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
$3.31 Million 0.06% of portfolio
135,582
Q3 2025 New
$1.91B
$3.87 Million 0.06% of portfolio
160,052
Q3 2025 Added 0.03%
$82.2B
$3.82 Million 0.06% of portfolio
16,918
Q3 2025 New
$0
$3.47 Million 0.06% of portfolio
55,859
Q3 2025 Reduced 2.06%
$0
$3.53 Million 0.06% of portfolio
158,529
Q3 2025 New
$136B
$3.31 Million 0.06% of portfolio
13,987
Q3 2025 Reduced 22.47%
$0
$3.62 Million 0.06% of portfolio
39,605
Q3 2025 Added 3.48%
$0
$3.37 Million 0.06% of portfolio
16,082
Q3 2025 Added 1.55%
$0
$3.31 Million 0.06% of portfolio
17,614
Q3 2025 Added 3.07%
$19.3B
$3.49 Million 0.06% of portfolio
13,298
Q3 2025 Added 13.73%
$15B
$3.7 Million 0.06% of portfolio
94,101
Q3 2025 Added 0.08%
$0
$3.81 Million 0.06% of portfolio
42,846
Q3 2025 New
$152B
$2.81 Million 0.05% of portfolio
11,381
Q3 2025 Reduced 19.4%
$76.5B
$2.73 Million 0.05% of portfolio
16,195
Q3 2025 Reduced 0.28%
$418B
$2.88 Million 0.05% of portfolio
16,129
Q3 2025 Added 249.79%
$0
$2.9 Million 0.05% of portfolio
29,152
Q3 2025 New
$79.6B
$2.97 Million 0.05% of portfolio
23,986
Q3 2025 Added 125.24%
$197B
$3.13 Million 0.05% of portfolio
15,310
Q3 2025 Added 5.17%
$163B
$2.71 Million 0.05% of portfolio
3,777
Q3 2025 Added 8.78%
$9.31B
$3.06 Million 0.05% of portfolio
134,545
Q3 2025 Added 809.09%
$147B
$3.15 Million 0.05% of portfolio
32,275
Q3 2025 Reduced 1.36%
$99.5B
$2.92 Million 0.05% of portfolio
64,653
Q3 2025 Reduced 16.79%
$22.8B
$3.06 Million 0.05% of portfolio
32,654
Q3 2025 Reduced 3.48%
$0
$2.95 Million 0.05% of portfolio
129,845
Q3 2025 New
$20.1B
$3.05 Million 0.05% of portfolio
5,403
Q3 2025 New
$140B
$3.18 Million 0.05% of portfolio
8,499
Q3 2025 Added 8.36%
$0
$2.87 Million 0.05% of portfolio
37,750
Q3 2025 New
$0
$2.98 Million 0.05% of portfolio
182,729
Q3 2025 New
$0
$2.81 Million 0.05% of portfolio
20,880
Q3 2025 Reduced 7.98%
$0
$2.99 Million 0.05% of portfolio
120,760
Q3 2025 New
$156B
$3.04 Million 0.05% of portfolio
27,373
Q3 2025 Added 10.35%
$10.6B
$2.74 Million 0.05% of portfolio
151,086
Q3 2025 Reduced 0.13%
$24.1B
$2.92 Million 0.05% of portfolio
68,902
Q3 2025 Added 35.66%
$0
$2.85 Million 0.05% of portfolio
10,723
Q3 2025 Added 1.59%
$0
$2.94 Million 0.05% of portfolio
56,483
Q3 2025 Added 1,440.73%
$0
$2.77 Million 0.05% of portfolio
20,015
Q3 2025 Added 37.0%
$0
$2.76 Million 0.05% of portfolio
62,479
Q3 2025 New
$0
$2.88 Million 0.05% of portfolio
60,647
Q3 2025 New
$123B
$2.79 Million 0.05% of portfolio
5,585
Q3 2025 Added 13.96%
$128B
$2.76 Million 0.05% of portfolio
29,011
Q3 2025 Added 27.0%
$13.2B
$3.08 Million 0.05% of portfolio
13,554
Q3 2025 Added 327.44%
$0
$3.24 Million 0.05% of portfolio
102,376
Q3 2025 New
$107B
$3.13 Million 0.05% of portfolio
4,126
Q3 2025 Reduced 14.65%
$141B
$3.17 Million 0.05% of portfolio
124,587
Q3 2025 Added 4.26%
$0
$2.86 Million 0.05% of portfolio
29,039
Q3 2025 Added 5.09%
$11.5B
$3.03 Million 0.05% of portfolio
11,948
Q3 2025 Reduced 1.76%
$47.7B
$2.97 Million 0.05% of portfolio
5,947
Q3 2025 Added 3.62%
$0
$2.84 Million 0.05% of portfolio
101,847
Q3 2025 Added 4.11%
$0
$3.25 Million 0.05% of portfolio
27,488
Q3 2025 Added 2.8%

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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