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 1001–1050 of 1,283
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| RDIV | INVESCO EXCH TRADED FD TR II | 7K | $100K–$500K | SH |
| QBIG | INVESCO ACTIVELY MANAGED EXC | 10K | $100K–$500K | SH |
| IDU | ISHARES TR | 3K | $100K–$500K | SH |
| MNA | NEW YORK LIFE INVESTMENTS ET | 10K | $100K–$500K | SH |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | 4K | $100K–$500K | SH |
| PFRL | PGIM ETF TR | 7K | $100K–$500K | SH |
| XOVR | ENTREPRENEURSHARES SERIES TR | 18K | $100K–$500K | SH |
| VGK | VANGUARD INTL EQUITY INDEX F | 4K | $100K–$500K | SH |
| SHYD | VANECK ETF TRUST | 16K | $100K–$500K | SH |
| NJR | NEW JERSEY RES CORP | 8K | $100K–$500K | SH |
| DOCU | DOCUSIGN INC | 5K | $100K–$500K | SH |
| ZWS | ZURN ELKAY WATER SOLNS CORP | 8K | $100K–$500K | SH |
| REZ | ISHARES TR | 4K | $100K–$500K | SH |
| USCI | UNITED STS COMMODITY INDEX F | 5K | $100K–$500K | SH |
| ETO | EATON VANCE TAX-ADVANTAGED G | 12K | $100K–$500K | SH |
| TOTL | SSGA ACTIVE ETF TR | 9K | $100K–$500K | SH |
| ISTB | ISHARES TR | 7K | $100K–$500K | SH |
| HPQ | HP INC | 16K | $100K–$500K | SH |
| RSPR | INVESCO EXCHANGE TRADED FD T | 10K | $100K–$500K | SH |
| WWD | WOODWARD INC | 1K | $100K–$500K | SH |
| HYMB | SPDR SERIES TRUST | 14K | $100K–$500K | SH |
| EZU | ISHARES INC | 5K | $100K–$500K | SH |
| STBF | TRUST FOR PROFESSIONAL MANAG | 14K | $100K–$500K | SH |
| TER | TERADYNE INC | 2K | $100K–$500K | SH |
| TNA | DIREXION SHS ETF TR | 8K | $100K–$500K | SH |
| FDS | FACTSET RESH SYS INC | 1K | $100K–$500K | SH |
| SNSR | GLOBAL X FDS | 9K | $100K–$500K | SH |
| NI | NISOURCE INC | 8K | $100K–$500K | SH |
| ROBT | FIRST TR EXCHANGE TRADED FD | 7K | $100K–$500K | SH |
| VOT | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| HSY | HERSHEY CO | 2K | $100K–$500K | SH |
| HGLB | HIGHLAND GLOBAL ALLOCATION F | 37K | $100K–$500K | SH |
| AVES | AMERICAN CENTY ETF TR | 6K | $100K–$500K | SH |
| BXMX | NUVEEN S&P 500 BUY-WRITE INC | 23K | $100K–$500K | SH |
| KEY | KEYCORP | 16K | $100K–$500K | SH |
| HCMT | DIREXION SHS ETF TR | 9K | $100K–$500K | SH |
| ELFY | ALPS ETF TR | 9K | $100K–$500K | SH |
| PWB | INVESCO EXCHANGE TRADED FD T | 3K | $100K–$500K | SH |
| UAUG | INNOVATOR ETFS TRUST | 8K | $100K–$500K | SH |
| DDWM | WISDOMTREE TR | 8K | $100K–$500K | SH |
| HLT | HILTON WORLDWIDE HLDGS INC | 1K | $100K–$500K | SH |
| HUM | HUMANA INC | 1K | $100K–$500K | SH |
| HII | HUNTINGTON INGALLS INDS INC | 968 | $100K–$500K | SH |
| EYLD | CAMBRIA ETF TR | 9K | $100K–$500K | SH |
| TPR | TAPESTRY INC | 3K | $100K–$500K | SH |
| VERU | VERU INC | 153K | $100K–$500K | SH |
| RPM | RPM INTL INC | 3K | $100K–$500K | SH |
| PWV | INVESCO EXCHANGE TRADED FD T | 5K | $100K–$500K | SH |
| CRSP | CRISPR THERAPEUTICS AG | 6K | $100K–$500K | SH |
| CCI | CROWN CASTLE INC | 4K | $100K–$500K | SH |