Holders — by stockHoldings — by fund
Summit Financial, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1765536
$9.12B
disclosed book value
1,580
positions
7.1%
largest position share
Positions, as of 2026-06-30
top 100 of 1,580 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 1.8M | $648.5M | 7.1% |
| 2 | VEUVANGUARD INTL EQUITY INDEX F | 3.5M | $294.1M | 3.2% |
| 3 | IVVISHARES TR | 301,387 | $225.7M | 2.5% |
| 4 | AAPLAPPLE INC | 680,491 | $196.9M | 2.2% |
| 5 | VUGVANGUARD INDEX FDS | 1.8M | $156.2M | 1.7% |
| 6 | NVDANVIDIA CORPORATION | 763,018 | $152.7M | 1.7% |
| 7 | VTVVANGUARD INDEX FDS | 577,286 | $125.8M | 1.4% |
| 8 | VOOVANGUARD INDEX FDS | 172,958 | $118.8M | 1.3% |
| 9 | SPYSTATE STR SPDR S&P 500 ETF T | 151,265 | $113.2M | 1.2% |
| 10 | QQQMINVESCO EXCH TRADED FD TR II | 356,488 | $108.0M | 1.2% |
| 11 | AMZNAMAZON COM INC | 415,028 | $98.9M | 1.1% |
| 12 | JBNDJ P MORGAN EXCHANGE TRADED F | 1.8M | $93.8M | 1% |
| 13 | QQQINVESCO QQQ TR | 122,994 | $90.7M | 1% |
| 14 | MSFTMICROSOFT CORP | 232,689 | $86.8M | 1% |
| 15 | BRK/BBERKSHIRE HATHAWAY INC DEL | 170,686 | $85.4M | 0.9% |
| 16 | SPYGSPDR SERIES TRUST | 693,192 | $82.5M | 0.9% |
| 17 | PYLDPIMCO ETF TR | 2.8M | $75.5M | 0.8% |
| 18 | GOOGALPHABET INC | 187,108 | $66.1M | 0.7% |
| 19 | SPYVSPDR SERIES TRUST | 1.0M | $62.3M | 0.7% |
| 20 | ICSHISHARES TR | 1.2M | $60.8M | 0.7% |
| 21 | VEAVANGUARD TAX-MANAGED FDS | 803,015 | $57.2M | 0.6% |
| 22 | JPMJPMORGAN CHASE & CO | 174,535 | $57.1M | 0.6% |
| 23 | VBRVANGUARD INDEX FDS | 223,617 | $54.3M | 0.6% |
| 24 | AVGOBROADCOM INC | 143,665 | $54.3M | 0.6% |
| 25 | IEFAISHARES TR | 543,437 | $52.5M | 0.6% |
| 26 | METAMETA PLATFORMS INC | 84,356 | $47.5M | 0.5% |
| 27 | IWMISHARES TR | 157,452 | $47.3M | 0.5% |
| 28 | VOVANGUARD INDEX FDS | 586,924 | $47.3M | 0.5% |
| 29 | BINCBLACKROCK ETF TRUST II | 852,313 | $44.6M | 0.5% |
| 30 | TSLATESLA INC | 104,547 | $44.0M | 0.5% |
| 31 | SMHVANECK ETF TRUST | 66,155 | $43.4M | 0.5% |
| 32 | VOEVANGUARD INDEX FDS | 206,724 | $40.8M | 0.4% |
| 33 | AMATAPPLIED MATLS INC | 55,314 | $40.0M | 0.4% |
| 34 | CATCATERPILLAR INC | 37,003 | $39.4M | 0.4% |
| 35 | PLTRPALANTIR TECHNOLOGIES INC | 332,171 | $38.8M | 0.4% |
| 36 | AMDADVANCED MICRO DEVICES INC | 66,586 | $38.7M | 0.4% |
| 37 | MUMICRON TECHNOLOGY INC | 33,134 | $38.2M | 0.4% |
| 38 | LLYELI LILLY & CO | 31,495 | $37.8M | 0.4% |
| 39 | VBVANGUARD INDEX FDS | 116,926 | $35.4M | 0.4% |
| 40 | IUSBISHARES TR | 766,169 | $35.4M | 0.4% |
| 41 | IJHISHARES TR | 457,005 | $35.2M | 0.4% |
| 42 | AGGISHARES TR | 352,172 | $34.9M | 0.4% |
| 43 | XLUSELECT SECTOR SPDR TR | 766,801 | $34.8M | 0.4% |
| 44 | IEMGISHARES INC | 416,200 | $34.5M | 0.4% |
| 45 | IBDVISHARES TR | 1.5M | $33.6M | 0.4% |
| 46 | RSPINVESCO EXCHANGE TRADED FD T | 155,636 | $33.1M | 0.4% |
| 47 | SCHGSCHWAB STRATEGIC TR | 977,847 | $33.1M | 0.4% |
| 48 | EFAVISHARES TR | 376,075 | $33.0M | 0.4% |
| 49 | GSGOLDMAN SACHS GROUP INC | 32,547 | $32.9M | 0.4% |
| 50 | DELLDELL TECHNOLOGIES INC | 75,206 | $32.4M | 0.4% |
| 51 | WMTWALMART INC | 286,143 | $32.4M | 0.4% |
| 52 | VCITVANGUARD SCOTTSDALE FDS | 388,878 | $32.1M | 0.4% |
| 53 | PDPINVESCO EXCHANGE TRADED FD T | 206,793 | $31.4M | 0.3% |
| 54 | ITOTISHARES TR | 190,400 | $31.3M | 0.3% |
| 55 | JNJJOHNSON & JOHNSON | 119,066 | $30.2M | 0.3% |
| 56 | IBDYISHARES TR | 1.1M | $29.4M | 0.3% |
| 57 | AVEMAMERICAN CENTY ETF TR | 304,353 | $29.4M | 0.3% |
| 58 | IBDXISHARES TR | 1.2M | $29.2M | 0.3% |
| 59 | IBDWISHARES TR | 1.4M | $29.2M | 0.3% |
| 60 | IBDUISHARES TR | 1.2M | $28.5M | 0.3% |
| 61 | VANGUARD MALVERN FDS | 366,127 | $28.4M | 0.3% |
| 62 | IBDTISHARES TR | 1.1M | $27.5M | 0.3% |
| 63 | SCHXSCHWAB STRATEGIC TR | 934,822 | $27.5M | 0.3% |
| 64 | ISHARES TR | 1.1M | $27.5M | 0.3% |
| 65 | WPMWHEATON PRECIOUS METALS CORP | 242,785 | $27.3M | 0.3% |
| 66 | IVEISHARES TR | 117,262 | $26.6M | 0.3% |
| 67 | VWOVANGUARD INTL EQUITY INDEX F | 445,583 | $26.6M | 0.3% |
| 68 | IWOISHARES TR | 63,786 | $25.1M | 0.3% |
| 69 | COSTCOSTCO WHOLESALE CORPORATION | 26,539 | $24.8M | 0.3% |
| 70 | VYMVANGUARD WHITEHALL FDS | 156,108 | $24.7M | 0.3% |
| 71 | EXMOCEXXON MOBIL CORP | 180,124 | $24.6M | 0.3% |
| 72 | SCHRSCHWAB STRATEGIC TR | 975,260 | $24.0M | 0.3% |
| 73 | CIENCIENA CORP | 48,934 | $24.0M | 0.3% |
| 74 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 49,353 | $23.6M | 0.3% |
| 75 | DIASTATE STR SPDR DOW JONES IND | 44,815 | $23.5M | 0.3% |
| 76 | SDVYFIRST TR EXCHANGE TRADED FD | 543,993 | $23.5M | 0.3% |
| 77 | ABBVABBVIE INC | 93,109 | $23.4M | 0.3% |
| 78 | FBNDFIDELITY MERRIMACK STR TR | 509,687 | $23.3M | 0.3% |
| 79 | XLKSELECT SECTOR SPDR TR | 120,843 | $23.0M | 0.3% |
| 80 | GLDSPDR GOLD TR | 61,895 | $22.8M | 0.2% |
| 81 | IWFISHARES TR | 182,955 | $22.7M | 0.2% |
| 82 | VVISA INC | 63,461 | $21.8M | 0.2% |
| 83 | IWDISHARES TR | 87,331 | $21.2M | 0.2% |
| 84 | VIGVANGUARD SPECIALIZED FUNDS | 86,579 | $20.5M | 0.2% |
| 85 | IJRISHARES TR | 137,369 | $20.4M | 0.2% |
| 86 | GOLDMAN SACHS ETF TR | 396,755 | $20.1M | 0.2% |
| 87 | MRKMERCK & CO INC | 153,789 | $19.9M | 0.2% |
| 88 | DIVOAMPLIFY ETF TR | 433,566 | $19.8M | 0.2% |
| 89 | VOOGVANGUARD ADMIRAL FDS INC | 231,192 | $19.1M | 0.2% |
| 90 | VFLOVICTORY PORTFOLIOS II | 417,093 | $19.1M | 0.2% |
| 91 | SPMOINVESCO EXCH TRADED FD TR II | 117,528 | $19.0M | 0.2% |
| 92 | CSCOCISCO SYS INC | 161,451 | $19.0M | 0.2% |
| 93 | MOATVANECK ETF TRUST | 181,107 | $18.8M | 0.2% |
| 94 | IAUISHARES GOLD TR | 248,254 | $18.7M | 0.2% |
| 95 | URIUNITED RENTALS INC | 16,406 | $18.6M | 0.2% |
| 96 | JMUBJ P MORGAN EXCHANGE TRADED F | 356,903 | $18.1M | 0.2% |
| 97 | CRWDCROWDSTRIKE HLDGS INC | 23,626 | $18.0M | 0.2% |
| 98 | VXUSVANGUARD STAR FDS | 209,889 | $17.9M | 0.2% |
| 99 | SCHDSCHWAB STRATEGIC TR | 552,588 | $17.5M | 0.2% |
| 100 | EWJISHARES INC | 187,734 | $17.5M | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.