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
$0
$969,000 0.02% of portfolio
21,910
Q3 2025 New
$0
$1.21 Million 0.02% of portfolio
18,424
Q3 2025 Reduced 2.4%
$0
$1.13 Million 0.02% of portfolio
16,460
Q3 2025 New
$11.9B
$1.19 Million 0.02% of portfolio
15,590
Q3 2025 New
$14B
$1.44 Million 0.02% of portfolio
21,279
Q3 2025 Added 1.44%
$18.9B
$992,000 0.02% of portfolio
10,080
Q3 2025 Added 61.33%
$0
$737,000 0.01% of portfolio
42,656
Q3 2025 Reduced 8.15%
$0
$731,000 0.01% of portfolio
58,091
Q3 2025 Reduced 7.5%
$7.28B
$570,000 0.01% of portfolio
1,812
Q3 2025 New
$377M
$392,000 0.01% of portfolio
110,333
Q3 2025 New
$57.9B
$636,000 0.01% of portfolio
2,963
Q3 2025 Reduced 3.17%
$0
$411,000 0.01% of portfolio
17,652
Q1 2025 New
$0
$373,000 0.01% of portfolio
6,600
Q3 2025 Reduced 8.79%
$0
$356,000 0.01% of portfolio
13,320
Q3 2025 New
$27.1B
$688,000 0.01% of portfolio
6,593
Q3 2025 Reduced 2.11%
$0
$344,000 0.01% of portfolio
6,009
Q3 2025 New
$59.1B
$318,000 0.01% of portfolio
4,054
Q3 2025 Reduced 18.71%
$44.4B
$597,000 0.01% of portfolio
3,177
Q3 2025 Reduced 4.48%
$10.3B
$525,000 0.01% of portfolio
15,659
Q3 2025 Added 2.17%
$72.4B
$589,000 0.01% of portfolio
1,652
Q3 2025 Added 2.29%
$9.8B
$488,000 0.01% of portfolio
12,727
Q3 2025 Reduced 0.13%
$34.2B
$330,000 0.01% of portfolio
3,640
Q3 2025 Added 5.84%
$24.4B
$392,000 0.01% of portfolio
2,456
Q3 2025 New
$0
$575,000 0.01% of portfolio
6,671
Q3 2025 New
$277B
$658,000 0.01% of portfolio
8,579
Q3 2025 Reduced 2.26%
$24.5B
$350,000 0.01% of portfolio
2,054
Q3 2025 Added 1.08%
$53.1B
$351,000 0.01% of portfolio
1,429
Q3 2025 Reduced 14.84%
$73.2B
$626,000 0.01% of portfolio
146
Q3 2025 Added 11.45%
$39.4B
$688,000 0.01% of portfolio
960
Q3 2025 New
$54.5B
$459,000 0.01% of portfolio
2,455
Q3 2025 Added 17.58%
$765M
$337,000 0.01% of portfolio
51,715
Q3 2025 New
$0
$627,000 0.01% of portfolio
46,231
Q3 2025 Added 180.32%
$0
$439,000 0.01% of portfolio
48,281
Q3 2025 Added 35.19%
$0
$454,000 0.01% of portfolio
7,681
Q3 2025 New
$0
$886,000 0.01% of portfolio
61,464
Q3 2025 New
$0
$896,000 0.01% of portfolio
21,687
Q3 2025 New
$5.27B
$542,000 0.01% of portfolio
40,528
Q3 2025 New
$0
$360,000 0.01% of portfolio
2,807
Q3 2025 New
$112B
$607,000 0.01% of portfolio
17,638
Q3 2025 Reduced 0.23%
$16.2B
$422,000 0.01% of portfolio
12,842
Q2 2025 Reduced 12.74%
$86.4B
$629,000 0.01% of portfolio
1,792
Q3 2025 Reduced 51.36%
$0
$442,000 0.01% of portfolio
22,963
Q3 2025 Added 0.68%
$0
$310,000 0.01% of portfolio
8,339
Q3 2025 New
$53.8B
$449,000 0.01% of portfolio
2,863
Q3 2025 Reduced 0.73%
$19.3B
$427,000 0.01% of portfolio
6,825
Q3 2025 Reduced 4.61%
$38.4B
$318,000 0.01% of portfolio
1,719
Q3 2025 Added 0.59%
$3.44B
$373,000 0.01% of portfolio
1,204
Q3 2025 Reduced 16.39%
$25.6B
$400,000 0.01% of portfolio
7,532
Q3 2025 Added 12.47%
$12.8B
$433,000 0.01% of portfolio
3,513
Q3 2025 Reduced 0.09%

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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