What is Summit Financial, LLC's portfolio value?

As of Q4 2025, Summit Financial, LLC manages $6.8B across 1283 reported positions in their SEC 13F filing.

What are Summit Financial, LLC's top holdings?

Summit Financial, LLC's largest 13F positions include VTI, VEU, IVV, representing approximately 14.1% of the reported portfolio.

How many stocks does Summit Financial, LLC hold?

Summit Financial, LLC holds 1283 reported positions as of their Q4 2025 13F filing.

When did Summit Financial, LLC last file a 13F?

The most recent 13F filing from Summit Financial, LLC reports positions as of Q4 2025. 13F filings are required within 45 days of each calendar quarter end.

Summit Financial, LLC

CIK: 0001765536SEC EDGAR →

Portfolio Value

$6.8B

Holdings

1,283

As of

Q4 2025

New Positions

1,231

Closed Positions

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	VTI VANGUARD INDEX FDS	1,661,237	$556.0M	8.17%
2	VEU VANGUARD INTL EQUITY INDEX F	3,339,132	$245.0M	3.60%
3	IVV ISHARES TR	230,276	$157.0M	2.31%
4	AAPL APPLE INC	531,978	$144.0M	2.12%
5	NVDA NVIDIA CORPORATION	633,764	$118.0M	1.73%
6	VUG VANGUARD INDEX FDS	243,232	$118.0M	1.73%
7	MSFT MICROSOFT CORP	221,500	$107.0M	1.57%
8	SPY SPDR S&P 500 ETF TR	145,586	$99.0M	1.45%
9	VOO VANGUARD INDEX FDS	155,474	$97.0M	1.43%
10	VTV VANGUARD INDEX FDS	481,837	$92.0M	1.35%

Quarterly Changes

Top Buys

MSFT↑ Increased

$106.9M

SPY↑ Increased

$98.9M

VOO↑ Increased

$96.9M

BRK/B↑ Increased

$79.9M

IBDZ↑ Increased

$29.2M

Top Sells

IVV↓ Decreased

$156.8M

NDQ↓ Decreased

$66.9M

META↓ Decreased

$37.0M

COST↓ Decreased

$15.0M

IBIT↓ Decreased

$9.7M

New Positions (102)

$10.0M · 562K shares

$6.0M · 129K shares

$3.0M · 131K shares

$2.0M · 72K shares

$2.0M · 90K shares

$2.0M · 79K shares

$2.0M · 35K shares

$1.0M · 25K shares

$1.0M · 19K shares

$1.0M · 96K shares

$1.0M · 12K shares

$1.0M · 11K shares

$1.0M · 31K shares

$1.0M · 42K shares

$0 · 9K shares

$0 · 10K shares

$0 · 7K shares

$0 · 4K shares

$0 · 23K shares

$0 · 5K shares

$0 · 50K shares

$0 · 36K shares

$0 · 38K shares

$0 · 11K shares

$0 · 2K shares

$0 · 6K shares

$0 · 384 shares

$0 · 19K shares

$0 · 2K shares

$0 · 2K shares

$0 · 14K shares

$0 · 4K shares

$0 · 3K shares

$0 · 2K shares

$0 · 3K shares

$0 · 4K shares

$0 · 9K shares

$0 · 2K shares

$0 · 3K shares

$0 · 33K shares

$0 · 1K shares

$0 · 5K shares

$0 · 8K shares

$0 · 14K shares

$0 · 31K shares

$0 · 7K shares

$0 · 2K shares

$0 · 6K shares

$0 · 5K shares

$0 · 4K shares

$0 · 5K shares

$0 · 6K shares

$0 · 10K shares

$0 · 608 shares

$0 · 232 shares

$0 · 4K shares

$0 · 11K shares

$0 · 7K shares

$0 · 5K shares

$0 · 10K shares

$0 · 3K shares

$0 · 16K shares

$0 · 2K shares

$0 · 18K shares

$0 · 5K shares

$0 · 9K shares

$0 · 4K shares

$0 · 12K shares

$0 · 1K shares

$0 · 7K shares

$0 · 5K shares

$0 · 10K shares

$0 · 31K shares

$0 · 5K shares

$0 · 4K shares

$0 · 15K shares

$0 · 34K shares

$0 · 11K shares

$0 · 6K shares

$0 · 10K shares

$0 · 10K shares

$0 · 4K shares

$0 · 8K shares

$0 · 11K shares

$0 · 15K shares

$0 · 1K shares

$0 · 8K shares

$0 · 160 shares

$0 · 1K shares

$0 · 7K shares

$0 · 8K shares

$0 · 14K shares

$0 · 11K shares

APLU

$0 · 8K shares

WLTG

$0 · 9K shares

$0 · 6K shares

VOT

$0 · 1K shares

UCB

$0 · 15K shares

$0 · 2K shares

ELTX

$0 · 10K shares

VEN

$0 · 3K shares

LITE

$0 · 1K shares

Closed Positions (57)

$6.0M · 15K shares

$3.1M · 135K shares

$2.0M · 14K shares

$1.8M · 8K shares

$1.5M · 30K shares

$1.0M · 15K shares

$855K · 32K shares

$742K · 15K shares

$651K · 12K shares

$646K · 18K shares

$612K · 22K shares

$522K · 560 shares

$480K · 51K shares

$464K · 6K shares

$424K · 8K shares

$421K · 5K shares

$388K · 26K shares

$360K · 5K shares

$360K · 13K shares

$341K · 8K shares

$329K · 6K shares

$324K · 1K shares

$317K · 5K shares

BUFD

$314K · 11K shares

TDIV

$302K · 3K shares

TRY

$293K · 34K shares

$278K · 1K shares

$266K · 2K shares

$258K · 2K shares

$257K · 8K shares

$256K · 7K shares

$253K · 5K shares

$253K · 18K shares

$247K · 8K shares

$244K · 2K shares

$243K · 8K shares

$239K · 3K shares

$238K · 4K shares

$238K · 3K shares

$225K · 1K shares

$221K · 3K shares

$219K · 3K shares

$218K · 3K shares

$218K · 8K shares

$214K · 1K shares

$213K · 2K shares

$208K · 6K shares

$207K · 2K shares

$207K · 5K shares

$206K · 8K shares

$206K · 5K shares

$121K · 15K shares

$97K · 10K shares

$71K · 19K shares

$54K · 17K shares

$25K · 13K shares

$16K · 11K shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	709	$4.3B	69.3%
Technology	129	$687.0M	11.0%
Unknown	74	$377.0M	6.1%
Consumer Cyclical	56	$186.0M	3.0%
Healthcare	67	$157.0M	2.5%
Communication Services	20	$125.0M	2.0%
Energy	45	$97.0M	1.6%
Industrials	72	$92.0M	1.5%
Consumer Defensive	27	$71.0M	1.1%
Basic Materials	30	$68.0M	1.1%
Utilities	30	$32.0M	0.5%
Real Estate	24	$20.0M	0.3%