§ 13F · FUND PROFILE
Summit Financial, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $4424.2T (13F)Positions · 809Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$67.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 1.66M | $557.0T | 8.2% | +1% |
| 2 | VEU | VANGUARD INTL EQUITY INDEX F | 3.34M | $245.6T | 3.6% | +2% |
| 3 | IVV | ISHARES TR | 230K | $157.7T | 2.3% | −2% |
| 4 | AAPL | APPLE INC | 532K | $144.6T | 2.1% | −2% |
| 5 | VUG | VANGUARD INDEX FDS | 243K | $118.7T | 1.7% | +5% |
| 6 | NVDA | NVIDIA CORPORATION | 634K | $118.2T | 1.7% | −1% |
| 7 | MSFT | MICROSOFT CORP | 222K | $107.1T | 1.6% | +2% |
| 8 | SPY | SPDR S&P 500 ETF TR | 146K | $99.6T | 1.5% | ±0% |
| 9 | VOO | VANGUARD INDEX FDS | 155K | $97.5T | 1.4% | +2% |
| 10 | VTV | VANGUARD INDEX FDS | 482K | $92.0T | 1.4% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SUMMIT SIGNAL
AC read
Summit Financial, LLC is a Other fund managing $4424203.5 trillion in assets. The fund runs a broad portfolio of 809 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed