§ 13F · FUND PROFILE
Summit Financial, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $6.6B (13F)Positions · 1238Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$296M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 1.73M | $556M | 7.1% | +4% |
| 2 | VEU | VANGUARD INTL EQUITY INDEX F | 3.45M | $259M | 3.3% | +3% |
| 3 | AAPL | APPLE INC | 660K | $168M | 2.1% | +24% |
| 4 | IVV | ISHARES TR | 256K | $167M | 2.1% | +11% |
| 5 | VUG | VANGUARD INDEX FDS | 284K | $124M | 1.6% | +17% |
| 6 | NVDA | NVIDIA CORPORATION | 690K | $120M | 1.5% | +9% |
| 7 | VTV | VANGUARD INDEX FDS | 553K | $108M | 1.4% | +15% |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | 149K | $97M | 1.2% | +2% |
| 9 | VOO | VANGUARD INDEX FDS | 162K | $97M | 1.2% | +4% |
| 10 | JBND | J P MORGAN EXCHANGE TRADED F | 1.66M | $89M | 1.1% | +22% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SUMMIT SIGNAL
AC read
Summit Financial, LLC is a Other fund managing $6.6 billion in assets. The fund runs a massive portfolio of 1,238 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed