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
$4.77 Million 0.08% of portfolio
80,567
Q3 2025 Added 3.83%
$4.4B
$4.66 Million 0.08% of portfolio
93,180
Q3 2025 Reduced -0.0%
$177B
$4.77 Million 0.08% of portfolio
24,535
Q3 2025 Added 1.45%
$172B
$4.83 Million 0.08% of portfolio
109,794
Q3 2025 Reduced 13.46%
$104B
$4.09 Million 0.07% of portfolio
61,923
Q3 2025 Added 8.01%
$284M
$3.95 Million 0.07% of portfolio
444,271
Q3 2025 Added 99.24%
$114B
$4.08 Million 0.07% of portfolio
18,898
Q3 2025 Added 10.59%
$539M
$4.03 Million 0.07% of portfolio
277,209
Q3 2025 New
$22.5B
$4 Million 0.07% of portfolio
61,843
Q3 2025 Added 3.87%
$0
$4.39 Million 0.07% of portfolio
141,814
Q3 2025 New
$0
$4.04 Million 0.07% of portfolio
43,185
Q3 2025 Added 10.58%
$0
$4.17 Million 0.07% of portfolio
118,396
Q3 2025 New
$1.34B
$4.28 Million 0.07% of portfolio
112,221
Q3 2025 New
$0
$4.45 Million 0.07% of portfolio
130,259
Q3 2025 New
$0
$4.32 Million 0.07% of portfolio
219,042
Q3 2025 New
$0
$4.43 Million 0.07% of portfolio
36,662
Q3 2025 Added 170.89%
$0
$4.26 Million 0.07% of portfolio
67,774
Q3 2025 New
$0
$4.05 Million 0.07% of portfolio
1,305,056
Q3 2025 Reduced 26.63%
$0
$4.09 Million 0.07% of portfolio
93,492
Q3 2025 New
$61.4B
$4.39 Million 0.07% of portfolio
21,543
Q3 2025 Added 21.91%
$401M
$4.29 Million 0.07% of portfolio
422,426
Q3 2025 New
$0
$4.2 Million 0.07% of portfolio
30,165
Q3 2025 Added 41.16%
$0
$4.01 Million 0.07% of portfolio
26,006
Q3 2025 Added 5.43%
$86.1B
$4.04 Million 0.07% of portfolio
11,669
Q3 2025 Reduced 3.05%
$101B
$3.93 Million 0.07% of portfolio
32,393
Q3 2025 Added 1.34%
$55.9B
$3.95 Million 0.07% of portfolio
4,134
Q3 2025 Added 1.05%
$0
$4.33 Million 0.07% of portfolio
84,983
Q3 2025 New
$317B
$4.32 Million 0.07% of portfolio
51,480
Q3 2025 Added 32.23%
$62.3B
$3.49 Million 0.06% of portfolio
30,998
Q3 2025 Added 2.27%
$183B
$3.84 Million 0.06% of portfolio
13,622
Q3 2025 Reduced 1.5%
$0
$3.56 Million 0.06% of portfolio
104,101
Q3 2025 New
$0
$3.54 Million 0.06% of portfolio
80,654
Q3 2025 New
$53.8B
$3.58 Million 0.06% of portfolio
15,252
Q3 2025 Added 13.8%
$19B
$3.38 Million 0.06% of portfolio
16,474
Q3 2025 Added 160.62%
$6.39B
$3.52 Million 0.06% of portfolio
58,828
Q3 2025 Added 0.02%
$144B
$3.81 Million 0.06% of portfolio
8,339
Q3 2025 Added 0.63%
$75.4B
$3.62 Million 0.06% of portfolio
27,632
Q3 2025 Added 27.01%
$0
$3.52 Million 0.06% of portfolio
52,667
Q3 2025 Added 335.08%
$0
$3.65 Million 0.06% of portfolio
47,817
Q3 2025 Added 273.1%
$0
$3.48 Million 0.06% of portfolio
73,191
Q3 2025 New
$0
$3.65 Million 0.06% of portfolio
84,172
Q3 2025 Added 25.11%
$0
$3.48 Million 0.06% of portfolio
103,982
Q3 2025 New
$1.96B
$3.52 Million 0.06% of portfolio
210,497
Q4 2024 New
$0
$3.57 Million 0.06% of portfolio
32,118
Q3 2025 Added 0.85%
$0
$3.66 Million 0.06% of portfolio
115,659
Q3 2025 Added 10.82%
$0
$3.4 Million 0.06% of portfolio
40,919
Q3 2025 New
$0
$3.78 Million 0.06% of portfolio
81,369
Q3 2025 New
$21.5B
$3.43 Million 0.06% of portfolio
84,812
Q3 2025 Added 0.42%
$167B
$3.63 Million 0.06% of portfolio
38,034
Q3 2025 Added 6.91%

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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