Summit Financial, LLC Portfolio Holdings

Summit Financial, LLC

  • $6 Billion
  • Q3 2025

Summit Financial, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $6 Billion distributed in 1238 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $539M, Vanguard Ftse All World Ex Us with a value of $234M, Ishares Core S&P 500 ETF with a value of $157M, Apple Inc. with a value of $138M, and Nvidia Corp with a value of $120M.

Examining the 13F form we can see an increase of $1.62B in the current position value, from $4.38B to 6B.

Summit Financial, LLC is based out at Parsippany, NJ

Below you can find more details about Summit Financial, LLC portfolio as well as his latest detailed transactions.

Portfolio value $6 Billion
ETFs: $3.78 Billion
Technology: $687 Million
Financial Services: $405 Million
Consumer Cyclical: $214 Million
Healthcare: $156 Million
Energy: $148 Million
Communication Services: $146 Million
Industrials: $121 Million
Other: $258 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$539 Million 8.99% of portfolio
1,642,867
Q3 2025 Reduced 0.34%
$0
$234 Million 3.89% of portfolio
3,272,155
Q3 2025 Reduced 4.61%
$0
$157 Million 2.62% of portfolio
235,307
Q3 2025 Added 26.07%
$4.3T
$138 Million 2.31% of portfolio
543,776
Q3 2025 Added 7.15%
$465B
$120 Million 2.0% of portfolio
642,982
Q3 2025 Added 6.66%
$3.78T
$113 Million 1.88% of portfolio
217,696
Q3 2025 Added 17.39%
$0
$112 Million 1.86% of portfolio
232,623
Q3 2025 Reduced 2.2%
$0
$96.6 Million 1.61% of portfolio
145,005
Q3 2025 Added 1.44%
$0
$93.4 Million 1.56% of portfolio
152,583
Q3 2025 Added 10.79%
$0
$88 Million 1.47% of portfolio
471,875
Q3 2025 Added 10.95%
$0
$86.4 Million 1.44% of portfolio
349,654
Q3 2025 New
$662B
$80.6 Million 1.34% of portfolio
160,329
Q3 2025 Reduced 0.58%
$2.39T
$79.4 Million 1.32% of portfolio
361,407
Q3 2025 Added 17.17%
$0
$67.1 Million 1.12% of portfolio
111,824
Q3 2025 Reduced 5.19%
$342B
$62.6 Million 1.04% of portfolio
343,128
Q3 2025 New
$881B
$59.3 Million 0.99% of portfolio
187,952
Q3 2025 Added 12.76%
$0
$45.1 Million 0.75% of portfolio
516,313
Q3 2025 Added 13.54%
$1.29T
$42.8 Million 0.71% of portfolio
96,256
Q3 2025 Added 123.11%
$0
$41.5 Million 0.69% of portfolio
692,581
Q3 2025 Added 6.53%
$0
$40.6 Million 0.68% of portfolio
454,311
Q3 2025 Reduced 8.79%
$0
$40.5 Million 0.68% of portfolio
194,255
Q3 2025 Reduced 4.43%
$0
$36.9 Million 0.62% of portfolio
1,441,585
Q3 2025 New
$0
$36.9 Million 0.62% of portfolio
1,739,411
Q3 2025 New
$47.1B
$36.1 Million 0.6% of portfolio
322,953
Q3 2025 Added 11.11%
$139B
$35.2 Million 0.59% of portfolio
106,599
Q3 2025 Added 3.33%
$0
$34.4 Million 0.57% of portfolio
1,552,485
Q3 2025 New
$0
$33.6 Million 0.56% of portfolio
177,324
Q3 2025 Added 3.76%
$0
$33.4 Million 0.56% of portfolio
382,861
Q3 2025 Added 6.73%
$0
$30.7 Million 0.51% of portfolio
361,910
Q3 2025 Added 3.8%
$0
$28.9 Million 0.48% of portfolio
287,893
Q3 2025 Added 19.4%
$0
$28.7 Million 0.48% of portfolio
440,158
Q3 2025 Added 14.68%
$0
$29 Million 0.48% of portfolio
165,838
Q3 2025 Reduced 26.97%
$49.1B
$28.2 Million 0.47% of portfolio
23,510
Q3 2025 Added 6.68%
$0
$27.4 Million 0.46% of portfolio
93,264
Q3 2025 Added 8.42%
$279B
$27.8 Million 0.46% of portfolio
269,894
Q3 2025 Added 8.48%
$0
$27.2 Million 0.45% of portfolio
581,987
Q3 2025 Added 13.06%
$0
$26.7 Million 0.45% of portfolio
317,625
Q3 2025 Added 16.93%
$1.74T
$26.6 Million 0.44% of portfolio
109,351
Q3 2025 Added 12.42%
$0
$26.1 Million 0.44% of portfolio
250,103
Q3 2025 Added 6.44%
$404B
$26.1 Million 0.43% of portfolio
28,190
Q3 2025 Added 2.48%
$0
$25 Million 0.42% of portfolio
211,927
Q3 2025 Added 1.65%
$0
$24.9 Million 0.42% of portfolio
225,739
Q3 2025 Reduced 22.82%
$0
$24.7 Million 0.41% of portfolio
97,105
Q3 2025 Added 14.47%
$0
$23.7 Million 0.4% of portfolio
1,010,855
Q3 2025 New
$0
$23.5 Million 0.39% of portfolio
736,795
Q3 2025 Added 44.85%
$0
$23.2 Million 0.39% of portfolio
71,074
Q3 2025 Added 1,111.42%
$0
$22.9 Million 0.38% of portfolio
110,778
Q3 2025 Added 1,570.1%
$0
$22.1 Million 0.37% of portfolio
447,060
Q3 2025 New
$0
$22.2 Million 0.37% of portfolio
152,462
Q3 2025 Added 2.24%

Summary

  • Portfolio
  • No. of Stocks 1,238
  • Current Value $6 Billion
  • Prior Value $4.38 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 460 stocks
  • Additional Purchases 481 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 271 stocks
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