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 351–400 of 1,283
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CGCP | CAPITAL GRP FIXED INCM ETF T | 150K | $1M+ | SH |
| VXF | VANGUARD INDEX FDS | 16K | $1M+ | SH |
| EVSM | MORGAN STANLEY ETF TRUST | 66K | $1M+ | SH |
| ETHA | ISHARES ETHEREUM TR | 149K | $1M+ | SH |
| OEF | ISHARES TR | 10K | $1M+ | SH |
| URI | UNITED RENTALS INC | 4K | $1M+ | SH |
| GEL | GENESIS ENERGY L P | 210K | $1M+ | SH |
| IBMS | ISHARES TR | 125K | $1M+ | SH |
| WBD | WARNER BROS DISCOVERY INC | 113K | $1M+ | SH |
| CHAT | TIDAL TRUST II | 55K | $1M+ | SH |
| PBA | PEMBINA PIPELINE CORP | 85K | $1M+ | SH |
| AVXL | ANAVEX LIFE SCIENCES CORP | 903K | $1M+ | SH |
| QYLD | GLOBAL X FDS | 182K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 31K | $1M+ | SH |
| B | BARRICK MNG CORP | 74K | $1M+ | SH |
| CLSK | CLEANSPARK INC | 316K | $1M+ | SH |
| SRVR | PACER FDS TR | 109K | $1M+ | SH |
| NDSN | NORDSON CORP | 13K | $1M+ | SH |
| FRO | FRONTLINE PLC | 145K | $1M+ | SH |
| UNP | UNION PAC CORP | 14K | $1M+ | SH |
| IDEV | ISHARES TR | 38K | $1M+ | SH |
| CTAS | CINTAS CORP | 17K | $1M+ | SH |
| JCPB | J P MORGAN EXCHANGE TRADED F | 65K | $1M+ | SH |
| CDX | SIMPLIFY EXCHANGE TRADED FUN | 138K | $1M+ | SH |
| ACWI | ISHARES TR | 22K | $1M+ | SH |
| SOXX | ISHARES TR | 10K | $1M+ | SH |
| XLC | SELECT SECTOR SPDR TR | 26K | $1M+ | SH |
| GVAL | CAMBRIA ETF TR | 96K | $1M+ | SH |
| DERM | JOURNEY MED CORP | 390K | $1M+ | SH |
| HMY | HARMONY GOLD MINING CO LTD | 151K | $1M+ | SH |
| ONEQ | FIDELITY COMWLTH TR | 33K | $1M+ | SH |
| FTCB | FIRST TR EXCHANGE-TRADED FD | 140K | $1M+ | SH |
| CGMU | CAPITAL GRP FIXED INCM ETF T | 108K | $1M+ | SH |
| MDT | MEDTRONIC PLC | 31K | $1M+ | SH |
| RNR | RENAISSANCERE HLDGS LTD | 11K | $1M+ | SH |
| DX | DYNEX CAP INC | 211K | $1M+ | SH |
| INDA | ISHARES TR | 55K | $1M+ | SH |
| CASY | CASEYS GEN STORES INC | 5K | $1M+ | SH |
| DAL | DELTA AIR LINES INC DEL | 42K | $1M+ | SH |
| SGOV | ISHARES TR | 29K | $1M+ | SH |
| BSX | BOSTON SCIENTIFIC CORP | 31K | $1M+ | SH |
| IVW | ISHARES TR | 23K | $1M+ | SH |
| LNG | CHENIERE ENERGY INC | 15K | $1M+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 101K | $1M+ | SH |
| CIBR | FIRST TR EXCHANGE TRADED FD | 40K | $1M+ | SH |
| FXN | FIRST TR EXCHANGE TRADED FD | 172K | $1M+ | SH |
| FCX | FREEPORT-MCMORAN INC | 55K | $1M+ | SH |
| SMIN | ISHARES TR | 40K | $1M+ | SH |
| SCHQ | SCHWAB STRATEGIC TR | 88K | $1M+ | SH |
| CORP | PIMCO ETF TR | 28K | $1M+ | SH |