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
$346B
$7.95 Million 0.13% of portfolio
51,762
Q3 2025 Added 5.19%
$0
$7.61 Million 0.13% of portfolio
251,218
Q3 2025 New
$0
$7.65 Million 0.13% of portfolio
56,387
Q3 2025 Reduced 1.45%
$0
$7.91 Million 0.13% of portfolio
30,474
Q3 2025 Added 3.26%
$0
$7.11 Million 0.12% of portfolio
156,354
Q3 2025 Added 0.92%
$0
$7.03 Million 0.12% of portfolio
36,125
Q3 2025 Reduced 38.36%
$0
$6.91 Million 0.12% of portfolio
135,710
Q3 2025 Added 5.18%
$0
$7.15 Million 0.12% of portfolio
140,741
Q3 2025 Reduced 3.44%
$270B
$7.42 Million 0.12% of portfolio
46,704
Q3 2025 Added 0.37%
$168B
$7.37 Million 0.12% of portfolio
97,635
Q3 2025 Added 2.27%
$0
$7.49 Million 0.12% of portfolio
72,715
Q3 2025 Added 2.76%
$74.3B
$7.16 Million 0.12% of portfolio
12,742
Q3 2025 Added 44.63%
$0
$7.21 Million 0.12% of portfolio
91,976
Q3 2025 New
$170B
$7.11 Million 0.12% of portfolio
49,200
Q3 2025 Added 1.49%
$0
$7.14 Million 0.12% of portfolio
97,211
Q3 2025 Added 38.92%
$0
$7.37 Million 0.12% of portfolio
105,852
Q3 2025 Reduced 0.55%
$0
$7.46 Million 0.12% of portfolio
144,651
Q3 2025 New
$89.3B
$6.57 Million 0.11% of portfolio
60,327
Q3 2025 Added 3.71%
$2.03B
$6.54 Million 0.11% of portfolio
2,379,247
Q4 2024 New
$193B
$6.47 Million 0.11% of portfolio
14,462
Q3 2025 Added 63.67%
$0
$6.57 Million 0.11% of portfolio
68,014
Q3 2025 Added 1,364.87%
$0
$6.62 Million 0.11% of portfolio
81,546
Q3 2025 Added 11.65%
$0
$6.87 Million 0.11% of portfolio
83,235
Q3 2025 Added 1.75%
$0
$6.85 Million 0.11% of portfolio
134,131
Q3 2025 New
$103B
$6.6 Million 0.11% of portfolio
50,815
Q3 2025 Added 0.98%
$140B
$6.49 Million 0.11% of portfolio
25,841
Q3 2025 Added 75.28%
$512B
$6.87 Million 0.11% of portfolio
12,077
Q3 2025 Added 6.99%
$0
$6.4 Million 0.11% of portfolio
274,750
Q3 2025 Reduced 1.98%
$300B
$6.49 Million 0.11% of portfolio
18,787
Q3 2025 Added 13.07%
$0
$6.88 Million 0.11% of portfolio
34,513
Q3 2025 New
$0
$6.83 Million 0.11% of portfolio
85,483
Q3 2025 Added 7.16%
$0
$6.42 Million 0.11% of portfolio
112,852
Q3 2025 New
$0
$6.8 Million 0.11% of portfolio
37,313
Q3 2025 Added 3.29%
$0
$6.8 Million 0.11% of portfolio
51,803
Q3 2025 Reduced 15.58%
$291B
$6.07 Million 0.1% of portfolio
12,714
Q3 2025 Added 3.82%
$193B
$6.19 Million 0.1% of portfolio
54,022
Q3 2025 Added 32.23%
$10.4B
$5.93 Million 0.1% of portfolio
69,209
Q3 2025 New
$0
$6.09 Million 0.1% of portfolio
122,387
Q3 2025 Added 0.47%
$328B
$6.02 Million 0.1% of portfolio
20,022
Q3 2025 Added 28.63%
$0
$5.84 Million 0.1% of portfolio
81,487
Q3 2025 Added 1.16%
$0
$6.25 Million 0.1% of portfolio
48,204
Q3 2025 Added 579.31%
$0
$6.21 Million 0.1% of portfolio
65,223
Q3 2025 Added 2.01%
$0
$5.86 Million 0.1% of portfolio
115,320
Q3 2025 New
$0
$6.08 Million 0.1% of portfolio
491,559
Q3 2025 Added 6.63%
$32B
$5.77 Million 0.1% of portfolio
98,196
Q3 2025 Added 0.91%
$204B
$5.9 Million 0.1% of portfolio
41,985
Q3 2025 Added 9.1%
$258B
$6.06 Million 0.1% of portfolio
36,234
Q3 2025 New
$159B
$5.7 Million 0.1% of portfolio
11,721
Q3 2025 Reduced 1.86%
$237B
$6.06 Million 0.1% of portfolio
25,551
Q3 2025 Added 54.55%

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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