Summit Financial, LLC 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001765536 · PARSIPPANY, NJ

As of Sep 30, 2025, Summit Financial, LLC reported 1,238 positions worth $5.0B in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
VANGUARD TOTAL STOCK MKT ETF	VTI	—	1,642,867	$539.1M	10.80%
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND	VEU	—	3,272,155	$233.5M	4.68%
ISHARES CORE S&P 500 ETF	IVV	—	235,307	57.5M	3.15%
APPLE INC	AAPL	Technology	543,776	38.5M	2.77%
NVIDIA CORP	NVDA	Technology	642,982	20.0M	2.40%
MICROSOFT CORP	MSFT	Technology	217,696	12.8M	2.26%
VANGUARD GROWTH INDEX FUND	VUG	—	232,623	11.6M	2.23%
SPDR S&P 500 ETF TRUST	SPY	—	145,005	$96.6M	1.93%
VANGUARD 500 INDEX FUND	VOO	—	152,583	$93.4M	1.87%
VANGUARD VALUE INDEX FUND	VTV	—	471,875	$88.0M	1.76%
INVESCO NASDAQ 100 ETF	QQQM	—	349,654	$86.4M	1.73%
BERKSHIRE HATHAWAY INC	BRK/B	Financial Services	160,329	$80.6M	1.61%
AMAZON.COM INC	AMZN	Equity	361,407	$79.4M	1.59%
JPMORGAN ACTIVE BOND ETF	JBND	—	1,301,813	$70.5M	1.41%
INVESCO QQQ TRUST SERIES 1	QQQ	—	111,824	$67.1M	1.34%
PALANTIR TECHNOLOGIES INC	PLTR	Technology	343,128	$62.6M	1.25%
JPMORGAN CHASE & CO	JPM	Financial Services	187,952	$59.3M	1.19%
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND	PYLD	—	2,166,337	$58.1M	1.16%
ISHARES TR	IBDY	—	1,854,861	$48.7M	0.97%
META PLATFORMS INC	META	Communication Services	64,127	$47.1M	0.94%
ISHARES CORE MSCI EAFE ETF	IEFA	—	516,313	$45.1M	0.90%
TESLA INC	TSLA	Consumer Cyclical	96,256	$42.8M	0.86%
VANGUARD TAX-MANAGED FUNDS	VEA	—	692,581	$41.5M	0.83%
ISHARES 20+ YEAR TREASURY BOND ETF	TLT	—	454,311	$40.6M	0.81%
VANGUARD SMALL-CAP VALUE INDEX FUND	VBR	—	194,255	$40.5M	0.81%