Summit Financial, LLC Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$6.6B

Holdings

1,238

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (1,238 positions)

#	Stock	Shares	Value	% Portfolio
901	FBTFIRST TR EXCHANGE-TRADED FD	2,634	$472K	0.01%
902	CDECOEUR MNG INC	25,205	$472K	0.01%
903	FTXNFIRST TR EXCHANGE TRADED FD	16,485	$469K	0.01%
904	TPYPTORTOISE CAPITAL SERIES TRUS	12,867	$469K	0.01%
905	VMCVULCAN MATLS CO	1,516	$466K	0.01%
906	PSAPUBLIC STORAGE OPER CO	1,612	$465K	0.01%
907	QQHNORTHERN LTS FD TR III	6,087	$464K	0.01%
908	TTDTHE TRADE DESK INC	9,413	$461K	0.01%
909	BDXBECTON DICKINSON & CO	2,455	$459K	0.01%
910	EXGEATON VANCE TAX ADVT DIV INC	18,740	$458K	0.01%
911	DYNFBLACKROCK ETF TRUST	7,681	$454K	0.01%
912	ADSKAUTODESK INC	1,429	$453K	0.01%
913	CAHCARDINAL HEALTH INC	2,863	$449K	0.01%
914	WTVWISDOMTREE TR	4,937	$449K	0.01%
915	XBISPDR SERIES TRUST	4,464	$447K	0.01%
916	GSLCGOLDMAN SACHS ETF TR	3,415	$444K	0.01%
917	CSQCALAMOS STRATEGIC TOTAL RETU	22,963	$442K	0.01%
918	IWCISHARES TR	2,960	$441K	0.01%
919	URNMSPROTT FDS TR	7,276	$439K	0.01%
920	QQEWFIRST TR EXCHANGE-TRADED FD	3,114	$439K	0.01%
921	BDJBLACKROCK ENHANCED EQUITY DI	48,281	$439K	0.01%
922	GRIDFIRST TR EXCHANGE TRADED FD	2,911	$439K	0.01%
923	YUMYUM BRANDS INC	2,886	$438K	0.01%
924	DBEFDBX ETF TR	9,375	$435K	0.01%
925	NFLTETFIS SER TR I	18,853	$434K	0.01%
926	CLXCLOROX CO DEL	3,513	$433K	0.01%
927	HBANHUNTINGTON BANCSHARES INC	25,042	$432K	0.01%
928	IAIISHARES TR	2,443	$432K	0.01%
929	NVTNVENT ELECTRIC PLC	4,378	$431K	0.01%
930	TELTE CONNECTIVITY PLC	1,962	$430K	0.01%
931	TECLDIREXION SHS ETF TR	3,460	$430K	0.01%
932	UAUGINNOVATOR ETFS TRUST	10,875	$427K	0.01%
933	CGCARLYLE GROUP INC	6,825	$427K	0.01%
934	PIIPOLARIS INC	7,335	$426K	0.01%
935	UVSPUNIVEST FINANCIAL CORPORATIO	14,191	$426K	0.01%
936	ROUSLATTICE STRATEGIES TR	7,405	$425K	0.01%
937	DUHPDIMENSIONAL ETF TRUST	11,277	$425K	0.01%
938	FIGFIGMA INC	8,185	$424K	0.01%
939	FXZFIRST TR EXCHANGE TRADED FD	6,897	$424K	0.01%
940	BLCVBLACKROCK ETF TRUST	11,826	$424K	0.01%
941	BIPBROOKFIELD INFRAST PARTNERS	12,842	$422K	0.01%
942	IMCGISHARES TR	5,092	$421K	0.01%
943	SPXLDIREXION SHS ETF TR	1,985	$420K	0.01%
944	NFTYFIRST TR EXCH TRD ALPHDX FD	7,377	$419K	0.01%
945	PPLTABRDN PLATINUM ETF TRUST	2,927	$418K	0.01%
946	7HPHP INC	15,361	$418K	0.01%
947	PEOEXELON CORP	9,242	$416K	0.01%
948	WCBRWISDOMTREE TR	13,205	$414K	0.01%
949	FTNTFORTINET INC	4,900	$411K	0.01%
950	RIGSALPS ETF TR	17,652	$410K	0.01%
951	VSTVISTRA CORP	2,083	$408K	0.01%
952	MCXMCCORMICK & CO INC	6,078	$406K	0.01%
953	EDCONSOLIDATED EDISON INC	4,037	$405K	0.01%
954	PIOINVESCO EXCH TRADED FD TR II	8,956	$402K	0.01%
955	NJRNEW JERSEY RES CORP	8,337	$401K	0.01%
956	CFGCITIZENS FINL GROUP INC	7,532	$400K	0.01%
957	CLOBVANECK ETF TRUST	7,853	$400K	0.01%
958	8CWCROWN CASTLE INC	4,129	$398K	0.01%
959	VGKVANGUARD INTL EQUITY INDEX F	4,967	$396K	0.01%
960	MPMP MATERIALS CORP	5,906	$396K	0.01%
961	HCMTDIREXION SHS ETF TR	10,571	$396K	0.01%
962	UTFCOHEN & STEERS INFRASTRUCTUR	15,921	$394K	0.01%
963	XBXMXNUVEEN S&P 500 BUY-WRITE INC	27,259	$393K	0.01%
964	ARESARES MANAGEMENT CORPORATION	2,456	$392K	0.01%
965	MGKVANGUARD WORLD FD	975	$392K	0.01%
966	ASTLALGOMA STL GROUP INC	110,333	$392K	0.01%
967	ETHGRAYSCALE ETHEREUM MINI TR E	10,006	$392K	0.01%
968	DHSWISDOMTREE TR	3,884	$391K	0.01%
969	FTCFIRST TR EXCHANGE-TRADED ALP	2,425	$389K	0.01%
970	GOFGUGGENHEIM STRATEGIC OPPORTU	25,943	$388K	0.01%
971	XSHQINVESCO EXCH TRADED FD TR II	8,974	$386K	0.01%
972	VLOVALERO ENERGY CORP	2,268	$386K	0.01%
973	WIWWESTERN AST INFL LKD OPP & I	43,072	$382K	0.01%
974	JBLJABIL INC	1,760	$382K	0.01%
975	DGXQUEST DIAGNOSTICS INC	1,990	$379K	0.01%
976	SPTSSPDR SERIES TRUST	12,946	$379K	0.01%
977	CGHMCAPITAL GRP FIXED INCM ETF T	14,975	$378K	0.01%
978	SPGMSPDR INDEX SHS FDS	5,049	$378K	0.01%
979	AVDSAMERICAN CENTY ETF TR	5,589	$377K	0.01%
980	CAGCONAGRA BRANDS INC	20,517	$375K	0.01%
981	EMLPFIRST TR EXCHANGE-TRADED FD	9,817	$375K	0.01%
982	IDUISHARES TR	3,384	$375K	0.01%
983	TNADIREXION SHS ETF TR	8,293	$375K	0.01%
984	DFASDIMENSIONAL ETF TRUST	5,455	$373K	0.01%
985	OUSAALPS ETF TR	6,600	$373K	0.01%
986	LEUCENTRUS ENERGY CORP	1,204	$373K	0.01%
987	BUFQFIRST TR EXCHNG TRADED FD VI	10,678	$372K	0.01%
988	FDSFACTSET RESH SYS INC	1,300	$372K	0.01%
989	NBTBNBT BANCORP INC	8,924	$372K	0.01%
990	DRIVGLOBAL X FDS	13,124	$371K	0.01%
991	CWCURTISS WRIGHT CORP	681	$369K	0.01%
992	DOWDOW INC	16,054	$368K	0.01%
993	RDIVINVESCO EXCH TRADED FD TR II	7,055	$367K	0.01%
994	SLYVSPDR SERIES TRUST	4,143	$367K	0.01%
995	AMTMAMENTUM HOLDINGS INC	15,187	$363K	0.01%
996	MNANEW YORK LIFE INVESTMENTS ET	10,078	$361K	0.01%
997	DDDUPONT DE NEMOURS INC	4,630	$360K	0.01%
998	IPGINTERPUBLIC GROUP COS INC	12,920	$360K	0.01%
999	BKLCBNY MELLON ETF TRUST	2,807	$360K	0.01%
1000	ETOEATON VANCE TAX-ADVANTAGED G	13,058	$359K	0.01%

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