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
$103B
$8.1 Million 0.13% of portfolio
3,465
Q3 2025 Added 9.58%
$346B
$7.95 Million 0.13% of portfolio
51,762
Q3 2025 Added 5.19%
$270B
$7.42 Million 0.12% of portfolio
46,704
Q3 2025 Added 0.37%
$168B
$7.37 Million 0.12% of portfolio
97,635
Q3 2025 Added 2.27%
$74.3B
$7.16 Million 0.12% of portfolio
12,742
Q3 2025 Added 44.63%
$170B
$7.11 Million 0.12% of portfolio
49,200
Q3 2025 Added 1.49%
$89.3B
$6.57 Million 0.11% of portfolio
60,327
Q3 2025 Added 3.71%
$2.03B
$6.54 Million 0.11% of portfolio
2,379,247
Q4 2024 New
$193B
$6.47 Million 0.11% of portfolio
14,462
Q3 2025 Added 63.67%
$103B
$6.6 Million 0.11% of portfolio
50,815
Q3 2025 Added 0.98%
$140B
$6.49 Million 0.11% of portfolio
25,841
Q3 2025 Added 75.28%
$512B
$6.87 Million 0.11% of portfolio
12,077
Q3 2025 Added 6.99%
$300B
$6.49 Million 0.11% of portfolio
18,787
Q3 2025 Added 13.07%
$291B
$6.07 Million 0.1% of portfolio
12,714
Q3 2025 Added 3.82%
$193B
$6.19 Million 0.1% of portfolio
54,022
Q3 2025 Added 32.23%
$10.4B
$5.93 Million 0.1% of portfolio
69,209
Q3 2025 New
$0
$6.08 Million 0.1% of portfolio
491,559
Q3 2025 Added 6.63%
$32B
$5.77 Million 0.1% of portfolio
98,196
Q3 2025 Added 0.91%
$204B
$5.9 Million 0.1% of portfolio
41,985
Q3 2025 Added 9.1%
$258B
$6.06 Million 0.1% of portfolio
36,234
Q3 2025 New
$159B
$5.7 Million 0.1% of portfolio
11,721
Q3 2025 Reduced 1.86%
$237B
$6.06 Million 0.1% of portfolio
25,551
Q3 2025 Added 54.55%
$136B
$6.27 Million 0.1% of portfolio
16,964
Q3 2025 Reduced 16.5%
$104B
$5.52 Million 0.09% of portfolio
18,821
Q3 2025 Reduced 1.58%
$77.2B
$5.68 Million 0.09% of portfolio
26,724
Q3 2025 Added 2.48%
$111B
$5.44 Million 0.09% of portfolio
16,537
Q3 2025 Added 3.74%
$132B
$5.57 Million 0.09% of portfolio
26,447
Q3 2025 Reduced 15.71%
$8.27B
$5.21 Million 0.09% of portfolio
850,862
Q3 2025 New
$224B
$5.61 Million 0.09% of portfolio
18,449
Q3 2025 Reduced 10.92%
$8.99B
$5.37 Million 0.09% of portfolio
154,847
Q3 2025 Added 3.03%
$6.2B
$5.3 Million 0.09% of portfolio
49,186
Q3 2025 Reduced 0.3%
$187B
$5.36 Million 0.09% of portfolio
32,208
Q3 2025 Added 44.31%
$55.8B
$5.25 Million 0.09% of portfolio
37,874
Q3 2025 New
$181B
$5.19 Million 0.09% of portfolio
52,957
Q3 2025 Added 25.75%
$74.3B
$5.48 Million 0.09% of portfolio
86,435
Q3 2025 Added 2.31%
$13.5B
$4.86 Million 0.08% of portfolio
59,992
Q3 2025 Reduced 11.99%
$123B
$4.83 Million 0.08% of portfolio
17,117
Q3 2025 Added 4.31%
$19.9B
$5.07 Million 0.08% of portfolio
10,495
Q3 2025 Reduced 25.65%
$34.7B
$4.84 Million 0.08% of portfolio
34,139
Q3 2025 Added 263.45%
$70.2B
$4.65 Million 0.08% of portfolio
148,684
Q3 2025 Added 2.82%
$73.7B
$4.69 Million 0.08% of portfolio
55,790
Q3 2025 Added 699.86%
$237B
$4.97 Million 0.08% of portfolio
30,662
Q3 2025 Added 5.51%
$174B
$4.52 Million 0.08% of portfolio
30,411
Q3 2025 New
$4.4B
$4.66 Million 0.08% of portfolio
93,180
Q3 2025 Reduced -0.0%
$177B
$4.77 Million 0.08% of portfolio
24,535
Q3 2025 Added 1.45%
$172B
$4.83 Million 0.08% of portfolio
109,794
Q3 2025 Reduced 13.46%
$104B
$4.09 Million 0.07% of portfolio
61,923
Q3 2025 Added 8.01%
$284M
$3.95 Million 0.07% of portfolio
444,271
Q3 2025 Added 99.24%
$114B
$4.08 Million 0.07% of portfolio
18,898
Q3 2025 Added 10.59%

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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