Summit Financial, LLC

Est. AUM

$7.69B

13F long equity, this entity only

Positions

1,377

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	TOTAL STK MKT	$555.6M	1731717	7.22%	SOLE
2	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$259.3M	3452220	3.37%	SOLE
3	APPLE INC	COM	$167.5M	660017	2.18%	SOLE
4	ISHARES TR	CORE S&P500 ETF	$167.2M	255954	2.17%	SOLE
5	VANGUARD INDEX FDS	GROWTH ETF	$124.1M	284069	1.61%	SOLE
6	NVIDIA CORPORATION	COM	$120.3M	689910	1.56%	SOLE
7	VANGUARD INDEX FDS	VALUE ETF	$108.5M	552948	1.41%	SOLE
8	STATE STR SPDR S&P 500 ETF T	TR UNIT	$97.0M	148667	1.26%	SOLE
9	VANGUARD INDEX FDS	S&P 500 ETF SHS	$96.8M	161978	1.26%	SOLE
10	J P MORGAN EXCHANGE TRADED F	ACTIVE BOND ETF	$89.4M	1663485	1.16%	SOLE
11	MICROSOFT CORP	COM	$87.8M	237139	1.14%	SOLE
12	AMAZON COM INC	COM	$85.0M	407933	1.10%	SOLE
13	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$81.9M	344553	1.06%	SOLE
14	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$79.8M	166488	1.04%	SOLE
15	INVESCO QQQ TR	UNIT SER 1	$71.0M	122925	0.92%	SOLE
16	PIMCO ETF TR	MULTISECTOR BD	$65.4M	2496913	0.85%	SOLE
17	SPDR SERIES TRUST	STATE STREET SPD	$64.4M	657994	0.84%	SOLE
18	JPMORGAN CHASE & CO	COM	$57.7M	196239	0.75%	SOLE
19	SPDR SERIES TRUST	STATE STREET SPD	$54.6M	965471	0.71%	SOLE
20	ALPHABET INC	CAP STK CL C	$53.3M	185690	0.69%	SOLE
21	ISHARES TR	IBONDS DEC 2033	$52.7M	2038645	0.69%	SOLE
22	ISHARES TR	CORE MSCI EAFE	$51.3M	566224	0.67%	SOLE
23	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$49.6M	774716	0.65%	SOLE
24	PALANTIR TECHNOLOGIES INC	CL A	$48.3M	330251	0.63%	SOLE
25	VANGUARD INDEX FDS	SM CP VAL ETF	$46.9M	215831	0.61%	SOLE
26	META PLATFORMS INC	CL A	$46.2M	80683	0.60%	SOLE
27	ISHARES TR	IBONDS DEC 2034	$45.7M	1755367	0.59%	SOLE
28	BROADCOM INC	COM	$43.7M	141104	0.57%	SOLE
29	ISHARES TR	TRUST ISHARE 0-1	$42.0M	380800	0.55%	SOLE
30	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$40.2M	774495	0.52%	SOLE
31	SELECT SECTOR SPDR TR	STATE STREET UTI	$37.1M	807393	0.48%	SOLE
32	TESLA INC	COM	$37.0M	99602	0.48%	SOLE
33	ISHARES TR	RUSSELL 2000 ETF	$36.8M	148385	0.48%	SOLE
34	VANGUARD INDEX FDS	MID CAP ETF	$36.7M	127839	0.48%	SOLE
35	VANGUARD INDEX FDS	MCAP VL IDXVIP	$35.9M	195010	0.47%	SOLE
36	ISHARES TR	MSCI EAFE MIN VL	$34.2M	374321	0.44%	SOLE
37	ISHARES TR	CORE UNIVRSL USD	$33.0M	714406	0.43%	SOLE
38	ISHARES TR	CORE US AGGBD ET	$31.9M	321111	0.41%	SOLE
39	WHEATON PRECIOUS METALS CORP	COM	$31.7M	241389	0.41%	SOLE
40	GOLDMAN SACHS GROUP INC	COM	$31.4M	37172	0.41%	SOLE
41	VANECK ETF TRUST	SEMICONDUCTR ETF	$31.0M	80906	0.40%	SOLE
42	ISHARES TR	20 YR TR BD ETF	$30.8M	355054	0.40%	SOLE
43	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$30.3M	366291	0.39%	SOLE
44	WALMART INC	COM	$30.2M	242768	0.39%	SOLE
45	EXXON MOBIL CORP	COM	$29.8M	175877	0.39%	SOLE
46	ISHARES TR	CORE S&P MCP ETF	$29.5M	436907	0.38%	SOLE
47	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$29.3M	152920	0.38%	SOLE
48	ISHARES TR	CORE S&P TTL STK	$29.2M	205017	0.38%	SOLE
49	JOHNSON & JOHNSON	COM	$29.0M	118805	0.38%	SOLE
50	VANGUARD INDEX FDS	SMALL CP ETF	$28.8M	110082	0.37%	SOLE

1–50 of 1,377

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.