Summit Financial, LLC Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$6.8B
Holdings
1,283
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (1,283 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 1,661,237 | $556.0M | 8.17% | |
| 2 | VEUVANGUARD INTL EQUITY INDEX F | 3,339,132 | $245.0M | 3.60% | |
| 3 | IVVISHARES TR | 230,276 | $157.0M | 2.31% | |
| 4 | AAPLAPPLE INC | 531,978 | $144.0M | 2.12% | |
| 5 | NVDANVIDIA CORPORATION | 633,764 | $118.0M | 1.73% | |
| 6 | VUGVANGUARD INDEX FDS | 243,232 | $118.0M | 1.73% | |
| 7 | MSFTMICROSOFT CORP | 221,500 | $107.0M | 1.57% | |
| 8 | SPYSPDR S&P 500 ETF TR | 145,586 | $99.0M | 1.45% | |
| 9 | VOOVANGUARD INDEX FDS | 155,474 | $97.0M | 1.43% | |
| 10 | VTVVANGUARD INDEX FDS | 481,837 | $92.0M | 1.35% | |
| 11 | QQQMINVESCO EXCH TRADED FD TR II | 342,229 | $86.0M | 1.26% | |
| 12 | AMZNAMAZON COM INC | 354,731 | $81.0M | 1.19% | |
| 13 | BRK/BBERKSHIRE HATHAWAY INC DEL | 160,739 | $80.0M | 1.18% | |
| 14 | JBNDJ P MORGAN EXCHANGE TRADED F | 1,359,312 | $73.0M | 1.07% | |
| 15 | NDQINVESCO QQQ TR | 110,418 | $67.0M | 0.98% | |
| 16 | PYLDPIMCO ETF TR | 2,382,094 | $63.0M | 0.93% | |
| 17 | PLTRPALANTIR TECHNOLOGIES INC | 348,961 | $62.0M | 0.91% | |
| 18 | JPMJPMORGAN CHASE & CO. | 188,270 | $60.0M | 0.88% | |
| 19 | IBDYISHARES TR | 1,952,145 | $51.0M | 0.75% | |
| 20 | TSLATESLA INC | 100,594 | $45.0M | 0.66% | |
| 21 | VEAVANGUARD TAX-MANAGED FDS | 716,748 | $44.0M | 0.65% | |
| 22 | IBDZISHARES TR | 1,657,455 | $43.0M | 0.63% | |
| 23 | AQLTISHARES TR | 488,202 | $43.0M | 0.63% | |
| 24 | VBRVANGUARD INDEX FDS | 196,321 | $41.0M | 0.60% | |
| 25 | IBDXISHARES TR | 1,521,738 | $38.0M | 0.56% | |
| 26 | IBDWISHARES TR | 1,826,496 | $38.0M | 0.56% | |
| 27 | METAMETA PLATFORMS INC | 56,776 | $37.0M | 0.54% | |
| 28 | WPMWHEATON PRECIOUS METALS CORP | 307,975 | $36.0M | 0.53% | |
| 29 | AVGOBROADCOM INC | 98,739 | $34.0M | 0.50% | |
| 30 | IBDVISHARES TR | 1,574,557 | $34.0M | 0.50% | |
| 31 | GOOGALPHABET INC | 109,077 | $34.0M | 0.50% | |
| 32 | XLUSELECT SECTOR SPDR TR | 757,338 | $32.0M | 0.47% | |
| 33 | IWMISHARES TR | 133,688 | $32.0M | 0.47% | |
| 34 | EFAVISHARES TR | 371,659 | $32.0M | 0.47% | |
| 35 | TLTISHARES TR | 371,503 | $32.0M | 0.47% | |
| 36 | VOVANGUARD INDEX FDS | 113,424 | $32.0M | 0.47% | |
| 37 | SPYGSPDR SERIES TRUST | 281,920 | $30.0M | 0.44% | |
| 38 | AGGISHARES TR | 305,794 | $30.0M | 0.44% | |
| 39 | RSPINVESCO EXCHANGE TRADED FD T | 151,766 | $29.0M | 0.43% | |
| 40 | VOEVANGUARD INDEX FDS | 168,721 | $29.0M | 0.43% | |
| 41 | VCITVANGUARD SCOTTSDALE FDS | 350,070 | $29.0M | 0.43% | |
| 42 | WMTWALMART INC | 259,383 | $28.0M | 0.41% | |
| 43 | IJHISHARES TR | 432,744 | $28.0M | 0.41% | |
| 44 | IUSBISHARES TR | 598,936 | $27.0M | 0.40% | |
| 45 | SMHVANECK ETF TRUST | 72,486 | $26.0M | 0.38% | |
| 46 | SCHGSCHWAB STRATEGIC TR | 792,965 | $25.0M | 0.37% | |
| 47 | PDPINVESCO EXCHANGE TRADED FD T | 215,035 | $25.0M | 0.37% | |
| 48 | IBDUISHARES TR | 1,068,563 | $25.0M | 0.37% | |
| 49 | VBVANGUARD INDEX FDS | 98,231 | $25.0M | 0.37% | |
| 50 | GSGOLDMAN SACHS GROUP INC | 29,312 | $25.0M | 0.37% | |
| 51 | SHVISHARES TR | 225,240 | $24.0M | 0.35% | |
| 52 | GQ9SPDR GOLD TR | 60,384 | $23.0M | 0.34% | |
| 53 | IVEISHARES TR | 108,754 | $23.0M | 0.34% | |
| 54 | AIQGLOBAL X FDS | 465,237 | $23.0M | 0.34% | |
| 55 | ITOTISHARES TR | 155,407 | $23.0M | 0.34% | |
| 56 | BINCBLACKROCK ETF TRUST II | 423,587 | $22.0M | 0.32% | |
| 57 | SPYVSPDR SERIES TRUST | 403,443 | $22.0M | 0.32% | |
| 58 | IAU*ISHARES GOLD TR | 270,136 | $21.0M | 0.31% | |
| 59 | DONSPDR DOW JONES INDL AVERAGE | 44,795 | $21.0M | 0.31% | |
| 60 | MOATVANECK ETF TRUST | 212,036 | $21.0M | 0.31% | |
| 61 | PSLV/USPROTT ASSET MANAGEMENT LP | 855,109 | $20.0M | 0.29% | |
| 62 | XOMEXXON MOBIL CORP | 169,281 | $20.0M | 0.29% | |
| 63 | VWOVANGUARD INTL EQUITY INDEX F | 377,902 | $20.0M | 0.29% | |
| 64 | JNJJOHNSON & JOHNSON | 101,026 | $20.0M | 0.29% | |
| 65 | SDVYFIRST TR EXCHANGE-TRADED FD | 523,015 | $20.0M | 0.29% | |
| 66 | IWFISHARES TR | 40,437 | $19.0M | 0.28% | |
| 67 | FBNDFIDELITY MERRIMACK STR TR | 428,567 | $19.0M | 0.28% | |
| 68 | NFLXNETFLIX INC | 199,497 | $18.0M | 0.26% | |
| 69 | VPLSVANGUARD MALVERN FDS | 237,946 | $18.0M | 0.26% | |
| 70 | SOFISOFI TECHNOLOGIES INC | 723,556 | $18.0M | 0.26% | |
| 71 | IJRISHARES TR | 144,185 | $17.0M | 0.25% | |
| 72 | VYMVANGUARD WHITEHALL FDS | 123,301 | $17.0M | 0.25% | |
| 73 | IBMINTERNATIONAL BUSINESS MACHS | 58,798 | $17.0M | 0.25% | |
| 74 | DIVOAMPLIFY ETF TR | 403,741 | $17.0M | 0.25% | |
| 75 | AVDEAMERICAN CENTY ETF TR | 204,706 | $16.0M | 0.24% | |
| 76 | LLYELI LILLY & CO | 15,249 | $16.0M | 0.24% | |
| 77 | IEMGISHARES INC | 248,828 | $16.0M | 0.24% | |
| 78 | IGSBISHARES TR | 308,927 | $16.0M | 0.24% | |
| 79 | SCHXSCHWAB STRATEGIC TR | 626,200 | $16.0M | 0.24% | |
| 80 | VVISA INC | 46,721 | $16.0M | 0.24% | |
| 81 | COSTCOSTCO WHSL CORP NEW | 18,417 | $15.0M | 0.22% | |
| 82 | SCHRSCHWAB STRATEGIC TR | 612,874 | $15.0M | 0.22% | |
| 83 | VFLOVICTORY PORTFOLIOS II | 381,252 | $15.0M | 0.22% | |
| 84 | EWJISHARES INC | 191,156 | $15.0M | 0.22% | |
| 85 | AMDADVANCED MICRO DEVICES INC | 72,437 | $15.0M | 0.22% | |
| 86 | NUGTDIREXION SHS ETF TR | 83,000 | $15.0M | 0.22% | |
| 87 | ABBVABBVIE INC | 68,156 | $15.0M | 0.22% | |
| 88 | XLGINVESCO EXCHANGE TRADED FD T | 252,968 | $14.0M | 0.21% | |
| 89 | EFRENERGY FUELS INC | 1,024,428 | $14.0M | 0.21% | |
| 90 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 47,787 | $14.0M | 0.21% | |
| 91 | AVEMAMERICAN CENTY ETF TR | 192,458 | $14.0M | 0.21% | |
| 92 | JMUBJ P MORGAN EXCHANGE TRADED F | 287,068 | $14.0M | 0.21% | |
| 93 | MRKMERCK & CO INC | 137,745 | $14.0M | 0.21% | |
| 94 | WFCWELLS FARGO CO NEW | 153,516 | $14.0M | 0.21% | |
| 95 | XLKSELECT SECTOR SPDR TR | 95,681 | $13.0M | 0.19% | |
| 96 | IBDTISHARES TR | 528,351 | $13.0M | 0.19% | |
| 97 | IWOISHARES TR | 40,590 | $13.0M | 0.19% | |
| 98 | IBITISHARES BITCOIN TRUST ETF | 264,580 | $13.0M | 0.19% | |
| 99 | AXPAMERICAN EXPRESS CO | 35,467 | $13.0M | 0.19% | |
| 100 | HOODROBINHOOD MKTS INC | 123,087 | $13.0M | 0.19% |
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