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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.87B
$10.4 Million 0.17% of portfolio
32,296
Q3 2025 Added 801.62%
$539M
$4.03 Million 0.07% of portfolio
277,209
Q3 2025 New
$401M
$4.29 Million 0.07% of portfolio
422,426
Q3 2025 New
$1.96B
$3.52 Million 0.06% of portfolio
210,497
Q4 2024 New
$1.91B
$3.87 Million 0.06% of portfolio
160,052
Q3 2025 Added 0.03%
$605M
$2.58 Million 0.04% of portfolio
210,145
Q3 2025 Added 17.35%
$823M
$2.46 Million 0.04% of portfolio
302,682
Q3 2025 New
$875M
$1.11 Million 0.02% of portfolio
28,401
Q3 2025 Reduced 10.64%
$1.11B
$995,000 0.02% of portfolio
225,633
Q3 2025 New
$1.22B
$1.01 Million 0.02% of portfolio
54,049
Q1 2025 Added 1.97%
$377M
$392,000 0.01% of portfolio
110,333
Q3 2025 New
$765M
$337,000 0.01% of portfolio
51,715
Q3 2025 New
$1.75B
$372,000 0.01% of portfolio
8,924
Q2 2025 New
$1.5B
$342,000 0.01% of portfolio
26,030
Q3 2025 New
$1.91B
$637,000 0.01% of portfolio
39,617
Q3 2025 New
$899M
$426,000 0.01% of portfolio
14,191
Q3 2025 New
$976M
$293,000 0.0% of portfolio
33,529
Q3 2025 New
$543M
$86,000 0.0% of portfolio
30,500
Q3 2025 New
$363M
$104,000 0.0% of portfolio
12,284
Q3 2025 New
$385M
$290,000 0.0% of portfolio
20,364
Q3 2025 New
$1.36B
$114,000 0.0% of portfolio
23,331
Q3 2025 Reduced 31.98%
$1.3B
$204,000 0.0% of portfolio
39,466
Q3 2025 Added 65.72%
$443M
$42,000 0.0% of portfolio
10,100
Q3 2025 New
$1.83B
$190,000 0.0% of portfolio
20,846
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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