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
$5.6B
$2.49 Million 0.04% of portfolio
254,621
Q3 2025 Added 19.84%
$118B
$2.28 Million 0.04% of portfolio
9,278
Q3 2025 Reduced 3.14%
$5.15B
$2.28 Million 0.04% of portfolio
12,776
Q3 2025 Reduced 15.85%
$15.9B
$2.26 Million 0.04% of portfolio
6,863
Q3 2025 Reduced 0.23%
$27.4B
$2.47 Million 0.04% of portfolio
10,066
Q3 2025 Added 0.3%
$190B
$2.63 Million 0.04% of portfolio
25,895
Q3 2025 Added 25.42%
$113B
$2.66 Million 0.04% of portfolio
28,112
Q3 2025 Added 2.96%
$4.52B
$2.23 Million 0.04% of portfolio
7,613
Q3 2025 New
$103B
$2.37 Million 0.04% of portfolio
31,372
Q3 2025 Added 13.79%
$37.5B
$2.51 Million 0.04% of portfolio
44,162
Q3 2025 Added 20.8%
$13.3B
$2.43 Million 0.04% of portfolio
64,909
Q3 2025 Added 13.43%
$96.4B
$2.28 Million 0.04% of portfolio
18,463
Q3 2025 Added 1.87%
$605M
$2.58 Million 0.04% of portfolio
210,145
Q3 2025 Added 17.35%
$57.4B
$2.23 Million 0.04% of portfolio
56,811
Q3 2025 Added 0.77%
$9.26B
$2.46 Million 0.04% of portfolio
65,777
Q3 2025 New
$823M
$2.46 Million 0.04% of portfolio
302,682
Q3 2025 New
$92.1M
$2.69 Million 0.04% of portfolio
379,829
Q3 2025 New
$89.7B
$2.19 Million 0.04% of portfolio
10,845
Q3 2025 Reduced 14.18%
$62.7B
$2.11 Million 0.04% of portfolio
25,588
Q3 2025 Added 4.68%
$268B
$2.58 Million 0.04% of portfolio
15,411
Q3 2025 Reduced 28.34%
$31.5B
$2.22 Million 0.04% of portfolio
30,449
Q3 2025 Reduced 2.39%
$68.5B
$2.51 Million 0.04% of portfolio
18,443
Q3 2025 Reduced 0.71%
$114B
$2.27 Million 0.04% of portfolio
19,805
Q3 2025 Added 98.15%
$66.3B
$2.54 Million 0.04% of portfolio
11,064
Q3 2025 Reduced 0.32%
$43.5B
$2.31 Million 0.04% of portfolio
6,606
Q3 2025 Added 1.16%
$169B
$2.25 Million 0.04% of portfolio
2,446
Q3 2025 Reduced 21.8%
$60.5B
$2.31 Million 0.04% of portfolio
55,274
Q3 2025 Reduced 0.8%
$11.6B
$2.51 Million 0.04% of portfolio
68,688
Q3 2025 New
$96.9B
$2.45 Million 0.04% of portfolio
5,809
Q3 2025 Reduced 0.09%
$0
$2.35 Million 0.04% of portfolio
97,663
Q3 2025 New
$55.9B
$2.17 Million 0.04% of portfolio
111,360
Q3 2025 Reduced 3.74%
$85.9B
$2.67 Million 0.04% of portfolio
12,093
Q3 2025 Reduced 0.62%
$151B
$1.87 Million 0.03% of portfolio
5,294
Q3 2025 Reduced 0.54%
$191B
$1.7 Million 0.03% of portfolio
314
Q3 2025 Added 4.32%
$35B
$1.57 Million 0.03% of portfolio
92,501
Q3 2025 Reduced -0.0%
$69.4B
$1.59 Million 0.03% of portfolio
19,342
Q3 2025 Added 14.5%
$44.9B
$1.51 Million 0.03% of portfolio
46,827
Q3 2025 New
$73.4B
$1.51 Million 0.03% of portfolio
42,459
Q3 2025 Added 21.41%
$74.1B
$1.72 Million 0.03% of portfolio
6,330
Q3 2025 New
$2.09B
$1.71 Million 0.03% of portfolio
109,888
Q3 2025 Added 0.11%
$0
$1.69 Million 0.03% of portfolio
166,856
Q3 2025 Added 5.1%
$23.2B
$1.58 Million 0.03% of portfolio
32,253
Q3 2025 Added 500.28%
$0
$1.68 Million 0.03% of portfolio
61,915
Q3 2025 Added 2.53%
$94.5B
$2.1 Million 0.03% of portfolio
6,145
Q3 2025 Added 12.55%
$84.4B
$1.74 Million 0.03% of portfolio
8,882
Q3 2025 New
$143B
$1.72 Million 0.03% of portfolio
51,300
Q3 2025 Reduced 5.76%
$92.7B
$1.67 Million 0.03% of portfolio
6,400
Q3 2025 Added 1.81%
$0
$1.86 Million 0.03% of portfolio
504,050
Q3 2025 Added 10.37%
$3.92B
$1.67 Million 0.03% of portfolio
186,600
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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