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 |
|---|---|
XETYXEATON VANCE TAX-MANAGED DIVE | $859K |
HFGOHARTFORD FDS EXCHANGE TRADED | $855K |
HIGHSIMPLIFY EXCHANGE TRADED FUN | $849K |
UALUNITED AIRLS HLDGS INC | $841K |
HACKAMPLIFY ETF TR | $834K |
FQIDIGITAL RLTY TR INC | $832K |
MBBISHARES TR | $826K |
ACWVISHARES INC | $823K |
AIRRFIRST TR EXCHANGE TRADED FD | $823K |
CITHE CIGNA GROUP | $821K |
IVOLKRANESHARES TRUST | $819K |
CMECME GROUP INC | $814K |
VIGIVANGUARD WHITEHALL FDS | $814K |
HYHGPROSHARES TR | $808K |
NNENANO NUCLEAR ENERGY INC | $804K |
VCRVANGUARD WORLD FD | $803K |
DONWISDOMTREE TR | $800K |
VDCVANGUARD WORLD FD | $798K |
WTRGESSENTIAL UTILS INC | $797K |
WYWEYERHAEUSER CO MTN BE | $796K |
SDSIAMERICAN CENTY ETF TR | $796K |
JGROJ P MORGAN EXCHANGE TRADED F | $794K |
IHIISHARES TR | $794K |
NOVNOV INC | $791K |
DEMWISDOMTREE TR | $787K |
VGSHVANGUARD SCOTTSDALE FDS | $782K |
FFORD MTR CO | $779K |
PPGPPG INDS INC | $779K |
VRSNVERISIGN INC | $774K |
IEIISHARES TR | $772K |
HTGCHERCULES CAPITAL INC | $771K |
PFFAETFIS SER TR I | $767K |
HIGHARTFORD INSURANCE GROUP INC | $767K |
SPLVINVESCO EXCH TRADED FD TR II | $764K |
STIPISHARES TR | $763K |
MGCVANGUARD WORLD FD | $762K |
SPSMSPDR SERIES TRUST | $759K |
DLNWISDOMTREE TR | $757K |
NVGNUVEEN AMT FREE MUN CR INC F | $753K |
GRALGRAIL INC | $752K |
ZECPZACKS TRUST | $750K |
TROWPRICE T ROWE GROUP INC | $746K |
RECSCOLUMBIA ETF TR I | $746K |
KMBKIMBERLY-CLARK CORP | $745K |
DGRSWISDOMTREE TR | $742K |
USHYISHARES TR | $742K |
IXNISHARES TR | $740K |
SMFGSUMITOMO MITSUI FINL GROUP I | $740K |
THQABRDN HEALTHCARE OPPORTUNITI | $737K |
BKLNINVESCO EXCH TRADED FD TR II | $737K |
DFACDIMENSIONAL ETF TRUST | $732K |
THWABRDN WORLD HEALTHCARE FUND | $731K |
DRLLEA SERIES TRUST | $725K |
TRVTRAVELERS COMPANIES INC | $723K |
PRUPRUDENTIAL FINL INC | $721K |
NETCLOUDFLARE INC | $718K |
VNOMVIPER ENERGY INC | $716K |
EQTEQT CORP | $716K |
MINTPIMCO ETF TR | $716K |
SLVPISHARES INC | $711K |
EVREVERCORE INC | $711K |
NUKZEXCHANGE TRADED CONCEPTS TRU | $708K |
SPGSIMON PPTY GROUP INC NEW | $706K |
KHCKRAFT HEINZ CO | $705K |
STXVEA SERIES TRUST | $700K |
FLQMFRANKLIN TEMPLETON ETF TR | $697K |
IDV*ISHARES TR | $695K |
NUENUCOR CORP | $694K |
XELXCEL ENERGY INC | $692K |
XLBSELECT SECTOR SPDR TR | $692K |
PGXINVESCO EXCH TRADED FD TR II | $691K |
SIRISIRIUSXM HOLDINGS INC | $690K |
USIGISHARES TR | $690K |
AXONAXON ENTERPRISE INC | $688K |
AEEAMEREN CORP | $688K |
FLOTISHARES TR | $679K |
SCHESCHWAB STRATEGIC TR | $675K |
FPEIFIRST TR EXCH TRADED FD III | $675K |
MSIMOTOROLA SOLUTIONS INC | $671K |
EWEDWARDS LIFESCIENCES CORP | $668K |
SVOLSIMPLIFY EXCHANGE TRADED FUN | $664K |
PIMPUTNAM MASTER INTER INCOME T | $664K |
EMXCISHARES INC | $661K |
UBSIUNITED BANKSHARES INC WEST V | $660K |
VTVANGUARD INTL EQUITY INDEX F | $659K |
JKHYHENRY JACK & ASSOC INC | $659K |
AZNASTRAZENECA PLC | $658K |
KBESPDR SERIES TRUST | $656K |
VAWVANGUARD WORLD FD | $656K |
XMHQINVESCO EXCHANGE TRADED FD T | $654K |
SPHYSPDR SERIES TRUST | $653K |
YINNDIREXION SHS ETF TR | $651K |
ZTSZOETIS INC | $649K |
KLACKLA CORP | $647K |
SFLRINNOVATOR ETFS TRUST | $646K |
BCCCGLOBAL X FDS | $644K |
VRTXVERTEX PHARMACEUTICALS INC | $643K |
SLYGSPDR SERIES TRUST | $642K |
ONEQFIDELITY COMWLTH TR | $640K |
PSKYPARAMOUNT SKYDANCE CORP | $640K |