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
$20.7 Million 0.34% of portfolio
44,623
Q3 2025 Added 5.29%
$0
$20 Million 0.33% of portfolio
526,182
Q3 2025 New
$65.3B
$20 Million 0.33% of portfolio
274,907
Q3 2025 Added 0.05%
$0
$19.9 Million 0.33% of portfolio
779,796
Q3 2025 New
$0
$20.1 Million 0.33% of portfolio
362,645
Q3 2025 Added 11.08%
$0
$20 Million 0.33% of portfolio
368,877
Q3 2025 Added 7.29%
$0
$18.3 Million 0.31% of portfolio
395,871
Q3 2025 New
$0
$18.5 Million 0.31% of portfolio
360,560
Q3 2025 Reduced 49.2%
$130B
$18.7 Million 0.31% of portfolio
52,740
Q3 2025 Reduced 24.52%
$0
$18.6 Million 0.31% of portfolio
216,312
Q3 2025 Reduced 12.2%
$490B
$18.2 Million 0.3% of portfolio
161,507
Q3 2025 Added 8.86%
$522B
$18.3 Million 0.3% of portfolio
98,506
Q3 2025 Added 2.22%
$102B
$18.1 Million 0.3% of portfolio
126,646
Q3 2025 New
$0
$17.2 Million 0.29% of portfolio
298,970
Q3 2025 Added 42.96%
$0
$17.1 Million 0.29% of portfolio
70,733
Q3 2025 Added 11.53%
$0
$17.5 Million 0.29% of portfolio
37,272
Q3 2025 Added 1.42%
$0
$17.1 Million 0.28% of portfolio
383,062
Q3 2025 New
$266B
$16.5 Million 0.28% of portfolio
58,490
Q3 2025 Added 2.5%
$22.2B
$16.5 Million 0.28% of portfolio
625,385
Q3 2025 New
$533B
$16.3 Million 0.27% of portfolio
47,690
Q3 2025 Added 13.15%
$414B
$15.7 Million 0.26% of portfolio
67,890
Q3 2025 Added 3.4%
$0
$15.3 Million 0.26% of portfolio
194,126
Q3 2025 New
$2.45B
$15.7 Million 0.26% of portfolio
1,022,784
Q3 2025 Reduced 0.38%
$0
$15.4 Million 0.26% of portfolio
192,255
Q3 2025 Reduced 37.61%
$0
$15.8 Million 0.26% of portfolio
112,405
Q3 2025 Added 8.87%
$0
$15.1 Million 0.25% of portfolio
283,802
Q3 2025 Added 2.48%
$0
$15.2 Million 0.25% of portfolio
606,155
Q3 2025 Reduced 1.1%
$593B
$14.6 Million 0.24% of portfolio
52,058
Q3 2025 Added 11.61%
$367B
$13.8 Million 0.23% of portfolio
33,951
Q3 2025 Added 6.06%
$0
$14 Million 0.23% of portfolio
260,452
Q3 2025 Added 2.89%
$0
$13.8 Million 0.23% of portfolio
523,503
Q3 2025 Added 10.25%
$0
$13.7 Million 0.23% of portfolio
48,627
Q3 2025 Added 7.97%
$1.46T
$13.6 Million 0.23% of portfolio
48,695
Q3 2025 Added 12.82%
$0
$13.4 Million 0.22% of portfolio
178,514
Q3 2025 New
$0
$13 Million 0.22% of portfolio
107,470
Q3 2025 New
$0
$13.2 Million 0.22% of portfolio
260,640
Q3 2025 New
$0
$13 Million 0.22% of portfolio
227,244
Q3 2025 New
$0
$13.2 Million 0.22% of portfolio
481,701
Q3 2025 Added 18.8%
$0
$13.1 Million 0.22% of portfolio
440,385
Q3 2025 New
$388B
$12.4 Million 0.21% of portfolio
76,596
Q3 2025 Added 74.38%
$0
$12.8 Million 0.21% of portfolio
83,000
Q3 2025 New
$265B
$12.7 Million 0.21% of portfolio
15,991
Q3 2025 Added 118.16%
$0
$12.6 Million 0.21% of portfolio
318,239
Q3 2025 Added 3.41%
$0
$12.6 Million 0.21% of portfolio
61,831
Q3 2025 Added 4.27%
$0
$12.5 Million 0.21% of portfolio
793,114
Q3 2025 Added 30.78%
$52.5B
$12 Million 0.2% of portfolio
696,700
Q3 2025 Added 1.2%
$0
$11.9 Million 0.2% of portfolio
27,411
Q3 2025 New
$255B
$11.6 Million 0.19% of portfolio
34,773
Q3 2025 Added 4.84%
$971B
$11.4 Million 0.19% of portfolio
14,877
Q3 2025 Added 5.8%

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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