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 | Value |
|---|---|
APPAPPLOVIN CORP | $2.7M |
FBTCFIDELITY WISE ORIGIN BITCOIN | $2.7M |
DERMJOURNEY MED CORP | $2.7M |
VTWGVANGUARD SCOTTSDALE FDS | $2.7M |
WMWASTE MGMT INC DEL | $2.7M |
VVVANGUARD INDEX FDS | $2.7M |
SMINISHARES TR | $2.7M |
COPCONOCOPHILLIPS | $2.7M |
SCHQSCHWAB STRATEGIC TR | $2.7M |
URAGLOBAL X FDS | $2.6M |
TRVCCITIGROUP INC | $2.6M |
IBBISHARES TR | $2.6M |
EVSMMORGAN STANLEY ETF TRUST | $2.6M |
IDEVISHARES TR | $2.6M |
AFLAFLAC INC | $2.6M |
INTUINTUIT | $2.6M |
DYT1DYNEX CAP INC | $2.6M |
MUMICRON TECHNOLOGY INC | $2.6M |
PFFDGLOBAL X FDS | $2.6M |
DBJPDBX ETF TR | $2.5M |
RSGREPUBLIC SVCS INC | $2.5M |
SOXXISHARES TR | $2.5M |
PSXPHILLIPS 66 | $2.5M |
TOSTTOAST INC | $2.5M |
DALDELTA AIR LINES INC DEL | $2.5M |
AGNCAGNC INVT CORP | $2.5M |
CBOECBOE GLOBAL MKTS INC | $2.5M |
GNLGLOBAL NET LEASE INC | $2.5M |
FYBRFRONTIER COMMUNICATIONS PARE | $2.5M |
TTTRANE TECHNOLOGIES PLC | $2.5M |
FTLSFIRST TR EXCH TRADED FD III | $2.4M |
TCAFT ROWE PRICE ETF INC | $2.4M |
DKNGDRAFTKINGS INC NEW | $2.4M |
LRCXLAM RESEARCH CORP | $2.4M |
RHCRH PLC | $2.4M |
PULSPGIM ETF TR | $2.4M |
CVSCVS HEALTH CORP | $2.4M |
AIOVIRTUS ARTIFICIAL INTELLIGEN | $2.3M |
SUSUNCOR ENERGY INC NEW | $2.3M |
ROKROCKWELL AUTOMATION INC | $2.3M |
PRFDPIMCO ETF TR | $2.3M |
IYWISHARES TR | $2.3M |
SWANAMPLIFY ETF TR | $2.3M |
DUKDUKE ENERGY CORP NEW | $2.3M |
BMIBADGER METER INC | $2.3M |
ADIANALOG DEVICES INC | $2.3M |
PLDPROLOGIS INC. | $2.3M |
JPSTJ P MORGAN EXCHANGE TRADED F | $2.3M |
CSLCARLISLE COS INC | $2.3M |
JJACOBS SOLUTIONS INC | $2.3M |
NOWSERVICENOW INC | $2.3M |
COPXGLOBAL X FDS | $2.3M |
EFGISHARES TR | $2.2M |
FIWFIRST TR EXCHANGE-TRADED FD | $2.2M |
BBARRICK MNG CORP | $2.2M |
IUSGISHARES TR | $2.2M |
FTSMFIRST TR EXCHANGE-TRADED FD | $2.2M |
FCXFREEPORT-MCMORAN INC | $2.2M |
OKEONEOK INC NEW | $2.2M |
HEZUISHARES TR | $2.2M |
TSLLDIREXION SHS ETF TR | $2.2M |
VSSVANGUARD INTL EQUITY INDEX F | $2.2M |
MRSHMARSH & MCLENNAN COS INC | $2.2M |
QTECFIRST TR EXCHANGE-TRADED FD | $2.2M |
WBDWARNER BROS DISCOVERY INC | $2.2M |
SDYSPDR SERIES TRUST | $2.2M |
PRFINVESCO EXCHANGE TRADED FD T | $2.2M |
JPEMJ P MORGAN EXCHANGE TRADED F | $2.2M |
ARKFARK ETF TR | $2.1M |
VTWVVANGUARD SCOTTSDALE FDS | $2.1M |
CLOIVANECK ETF TRUST | $2.1M |
METMETLIFE INC | $2.1M |
DFAIDIMENSIONAL ETF TRUST | $2.1M |
GDGENERAL DYNAMICS CORP | $2.1M |
SCHMSCHWAB STRATEGIC TR | $2.1M |
XARSPDR SERIES TRUST | $2.0M |
IWBISHARES TR | $2.0M |
ROBOEXCHANGE TRADED CONCEPTS TRU | $2.0M |
QGRWWISDOMTREE TR | $2.0M |
FTHIFIRST TR EXCHANGE TRADED FD | $2.0M |
FENYFIDELITY COVINGTON TRUST | $2.0M |
SRVNXG CUSHING MIDSTREAM ENERGY | $2.0M |
OREALTY INCOME CORP | $2.0M |
BNBROOKFIELD CORP | $2.0M |
USBUS BANCORP DEL | $2.0M |
RLYSSGA ACTIVE ETF TR | $1.9M |
NCVVIRTUS CONVERTIBLE & INCOME | $1.9M |
IGVISHARES TR | $1.9M |
SBUXSTARBUCKS CORP | $1.9M |
CXEMFS HIGH INCOME MUN TR | $1.9M |
RFREGIONS FINANCIAL CORP NEW | $1.9M |
ADBEADOBE INC | $1.9M |
IBMPISHARES TR | $1.9M |
TMUST-MOBILE US INC | $1.9M |
CSWCSW INDUSTRIALS INC | $1.8M |
QLCFLEXSHARES TR | $1.8M |
VONGVANGUARD SCOTTSDALE FDS | $1.8M |
XLFISELECT SECTOR SPDR TR | $1.8M |
COWGPACER FDS TR | $1.8M |
QTUMETF SER SOLUTIONS | $1.8M |