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CIK: 0001765536
Total reported value
$9.1B
$9.1B
1283 檔
13.4%
At the close of Q4 2025, Summit Financial, LLC disclosed equity holdings valued at approximately $9.1B, spread across 1283 reported holdings.
In Q4 2025, Summit Financial, LLC displayed an active expansion posture, initiating 17 new positions and adding to 116 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1283 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 8.18% | +0.03% | +1.12% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 3.61% | -0.08% | +2.05% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.32% | +0.34% | -2.14% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.12% | +0.03% | -2.17% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 1.74% | +0.13% | +4.56% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 1.74% | +0.14% | -1.43% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 1.57% | -0.17% | +1.75% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.46% | — | +0.40% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.43% | +0.07% | +1.89% | |
| 10 | VTV | Vanguard Value ETF | ETF-Other | 1.35% | — | +2.11% | |
| 11 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.27% | +0.14% | -2.12% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.20% | — | -1.85% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.19% | -0.08% | +0.26% | |
| 14 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 1.08% | -0.11% | +4.42% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.00% | +0.09% | -1.26% | |
| 16 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.94% | — | +9.96% | |
| 17 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.91% | -0.20% | +1.70% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.89% | -0.11% | +0.17% | |
| 19 | IBDY | Ishares Ibonds Dec 2033 CORP | ETF-Other | 0.75% | -0.35% | +5.24% | |
| 20 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.66% | +0.01% | +4.51% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.66% | — | +3.49% | |
| 22 | IBDZ | Isharesibondsdec2034tmcorp | ETF-Other | 0.64% | -0.28% | +217.39% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.64% | -0.07% | -5.44% | |
| 24 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.61% | — | +1.06% | |
| 25 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-Other | 0.57% | -0.19% | +5.56% | |
| 26 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 0.57% | -0.19% | +5.01% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.55% | -0.07% | -11.46% | |
| 28 | WPM | Wheaton Precious Metals CORP | Stock-Materials | 0.53% | -0.10% | -4.64% | |
| 29 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 0.51% | -0.08% | +1.42% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.50% | +0.04% | -0.25% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.50% | +0.04% | -7.37% | |
| 32 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.48% | +0.05% | +21.62% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.48% | +0.05% | +89.00% | |
| 34 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.48% | -0.35% | -18.23% | |
| 35 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.47% | -0.09% | +97.81% | |
| 36 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.47% | -0.08% | +2.69% | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.45% | -0.03% | +6.22% | |
| 38 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.44% | +0.08% | +12.72% | |
| 39 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.44% | -0.01% | +1.74% | |
| 40 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.43% | -0.04% | +10.21% | |
| 41 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.43% | -0.01% | -14.41% | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.43% | -0.03% | -3.89% | |
| 43 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.42% | +0.01% | -1.68% | |
| 44 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.41% | -0.03% | +2.91% | |
| 45 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.38% | +0.08% | +1.99% | |
| 46 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.38% | +0.01% | +7.62% | |
| 47 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.38% | -0.04% | +83.30% | |
| 48 | VB | Vanguard Small-cap ETF | ETF-Other | 0.37% | +0.02% | +1.16% | |
| 49 | PDP | Invesco Dorsey Wright Moment | ETF-Other | 0.37% | +0.02% | +1.47% | |
| 50 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.37% | -0.02% | +5.71% |
According to official SEC Form 13F filings, Summit Financial, LLC reported a total U.S. public equity portfolio value of $9.1B across 1283 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, VEU, IVV) accounted for 13.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
RKT
市值: $10.9M
Top Position Liquidated / Trimmed
BAX
前期市值: $3.1M
During Q4 2025, Summit Financial, LLC's top holdings by market value included VTI (8.2%)、VEU (3.6%)、IVV (2.3%). The largest single position, VTI, represented 8.2% of total portfolio value.
In Q4 2025, Summit Financial, LLC made 197 total portfolio adjustments, initiating 17 new buys, adding to 116 positions, trimming 59 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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