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 301–350 of 1,283
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SNOW | SNOWFLAKE INC | 19K | $1M+ | SH |
| MGF | MFS GOVT MKTS INCOME TR | 1.4M | $1M+ | SH |
| HFSI | HARTFORD FDS EXCHANGE TRADED | 115K | $1M+ | SH |
| FXZ | FIRST TR EXCHANGE TRADED FD | 63K | $1M+ | SH |
| XLI | SELECT SECTOR SPDR TR | 26K | $1M+ | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 92K | $1M+ | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 44K | $1M+ | SH |
| FDL | FIRST TR EXCHANGE-TRADED FD | 90K | $1M+ | SH |
| CALF | PACER FDS TR | 89K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC | 21K | $1M+ | SH |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 113K | $1M+ | SH |
| IBMR | ISHARES TR | 154K | $1M+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 72K | $1M+ | SH |
| DE | DEERE & CO | 8K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 15K | $1M+ | SH |
| DGRW | WISDOMTREE TR | 43K | $1M+ | SH |
| FMHI | FIRST TR EXCH TRADED FD III | 80K | $1M+ | SH |
| FNCL | FIDELITY COVINGTON TRUST | 49K | $1M+ | SH |
| HNDL | STRATEGY SHS | 174K | $1M+ | SH |
| SCHW | SCHWAB CHARLES CORP | 38K | $1M+ | SH |
| JPIE | J P MORGAN EXCHANGE TRADED F | 82K | $1M+ | SH |
| TIP | ISHARES TR | 35K | $1M+ | SH |
| PH | PARKER-HANNIFIN CORP | 4K | $1M+ | SH |
| EMR | EMERSON ELEC CO | 28K | $1M+ | SH |
| CGIC | CAPITAL GROUP INTERNATIONAL | 115K | $1M+ | SH |
| LIN | LINDE PLC | 9K | $1M+ | SH |
| GILD | GILEAD SCIENCES INC | 30K | $1M+ | SH |
| MOS | MOSAIC CO NEW | 155K | $1M+ | SH |
| WES | WESTERN MIDSTREAM PARTNERS L | 94K | $1M+ | SH |
| IMCB | ISHARES TR | 45K | $1M+ | SH |
| MO | ALTRIA GROUP INC | 63K | $1M+ | SH |
| FEZ | SPDR INDEX SHS FDS | 57K | $1M+ | SH |
| DXJ | WISDOMTREE TR | 25K | $1M+ | SH |
| FLMI | FRANKLIN TEMPLETON ETF TR | 145K | $1M+ | SH |
| SHW | SHERWIN WILLIAMS CO | 11K | $1M+ | SH |
| EQT | EQT CORP | 67K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 40K | $1M+ | SH |
| OUNZ | VANECK MERK GOLD ETF | 86K | $1M+ | SH |
| PFE | PFIZER INC | 141K | $1M+ | SH |
| AEP | AMERICAN ELEC PWR CO INC | 30K | $1M+ | SH |
| XBI | SPDR SERIES TRUST | 29K | $1M+ | SH |
| BUG | GLOBAL X FDS | 114K | $1M+ | SH |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 101K | $1M+ | SH |
| WST | WEST PHARMACEUTICAL SVSC INC | 13K | $1M+ | SH |
| PFF | ISHARES TR | 111K | $1M+ | SH |
| SCYB | SCHWAB STRATEGIC TR | 131K | $1M+ | SH |
| C | CITIGROUP INC | 29K | $1M+ | SH |
| SMCI | SUPER MICRO COMPUTER INC | 117K | $1M+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 34K | $1M+ | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 77K | $1M+ | SH |