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 251–300 of 1,283
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BIV | VANGUARD BD INDEX FDS | 67K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC | 63K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 64K | $1M+ | SH |
| COIN | COINBASE GLOBAL INC | 23K | $1M+ | SH |
| VCRB | VANGUARD MALVERN FDS | 66K | $1M+ | SH |
| KBWY | INVESCO EXCH TRADED FD TR II | 331K | $1M+ | SH |
| HON | HONEYWELL INTL INC | 26K | $1M+ | SH |
| BSMS | INVESCO EXCH TRD SLF IDX FD | 216K | $1M+ | SH |
| FMB | FIRST TR EXCH TRADED FD III | 99K | $1M+ | SH |
| BSMR | INVESCO EXCH TRD SLF IDX FD | 214K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 125K | $1M+ | SH |
| CB | CHUBB LIMITED | 16K | $1M+ | SH |
| AMGN | AMGEN INC | 15K | $1M+ | SH |
| GNR | SPDR INDEX SHS FDS | 81K | $1M+ | SH |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | 212K | $1M+ | SH |
| ITA | ISHARES TR | 23K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 31K | $1M+ | SH |
| IWP | ISHARES TR | 36K | $1M+ | SH |
| GEV | GE VERNOVA INC | 8K | $1M+ | SH |
| BA | BOEING CO | 23K | $1M+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 153K | $1M+ | SH |
| PAAA | PGIM ETF TR | 96K | $1M+ | SH |
| SUN | SUNOCO LP/SUNOCO FIN CORP | 93K | $1M+ | SH |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 65K | $1M+ | SH |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | 114K | $1M+ | SH |
| HIMU | BLACKROCK ETF TRUST II | 99K | $1M+ | SH |
| CRM | SALESFORCE INC | 18K | $1M+ | SH |
| DIS | DISNEY WALT CO | 42K | $1M+ | SH |
| RDVI | FIRST TR EXCHANGE-TRADED FD | 183K | $1M+ | SH |
| SLV | ISHARES SILVER TR | 75K | $1M+ | SH |
| SHOP | SHOPIFY INC | 30K | $1M+ | SH |
| SA | SEABRIDGE GOLD INC | 160K | $1M+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 18K | $1M+ | SH |
| SCCO | SOUTHERN COPPER CORP | 33K | $1M+ | SH |
| CYBR | CYBERARK SOFTWARE LTD | 10K | $1M+ | SH |
| BITB | BITWISE BITCOIN ETF TR | 98K | $1M+ | SH |
| IWY | ISHARES TR | 17K | $1M+ | SH |
| ALB | ALBEMARLE CORP | 32K | $1M+ | SH |
| SPDW | SPDR INDEX SHS FDS | 102K | $1M+ | SH |
| DELL | DELL TECHNOLOGIES INC | 35K | $1M+ | SH |
| INTC | INTEL CORP | 120K | $1M+ | SH |
| BSCR | INVESCO EXCH TRD SLF IDX FD | 223K | $1M+ | SH |
| PPTY | ETF SER SOLUTIONS | 146K | $1M+ | SH |
| EIPI | FIRST TR EXCHNG TRADED FD VI | 220K | $1M+ | SH |
| STXK | EA SERIES TRUST | 130K | $1M+ | SH |
| MODL | VICTORY PORTFOLIOS II | 91K | $1M+ | SH |
| SCHO | SCHWAB STRATEGIC TR | 174K | $1M+ | SH |
| RWAY | RUNWAY GROWTH FINANCE CORP | 473K | $1M+ | SH |
| JQUA | J P MORGAN EXCHANGE TRADED F | 67K | $1M+ | SH |
| EQR | EQUITY RESIDENTIAL | 67K | $1M+ | SH |