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 101–150 of 1,283
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IBDT | ISHARES TR | 528K | $1M+ | SH |
| ANGL | VANECK ETF TRUST | 457K | $1M+ | SH |
| IWD | ISHARES TR | 63K | $1M+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 265K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 35K | $1M+ | SH |
| IWO | ISHARES TR | 41K | $1M+ | SH |
| EMHY | ISHARES INC | 321K | $1M+ | SH |
| AXSM | AXSOME THERAPEUTICS INC | 71K | $1M+ | SH |
| SPMO | INVESCO EXCH TRADED FD TR II | 107K | $1M+ | SH |
| HD | HOME DEPOT INC | 35K | $1M+ | SH |
| CCJ | CAMECO CORP | 129K | $1M+ | SH |
| ET | ENERGY TRANSFER L P | 711K | $1M+ | SH |
| VOOG | VANGUARD ADMIRAL FDS INC | 26K | $1M+ | SH |
| DGRO | ISHARES TR | 165K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 194K | $1M+ | SH |
| FTEC | FIDELITY COVINGTON TRUST | 49K | $1M+ | SH |
| RKT | ROCKET COS INC | 562K | $1M+ | SH |
| SPIB | SPDR SERIES TRUST | 320K | $1M+ | SH |
| SCHC | SCHWAB STRATEGIC TR | 237K | $1M+ | SH |
| GM | GENERAL MTRS CO | 132K | $1M+ | SH |
| EXE | EXPAND ENERGY CORPORATION | 96K | $1M+ | SH |
| FPE | FIRST TR EXCH TRADED FD III | 580K | $1M+ | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 178K | $1M+ | SH |
| FDN | FIRST TR EXCHANGE-TRADED FD | 39K | $1M+ | SH |
| CSCO | CISCO SYS INC | 134K | $1M+ | SH |
| IWN | ISHARES TR | 56K | $1M+ | SH |
| NEAR | ISHARES U S ETF TR | 198K | $1M+ | SH |
| FXO | FIRST TR EXCHANGE TRADED FD | 167K | $1M+ | SH |
| IEF | ISHARES TR | 105K | $1M+ | SH |
| RDVY | FIRST TR EXCHANGE TRADED FD | 144K | $1M+ | SH |
| ICSH | ISHARES TR | 195K | $1M+ | SH |
| REGN | REGENERON PHARMACEUTICALS | 13K | $1M+ | SH |
| ORCL | ORACLE CORP | 49K | $1M+ | SH |
| EFA | ISHARES TR | 99K | $1M+ | SH |
| LQD | ISHARES TR | 86K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 360K | $1M+ | SH |
| FNDF | SCHWAB STRATEGIC TR | 205K | $1M+ | SH |
| FTWO | EA SERIES TRUST | 226K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 20K | $1M+ | SH |
| KO | COCA COLA CO | 130K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 113K | $1M+ | SH |
| BX | BLACKSTONE INC | 59K | $1M+ | SH |
| SPYI | NEOS ETF TRUST | 171K | $1M+ | SH |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | 367K | $1M+ | SH |
| T | AT&T INC | 354K | $1M+ | SH |
| MUB | ISHARES TR | 82K | $1M+ | SH |
| CGMS | CAPITAL GRP FIXED INCM ETF T | 313K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 359K | $1M+ | SH |
| QQXT | FIRST TR EXCHANGE-TRADED FD | 86K | $1M+ | SH |
| TSPY | ETF OPPORTUNITIES TRUST | 334K | $1M+ | SH |