Summit Financial, LLC ETFs

Summit Financial, LLC

  • $6 Billion
  • Q3 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$300,000 0.0% of portfolio
6,157
Q3 2025 Reduced 42.23%
$0
$297,000 0.0% of portfolio
19,901
Q3 2025 New
$0
$295,000 0.0% of portfolio
14,393
Q3 2025 New
$0
$291,000 0.0% of portfolio
3,425
Q3 2025 New
$0
$290,000 0.0% of portfolio
2,374
Q3 2025 New
$0
$283,000 0.0% of portfolio
1,686
Q3 2025 Reduced 3.66%
$0
$280,000 0.0% of portfolio
2,935
Q2 2025 New
$2.36B
$276,000 0.0% of portfolio
6,215
Q3 2025 Reduced 3.64%
$0
$268,000 0.0% of portfolio
11,691
Q3 2025 Added 36.53%
$0
$267,000 0.0% of portfolio
15,845
Q3 2025 New
$0
$265,000 0.0% of portfolio
3,708
Q3 2025 Added 13.67%
$0
$264,000 0.0% of portfolio
1,457
Q3 2025 New
$1.09B
$262,000 0.0% of portfolio
2,927
Q4 2024 New
$0
$258,000 0.0% of portfolio
6,273
Q3 2025 New
$0
$258,000 0.0% of portfolio
2,413
Q3 2025 New
$0
$253,000 0.0% of portfolio
3,993
Q3 2025 New
$0
$249,000 0.0% of portfolio
1,843
Q3 2025 Added 7.46%
$0
$247,000 0.0% of portfolio
4,375
Q3 2025 Reduced 0.5%
$0
$247,000 0.0% of portfolio
4,962
Q3 2025 Reduced 6.54%
$0
$244,000 0.0% of portfolio
2,443
Q3 2025 New
$0
$242,000 0.0% of portfolio
5,441
Q3 2025 New
$0
$239,000 0.0% of portfolio
3,597
Q3 2025 Reduced 2.15%
$0
$239,000 0.0% of portfolio
2,744
Q3 2025 Reduced 97.67%
$0
$239,000 0.0% of portfolio
3,137
Q3 2025 New
$0
$236,000 0.0% of portfolio
1,740
Q3 2025 Added 6.62%
$0
$236,000 0.0% of portfolio
7,692
Q3 2025 New
$0
$234,000 0.0% of portfolio
2,812
Q3 2025 New
$0
$234,000 0.0% of portfolio
2,922
Q3 2025 Reduced 3.5%
$0
$232,000 0.0% of portfolio
2,246
Q3 2025 New
$0
$232,000 0.0% of portfolio
2,342
Q3 2025 Added 0.43%
$0
$227,000 0.0% of portfolio
3,911
Q3 2025 New
$0
$227,000 0.0% of portfolio
9,234
Q3 2025 New
$0
$226,000 0.0% of portfolio
9,528
Q3 2025 New
$0
$224,000 0.0% of portfolio
4,692
Q3 2025 New
$0
$224,000 0.0% of portfolio
9,784
Q3 2025 New
$0
$222,000 0.0% of portfolio
3,106
Q3 2025 New
$0
$219,000 0.0% of portfolio
3,479
Q3 2025 New
$0
$218,000 0.0% of portfolio
7,995
Q3 2025 Reduced 5.65%
$0
$217,000 0.0% of portfolio
7,346
Q3 2025 New
$1.73B
$212,000 0.0% of portfolio
7,727
Q3 2025 Reduced 4.63%
$0
$209,000 0.0% of portfolio
4,239
Q3 2025 Reduced 17.17%
$0
$208,000 0.0% of portfolio
5,552
Q3 2025 New
$0
$206,000 0.0% of portfolio
5,379
Q3 2025 New
$0
$206,000 0.0% of portfolio
7,859
Q3 2025 New
$0
$0 0.0% of portfolio
5,550
Q3 2025 New
$0
$0 0.0% of portfolio
7,999
Q3 2025 New
$0
$0 0.0% of portfolio
2,997
Q3 2025 Added 0.2%
$0
$0 0.0% of portfolio
51,805
Q3 2025 New
Filter Shares Options
Track This Portfolio

Track Summit Financial, LLC Portfolio

Follow Summit Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email