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 401–450 of 1,283
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| COPX | GLOBAL X FDS | 38K | $1M+ | SH |
| ETN | EATON CORP PLC | 9K | $1M+ | SH |
| SMBS | SCHWAB STRATEGIC TR | 107K | $1M+ | SH |
| AGNC | AGNC INVT CORP | 253K | $1M+ | SH |
| DBJP | DBX ETF TR | 29K | $1M+ | SH |
| IUSG | ISHARES TR | 16K | $1M+ | SH |
| HTRB | HARTFORD FDS EXCHANGE TRADED | 79K | $1M+ | SH |
| IMTB | ISHARES TR | 61K | $1M+ | SH |
| CBSH | COMMERCE BANCSHARES INC | 52K | $1M+ | SH |
| SRLN | SSGA ACTIVE ETF TR | 66K | $1M+ | SH |
| AEM | AGNICO EAGLE MINES LTD | 16K | $1M+ | SH |
| TGTX | TG THERAPEUTICS INC | 90K | $1M+ | SH |
| COP | CONOCOPHILLIPS | 29K | $1M+ | SH |
| VTWG | VANGUARD SCOTTSDALE FDS | 11K | $1M+ | SH |
| VV | VANGUARD INDEX FDS | 9K | $1M+ | SH |
| CHMI | CHERRY HILL MTG INVT CORP | 1.0M | $1M+ | SH |
| TT | TRANE TECHNOLOGIES PLC | 7K | $1M+ | SH |
| ROP | ROPER TECHNOLOGIES INC | 6K | $1M+ | SH |
| PINK | SIMPLIFY EXCHANGE TRADED FUN | 72K | $1M+ | SH |
| EVTR | MORGAN STANLEY ETF TRUST | 51K | $1M+ | SH |
| CVS | CVS HEALTH CORP | 33K | $1M+ | SH |
| GNL | GLOBAL NET LEASE INC | 303K | $1M+ | SH |
| QLC | FLEXSHARES TR | 32K | $1M+ | SH |
| SKYY | FIRST TR EXCHANGE TRADED FD | 20K | $1M+ | SH |
| AFL | AFLAC INC | 23K | $1M+ | SH |
| BRO | BROWN & BROWN INC | 32K | $1M+ | SH |
| IYW | ISHARES TR | 13K | $1M+ | SH |
| PLD | PROLOGIS INC. | 20K | $1M+ | SH |
| USFR | WISDOMTREE TR | 51K | $1M+ | SH |
| FYBR | FRONTIER COMMUNICATIONS PARE | 66K | $1M+ | SH |
| CBOE | CBOE GLOBAL MKTS INC | 10K | $1M+ | SH |
| CRH | CRH PLC | 20K | $1M+ | SH |
| URA | GLOBAL X FDS | 56K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 5K | $1M+ | SH |
| ROK | ROCKWELL AUTOMATION INC | 6K | $1M+ | SH |
| TCAF | T ROWE PRICE ETF INC | 65K | $1M+ | SH |
| PULS | PGIM ETF TR | 50K | $1M+ | SH |
| FTLS | FIRST TR EXCH TRADED FD III | 35K | $1M+ | SH |
| TOST | TOAST INC | 69K | $1M+ | SH |
| IWS | ISHARES TR | 17K | $1M+ | SH |
| ADI | ANALOG DEVICES INC | 9K | $1M+ | SH |
| PFFD | GLOBAL X FDS | 128K | $1M+ | SH |
| SU | SUNCOR ENERGY INC NEW | 55K | $1M+ | SH |
| SPOT | SPOTIFY TECHNOLOGY S A | 4K | $1M+ | SH |
| VPU | VANGUARD WORLD FD | 13K | $1M+ | SH |
| INTU | INTUIT | 4K | $1M+ | SH |
| PRFD | PIMCO ETF TR | 46K | $1M+ | SH |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | 102K | $1M+ | SH |
| BABA | ALIBABA GROUP HLDG LTD | 16K | $1M+ | SH |
| SWAN | AMPLIFY ETF TR | 73K | $1M+ | SH |