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 |
|---|---|
UREUR-ENERGY INC | $1.8M |
DFIVDIMENSIONAL ETF TRUST | $1.8M |
BOTZGLOBAL X FDS | $1.8M |
SCHHSCHWAB STRATEGIC TR | $1.8M |
HWMHOWMET AEROSPACE INC | $1.7M |
MTUMISHARES TR | $1.7M |
HEFAISHARES TR | $1.7M |
DASHDOORDASH INC | $1.7M |
INTCINTEL CORP | $1.7M |
STXSEAGATE TECHNOLOGY HLDNGS PL | $1.7M |
DEIDOUGLAS EMMETT INC | $1.7M |
TMOTHERMO FISHER SCIENTIFIC INC | $1.7M |
SCZISHARES TR | $1.7M |
BKNGBOOKING HOLDINGS INC | $1.7M |
XEVVXEATON VANCE LIMITED DURATION | $1.7M |
KWEBKRANESHARES TRUST | $1.7M |
XGDVXGABELLI DIVID & INCOME TR | $1.7M |
NXENEXGEN ENERGY LTD | $1.7M |
MARMARRIOTT INTL INC NEW | $1.7M |
KNGFIRST TR EXCHANGE-TRADED FD | $1.7M |
EVTRMORGAN STANLEY ETF TRUST | $1.6M |
FBIOFORTRESS BIOTECH INC | $1.6M |
TSCOTRACTOR SUPPLY CO | $1.6M |
CAIECALAMOS ETF TR | $1.6M |
NOCNORTHROP GRUMMAN CORP | $1.6M |
EMLCVANECK ETF TRUST | $1.6M |
GLWCORNING INC | $1.6M |
FASTFASTENAL CO | $1.6M |
GVIPGOLDMAN SACHS ETF TR | $1.6M |
CVECENOVUS ENERGY INC | $1.6M |
FEXFIRST TR EXCHANGE-TRADED ALP | $1.6M |
FNDESCHWAB STRATEGIC TR | $1.6M |
PGRPROGRESSIVE CORP | $1.6M |
JHMMJOHN HANCOCK EXCHANGE TRADED | $1.6M |
RCLROYAL CARIBBEAN GROUP | $1.5M |
VTIPVANGUARD MALVERN FDS | $1.5M |
VKTXVIKING THERAPEUTICS INC | $1.5M |
CGDGCAPITAL GROUP DIVIDEND VALUE | $1.5M |
VYMIVANGUARD WHITEHALL FDS | $1.5M |
CSXCSX CORP | $1.5M |
GPIXGOLDMAN SACHS ETF TR | $1.5M |
CPNGCOUPANG INC | $1.5M |
VPUVANGUARD WORLD FD | $1.5M |
INDSPACER FDS TR | $1.5M |
TMDXTRANSMEDICS GROUP INC | $1.5M |
EOGEOG RES INC | $1.5M |
BTCGRAYSCALE BITCOIN MINI TR ET | $1.5M |
ARCCARES CAPITAL CORP | $1.5M |
IGFISHARES TR | $1.5M |
EEMSISHARES INC | $1.5M |
AVMCAMERICAN CENTY ETF TR | $1.5M |
JEFJEFFERIES FINL GROUP INC | $1.5M |
TUASIMPLIFY EXCHANGE TRADED FUN | $1.5M |
WPCWP CAREY INC | $1.4M |
MMM3M CO | $1.4M |
BXSLBLACKSTONE SECD LENDING FD | $1.4M |
DHTDHT HOLDINGS INC | $1.4M |
SHAKSHAKE SHACK INC | $1.4M |
APDAIR PRODS & CHEMS INC | $1.4M |
PAYXPAYCHEX INC | $1.4M |
MGVVANGUARD WORLD FD | $1.4M |
CGSDCAPITAL GRP FIXED INCM ETF T | $1.4M |
PSIINVESCO EXCHANGE TRADED FD T | $1.4M |
BRBROADRIDGE FINL SOLUTIONS IN | $1.4M |
OHIOMEGA HEALTHCARE INVS INC | $1.4M |
IGMISHARES TR | $1.4M |
VRSKVERISK ANALYTICS INC | $1.4M |
AVLVAMERICAN CENTY ETF TR | $1.4M |
ENBENBRIDGE INC | $1.3M |
PHOINVESCO EXCHANGE TRADED FD T | $1.3M |
APOAPOLLO GLOBAL MGMT INC | $1.3M |
RYROYAL BK CDA | $1.3M |
NKENIKE INC | $1.3M |
MCKMCKESSON CORP | $1.3M |
VMIVALMONT INDS INC | $1.3M |
TMEDT ROWE PRICE ETF INC | $1.3M |
DHRDANAHER CORPORATION | $1.3M |
MDLZMONDELEZ INTL INC | $1.3M |
CHDCHURCH & DWIGHT CO INC | $1.3M |
ASMLASML HOLDING N V | $1.3M |
XBMEXBLACKROCK HEALTH SCIENCES TR | $1.3M |
SDOGALPS ETF TR | $1.3M |
ILFISHARES TR | $1.3M |
AMTAMERICAN TOWER CORP NEW | $1.2M |
FCOMFIDELITY COVINGTON TRUST | $1.2M |
UCONFIRST TR EXCHNG TRADED FD VI | $1.2M |
SHELSHELL PLC | $1.2M |
FYLDCAMBRIA ETF TR | $1.2M |
CLCOLGATE PALMOLIVE CO | $1.2M |
EZMWISDOMTREE TR | $1.2M |
ITWILLINOIS TOOL WKS INC | $1.2M |
PNCPNC FINL SVCS GROUP INC | $1.2M |
AWCAMERICAN WTR WKS CO INC NEW | $1.2M |
GLTRABRDN PRECIOUS METALS BASKET | $1.2M |
FUMBFIRST TR EXCH TRADED FD III | $1.2M |
IRMIRON MTN INC DEL | $1.2M |
XHBSPDR SERIES TRUST | $1.2M |
IBMQISHARES TR | $1.2M |
KBHKB HOME | $1.2M |
GLDMWORLD GOLD TR | $1.2M |