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
$2.89 Million 0.05% of portfolio
125,950
Q3 2025 Added 8.22%
$123B
$2.87 Million 0.05% of portfolio
4,111
Q3 2025 Added 1.46%
$0
$2.78 Million 0.05% of portfolio
66,789
Q3 2025 Added 5.62%
$68.7B
$2.97 Million 0.05% of portfolio
35,558
Q3 2025 Added 31.55%
$1.44B
$3.26 Million 0.05% of portfolio
87,604
Q3 2025 New
$0
$3.25 Million 0.05% of portfolio
41,624
Q3 2025 Added 65.89%
$32.7B
$2.85 Million 0.05% of portfolio
32,844
Q3 2025 New
$0
$3.26 Million 0.05% of portfolio
25,453
Q3 2025 Reduced 18.02%
$72.3B
$2.61 Million 0.04% of portfolio
23,350
Q3 2025 Reduced 48.97%
$5.6B
$2.49 Million 0.04% of portfolio
254,621
Q3 2025 Added 19.84%
$118B
$2.28 Million 0.04% of portfolio
9,278
Q3 2025 Reduced 3.14%
$0
$2.14 Million 0.04% of portfolio
37,602
Q3 2025 New
$5.15B
$2.28 Million 0.04% of portfolio
12,776
Q3 2025 Reduced 15.85%
$15.9B
$2.26 Million 0.04% of portfolio
6,863
Q3 2025 Reduced 0.23%
$27.4B
$2.47 Million 0.04% of portfolio
10,066
Q3 2025 Added 0.3%
$190B
$2.63 Million 0.04% of portfolio
25,895
Q3 2025 Added 25.42%
$4.52B
$2.23 Million 0.04% of portfolio
7,613
Q3 2025 New
$103B
$2.37 Million 0.04% of portfolio
31,372
Q3 2025 Added 13.79%
$0
$2.54 Million 0.04% of portfolio
29,914
Q3 2025 New
$37.5B
$2.51 Million 0.04% of portfolio
44,162
Q3 2025 Added 20.8%
$0
$2.11 Million 0.04% of portfolio
57,939
Q3 2025 New
$13.3B
$2.43 Million 0.04% of portfolio
64,909
Q3 2025 Added 13.43%
$96.4B
$2.28 Million 0.04% of portfolio
18,463
Q3 2025 Added 1.87%
$605M
$2.58 Million 0.04% of portfolio
210,145
Q3 2025 Added 17.35%
$0
$2.45 Million 0.04% of portfolio
34,976
Q3 2025 New
$0
$2.24 Million 0.04% of portfolio
19,969
Q3 2025 Reduced 7.61%
$0
$2.18 Million 0.04% of portfolio
9,507
Q3 2025 Added 37.52%
$0
$2.24 Million 0.04% of portfolio
37,306
Q3 2025 Added 14.84%
$57.4B
$2.23 Million 0.04% of portfolio
56,811
Q3 2025 Added 0.77%
$9.26B
$2.46 Million 0.04% of portfolio
65,777
Q3 2025 New
$823M
$2.46 Million 0.04% of portfolio
302,682
Q3 2025 New
$0
$2.57 Million 0.04% of portfolio
132,045
Q3 2025 New
$0
$2.65 Million 0.04% of portfolio
55,595
Q3 2025 Added 4.91%
$0
$2.25 Million 0.04% of portfolio
37,622
Q2 2025 Added 0.33%
$182B
$2.6 Million 0.04% of portfolio
3,801
Q3 2025 Added 2.37%
$0
$2.16 Million 0.04% of portfolio
47,774
Q3 2025 Reduced 5.41%
$0
$2.29 Million 0.04% of portfolio
11,690
Q3 2025 Added 8.33%
$0
$2.66 Million 0.04% of portfolio
37,157
Q3 2025 New
$0
$2.53 Million 0.04% of portfolio
9,330
Q3 2025 Reduced 1.92%
$0
$2.62 Million 0.04% of portfolio
18,155
Q3 2025 Added 85.26%
$0
$2.25 Million 0.04% of portfolio
19,715
Q3 2025 Reduced 1.55%
$0
$2.21 Million 0.04% of portfolio
52,358
Q3 2025 Added 5.97%
$0
$2.24 Million 0.04% of portfolio
13,604
Q3 2025 Added 9.66%
$0
$2.61 Million 0.04% of portfolio
32,554
Q3 2025 Added 0.59%
$0
$2.26 Million 0.04% of portfolio
44,531
Q3 2025 New
$0
$2.16 Million 0.04% of portfolio
36,564
Q3 2025 New
$92.1M
$2.69 Million 0.04% of portfolio
379,829
Q3 2025 New
$89.7B
$2.19 Million 0.04% of portfolio
10,845
Q3 2025 Reduced 14.18%
$62.7B
$2.11 Million 0.04% of portfolio
25,588
Q3 2025 Added 4.68%

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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