Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Summit Financial, LLC (CIK 1765536) reported $7.85B across 1,387 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($555.6M, 7.08%), VEU ($259.3M, 3.30%), IVV ($167.2M, 2.13%), AAPL ($167.5M, 2.13%), VUG ($124.1M, 1.58%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $555.6M | 7.08% | 1.7M | Added |
| 2 | VEU | VANGUARD INTL EQUITY INDEX F | $259.3M | 3.30% | 3.5M | Added |
| 3 | IVV | ISHARES TR | $167.2M | 2.13% | 255,954 | Added |
| 4 | AAPL | APPLE INC | $167.5M | 2.13% | 660,017 | Added |
| 5 | VUG | VANGUARD INDEX FDS | $124.1M | 1.58% | 284,069 | Added |
| 6 | NVDA | NVIDIA CORPORATION | $120.3M | 1.53% | 689,910 | Added |
| 7 | VTV | VANGUARD INDEX FDS | $108.5M | 1.38% | 552,948 | Added |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | $97.0M | 1.24% | 148,667 | Added |
| 9 | VOO | VANGUARD INDEX FDS | $96.8M | 1.23% | 161,978 | Added |
| 10 | JBND | J P MORGAN EXCHANGE TRADED F | $89.4M | 1.14% | 1.7M | Added |
| 11 | MSFT | MICROSOFT CORP | $87.8M | 1.12% | 237,139 | Added |
| 12 | AMZN | AMAZON COM INC | $85.0M | 1.08% | 407,933 | Added |
| 13 | QQQM | INVESCO EXCH TRADED FD TR II | $81.9M | 1.04% | 344,553 | Added |
| 14 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $79.8M | 1.02% | 166,488 | Added |
| 15 | QQQ | INVESCO QQQ TR | $71.0M | 0.90% | 122,925 | Added |
| 16 | PYLD | PIMCO ETF TR | $65.4M | 0.83% | 2.5M | Added |
| 17 | SPYG | SPDR SERIES TRUST | $64.4M | 0.82% | 657,994 | Added |
| 18 | JPM | JPMORGAN CHASE & CO | $57.7M | 0.74% | 196,239 | Added |
| 19 | SPYV | SPDR SERIES TRUST | $54.6M | 0.70% | 965,471 | Added |
| 20 | GOOG | ALPHABET INC | $53.3M | 0.68% | 185,690 | Added |
| 21 | IBDY | ISHARES TR | $52.7M | 0.67% | 2.0M | Added |
| 22 | IEFA | ISHARES TR | $51.3M | 0.65% | 566,224 | Added |
| 23 | VEA | VANGUARD TAX-MANAGED FDS | $49.6M | 0.63% | 774,716 | Added |
| 24 | PLTR | PALANTIR TECHNOLOGIES INC | $48.3M | 0.62% | 330,251 | Trimmed |
| 25 | VBR | VANGUARD INDEX FDS | $46.9M | 0.60% | 215,831 | Added |
Source: SEC Form 13F filings · as of 2026-03-31