Summit Financial, LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$6.6B
Holdings
1,238
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (1,238 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 1,642,867 | $539.1M | 8.23% | |
| 2 | VEUVANGUARD INTL EQUITY INDEX F | 3,272,155 | $233.5M | 3.56% | |
| 3 | IVVISHARES TR | 235,307 | $157.5M | 2.40% | |
| 4 | AAPLAPPLE INC | 543,776 | $138.5M | 2.11% | |
| 5 | NVDANVIDIA CORPORATION | 642,982 | $120.0M | 1.83% | |
| 6 | MSFTMICROSOFT CORP | 217,696 | $112.8M | 1.72% | |
| 7 | VUGVANGUARD INDEX FDS | 232,623 | $111.6M | 1.70% | |
| 8 | SPYSPDR S&P 500 ETF TR | 145,005 | $96.6M | 1.47% | |
| 9 | VOOVANGUARD INDEX FDS | 152,583 | $93.4M | 1.43% | |
| 10 | VTVVANGUARD INDEX FDS | 471,875 | $88.0M | 1.34% | |
| 11 | QQQMINVESCO EXCH TRADED FD TR II | 349,654 | $86.4M | 1.32% | |
| 12 | BRK/BBERKSHIRE HATHAWAY INC DEL | 160,329 | $80.6M | 1.23% | |
| 13 | AMZNAMAZON COM INC | 361,407 | $79.4M | 1.21% | |
| 14 | JBNDJ P MORGAN EXCHANGE TRADED F | 1,301,813 | $70.5M | 1.08% | |
| 15 | NDQINVESCO QQQ TR | 111,824 | $67.1M | 1.02% | |
| 16 | PLTRPALANTIR TECHNOLOGIES INC | 343,128 | $62.6M | 0.96% | |
| 17 | JPMJPMORGAN CHASE & CO. | 187,952 | $59.3M | 0.90% | |
| 18 | PYLDPIMCO ETF TR | 2,166,337 | $58.1M | 0.89% | |
| 19 | IBDYISHARES TR | 1,854,861 | $48.7M | 0.74% | |
| 20 | METAMETA PLATFORMS INC | 64,127 | $47.1M | 0.72% | |
| 21 | AQLTISHARES TR | 516,313 | $45.1M | 0.69% | |
| 22 | TSLATESLA INC | 96,256 | $42.8M | 0.65% | |
| 23 | VEAVANGUARD TAX-MANAGED FDS | 692,581 | $41.5M | 0.63% | |
| 24 | TLTISHARES TR | 454,311 | $40.6M | 0.62% | |
| 25 | VBRVANGUARD INDEX FDS | 194,255 | $40.5M | 0.62% | |
| 26 | IBDXISHARES TR | 1,441,585 | $36.9M | 0.56% | |
| 27 | IBDWISHARES TR | 1,739,411 | $36.9M | 0.56% | |
| 28 | WPMWHEATON PRECIOUS METALS CORP | 322,953 | $36.1M | 0.55% | |
| 29 | AVGOBROADCOM INC | 106,599 | $35.2M | 0.54% | |
| 30 | IBDVISHARES TR | 1,552,485 | $34.4M | 0.52% | |
| 31 | RSPINVESCO EXCHANGE TRADED FD T | 177,324 | $33.6M | 0.51% | |
| 32 | XLUSELECT SECTOR SPDR TR | 382,861 | $33.4M | 0.51% | |
| 33 | EFAVISHARES TR | 361,910 | $30.7M | 0.47% | |
| 34 | VOEVANGUARD INDEX FDS | 165,838 | $29.0M | 0.44% | |
| 35 | AGGISHARES TR | 287,893 | $28.9M | 0.44% | |
| 36 | IJHISHARES TR | 440,158 | $28.7M | 0.44% | |
| 37 | NFLXNETFLIX INC | 23,510 | $28.2M | 0.43% | |
| 38 | WMTWALMART INC | 269,894 | $27.8M | 0.42% | |
| 39 | VOVANGUARD INDEX FDS | 93,264 | $27.4M | 0.42% | |
| 40 | IUSBISHARES TR | 581,987 | $27.2M | 0.41% | |
| 41 | VCITVANGUARD SCOTTSDALE FDS | 317,625 | $26.7M | 0.41% | |
| 42 | GOOGALPHABET INC | 109,351 | $26.6M | 0.41% | |
| 43 | SPYGSPDR SERIES TRUST | 250,103 | $26.1M | 0.40% | |
| 44 | COSTCOSTCO WHSL CORP NEW | 28,190 | $26.1M | 0.40% | |
| 45 | PDPINVESCO EXCHANGE TRADED FD T | 211,927 | $25.0M | 0.38% | |
| 46 | SHVISHARES TR | 225,739 | $24.9M | 0.38% | |
| 47 | VBVANGUARD INDEX FDS | 97,105 | $24.7M | 0.38% | |
| 48 | IBDUISHARES TR | 1,010,855 | $23.7M | 0.36% | |
| 49 | SCHGSCHWAB STRATEGIC TR | 736,795 | $23.5M | 0.36% | |
| 50 | SMHVANECK ETF TRUST | 71,074 | $23.2M | 0.35% | |
| 51 | IVEISHARES TR | 110,778 | $22.9M | 0.35% | |
| 52 | IBITISHARES BITCOIN TRUST ETF | 349,590 | $22.7M | 0.35% | |
| 53 | ITOTISHARES TR | 152,462 | $22.2M | 0.34% | |
| 54 | AIQGLOBAL X FDS | 447,060 | $22.1M | 0.34% | |
| 55 | MOATVANECK ETF TRUST | 216,312 | $21.4M | 0.33% | |
| 56 | DONSPDR DOW JONES INDL AVERAGE | 44,623 | $20.7M | 0.32% | |
| 57 | BINCBLACKROCK ETF TRUST II | 388,586 | $20.7M | 0.32% | |
| 58 | SPYVSPDR SERIES TRUST | 362,645 | $20.1M | 0.31% | |
| 59 | IAU*ISHARES GOLD TR | 274,907 | $20.0M | 0.31% | |
| 60 | SDVYFIRST TR EXCHANGE-TRADED FD | 526,182 | $20.0M | 0.31% | |
| 61 | VWOVANGUARD INTL EQUITY INDEX F | 368,877 | $20.0M | 0.31% | |
| 62 | IBDTISHARES TR | 779,796 | $19.9M | 0.30% | |
| 63 | GQ9SPDR GOLD TR | 52,740 | $18.7M | 0.29% | |
| 64 | NEARISHARES U S ETF TR | 360,560 | $18.5M | 0.28% | |
| 65 | FBNDFIDELITY MERRIMACK STR TR | 395,871 | $18.3M | 0.28% | |
| 66 | JNJJOHNSON & JOHNSON | 98,506 | $18.3M | 0.28% | |
| 67 | XOMEXXON MOBIL CORP | 161,507 | $18.2M | 0.28% | |
| 68 | HOODROBINHOOD MKTS INC | 126,646 | $18.1M | 0.28% | |
| 69 | VPLSVANGUARD MALVERN FDS | 224,064 | $17.6M | 0.27% | |
| 70 | IJRISHARES TR | 147,692 | $17.6M | 0.27% | |
| 71 | IWFISHARES TR | 37,272 | $17.5M | 0.27% | |
| 72 | XLGINVESCO EXCHANGE TRADED FD T | 298,970 | $17.2M | 0.26% | |
| 73 | IEMGISHARES INC | 260,452 | $17.2M | 0.26% | |
| 74 | IWMISHARES TR | 70,733 | $17.1M | 0.26% | |
| 75 | DIVOAMPLIFY ETF TR | 383,062 | $17.1M | 0.26% | |
| 76 | SOFISOFI TECHNOLOGIES INC | 625,385 | $16.5M | 0.25% | |
| 77 | IBMINTERNATIONAL BUSINESS MACHS | 58,490 | $16.5M | 0.25% | |
| 78 | VVISA INC | 47,690 | $16.3M | 0.25% | |
| 79 | VYMVANGUARD WHITEHALL FDS | 112,405 | $15.8M | 0.24% | |
| 80 | ABBVABBVIE INC | 67,890 | $15.7M | 0.24% | |
| 81 | EFRENERGY FUELS INC | 1,022,784 | $15.7M | 0.24% | |
| 82 | EWJISHARES INC | 192,255 | $15.4M | 0.24% | |
| 83 | AVDEAMERICAN CENTY ETF TR | 194,126 | $15.3M | 0.23% | |
| 84 | SCHRSCHWAB STRATEGIC TR | 606,155 | $15.2M | 0.23% | |
| 85 | IGSBISHARES TR | 283,802 | $15.1M | 0.23% | |
| 86 | VFLOVICTORY PORTFOLIOS II | 397,777 | $14.9M | 0.23% | |
| 87 | ORCLORACLE CORP | 52,058 | $14.6M | 0.22% | |
| 88 | IBDZISHARES TR | 522,212 | $13.8M | 0.21% | |
| 89 | SCHXSCHWAB STRATEGIC TR | 523,503 | $13.8M | 0.21% | |
| 90 | HDHOME DEPOT INC | 33,951 | $13.8M | 0.21% | |
| 91 | XLKSELECT SECTOR SPDR TR | 48,627 | $13.7M | 0.21% | |
| 92 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 48,695 | $13.6M | 0.21% | |
| 93 | AVEMAMERICAN CENTY ETF TR | 178,514 | $13.4M | 0.20% | |
| 94 | GPZVANECK ETF TRUST | 479,740 | $13.3M | 0.20% | |
| 95 | JMUBJ P MORGAN EXCHANGE TRADED F | 260,640 | $13.2M | 0.20% | |
| 96 | SCHDSCHWAB STRATEGIC TR | 481,701 | $13.2M | 0.20% | |
| 97 | ANGLVANECK ETF TRUST | 440,385 | $13.1M | 0.20% | |
| 98 | KLMNINVESCO EXCH TRADED FD TR II | 107,470 | $13.0M | 0.20% | |
| 99 | JEPIJ P MORGAN EXCHANGE TRADED F | 227,244 | $13.0M | 0.20% | |
| 100 | NUGTDIREXION SHS ETF TR | 83,000 | $12.8M | 0.20% |
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