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 1101–1150 of 1,283
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CNQ | CANADIAN NAT RES LTD | 8K | $100K–$500K | SH |
| QSPT | FIRST TR EXCHNG TRADED FD VI | 9K | $100K–$500K | SH |
| EEM | ISHARES TR | 5K | $100K–$500K | SH |
| MCHP | MICROCHIP TECHNOLOGY INC. | 4K | $100K–$500K | SH |
| ETH | GRAYSCALE ETHEREUM MINI TR E | 10K | $100K–$500K | SH |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | 10K | $100K–$500K | SH |
| FFBC | FIRST FINL BANCORP OH | 11K | $100K–$500K | SH |
| AXON | AXON ENTERPRISE INC | 486 | $100K–$500K | SH |
| HPE | HEWLETT PACKARD ENTERPRISE C | 11K | $100K–$500K | SH |
| AVAV | AEROVIRONMENT INC | 1K | $100K–$500K | SH |
| REIT | ALPS ETF TR | 10K | $100K–$500K | SH |
| EFX | EQUIFAX INC | 1K | $100K–$500K | SH |
| PCQ | PIMCO CALIF MUN INCOME FD | 31K | $100K–$500K | SH |
| SCI | SERVICE CORP INTL | 4K | $100K–$500K | SH |
| BWX | SPDR SERIES TRUST | 12K | $100K–$500K | SH |
| PKB | INVESCO EXCHANGE TRADED FD T | 3K | $100K–$500K | SH |
| URTH | ISHARES INC | 1K | $100K–$500K | SH |
| ROUS | LATTICE STRATEGIES TR | 5K | $100K–$500K | SH |
| PL | PLANET LABS PBC | 14K | $100K–$500K | SH |
| HXL | HEXCEL CORP NEW | 4K | $100K–$500K | SH |
| LEN | LENNAR CORP | 3K | $100K–$500K | SH |
| NGG | NATIONAL GRID PLC | 3K | $100K–$500K | SH |
| DEO | DIAGEO PLC | 3K | $100K–$500K | SH |
| RKLB | ROCKET LAB CORP | 4K | $100K–$500K | SH |
| DXCM | DEXCOM INC | 4K | $100K–$500K | SH |
| RSPT | INVESCO EXCHANGE TRADED FD T | 6K | $100K–$500K | SH |
| BIZD | VANECK ETF TRUST | 19K | $100K–$500K | SH |
| KNG | FIRST TR EXCHANGE-TRADED FD | 5K | $100K–$500K | SH |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | 3K | $100K–$500K | SH |
| PJUN | INNOVATOR ETFS TRUST | 6K | $100K–$500K | SH |
| DIAX | NUVEEN DOW 30 DYNMC OVERWRT | 17K | $100K–$500K | SH |
| HAL | HALLIBURTON CO | 9K | $100K–$500K | SH |
| RSPM | INVESCO EXCHANGE TRADED FD T | 8K | $100K–$500K | SH |
| FSTA | FIDELITY COVINGTON TRUST | 5K | $100K–$500K | SH |
| SGDJ | SPROTT ETF TRUST | 3K | $100K–$500K | SH |
| ROST | ROSS STORES INC | 1K | $100K–$500K | SH |
| TOL | TOLL BROTHERS INC | 2K | $100K–$500K | SH |
| WDC | WESTERN DIGITAL CORP | 2K | $100K–$500K | SH |
| AIT | APPLIED INDL TECHNOLOGIES IN | 1K | $100K–$500K | SH |
| PTEN | PATTERSON-UTI ENERGY INC | 42K | $100K–$500K | SH |
| OBDC | BLUE OWL CAPITAL CORPORATION | 20K | $100K–$500K | SH |
| BDC | BELDEN INC | 2K | $100K–$500K | SH |
| IGIB | ISHARES TR | 5K | $100K–$500K | SH |
| BILS | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| RIO | RIO TINTO PLC | 3K | $100K–$500K | SH |
| ETW | EATON VANCE TAX-MANAGED GLOB | 27K | $100K–$500K | SH |
| EDOW | FIRST TR EXCHANGE-TRADED FD | 6K | $100K–$500K | SH |
| EVRG | EVERGY INC | 3K | $100K–$500K | SH |
| EBAY | EBAY INC. | 3K | $100K–$500K | SH |
| LPLA | LPL FINL HLDGS INC | 703 | $100K–$500K | SH |