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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$61.6B
$1.18 Million 0.02% of portfolio
41,596
Q3 2025 Reduced 1.1%
$47.8B
$910,000 0.02% of portfolio
13,512
Q3 2025 Added 16.79%
$0
$1.1 Million 0.02% of portfolio
31,775
Q3 2025 New
$14.8B
$910,000 0.02% of portfolio
18,560
Q3 2025 Reduced 8.32%
$99.7B
$937,000 0.02% of portfolio
4,862
Q3 2025 Reduced 10.51%
$121B
$1.32 Million 0.02% of portfolio
1,704
Q3 2025 Reduced 5.23%
$76.2B
$1.31 Million 0.02% of portfolio
20,905
Q3 2025 Reduced 1.13%
$87.8B
$1.08 Million 0.02% of portfolio
2,276
Q3 2025 Added 2.99%
$4.74B
$1.14 Million 0.02% of portfolio
40,195
Q3 2025 Reduced 0.22%
$69.1B
$993,000 0.02% of portfolio
11,787
Q3 2025 Added 16.99%
$79.2B
$1.33 Million 0.02% of portfolio
19,033
Q3 2025 Reduced 13.98%
$65.7B
$1.04 Million 0.02% of portfolio
3,450
Q3 2025 Reduced 7.9%
$0
$956,000 0.02% of portfolio
81,817
Q3 2025 Added 2.39%
$51.8B
$989,000 0.02% of portfolio
4,343
Q3 2025 Added 118.9%
$39.8B
$1.11 Million 0.02% of portfolio
23,554
Q3 2025 Added 11.52%
$13.7B
$1.06 Million 0.02% of portfolio
24,871
Q3 2025 Reduced 2.97%
$0
$1.5 Million 0.02% of portfolio
40,221
Q3 2025 New
$40.4B
$1.4 Million 0.02% of portfolio
11,047
Q3 2025 Added 1.42%
$71.6B
$1.01 Million 0.02% of portfolio
15,061
Q3 2025 Added 1.99%
$0
$1.07 Million 0.02% of portfolio
21,199
Q3 2025 New
$0
$1.17 Million 0.02% of portfolio
21,670
Q3 2025 Reduced 2.4%
$11.8B
$1.03 Million 0.02% of portfolio
60,666
Q3 2025 Reduced -0.0%
$74.3B
$1.2 Million 0.02% of portfolio
5,964
Q3 2025 Added 92.26%
$4.31B
$944,000 0.02% of portfolio
12,397
Q3 2025 Added 8.37%
$205B
$1.33 Million 0.02% of portfolio
9,044
Q3 2025 Added 5.86%
$4.19B
$1.08 Million 0.02% of portfolio
29,068
Q3 2025 New
$79.1B
$911,000 0.02% of portfolio
5,102
Q3 2025 New
$0
$1.14 Million 0.02% of portfolio
4,751
Q3 2025 Reduced 75.18%
$3.56B
$1.41 Million 0.02% of portfolio
15,063
Q3 2025 Added 0.64%
$270B
$1.24 Million 0.02% of portfolio
17,282
Q3 2025 New
$0
$1.19 Million 0.02% of portfolio
10,761
Q3 2025 Added 27.21%
$0
$1.03 Million 0.02% of portfolio
28,199
Q3 2025 Added 113.81%
$1.22B
$1.01 Million 0.02% of portfolio
54,049
Q1 2025 Added 1.97%
$32.9B
$1.04 Million 0.02% of portfolio
14,576
Q3 2025 Added 0.96%
$59.7B
$1.1 Million 0.02% of portfolio
2,221
Q3 2025 Added 3.3%
$0
$1.31 Million 0.02% of portfolio
26,896
Q3 2025 New
$39.2B
$918,000 0.02% of portfolio
5,481
Q3 2025 Reduced 3.99%
$3.66B
$1.49 Million 0.02% of portfolio
13,300
Q3 2025 New
$59.5B
$954,000 0.02% of portfolio
20,888
Q3 2025 New
$55.3B
$989,000 0.02% of portfolio
91,132
Q3 2025 Added 3.17%
$8.49B
$1.32 Million 0.02% of portfolio
3,394
Q3 2025 Added 0.47%
$0
$1.03 Million 0.02% of portfolio
20,850
Q3 2025 Added 11.05%
$0
$1.5 Million 0.02% of portfolio
7,905
Q3 2025 Added 1.59%
$0
$1.4 Million 0.02% of portfolio
10,151
Q3 2025 New
$33.9B
$1.36 Million 0.02% of portfolio
5,401
Q3 2025 Reduced 3.64%
$3.05B
$1.48 Million 0.02% of portfolio
58,138
Q3 2025 New
$35B
$1.16 Million 0.02% of portfolio
10,095
Q3 2025 Reduced 3.54%
$89.8B
$1.05 Million 0.02% of portfolio
5,914
Q3 2025 Added 1.77%
$0
$1.11 Million 0.02% of portfolio
107,351
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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