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 | Type |
|---|---|---|---|---|---|
| 201 | VGLTVANGUARD SCOTTSDALE FDS | 112,852 | $6.4M | 0.10% | |
| 202 | SCHFSCHWAB STRATEGIC TR | 274,750 | $6.4M | 0.10% | |
| 203 | SYKSTRYKER CORPORATION | 16,964 | $6.3M | 0.10% | |
| 204 | IJJISHARES TR | 48,204 | $6.3M | 0.10% | |
| 205 | IVZINVESCO EXCHANGE TRADED FD T | 51,805 | $6.2M | 0.10% | |
| 206 | USMVISHARES TR | 65,223 | $6.2M | 0.09% | |
| 207 | DISDISNEY WALT CO | 54,022 | $6.2M | 0.09% | |
| 208 | VGTVANGUARD WORLD FD | 8,280 | $6.2M | 0.09% | |
| 209 | XLSRSSGA ACTIVE TR | 103,205 | $6.2M | 0.09% | |
| 210 | MDYSPDR S&P MIDCAP 400 ETF TR | 10,299 | $6.1M | 0.09% | |
| 211 | BITBBITWISE BITCOIN ETF TR | 98,247 | $6.1M | 0.09% | |
| 212 | BLKBLACKROCK INC | 5,243 | $6.1M | 0.09% | |
| 213 | LMBSFIRST TR EXCHANGE-TRADED FD | 122,387 | $6.1M | 0.09% | |
| 214 | KYNKAYNE ANDERSON ENERGY INFRST | 491,559 | $6.1M | 0.09% | |
| 215 | CATCATERPILLAR INC | 12,714 | $6.1M | 0.09% | |
| 216 | RTXRTX CORPORATION | 36,234 | $6.1M | 0.09% | |
| 217 | CRMSALESFORCE INC | 25,551 | $6.1M | 0.09% | |
| 218 | GEGE AEROSPACE | 20,022 | $6.0M | 0.09% | |
| 219 | XLESELECT SECTOR SPDR TR | 66,530 | $5.9M | 0.09% | |
| 220 | PEPPEPSICO INC | 41,985 | $5.9M | 0.09% | |
| 221 | JAAAJANUS DETROIT STR TR | 115,320 | $5.9M | 0.09% | |
| 222 | USFRWISDOMTREE TR | 116,310 | $5.8M | 0.09% | |
| 223 | SILGLOBAL X FDS | 81,487 | $5.8M | 0.09% | |
| 224 | VBKVANGUARD INDEX FDS | 19,410 | $5.8M | 0.09% | |
| 225 | NTRNUTRIEN LTD | 98,196 | $5.8M | 0.09% | |
| 226 | SCHVSCHWAB STRATEGIC TR | 197,454 | $5.7M | 0.09% | |
| 227 | SPGIS&P GLOBAL INC | 11,721 | $5.7M | 0.09% | |
| 228 | FTGCFIRST TR EXCHANGE TRAD FD VI | 219,602 | $5.7M | 0.09% | |
| 229 | COFCAPITAL ONE FINL CORP | 26,724 | $5.7M | 0.09% | |
| 230 | MCDMCDONALDS CORP | 18,449 | $5.6M | 0.09% | |
| 231 | SPYINEOS ETF TRUST | 107,067 | $5.6M | 0.09% | |
| 232 | SMCISUPER MICRO COMPUTER INC | 116,682 | $5.6M | 0.09% | |
| 233 | HONHONEYWELL INTL INC | 26,447 | $5.6M | 0.08% | |
| 234 | ADPAUTOMATIC DATA PROCESSING IN | 18,821 | $5.5M | 0.08% | |
| 235 | IQLTISHARES TR | 124,835 | $5.5M | 0.08% | |
| 236 | ITA*ISHARES TR | 26,244 | $5.5M | 0.08% | |
| 237 | WMBWILLIAMS COS INC | 86,435 | $5.5M | 0.08% | |
| 238 | CEGCONSTELLATION ENERGY CORP | 16,537 | $5.4M | 0.08% | |
| 239 | BNDVANGUARD BD INDEX FDS | 72,735 | $5.4M | 0.08% | |
| 240 | SCHJSCHWAB STRATEGIC TR | 216,246 | $5.4M | 0.08% | |
| 241 | MOSMOSAIC CO NEW | 154,847 | $5.4M | 0.08% | |
| 242 | QCOMQUALCOMM INC | 32,208 | $5.4M | 0.08% | |
| 243 | COWZPACER FDS TR | 92,861 | $5.3M | 0.08% | |
| 244 | UITBVICTORY PORTFOLIOS II | 112,288 | $5.3M | 0.08% | |
| 245 | VONVVANGUARD SCOTTSDALE FDS | 59,603 | $5.3M | 0.08% | |
| 246 | ORLYOREILLY AUTOMOTIVE INC | 49,186 | $5.3M | 0.08% | |
| 247 | RBLXROBLOX CORP | 37,874 | $5.2M | 0.08% | |
| 248 | LUMNLUMEN TECHNOLOGIES INC | 850,862 | $5.2M | 0.08% | |
| 249 | UBERUBER TECHNOLOGIES INC | 52,957 | $5.2M | 0.08% | |
| 250 | IUSVISHARES TR | 51,876 | $5.2M | 0.08% | |
| 251 | KBWYINVESCO EXCH TRADED FD TR II | 318,063 | $5.1M | 0.08% | |
| 252 | CYBRCYBERARK SOFTWARE LTD | 10,495 | $5.1M | 0.08% | |
| 253 | BSMRINVESCO EXCH TRD SLF IDX FD | 214,305 | $5.1M | 0.08% | |
| 254 | SPEMSPDR INDEX SHS FDS | 108,299 | $5.1M | 0.08% | |
| 255 | BSMYINVESCO EXCH TRD SLF IDX FD | 216,358 | $5.1M | 0.08% | |
| 256 | BSMQINVESCO EXCH TRD SLF IDX FD | 211,934 | $5.0M | 0.08% | |
| 257 | 4I1PHILIP MORRIS INTL INC | 30,662 | $5.0M | 0.08% | |
| 258 | FMBFIRST TR EXCH TRADED FD III | 98,006 | $5.0M | 0.08% | |
| 259 | VRTVERTIV HOLDINGS CO | 32,844 | $5.0M | 0.08% | |
| 260 | HIMUBLACKROCK ETF TRUST II | 99,218 | $4.9M | 0.07% | |
| 261 | VCRBVANGUARD MALVERN FDS | 62,129 | $4.9M | 0.07% | |
| 262 | ALBALBEMARLE CORP | 59,992 | $4.9M | 0.07% | |
| 263 | RDVIFIRST TR EXCHANGE-TRADED FD | 187,609 | $4.8M | 0.07% | |
| 264 | DELLDELL TECHNOLOGIES INC | 34,139 | $4.8M | 0.07% | |
| 265 | GEVGE VERNOVA INC | 7,867 | $4.8M | 0.07% | |
| 266 | CBCHUBB LIMITED | 17,117 | $4.8M | 0.07% | |
| 267 | SPHQINVESCO EXCHANGE TRADED FD T | 65,859 | $4.8M | 0.07% | |
| 268 | BACVERIZON COMMUNICATIONS INC | 109,794 | $4.8M | 0.07% | |
| 269 | IWYISHARES TR | 17,503 | $4.8M | 0.07% | |
| 270 | GNRSPDR INDEX SHS FDS | 80,567 | $4.8M | 0.07% | |
| 271 | MRVLMARVELL TECHNOLOGY INC | 55,790 | $4.7M | 0.07% | |
| 272 | SUNSUNOCO LP/SUNOCO FIN CORP | 93,180 | $4.7M | 0.07% | |
| 273 | EPDENTERPRISE PRODS PARTNERS L | 148,684 | $4.6M | 0.07% | |
| 274 | HFSIHARTFORD FDS EXCHANGE TRADED | 130,259 | $4.6M | 0.07% | |
| 275 | IWPISHARES TR | 32,476 | $4.6M | 0.07% | |
| 276 | ICSHISHARES TR | 90,954 | $4.6M | 0.07% | |
| 277 | EMBISHARES TR | 48,247 | $4.6M | 0.07% | |
| 278 | QYLDGLOBAL X FDS | 268,639 | $4.6M | 0.07% | |
| 279 | QQQINEOS ETF TRUST | 84,216 | $4.6M | 0.07% | |
| 280 | SPDWSPDR INDEX SHS FDS | 106,124 | $4.5M | 0.07% | |
| 281 | SHOPSHOPIFY INC | 30,411 | $4.5M | 0.07% | |
| 282 | TXNTEXAS INSTRS INC | 24,535 | $4.5M | 0.07% | |
| 283 | PAAAPGIM ETF TR | 87,180 | $4.5M | 0.07% | |
| 284 | SILJAMPLIFY ETF TR | 194,000 | $4.5M | 0.07% | |
| 285 | LINLINDE PLC | 9,342 | $4.4M | 0.07% | |
| 286 | IVWISHARES TR | 36,662 | $4.4M | 0.07% | |
| 287 | PPTYETF SER SOLUTIONS | 141,814 | $4.4M | 0.07% | |
| 288 | PANWPALO ALTO NETWORKS INC | 21,543 | $4.4M | 0.07% | |
| 289 | EIPIFIRST TR EXCHNG TRADED FD VI | 219,884 | $4.4M | 0.07% | |
| 290 | MODLVICTORY PORTFOLIOS II | 93,910 | $4.3M | 0.07% | |
| 291 | USTBVICTORY PORTFOLIOS II | 84,983 | $4.3M | 0.07% | |
| 292 | BSCRINVESCO EXCH TRD SLF IDX FD | 219,042 | $4.3M | 0.07% | |
| 293 | WFCWELLS FARGO CO NEW | 51,480 | $4.3M | 0.07% | |
| 294 | RWAYRUNWAY GROWTH FINANCE CORP | 422,426 | $4.3M | 0.07% | |
| 295 | AAAUGOLDMAN SACHS PHYSICAL GOLD | 112,221 | $4.3M | 0.07% | |
| 296 | JQUAJ P MORGAN EXCHANGE TRADED F | 67,774 | $4.3M | 0.07% | |
| 297 | SGOVISHARES TR | 41,860 | $4.2M | 0.06% | |
| 298 | XLVSELECT SECTOR SPDR TR | 30,165 | $4.2M | 0.06% | |
| 299 | BUGGLOBAL X FDS | 118,396 | $4.2M | 0.06% | |
| 300 | CALFPACER FDS TR | 93,492 | $4.1M | 0.06% |