Summit Financial, LLC
Summit Financial, LLC reported 1,580 positions worth $9.12B as of June 30, 2026 (13F filed August 12, 2026). Largest holding: VTI (7.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VTI | SH | $648.5M | 7.11% | 1,752,517 | — | — | |
| ▸ 2 | VEU | SH | $294.1M | 3.22% | 3,511,693 | — | — | |
| ▸ 3 | IVV | SH | $225.7M | 2.47% | 301,387 | — | — | |
| ▸ 4 | AAPL | SH | $196.9M | 2.16% | 680,491 | — | — | |
| ▸ 5 | VUG | SH | $156.2M | 1.71% | 1,813,507 | — | — | |
| ▸ 6 | NVDA | SH | $152.7M | 1.67% | 763,018 | — | — | |
| ▸ 7 | VTV | SH | $125.8M | 1.38% | 577,286 | — | — | |
| ▸ 8 | VOO | SH | $118.8M | 1.30% | 172,958 | — | — | |
| ▸ 9 | SPY | SH | $113.2M | 1.24% | 151,265 | — | — | |
| ▸ 10 | QQQM | SH | $108.0M | 1.18% | 356,488 | — | — |
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Frequently Asked Questions
What stocks does Summit Financial, LLC hold as of Q2 2026?
Summit Financial, LLC reported 1580 positions worth $9.12B in its Q2 2026 13F filing. Largest positions: VTI (7.1%), VEU (3.2%), IVV (2.5%), AAPL (2.2%) and VUG (1.7%).
What did Summit Financial, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Summit Financial, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.