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 |
|---|---|
ZIMZIM INTEGRATED SHIPPING SERV | $639K |
XLRESELECT SECTOR SPDR TR | $639K |
KATADVISORS SER TR | $638K |
AENTALLIANCE ENTERTAINMENT HOLDI | $638K |
SOUNSOUNDHOUND AI INC | $637K |
ALSALLSTATE CORP | $635K |
HODLVANECK BITCOIN ETF | $632K |
PPLPPL CORP | $632K |
LIILENNOX INTL INC | $630K |
CDNSCADENCE DESIGN SYSTEM INC | $629K |
BGRBLACKROCK ENERGY & RES TR | $627K |
UTESETFIS SER TR I | $626K |
AZOAUTOZONE INC | $626K |
AVSCAMERICAN CENTY ETF TR | $622K |
VERUVERU INC | $622K |
FAIFIRST TR EXCHANGE TRADED FD | $621K |
XSOEWISDOMTREE TR | $620K |
VEEVVEEVA SYS INC | $619K |
DFISDIMENSIONAL ETF TRUST | $618K |
MLMMARTIN MARIETTA MATLS INC | $618K |
KHPIMANAGED PORTFOLIO SERIES | $618K |
EFVISHARES TR | $617K |
PWRQUANTA SVCS INC | $617K |
SGDMSPROTT ETF TRUST | $614K |
HYDVANECK ETF TRUST | $614K |
FISVFISERV INC | $613K |
MAXISIMPLIFY EXCHANGE TRADED FUN | $612K |
CPCANADIAN PACIFIC KANSAS CITY | $608K |
BPBP PLC | $607K |
SMTHALPS ETF TR | $605K |
TLNTALEN ENERGY CORP | $603K |
EOSEATON VANCE ENHANCED EQUITY | $602K |
IONQIONQ INC | $600K |
AMEAMETEK INC | $597K |
ETVEATON VANCE TAX-MANAGED BUY- | $597K |
HCAHCA HEALTHCARE INC | $594K |
DAPPVANECK ETF TRUST | $591K |
EQIXEQUINIX INC | $591K |
HYLSFIRST TR EXCHANGE-TRADED FD | $589K |
AONAON PLC | $588K |
SHYISHARES TR | $587K |
FTGSFIRST TR EXCHANGE-TRADED FD | $585K |
NVSNNOVARTIS AG | $581K |
STZCONSTELLATION BRANDS INC | $581K |
FCGFIRST TR EXCHANGE-TRADED FD | $577K |
GLXYGALAXY DIGITAL INC. | $576K |
ARKKARK ETF TR | $575K |
IVOVVANGUARD ADMIRAL FDS INC | $571K |
QBTSD-WAVE QUANTUM INC | $571K |
JPXAEROVIRONMENT INC | $570K |
INTFISHARES TR | $569K |
CTVACORTEVA INC | $569K |
FTQIFIRST TR EXCHANGE TRADED FD | $566K |
IJTISHARES TR | $560K |
ESGUISHARES TR | $560K |
VDEVANGUARD WORLD FD | $559K |
KEYSKEYSIGHT TECHNOLOGIES INC | $558K |
EIXEDISON INTL | $554K |
FTRIFIRST TR EXCHANGE TRADED FD | $551K |
NVONOVO-NORDISK A S | $550K |
AJGGALLAGHER ARTHUR J & CO | $550K |
PFXFVANECK ETF TRUST | $546K |
IBKRINTERACTIVE BROKERS GROUP IN | $542K |
PEGPUBLIC SVC ENTERPRISE GRP IN | $541K |
AVDLAVADEL PHARMACEUTICALS PLC | $541K |
DOCUDOCUSIGN INC | $538K |
ABGCENCORA INC | $537K |
FFC0OAKTREE SPECIALTY LENDING CO | $535K |
AQLTISHARES TR | $530K |
ARANTERO RESOURCES CORP | $525K |
TPLTEXAS PACIFIC LAND CORPORATI | $522K |
XEXGXEATON VANCE TAX-MANAGED GLOB | $519K |
OBDCBLUE OWL CAPITAL CORPORATION | $517K |
UJANINNOVATOR ETFS TRUST | $511K |
MTBM & T BK CORP | $510K |
FIXDFIRST TR EXCHNG TRADED FD VI | $508K |
BAMBROOKFIELD ASSET MANAGMT LTD | $506K |
GPCGENUINE PARTS CO | $506K |
EHCENCOMPASS HEALTH CORP | $502K |
MACMACERICH CO | $501K |
CMICUMMINS INC | $500K |
ETHVVANECK ETHEREUM TR | $497K |
ITMVANECK ETF TRUST | $497K |
GISGENERAL MLS INC | $495K |
FANGDIAMONDBACK ENERGY INC | $494K |
FIDUFIDELITY COVINGTON TRUST | $490K |
DMBSDOUBLELINE ETF TRUST | $490K |
ARMKARAMARK | $488K |
XYLDGLOBAL X FDS | $486K |
DDOMINION ENERGY INC | $485K |
LINELINEAGE INC | $483K |
SHLDGLOBAL X FDS | $482K |
GLGLOBE LIFE INC | $481K |
BUTIDAL TRUST II | $480K |
QSQUANTUMSCAPE CORP | $478K |
HUMHUMANA INC | $477K |
DYHTARGET CORP | $477K |
VGITVANGUARD SCOTTSDALE FDS | $477K |
BSVVANGUARD BD INDEX FDS | $475K |
BAIBLACKROCK ETF TRUST | $474K |