§ 13F · FUND PROFILE
Summit Financial, LLC.
AUM · $9.1B (13F)Positions · 1580Turnover · n/a · Q2Filed · Aug 12, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$234M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 1.75M | $649M | 7.1% | +1% |
| 2 | VEU | VANGUARD INTL EQUITY INDEX F | 3.51M | $294M | 3.2% | +2% |
| 3 | IVV | ISHARES TR | 301K | $226M | 2.5% | +18% |
| 4 | AAPL | APPLE INC | 680K | $197M | 2.2% | +3% |
| 5 | VUG | VANGUARD INDEX FDS | 1.81M | $156M | 1.7% | +538% |
| 6 | NVDA | NVIDIA CORPORATION | 763K | $153M | 1.7% | +11% |
| 7 | VTV | VANGUARD INDEX FDS | 577K | $126M | 1.4% | +4% |
| 8 | VOO | VANGUARD INDEX FDS | 173K | $119M | 1.3% | +7% |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | 151K | $113M | 1.2% | +2% |
| 10 | QQQM | INVESCO EXCH TRADED FD TR II | 356K | $108M | 1.2% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SUMMIT SIGNAL
AC read
Summit Financial, LLC is a Other fund managing $9.1 billion in assets. The fund runs a massive portfolio of 1,580 positions.
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