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 151–200 of 1,283
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VTEB | VANGUARD MUN BD FDS | 168K | $1M+ | SH |
| JBBB | JANUS DETROIT STR TR | 176K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 38K | $1M+ | SH |
| QQQI | NEOS ETF TRUST | 156K | $1M+ | SH |
| IJS | ISHARES TR | 74K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 152K | $1M+ | SH |
| SCHP | SCHWAB STRATEGIC TR | 314K | $1M+ | SH |
| MLN | VANECK ETF TRUST | 473K | $1M+ | SH |
| VHT | VANGUARD WORLD FD | 29K | $1M+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 14K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 53K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 57K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 107K | $1M+ | SH |
| GDX | VANECK ETF TRUST | 94K | $1M+ | SH |
| MS | MORGAN STANLEY | 45K | $1M+ | SH |
| BSCS | INVESCO EXCH TRD SLF IDX FD | 387K | $1M+ | SH |
| FXR | FIRST TR EXCHANGE TRADED FD | 97K | $1M+ | SH |
| NOBL | PROSHARES TR | 74K | $1M+ | SH |
| PDI | PIMCO DYNAMIC INCOME FD | 432K | $1M+ | SH |
| MSTR | STRATEGY INC | 51K | $1M+ | SH |
| TJX | TJX COS INC NEW | 50K | $1M+ | SH |
| IXUS | ISHARES TR | 90K | $1M+ | SH |
| SPSB | SPDR SERIES TRUST | 246K | $1M+ | SH |
| CAT | CATERPILLAR INC | 13K | $1M+ | SH |
| QUAL | ISHARES TR | 37K | $1M+ | SH |
| SO | SOUTHERN CO | 85K | $1M+ | SH |
| HELO | J P MORGAN EXCHANGE TRADED F | 111K | $1M+ | SH |
| FXU | FIRST TR EXCHANGE TRADED FD | 160K | $1M+ | SH |
| CDL | VICTORY PORTFOLIOS II | 104K | $1M+ | SH |
| UEC | URANIUM ENERGY CORP | 613K | $1M+ | SH |
| CIL | VICTORY PORTFOLIOS II | 132K | $1M+ | SH |
| MELI | MERCADOLIBRE INC | 4K | $1M+ | SH |
| SLQD | ISHARES TR | 139K | $1M+ | SH |
| ABT | ABBOTT LABS | 56K | $1M+ | SH |
| BK | BANK NEW YORK MELLON CORP | 60K | $1M+ | SH |
| COWZ | PACER FDS TR | 115K | $1M+ | SH |
| IJJ | ISHARES TR | 53K | $1M+ | SH |
| VOOV | VANGUARD ADMIRAL FDS INC | 34K | $1M+ | SH |
| CFA | VICTORY PORTFOLIOS II | 76K | $1M+ | SH |
| XLF | SELECT SECTOR SPDR TR | 126K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 21K | $1M+ | SH |
| RTX | RTX CORPORATION | 38K | $1M+ | SH |
| SIL | GLOBAL X FDS | 82K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 12K | $1M+ | SH |
| IBB | ISHARES TR | 41K | $1M+ | SH |
| IWR | ISHARES TR | 71K | $1M+ | SH |
| USTB | VICTORY PORTFOLIOS II | 134K | $1M+ | SH |
| CSHI | NEOS ETF TRUST | 136K | $1M+ | SH |
| COF | CAPITAL ONE FINL CORP | 28K | $1M+ | SH |
| VGLT | VANGUARD SCOTTSDALE FDS | 121K | $1M+ | SH |