Summit Financial, LLC 13F Holdings · Q2 2026
Summit Financial, LLC reported 1,580 securities worth $9.12B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VTI (7.11%), VEU (3.22%), IVV (2.47%). Among its top 25 positions this quarter: 22 added, 3 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $648.5M | 7.11% | 1.8M | Added |
| 2 | VEU | VANGUARD INTL EQUITY INDEX F | $294.1M | 3.22% | 3.5M | Added |
| 3 | IVV | ISHARES TR | $225.7M | 2.47% | 301,387 | Added |
| 4 | AAPL | APPLE INC | $196.9M | 2.16% | 680,491 | Added |
| 5 | VUG | VANGUARD INDEX FDS | $156.2M | 1.71% | 1.8M | Added |
| 6 | NVDA | NVIDIA CORPORATION | $152.7M | 1.67% | 763,018 | Added |
| 7 | VTV | VANGUARD INDEX FDS | $125.8M | 1.38% | 577,286 | Added |
| 8 | VOO | VANGUARD INDEX FDS | $118.8M | 1.30% | 172,958 | Added |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | $113.2M | 1.24% | 151,265 | Added |
| 10 | QQQM | INVESCO EXCH TRADED FD TR II | $108.0M | 1.18% | 356,488 | Added |
| 11 | AMZN | AMAZON COM INC | $98.9M | 1.08% | 415,028 | Added |
| 12 | JBND | J P MORGAN EXCHANGE TRADED F | $93.8M | 1.03% | 1.8M | Added |
| 13 | QQQ | INVESCO QQQ TR | $90.7M | 0.99% | 122,994 | Added |
| 14 | MSFT | MICROSOFT CORP | $86.8M | 0.95% | 232,689 | Trimmed |
| 15 | BRKB | BERKSHIRE HATHAWAY INC DEL | $85.4M | 0.94% | 170,686 | Added |
| 16 | SPYG | SPDR SERIES TRUST | $82.5M | 0.90% | 693,192 | Added |
| 17 | PYLD | PIMCO ETF TR | $75.5M | 0.83% | 2.8M | Added |
| 18 | GOOG | ALPHABET INC | $66.1M | 0.72% | 187,108 | Added |
| 19 | SPYV | SPDR SERIES TRUST | $62.3M | 0.68% | 1.0M | Added |
| 20 | ICSH | ISHARES TR | $60.8M | 0.67% | 1.2M | Added |
| 21 | JPM | JPMORGAN CHASE & CO | $57.1M | 0.63% | 174,535 | Trimmed |
| 22 | VEA | VANGUARD TAX-MANAGED FDS | $57.2M | 0.63% | 803,015 | Added |
| 23 | AVGO | BROADCOM INC | $54.3M | 0.60% | 143,665 | Added |
| 24 | VBR | VANGUARD INDEX FDS | $54.3M | 0.60% | 223,617 | Added |
| 25 | IEFA | ISHARES TR | $52.5M | 0.58% | 543,437 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR