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 | Value |
|---|---|
SOXXISHARES TR | $3K |
PSXPHILLIPS 66 | $3K |
TOSTTOAST INC | $3K |
DALDELTA AIR LINES INC DEL | $3K |
AGNCAGNC INVT CORP | $2K |
CBOECBOE GLOBAL MKTS INC | $2K |
GNLGLOBAL NET LEASE INC | $2K |
FYBRFRONTIER COMMUNICATIONS PARE | $2K |
TTTRANE TECHNOLOGIES PLC | $2K |
TCAFT ROWE PRICE ETF INC | $2K |
FTLSFIRST TR EXCH TRADED FD III | $2K |
DKNGDRAFTKINGS INC NEW | $2K |
LRCXLAM RESEARCH CORP | $2K |
RHCRH PLC | $2K |
PULSPGIM ETF TR | $2K |
CVSCVS HEALTH CORP | $2K |
AIOVIRTUS ARTIFICIAL INTELLIGEN | $2K |
SUSUNCOR ENERGY INC NEW | $2K |
ROKROCKWELL AUTOMATION INC | $2K |
PRFDPIMCO ETF TR | $2K |
SWANAMPLIFY ETF TR | $2K |
IYWISHARES TR | $2K |
DUKDUKE ENERGY CORP NEW | $2K |
BMIBADGER METER INC | $2K |
ADIANALOG DEVICES INC | $2K |
PLDPROLOGIS INC. | $2K |
JPSTJ P MORGAN EXCHANGE TRADED F | $2K |
CSLCARLISLE COS INC | $2K |
JJACOBS SOLUTIONS INC | $2K |
NOWSERVICENOW INC | $2K |
COPXGLOBAL X FDS | $2K |
EFGISHARES TR | $2K |
FIWFIRST TR EXCHANGE-TRADED FD | $2K |
BBARRICK MNG CORP | $2K |
IUSGISHARES TR | $2K |
FTSMFIRST TR EXCHANGE-TRADED FD | $2K |
FCXFREEPORT-MCMORAN INC | $2K |
OKEONEOK INC NEW | $2K |
HEZUISHARES TR | $2K |
TSLLDIREXION SHS ETF TR | $2K |
VSSVANGUARD INTL EQUITY INDEX F | $2K |
MRSHMARSH & MCLENNAN COS INC | $2K |
QTECFIRST TR EXCHANGE-TRADED FD | $2K |
WBDWARNER BROS DISCOVERY INC | $2K |
SDYSPDR SERIES TRUST | $2K |
PRFINVESCO EXCHANGE TRADED FD T | $2K |
JPEMJ P MORGAN EXCHANGE TRADED F | $2K |
ARKFARK ETF TR | $2K |
VTWVVANGUARD SCOTTSDALE FDS | $2K |
CLOIVANECK ETF TRUST | $2K |
METMETLIFE INC | $2K |
DFAIDIMENSIONAL ETF TRUST | $2K |
GDGENERAL DYNAMICS CORP | $2K |
SCHMSCHWAB STRATEGIC TR | $2K |
XARSPDR SERIES TRUST | $2K |
IWBISHARES TR | $2K |
ROBOEXCHANGE TRADED CONCEPTS TRU | $2K |
QGRWWISDOMTREE TR | $2K |
FTHIFIRST TR EXCHANGE TRADED FD | $2K |
FENYFIDELITY COVINGTON TRUST | $2K |
ORISORIENTAL RISE HLDGS LTD | $2K |
SRVNXG CUSHING MIDSTREAM ENERGY | $2K |
OREALTY INCOME CORP | $2K |
BNBROOKFIELD CORP | $2K |
USBUS BANCORP DEL | $2K |
RLYSSGA ACTIVE ETF TR | $2K |
NCVVIRTUS CONVERTIBLE & INCOME | $2K |
IGVISHARES TR | $2K |
SBUXSTARBUCKS CORP | $2K |
RFREGIONS FINANCIAL CORP NEW | $2K |
CXEMFS HIGH INCOME MUN TR | $2K |
ADBEADOBE INC | $2K |
IBMPISHARES TR | $2K |
TMUST-MOBILE US INC | $2K |
CSWCSW INDUSTRIALS INC | $2K |
QLCFLEXSHARES TR | $2K |
VONGVANGUARD SCOTTSDALE FDS | $2K |
XLFISELECT SECTOR SPDR TR | $2K |
COWGPACER FDS TR | $2K |
QTUMETF SER SOLUTIONS | $2K |
UREUR-ENERGY INC | $2K |
DFIVDIMENSIONAL ETF TRUST | $2K |
BOTZGLOBAL X FDS | $2K |
SCHHSCHWAB STRATEGIC TR | $2K |
HWMHOWMET AEROSPACE INC | $2K |
MTUMISHARES TR | $2K |
HEFAISHARES TR | $2K |
INTCINTEL CORP | $2K |
DASHDOORDASH INC | $2K |
STXSEAGATE TECHNOLOGY HLDNGS PL | $2K |
DEIDOUGLAS EMMETT INC | $2K |
TMOTHERMO FISHER SCIENTIFIC INC | $2K |
SCZISHARES TR | $2K |
BKNGBOOKING HOLDINGS INC | $2K |
XEVVXEATON VANCE LIMITED DURATION | $2K |
KWEBKRANESHARES TRUST | $2K |
XGDVXGABELLI DIVID & INCOME TR | $2K |
NXENEXGEN ENERGY LTD | $2K |
MARMARRIOTT INTL INC NEW | $2K |
KNGFIRST TR EXCHANGE-TRADED FD | $2K |