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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$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%
$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%
$1.37T
$47.1 Million 0.78% of portfolio
64,127
Q3 2025 Added 5.49%
$1.29T
$42.8 Million 0.71% of portfolio
96,256
Q3 2025 Added 123.11%
$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%
$49.1B
$28.2 Million 0.47% of portfolio
23,510
Q3 2025 Added 6.68%
$279B
$27.8 Million 0.46% of portfolio
269,894
Q3 2025 Added 8.48%
$1.74T
$26.6 Million 0.44% of portfolio
109,351
Q3 2025 Added 12.42%
$404B
$26.1 Million 0.43% of portfolio
28,190
Q3 2025 Added 2.48%
$490B
$18.2 Million 0.3% of portfolio
161,507
Q3 2025 Added 8.86%
$102B
$18.1 Million 0.3% of portfolio
126,646
Q3 2025 New
$266B
$16.5 Million 0.28% of portfolio
58,490
Q3 2025 Added 2.5%
$22.2B
$16.5 Million 0.28% of portfolio
625,385
Q3 2025 New
$533B
$16.3 Million 0.27% of portfolio
47,690
Q3 2025 Added 13.15%
$414B
$15.7 Million 0.26% of portfolio
67,890
Q3 2025 Added 3.4%
$2.45B
$15.7 Million 0.26% of portfolio
1,022,784
Q3 2025 Reduced 0.38%
$593B
$14.6 Million 0.24% of portfolio
52,058
Q3 2025 Added 11.61%
$367B
$13.8 Million 0.23% of portfolio
33,951
Q3 2025 Added 6.06%
$1.46T
$13.6 Million 0.23% of portfolio
48,695
Q3 2025 Added 12.82%
$388B
$12.4 Million 0.21% of portfolio
76,596
Q3 2025 Added 74.38%
$265B
$12.7 Million 0.21% of portfolio
15,991
Q3 2025 Added 118.16%
$0
$12.5 Million 0.21% of portfolio
793,114
Q3 2025 Added 30.78%
$52.5B
$12 Million 0.2% of portfolio
696,700
Q3 2025 Added 1.2%
$255B
$11.6 Million 0.19% of portfolio
34,773
Q3 2025 Added 4.84%
$971B
$11.4 Million 0.19% of portfolio
14,877
Q3 2025 Added 5.8%
$0
$11.1 Million 0.18% of portfolio
374,677
Q3 2025 Added 35.7%
$98.1B
$10.3 Million 0.17% of portfolio
60,348
Q3 2025 Reduced 0.55%
$36.7B
$10.2 Million 0.17% of portfolio
121,383
Q3 2025 Added 0.1%
$100B
$10.1 Million 0.17% of portfolio
165,781
Q3 2025 Reduced 23.69%
$235B
$10.1 Million 0.17% of portfolio
120,217
Q3 2025 Added 1.42%
$1.87B
$10.4 Million 0.17% of portfolio
32,296
Q3 2025 Added 801.62%
$181B
$9.79 Million 0.16% of portfolio
346,577
Q3 2025 Added 1.84%
$5.99B
$9.42 Million 0.16% of portfolio
77,540
Q3 2025 New
$115B
$9.51 Million 0.16% of portfolio
19,399
Q3 2025 Added 52.82%
$319B
$9.01 Million 0.15% of portfolio
131,685
Q3 2025 Added 11.58%
$306B
$8.64 Million 0.14% of portfolio
130,285
Q3 2025 Added 7.39%
$0
$8.51 Million 0.14% of portfolio
429,681
Q3 2025 Reduced 1.32%
$98.6B
$8.11 Million 0.14% of portfolio
85,590
Q3 2025 Reduced 1.04%
$4.23B
$8.27 Million 0.14% of portfolio
619,996
Q3 2025 Added 1.22%
$228B
$7.67 Million 0.13% of portfolio
57,271
Q3 2025 Reduced 3.38%
$413B
$7.66 Million 0.13% of portfolio
148,531
Q3 2025 Added 18.4%
$303B
$7.69 Million 0.13% of portfolio
49,495
Q3 2025 Added 8.46%
$40.3B
$7.58 Million 0.13% of portfolio
22,457
Q3 2025 New

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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