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 1201–1250 of 1,283
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DIHP | DIMENSIONAL ETF TRUST | 7K | $100K–$500K | SH |
| UYG | PROSHARES TR | 2K | $100K–$500K | SH |
| TLTW | ISHARES TR | 10K | $100K–$500K | SH |
| VLY | VALLEY NATL BANCORP | 19K | $100K–$500K | SH |
| RGTI | RIGETTI COMPUTING INC | 10K | $100K–$500K | SH |
| FWDI | FORWARD INDS INC N Y | 34K | $100K–$500K | SH |
| TQQQ | PROSHARES TR | 4K | $100K–$500K | SH |
| IMTM | ISHARES TR | 5K | $100K–$500K | SH |
| DHI | D R HORTON INC | 2K | $100K–$500K | SH |
| SII | SPROTT INC | 2K | $100K–$500K | SH |
| MSCI | MSCI INC | 384 | $100K–$500K | SH |
| FISV | FISERV INC | 3K | $100K–$500K | SH |
| UBS | UBS GROUP AG | 5K | $100K–$500K | SH |
| QDTE | ROUNDHILL ETF TRUST | 7K | $100K–$500K | SH |
| BG | BUNGE GLOBAL SA | 2K | $100K–$500K | SH |
| MTH | MERITAGE HOMES CORP | 3K | $100K–$500K | SH |
| DRTS | ALPHA TAU MEDICAL LTD | 44K | $100K–$500K | SH |
| IWC | ISHARES TR | 1K | $100K–$500K | SH |
| IYRI | NEOS ETF TRUST | 4K | $100K–$500K | SH |
| FLKR | FRANKLIN TEMPLETON ETF TR | 7K | $100K–$500K | SH |
| FIX | COMFORT SYS USA INC | 232 | $100K–$500K | SH |
| WRB | BERKLEY W R CORP | 3K | $100K–$500K | SH |
| JPC | NUVEEN PFD & INCOME OPPORTUN | 26K | $100K–$500K | SH |
| NPFD | NUVEEN VRIABL RAT PFD & INM | 11K | $100K–$500K | SH |
| TDG | TRANSDIGM GROUP INC | 160 | $100K–$500K | SH |
| JQC | NUVEEN CR STRATEGIES INCOME | 42K | $100K–$500K | SH |
| FICO | FAIR ISAAC CORP | 126 | $100K–$500K | SH |
| RS | RELIANCE INC | 736 | $100K–$500K | SH |
| COHR | COHERENT CORP | 1K | $100K–$500K | SH |
| SPTL | SPDR SERIES TRUST | 8K | $100K–$500K | SH |
| VTR | VENTAS INC | 3K | $100K–$500K | SH |
| JETS | ETF SER SOLUTIONS | 7K | $100K–$500K | SH |
| UUP | INVESCO DB US DLR INDEX TR | 8K | $100K–$500K | SH |
| SNV | SYNOVUS FINL CORP | 4K | $100K–$500K | SH |
| FHN | FIRST HORIZON CORPORATION | 9K | $100K–$500K | SH |
| AGOX | STARBOARD INVT TR | 7K | $100K–$500K | SH |
| LII | LENNOX INTL INC | 421 | $100K–$500K | SH |
| SPHD | INVESCO EXCH TRADED FD TR II | 4K | $100K–$500K | SH |
| PHM | PULTE GROUP INC | 2K | $100K–$500K | SH |
| DIN | DINE BRANDS GLOBAL INC | 6K | $100K–$500K | SH |
| ISCG | ISHARES TR | 4K | $100K–$500K | SH |
| JGLO | J P MORGAN EXCHANGE TRADED F | 3K | $100K–$500K | SH |
| MAA | MID-AMER APT CMNTYS INC | 1K | $100K–$500K | SH |
| SWK | STANLEY BLACK & DECKER INC | 3K | $100K–$500K | SH |
| APLU | ALLSPRING EXCHANGE TRADED FU | 8K | $100K–$500K | SH |
| SONY | SONY GROUP CORP | 8K | $100K–$500K | SH |
| TECK | TECK RESOURCES LTD | 4K | $100K–$500K | SH |
| XSW | SPDR SERIES TRUST | 1K | $100K–$500K | SH |
| BITO | PROSHARES TR | 16K | $100K–$500K | SH |
| JOBY | JOBY AVIATION INC | 14K | $100K–$500K | SH |