K | $100K–$500K | SH |
| UL | UNILEVER PLC | 6K | $100K–$500K | SH |
| STT | STATE STR CORP | 3K | $100K–$500K | SH |
| VTES | VANGUARD WELLINGTON FD | 4K | $100K–$500K | SH |
| TTE | TOTALENERGIES SE | 6K | $100K–$500K | SH |
| WCBR | WISDOMTREE TR | 13K | $100K–$500K | SH |