Summit Financial, LLC Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$6.8B
Holdings
1,283
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (1,283 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | USMVISHARES TR | 65,778 | $6.0M | 0.09% | |
| 202 | INDYISHARES TR | 136,444 | $6.0M | 0.09% | |
| 203 | COWZPACER FDS TR | 114,961 | $6.0M | 0.09% | |
| 204 | FSCOFS CREDIT OPPORTUNITIES CORP | 1,067,180 | $6.0M | 0.09% | |
| 205 | LOWLOWES COS INC | 26,155 | $6.0M | 0.09% | |
| 206 | JPIBJ P MORGAN EXCHANGE TRADED F | 129,002 | $6.0M | 0.09% | |
| 207 | MAMASTERCARD INCORPORATED | 12,079 | $6.0M | 0.09% | |
| 208 | NLRVANECK ETF TRUST | 54,435 | $6.0M | 0.09% | |
| 209 | MDYSPDR S&P MIDCAP 400 ETF TR | 10,229 | $6.0M | 0.09% | |
| 210 | SILGLOBAL X FDS | 81,687 | $6.0M | 0.09% | |
| 211 | RTXRTX CORPORATION | 37,656 | $6.0M | 0.09% | |
| 212 | VCSHVANGUARD SCOTTSDALE FDS | 83,794 | $6.0M | 0.09% | |
| 213 | IVZINVESCO EXCHANGE TRADED FD T | 55,163 | $6.0M | 0.09% | |
| 214 | VFHVANGUARD WORLD FD | 48,217 | $6.0M | 0.09% | |
| 215 | LUMNLUMEN TECHNOLOGIES INC | 849,517 | $6.0M | 0.09% | |
| 216 | COFCAPITAL ONE FINL CORP | 27,928 | $6.0M | 0.09% | |
| 217 | IWRISHARES TR | 70,862 | $6.0M | 0.09% | |
| 218 | MUMICRON TECHNOLOGY INC | 22,281 | $6.0M | 0.09% | |
| 219 | HYGISHARES TR | 82,951 | $6.0M | 0.09% | |
| 220 | VBKVANGUARD INDEX FDS | 20,147 | $6.0M | 0.09% | |
| 221 | CFAVICTORY PORTFOLIOS II | 76,159 | $6.0M | 0.09% | |
| 222 | XLVSELECT SECTOR SPDR TR | 41,845 | $6.0M | 0.09% | |
| 223 | VGTVANGUARD WORLD FD | 8,339 | $6.0M | 0.09% | |
| 224 | USTBVICTORY PORTFOLIOS II | 133,977 | $6.0M | 0.09% | |
| 225 | KYNKAYNE ANDERSON ENERGY INFRST | 535,710 | $6.0M | 0.09% | |
| 226 | GEGE AEROSPACE | 20,599 | $6.0M | 0.09% | |
| 227 | COINCOINBASE GLOBAL INC | 22,847 | $5.0M | 0.07% | |
| 228 | BNDVANGUARD BD INDEX FDS | 71,470 | $5.0M | 0.07% | |
| 229 | ITA*ISHARES TR | 23,322 | $5.0M | 0.07% | |
| 230 | CBCHUBB LIMITED | 16,123 | $5.0M | 0.07% | |
| 231 | VRTVERTIV HOLDINGS CO | 34,437 | $5.0M | 0.07% | |
| 232 | KBWYINVESCO EXCH TRADED FD TR II | 331,197 | $5.0M | 0.07% | |
| 233 | AMGNAMGEN INC | 15,418 | $5.0M | 0.07% | |
| 234 | 4I1PHILIP MORRIS INTL INC | 30,896 | $5.0M | 0.07% | |
| 235 | SCHJSCHWAB STRATEGIC TR | 223,951 | $5.0M | 0.07% | |
| 236 | LRCXLAM RESEARCH CORP | 31,414 | $5.0M | 0.07% | |
| 237 | APHAMPHENOL CORP NEW | 39,616 | $5.0M | 0.07% | |
| 238 | SCHVSCHWAB STRATEGIC TR | 201,351 | $5.0M | 0.07% | |
| 239 | BIVVANGUARD BD INDEX FDS | 66,668 | $5.0M | 0.07% | |
| 240 | IQLTISHARES TR | 119,948 | $5.0M | 0.07% | |
| 241 | MRVLMARVELL TECHNOLOGY INC | 67,762 | $5.0M | 0.07% | |
| 242 | VCRBVANGUARD MALVERN FDS | 66,320 | $5.0M | 0.07% | |
| 243 | BSMYINVESCO EXCH TRD SLF IDX FD | 216,443 | $5.0M | 0.07% | |
| 244 | LMBSFIRST TR EXCHANGE-TRADED FD | 118,793 | $5.0M | 0.07% | |
| 245 | WMBWILLIAMS COS INC | 87,620 | $5.0M | 0.07% | |
| 246 | SPGIS&P GLOBAL INC | 11,333 | $5.0M | 0.07% | |
| 247 | HONHONEYWELL INTL INC | 26,089 | $5.0M | 0.07% | |
| 248 | PEPPEPSICO INC | 41,332 | $5.0M | 0.07% | |
| 249 | SYKSTRYKER CORPORATION | 15,371 | $5.0M | 0.07% | |
| 250 | NEENEXTERA ENERGY INC | 64,417 | $5.0M | 0.07% | |
| 251 | TEMTEMPUS AI INC | 90,619 | $5.0M | 0.07% | |
| 252 | IUSVISHARES TR | 52,732 | $5.0M | 0.07% | |
| 253 | XLESELECT SECTOR SPDR TR | 127,446 | $5.0M | 0.07% | |
| 254 | BLKBLACKROCK INC | 5,158 | $5.0M | 0.07% | |
| 255 | VONVVANGUARD SCOTTSDALE FDS | 56,499 | $5.0M | 0.07% | |
| 256 | UITBVICTORY PORTFOLIOS II | 115,132 | $5.0M | 0.07% | |
| 257 | MCDMCDONALDS CORP | 18,168 | $5.0M | 0.07% | |
| 258 | UBERUBER TECHNOLOGIES INC | 63,407 | $5.0M | 0.07% | |
| 259 | BSMQINVESCO EXCH TRD SLF IDX FD | 212,019 | $5.0M | 0.07% | |
| 260 | GNRSPDR INDEX SHS FDS | 80,865 | $5.0M | 0.07% | |
| 261 | SILJAMPLIFY ETF TR | 194,000 | $5.0M | 0.07% | |
| 262 | FMBFIRST TR EXCH TRADED FD III | 99,428 | $5.0M | 0.07% | |
| 263 | QCOMQUALCOMM INC | 32,152 | $5.0M | 0.07% | |
| 264 | EMBISHARES TR | 54,480 | $5.0M | 0.07% | |
| 265 | BSMRINVESCO EXCH TRD SLF IDX FD | 214,389 | $5.0M | 0.07% | |
| 266 | BACVERIZON COMMUNICATIONS INC | 124,558 | $5.0M | 0.07% | |
| 267 | SPEMSPDR INDEX SHS FDS | 113,136 | $5.0M | 0.07% | |
| 268 | DISDISNEY WALT CO | 42,074 | $4.0M | 0.06% | |
| 269 | RDVIFIRST TR EXCHANGE-TRADED FD | 183,459 | $4.0M | 0.06% | |
| 270 | INTCINTEL CORP | 119,915 | $4.0M | 0.06% | |
| 271 | CYBRCYBERARK SOFTWARE LTD | 10,474 | $4.0M | 0.06% | |
| 272 | MGFMFS GOVT MKTS INCOME TR | 1,362,236 | $4.0M | 0.06% | |
| 273 | EIPIFIRST TR EXCHNG TRADED FD VI | 219,946 | $4.0M | 0.06% | |
| 274 | SNOWSNOWFLAKE INC | 19,131 | $4.0M | 0.06% | |
| 275 | DELLDELL TECHNOLOGIES INC | 35,446 | $4.0M | 0.06% | |
| 276 | GEVGE VERNOVA INC | 7,522 | $4.0M | 0.06% | |
| 277 | FXZFIRST TR EXCHANGE TRADED FD | 63,029 | $4.0M | 0.06% | |
| 278 | EPDENTERPRISE PRODS PARTNERS L | 153,175 | $4.0M | 0.06% | |
| 279 | FDLFIRST TR EXCHANGE-TRADED FD | 90,358 | $4.0M | 0.06% | |
| 280 | STXKEA SERIES TRUST | 129,949 | $4.0M | 0.06% | |
| 281 | ALBALBEMARLE CORP | 32,185 | $4.0M | 0.06% | |
| 282 | BSCRINVESCO EXCH TRD SLF IDX FD | 223,336 | $4.0M | 0.06% | |
| 283 | IWYISHARES TR | 16,568 | $4.0M | 0.06% | |
| 284 | SLVISHARES SILVER TR | 74,580 | $4.0M | 0.06% | |
| 285 | BITBBITWISE BITCOIN ETF TR | 98,145 | $4.0M | 0.06% | |
| 286 | HFSIHARTFORD FDS EXCHANGE TRADED | 114,838 | $4.0M | 0.06% | |
| 287 | SPDWSPDR INDEX SHS FDS | 102,495 | $4.0M | 0.06% | |
| 288 | BABOEING CO | 22,637 | $4.0M | 0.06% | |
| 289 | SHOPSHOPIFY INC | 29,560 | $4.0M | 0.06% | |
| 290 | ORLYOREILLY AUTOMOTIVE INC | 43,961 | $4.0M | 0.06% | |
| 291 | JQUAJ P MORGAN EXCHANGE TRADED F | 66,624 | $4.0M | 0.06% | |
| 292 | EQREQUITY RESIDENTIAL | 66,738 | $4.0M | 0.06% | |
| 293 | XLISELECT SECTOR SPDR TR | 25,998 | $4.0M | 0.06% | |
| 294 | HIMUBLACKROCK ETF TRUST II | 99,174 | $4.0M | 0.06% | |
| 295 | CGDGCAPITAL GROUP DIVIDEND VALUE | 91,927 | $4.0M | 0.06% | |
| 296 | SCHOSCHWAB STRATEGIC TR | 173,562 | $4.0M | 0.06% | |
| 297 | RWAYRUNWAY GROWTH FINANCE CORP | 473,050 | $4.0M | 0.06% | |
| 298 | ADPAUTOMATIC DATA PROCESSING IN | 18,083 | $4.0M | 0.06% | |
| 299 | PPTYETF SER SOLUTIONS | 145,568 | $4.0M | 0.06% | |
| 300 | SPHQINVESCO EXCHANGE TRADED FD T | 65,079 | $4.0M | 0.06% |