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)

StockValue
BRK/BBERKSHIRE HATHAWAY INC DEL
$81K
CALCCALCIMEDICA INC
$77K
GNFTYGENFIT S A
$71K
CMPSCOMPASS PATHWAYS PLC
$70K
SOWGSOW GOOD INC
$69K
NDQINVESCO QQQ TR
$67K
USALIBERTY ALL STAR EQUITY FD
$63K
ADNHADVENT TECHNOLOGIES HOLDNG I
$54K
METAMETA PLATFORMS INC
$47K
MSGMMOTORSPORT GAMES INC
$43K
REPLREPLIMUNE GROUP INC
$42K
ASSTSTRIVE INC
$34K
ELDNELEDON PHARMACEUTICALS INC
$29K
NFLXNETFLIX INC
$28K
COSTCOSTCO WHSL CORP NEW
$26K
LAZRQLUMINAR TECHNOLOGIES INC
$25K
XTIAXTI AEROSPACE INC
$16K
GSGOLDMAN SACHS GROUP INC
$13K
LLYELI LILLY & CO
$11K
MLB1MERCADOLIBRE INC
$8K
REGNREGENERON PHARMACEUTICALS
$7K
MAMASTERCARD INCORPORATED
$7K
VGTVANGUARD WORLD FD
$6K
MDYSPDR S&P MIDCAP 400 ETF TR
$6K
BLKBLACKROCK INC
$6K
GEVGE VERNOVA INC
$5K
URIUNITED RENTALS INC
$4K
PHPARKER-HANNIFIN CORP
$3K
CASYCASEYS GEN STORES INC
$3K
SPOTSPOTIFY TECHNOLOGY S A
$3K
APPAPPLOVIN CORP
$3K
INTUINTUIT
$3K
NOWSERVICENOW INC
$2K
BKNGBOOKING HOLDINGS INC
$2K
NOCNORTHROP GRUMMAN CORP
$2K
MCKMCKESSON CORP
$1K
ASMLASML HOLDING N V
$1K
IDXXIDEXX LABS INC
$1K
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