Institutions / Summit Financial, LLC
Summit Financial, LLC
CIK 1765536 · Institution · as of Dec 31, 2025
Portfolio value
$6.81B
Positions
1,283
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 1,283 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $556.96M | 8.2% |
| Vanguard Intl Equity Index F | $245.63M | 3.6% |
| iShares Tr | $157.73M | 2.3% |
| Apple Inc. | $144.62M | 2.1% |
| Vanguard Index Fds | $118.66M | 1.7% |
| NVIDIA Corp | $118.20M | 1.7% |
| Microsoft Corp | $107.12M | 1.6% |
| SPDR S&P 500 ETF Tr | $99.57M | 1.5% |
| Vanguard Index Fds | $97.50M | 1.4% |
| Vanguard Index Fds | $92.03M | 1.4% |
| Invesco Exch Traded Fd Tr II | $86.56M | 1.3% |
| Amazon.com Inc | $81.88M | 1.2% |
| Warren E. Buffett | $80.80M | 1.2% |
| J P Morgan Exchange Traded F | $73.75M | 1.1% |
| Invesco Qqq Tr | $67.83M | 1.0% |
| PIMCO ETF Tr | $63.85M | 0.9% |
| Palantir Technologies Inc | $62.03M | 0.9% |
| JPMORGAN CHASE & CO | $60.66M | 0.9% |
| iShares Tr | $51.03M | 0.7% |
| Tesla Inc | $45.24M | 0.7% |
| Vanguard Tax-Managed Fds | $44.78M | 0.7% |
| iShares Tr | $43.71M | 0.6% |
| iShares Tr | $43.67M | 0.6% |
| Vanguard Index Fds | $41.58M | 0.6% |
| iShares Tr | $38.85M | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.