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
$5.75 Million 0.1% of portfolio
197,454
Q3 2025 Added 4.69%
$0
$5.94 Million 0.1% of portfolio
66,530
Q3 2025 Reduced 32.81%
$0
$6.14 Million 0.1% of portfolio
10,299
Q3 2025 Added 2.51%
$0
$6.15 Million 0.1% of portfolio
103,205
Q3 2025 New
$136B
$6.27 Million 0.1% of portfolio
16,964
Q3 2025 Reduced 16.5%
$0
$5.78 Million 0.1% of portfolio
19,410
Q3 2025 Added 4.56%
$0
$6.18 Million 0.1% of portfolio
8,280
Q3 2025 Reduced 1.65%
$0
$5.85 Million 0.1% of portfolio
116,310
Q3 2025 Reduced 55.35%
$104B
$5.52 Million 0.09% of portfolio
18,821
Q3 2025 Reduced 1.58%
$77.2B
$5.68 Million 0.09% of portfolio
26,724
Q3 2025 Added 2.48%
$111B
$5.44 Million 0.09% of portfolio
16,537
Q3 2025 Added 3.74%
$0
$5.69 Million 0.09% of portfolio
219,602
Q3 2025 New
$132B
$5.57 Million 0.09% of portfolio
26,447
Q3 2025 Reduced 15.71%
$0
$5.49 Million 0.09% of portfolio
26,244
Q3 2025 Added 8.45%
$0
$5.52 Million 0.09% of portfolio
124,835
Q3 2025 New
$0
$5.19 Million 0.09% of portfolio
51,876
Q3 2025 Added 10.63%
$224B
$5.61 Million 0.09% of portfolio
18,449
Q3 2025 Reduced 10.92%
$8.99B
$5.37 Million 0.09% of portfolio
154,847
Q3 2025 Added 3.03%
$6.2B
$5.3 Million 0.09% of portfolio
49,186
Q3 2025 Reduced 0.3%
$0
$5.34 Million 0.09% of portfolio
92,861
Q3 2025 New
$187B
$5.36 Million 0.09% of portfolio
32,208
Q3 2025 Added 44.31%
$55.8B
$5.25 Million 0.09% of portfolio
37,874
Q3 2025 New
$0
$5.4 Million 0.09% of portfolio
216,246
Q3 2025 New
$181B
$5.19 Million 0.09% of portfolio
52,957
Q3 2025 Added 25.75%
$0
$5.41 Million 0.09% of portfolio
72,735
Q3 2025 Reduced 74.78%
$0
$5.33 Million 0.09% of portfolio
59,603
Q3 2025 New
$0
$5.34 Million 0.09% of portfolio
112,288
Q3 2025 New
$74.3B
$5.48 Million 0.09% of portfolio
86,435
Q3 2025 Added 2.31%
$13.5B
$4.86 Million 0.08% of portfolio
59,992
Q3 2025 Reduced 11.99%
$123B
$4.83 Million 0.08% of portfolio
17,117
Q3 2025 Added 4.31%
$19.9B
$5.07 Million 0.08% of portfolio
10,495
Q3 2025 Reduced 25.65%
$34.7B
$4.84 Million 0.08% of portfolio
34,139
Q3 2025 Added 263.45%
$70.2B
$4.65 Million 0.08% of portfolio
148,684
Q3 2025 Added 2.82%
$0
$4.97 Million 0.08% of portfolio
98,006
Q3 2025 New
$0
$4.57 Million 0.08% of portfolio
268,639
Q3 2025 New
$0
$5.07 Million 0.08% of portfolio
318,063
Q3 2025 New
$0
$5.07 Million 0.08% of portfolio
216,358
Q3 2025 New
$0
$5.07 Million 0.08% of portfolio
214,305
Q3 2025 New
$0
$5.01 Million 0.08% of portfolio
211,934
Q3 2025 New
$0
$4.83 Million 0.08% of portfolio
65,859
Q3 2025 Added 6.28%
$0
$4.62 Million 0.08% of portfolio
90,954
Q3 2025 New
$0
$4.79 Million 0.08% of portfolio
17,503
Q3 2025 Reduced 0.62%
$0
$4.62 Million 0.08% of portfolio
32,476
Q3 2025 Added 31.53%
$0
$4.59 Million 0.08% of portfolio
48,247
Q3 2025 Added 2.61%
$73.7B
$4.69 Million 0.08% of portfolio
55,790
Q3 2025 Added 699.86%
$237B
$4.97 Million 0.08% of portfolio
30,662
Q3 2025 Added 5.51%
$174B
$4.52 Million 0.08% of portfolio
30,411
Q3 2025 New
$0
$5.07 Million 0.08% of portfolio
108,299
Q3 2025 Added 61.56%
$0
$4.54 Million 0.08% of portfolio
106,124
Q3 2025 Added 4.43%

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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