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 201–250 of 1,283
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NLR | VANECK ETF TRUST | 54K | $1M+ | SH |
| INDY | ISHARES TR | 136K | $1M+ | SH |
| FSCO | FS CREDIT OPPORTUNITIES CORP | 1.1M | $1M+ | SH |
| JMST | J P MORGAN EXCHANGE TRADED F | 131K | $1M+ | SH |
| HYG | ISHARES TR | 83K | $1M+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 84K | $1M+ | SH |
| TXN | TEXAS INSTRS INC | 38K | $1M+ | SH |
| JAAA | JANUS DETROIT STR TR | 131K | $1M+ | SH |
| KYN | KAYNE ANDERSON ENERGY INFRST | 536K | $1M+ | SH |
| GRPM | INVESCO EXCHANGE TRADED FD T | 55K | $1M+ | SH |
| LUMN | LUMEN TECHNOLOGIES INC | 850K | $1M+ | SH |
| CEG | CONSTELLATION ENERGY CORP | 19K | $1M+ | SH |
| KKR | KKR & CO INC | 51K | $1M+ | SH |
| XLV | SELECT SECTOR SPDR TR | 42K | $1M+ | SH |
| VFH | VANGUARD WORLD FD | 48K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 22K | $1M+ | SH |
| GE | GE AEROSPACE | 21K | $1M+ | SH |
| DNN | DENISON MINES CORP | 2.4M | $1M+ | SH |
| XLSR | SSGA ACTIVE TR | 101K | $1M+ | SH |
| JPIB | J P MORGAN EXCHANGE TRADED F | 129K | $1M+ | SH |
| LOW | LOWES COS INC | 26K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 8K | $1M+ | SH |
| USMV | ISHARES TR | 66K | $1M+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 10K | $1M+ | SH |
| NTR | NUTRIEN LTD | 98K | $1M+ | SH |
| VBK | VANGUARD INDEX FDS | 20K | $1M+ | SH |
| PEP | PEPSICO INC | 41K | $1M+ | SH |
| SCHV | SCHWAB STRATEGIC TR | 201K | $1M+ | SH |
| LMBS | FIRST TR EXCHANGE-TRADED FD | 119K | $1M+ | SH |
| SPGI | S&P GLOBAL INC | 11K | $1M+ | SH |
| MRVL | MARVELL TECHNOLOGY INC | 68K | $1M+ | SH |
| XLE | SELECT SECTOR SPDR TR | 127K | $1M+ | SH |
| VRT | VERTIV HOLDINGS CO | 34K | $1M+ | SH |
| SCHJ | SCHWAB STRATEGIC TR | 224K | $1M+ | SH |
| MCD | MCDONALDS CORP | 18K | $1M+ | SH |
| BLK | BLACKROCK INC | 5K | $1M+ | SH |
| QCOM | QUALCOMM INC | 32K | $1M+ | SH |
| UITB | VICTORY PORTFOLIOS II | 115K | $1M+ | SH |
| IQLT | ISHARES TR | 120K | $1M+ | SH |
| SYK | STRYKER CORPORATION | 15K | $1M+ | SH |
| IUSV | ISHARES TR | 53K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 31K | $1M+ | SH |
| SILJ | AMPLIFY ETF TR | 194K | $1M+ | SH |
| APH | AMPHENOL CORP NEW | 40K | $1M+ | SH |
| TEM | TEMPUS AI INC | 91K | $1M+ | SH |
| SPEM | SPDR INDEX SHS FDS | 113K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 71K | $1M+ | SH |
| WMB | WILLIAMS COS INC | 88K | $1M+ | SH |
| EMB | ISHARES TR | 54K | $1M+ | SH |
| VONV | VANGUARD SCOTTSDALE FDS | 56K | $1M+ | SH |