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 1051–1100 of 1,283
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ICOW | PACER FDS TR | 8K | $100K–$500K | SH |
| DFLV | DIMENSIONAL ETF TRUST | 9K | $100K–$500K | SH |
| DYNF | BLACKROCK ETF TRUST | 5K | $100K–$500K | SH |
| EPI | WISDOMTREE TR | 7K | $100K–$500K | SH |
| VIK | VIKING HOLDINGS LTD | 5K | $100K–$500K | SH |
| CLX | CLOROX CO DEL | 3K | $100K–$500K | SH |
| TLH | ISHARES TR | 3K | $100K–$500K | SH |
| MLPX | GLOBAL X FDS | 5K | $100K–$500K | SH |
| INSM | INSMED INC | 2K | $100K–$500K | SH |
| DFGR | DIMENSIONAL ETF TRUST | 12K | $100K–$500K | SH |
| SJM | SMUCKER J M CO | 3K | $100K–$500K | SH |
| CURE | DIREXION SHS ETF TR | 3K | $100K–$500K | SH |
| AIG | AMERICAN INTL GROUP INC | 4K | $100K–$500K | SH |
| VOD | VODAFONE GROUP PLC NEW | 23K | $100K–$500K | SH |
| IAK | ISHARES TR | 2K | $100K–$500K | SH |
| GWW | WW GRAINGER INC | 312 | $100K–$500K | SH |
| SOXL | DIREXION SHS ETF TR | 7K | $100K–$500K | SH |
| BBAI | BIGBEAR AI HLDGS INC | 58K | $100K–$500K | SH |
| MNST | MONSTER BEVERAGE CORP NEW | 4K | $100K–$500K | SH |
| MOD | MODINE MFG CO | 2K | $100K–$500K | SH |
| NEA | NUVEEN AMT FREE QLTY MUN INC | 27K | $100K–$500K | SH |
| WCN | WASTE CONNECTIONS INC | 2K | $100K–$500K | SH |
| MBSF | VALUED ADVISERS TR | 12K | $100K–$500K | SH |
| IYT | ISHARES TR | 4K | $100K–$500K | SH |
| TTD | THE TRADE DESK INC | 8K | $100K–$500K | SH |
| TDY | TELEDYNE TECHNOLOGIES INC | 608 | $100K–$500K | SH |
| TSLY | TIDAL TRUST II | 8K | $100K–$500K | SH |
| DRIV | GLOBAL X FDS | 10K | $100K–$500K | SH |
| SMIZ | ZACKS TRUST | 8K | $100K–$500K | SH |
| BALL | BALL CORP | 6K | $100K–$500K | SH |
| SIVR | ABRDN SILVER ETF TRUST | 5K | $100K–$500K | SH |
| MFM | MFS MUN INCOME TR | 56K | $100K–$500K | SH |
| MUST | COLUMBIA ETF TR I | 15K | $100K–$500K | SH |
| FXL | FIRST TR EXCHANGE TRADED FD | 2K | $100K–$500K | SH |
| FTXL | FIRST TR EXCHANGE TRADED FD | 2K | $100K–$500K | SH |
| WLTG | ETF OPPORTUNITIES TRUST | 9K | $100K–$500K | SH |
| LEU | CENTRUS ENERGY CORP | 1K | $100K–$500K | SH |
| BSCU | INVESCO EXCH TRD SLF IDX FD | 18K | $100K–$500K | SH |
| SR | SPIRE INC | 4K | $100K–$500K | SH |
| WDAY | WORKDAY INC | 1K | $100K–$500K | SH |
| ROKU | ROKU INC | 3K | $100K–$500K | SH |
| SAP | SAP SE | 1K | $100K–$500K | SH |
| HDV | ISHARES TR | 2K | $100K–$500K | SH |
| ATO | ATMOS ENERGY CORP | 2K | $100K–$500K | SH |
| BURL | BURLINGTON STORES INC | 1K | $100K–$500K | SH |
| BKLC | BNY MELLON ETF TRUST | 2K | $100K–$500K | SH |
| DTD | WISDOMTREE TR | 3K | $100K–$500K | SH |
| MQT | BLACKROCK MUNIYIELD QUALITY | 29K | $100K–$500K | SH |
| ON | ON SEMICONDUCTOR CORP | 5K | $100K–$500K | SH |
| SFM | SPROUTS FMRS MKT INC | 4K | $100K–$500K | SH |