Summit Financial, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$7.85B
Q ending 2026-03-31
Prior quarter
$6.81B
Q ending 2025-12-31
Change
+15.3% QoQ · +120.0% YoY
Positions
1,397
reported holdings
Largest positions
Top 100 of 1,397 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VTI | Shares | $555.6M | 1.7M |
| Vanguard Intl Equity Index F | VEU | Shares | $259.3M | 3.5M |
| Apple Inc | AAPL | Shares | $167.5M | 660K |
| Ishares Tr | IVV | Shares | $167.2M | 256K |
| Vanguard Index Fds | VUG | Shares | $124.1M | 284K |
| Nvidia Corporation | NVDA | Shares | $120.3M | 690K |
| Vanguard Index Fds | VTV | Shares | $108.5M | 553K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $97.0M | 149K |
| Vanguard Index Fds | VOO | Shares | $96.8M | 162K |
| J P Morgan Exchange Traded F | JBND | Shares | $89.4M | 1.7M |
| Microsoft Corp | MSFT | Shares | $87.8M | 237K |
| Amazon Com Inc | AMZN | Shares | $85.0M | 408K |
| Invesco Exch Traded Fd Tr Ii | QQQM | Shares | $81.9M | 345K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $79.8M | 166K |
| Invesco Qqq Tr | QQQ | Shares | $71.0M | 123K |
| Pimco Etf Tr | PYLD | Shares | $65.4M | 2.5M |
| Spdr Series Trust | SPYG | Shares | $64.4M | 658K |
| Jpmorgan Chase & Co | JPM | Shares | $57.7M | 196K |
| Spdr Series Trust | SPYV | Shares | $54.6M | 965K |
| Alphabet Inc | GOOG | Shares | $53.3M | 186K |
| Ishares Tr | IBDY | Shares | $52.7M | 2.0M |
| Ishares Tr | IEFA | Shares | $51.3M | 566K |
| Vanguard Tax-Managed Fds | VEA | Shares | $49.6M | 775K |
| Palantir Technologies Inc | PLTR | Shares | $48.3M | 330K |
| Vanguard Index Fds | VBR | Shares | $46.9M | 216K |
| Meta Platforms Inc | META | Shares | $46.2M | 81K |
| Ishares Tr | IBDZ | Shares | $45.7M | 1.8M |
| Broadcom Inc | AVGO | Shares | $43.7M | 141K |
| Ishares Tr | SHV | Shares | $42.0M | 381K |
| Blackrock Etf Trust Ii | BINC | Shares | $40.2M | 774K |
| Ishares Tr | IBDX | Shares | $40.0M | 1.6M |
| Ishares Tr | IBDW | Shares | $39.8M | 1.9M |
| Select Sector Spdr Tr | XLU | Shares | $37.1M | 807K |
| Tesla Inc | TSLA | Shares | $37.0M | 100K |
| Ishares Tr | IWM | Shares | $36.8M | 148K |
| Vanguard Index Fds | VO | Shares | $36.7M | 128K |
| Vanguard Index Fds | VOE | Shares | $35.9M | 195K |
| Ishares Tr | IBDV | Shares | $35.2M | 1.6M |
| Ishares Tr | EFAV | Shares | $34.2M | 374K |
| Ishares Tr | IUSB | Shares | $33.0M | 714K |
| Ishares Tr | AGG | Shares | $31.9M | 321K |
| Wheaton Precious Metals Corp | WPM | Shares | $31.7M | 241K |
| Goldman Sachs Group Inc | GS | Shares | $31.4M | 37K |
| Vaneck Etf Trust | SMH | Shares | $31.0M | 81K |
| Ishares Tr | TLT | Shares | $30.8M | 355K |
| Vanguard Scottsdale Fds | VCIT | Shares | $30.3M | 366K |
| Walmart Inc | WMT | Shares | $30.2M | 243K |
| Exxon Mobil Corp | XOM | Shares | $29.8M | 176K |
| Ishares Tr | IJH | Shares | $29.5M | 437K |
| Invesco Exchange Traded Fd T | RSP | Shares | $29.3M | 153K |
| Ishares Tr | ITOT | Shares | $29.2M | 205K |
| Johnson & Johnson | JNJ | Shares | $29.0M | 119K |
| Vanguard Index Fds | VB | Shares | $28.8M | 110K |
| Ishares Inc | IEMG | Shares | $27.9M | 400K |
| Schwab Strategic Tr | SCHG | Shares | $27.3M | 938K |
| Costco Wholesale Corporation | COST | Shares | $26.1M | 26K |
| Caterpillar Inc | CAT | Shares | $26.1M | 37K |
| Eli Lilly & Co | LLY | Shares | $26.1M | 28K |
| American Centy Etf Tr | AVEM | Shares | $25.9M | 322K |
| Ishares Tr | IBDU | Shares | $25.9M | 1.1M |
| Invesco Exchange Traded Fd T | PDP | Shares | $25.4M | 211K |
| Spdr Gold Tr | GLD | Shares | $24.8M | 58K |
| Ishares Tr | IVE | Shares | $24.2M | 115K |
| Vanguard Intl Equity Index F | VWO | Shares | $22.9M | 423K |
| Schwab Strategic Tr | SCHR | Shares | $22.8M | 917K |
| Ishares Gold Tr | IAU | Shares | $22.6M | 257K |
| Fidelity Merrimack Str Tr | FBND | Shares | $22.5M | 491K |
| Global X Fds | AIQ | Shares | $22.5M | 481K |
| Vanguard Whitehall Fds | VYM | Shares | $21.9M | 148K |
| Netflix Inc. | NFLX | Shares | $21.8M | 227K |
| First Tr Exchange Traded Fd | SDVY | Shares | $21.0M | 533K |
| State Str Spdr Dow Jones Ind | DIA | Shares | $20.9M | 45K |
| Vaneck Etf Trust | MOAT | Shares | $20.8M | 215K |
| Visa Inc | V | Shares | $20.1M | 67K |
| Schwab Strategic Tr | SCHX | Shares | $19.7M | 768K |
| Abbvie Inc | ABBV | Shares | $19.4M | 89K |
| Vanguard Malvern Fds | VPLS | Shares | $19.3M | 249K |
| Energy Fuels Inc | UUUU | Shares | $18.8M | 1.0M |
| Ishares Tr | IWF | Shares | $18.8M | 44K |
| Applied Matls Inc | AMAT | Shares | $18.6M | 54K |
| Amplify Etf Tr | DIVO | Shares | $18.3M | 408K |
| Ishares Tr | IWD | Shares | $18.1M | 84K |
| Merck & Co Inc | MRK | Shares | $18.0M | 148K |
| American Centy Etf Tr | AVDE | Shares | $17.8M | 210K |
| J P Morgan Exchange Traded F | JMUB | Shares | $17.8M | 355K |
| Vanguard Specialized Funds | VIG | Shares | $17.1M | 79K |
| Ishares Tr | IJR | Shares | $16.3M | 131K |
| Select Sector Spdr Tr | XLK | Shares | $16.3M | 122K |
| Taiwan Semiconductor Manufac | TSM | Shares | $16.2M | 48K |
| Vanguard Admiral Fds Inc | VOOG | Shares | $16.2M | 40K |
| Ishares Inc | EWJ | Shares | $15.9M | 188K |
| Schwab Strategic Tr | SCHD | Shares | $15.9M | 517K |
| Direxion Shares Etf Trust | NUGT | Shares | $15.6M | 83K |
| Spdr Index Shs Fds | SPDW | Shares | $15.6M | 341K |
| Vanguard Star Fds | VXUS | Shares | $15.4M | 200K |
| Sprott Asset Management Lp | PSLV | Shares | $15.3M | 626K |
| Spdr Series Trust | SPMB | Shares | $15.1M | 673K |
| Ishares Tr | IGSB | Shares | $14.6M | 278K |
| Chevron Corporation | CVX | Shares | $14.5M | 70K |
| Ishares Tr | IWO | Shares | $14.4M | 46K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.