Universe · entity
Summit Financial, LLC
Institutional manager (13F) · CIK 1765536
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $3.6B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $556M | 1,731,717 |
| 2 | VANGUARD INTL EQUITY INDEX F | $259M | 3,452,220 |
| 3 | APPLE INC | $168M | 660,017 |
| 4 | ISHARES TR | $167M | 255,954 |
| 5 | VANGUARD INDEX FDS | $124M | 284,069 |
| 6 | NVIDIA CORPORATION | $120M | 689,910 |
| 7 | VANGUARD INDEX FDS | $108M | 552,948 |
| 8 | STATE STR SPDR S&P 500 ETF T | $97M | 148,667 |
| 9 | VANGUARD INDEX FDS | $97M | 161,978 |
| 10 | J P MORGAN EXCHANGE TRADED F | $89M | 1,663,485 |
| 11 | MICROSOFT CORP | $88M | 237,139 |
| 12 | AMAZON COM INC | $85M | 407,933 |
| 13 | INVESCO EXCH TRADED FD TR II | $82M | 344,553 |
| 14 | BERKSHIRE HATHAWAY INC DEL | $80M | 166,488 |
| 15 | INVESCO QQQ TR | $71M | 122,925 |
| 16 | PIMCO ETF TR | $65M | 2,496,913 |
| 17 | SPDR SERIES TRUST | $64M | 657,994 |
| 18 | JPMORGAN CHASE & CO | $58M | 196,239 |
| 19 | SPDR SERIES TRUST | $55M | 965,471 |
| 20 | ALPHABET INC | $53M | 185,690 |
| 21 | ISHARES TR | $53M | 2,038,645 |
| 22 | ISHARES TR | $51M | 566,224 |
| 23 | VANGUARD TAX-MANAGED FDS | $50M | 774,716 |
| 24 | PALANTIR TECHNOLOGIES INC | $48M | 330,251 |
| 25 | VANGUARD INDEX FDS | $47M | 215,831 |
| 26 | META PLATFORMS INC | $46M | 80,683 |
| 27 | ISHARES TR | $46M | 1,755,367 |
| 28 | BROADCOM INC | $44M | 141,104 |
| 29 | ISHARES TR | $42M | 380,800 |
| 30 | BLACKROCK ETF TRUST II | $40M | 774,495 |
| 31 | ISHARES TR | $40M | 1,584,574 |
| 32 | ISHARES TR | $40M | 1,900,235 |
| 33 | SELECT SECTOR SPDR TR | $37M | 807,393 |
| 34 | TESLA INC | $37M | 99,602 |
| 35 | ISHARES TR | $37M | 148,385 |
| 36 | VANGUARD INDEX FDS | $37M | 127,839 |
| 37 | VANGUARD INDEX FDS | $36M | 195,010 |
| 38 | ISHARES TR | $35M | 1,609,633 |
| 39 | ISHARES TR | $34M | 374,321 |
| 40 | ISHARES TR | $33M | 714,406 |
| 41 | ISHARES TR | $32M | 321,111 |
| 42 | WHEATON PRECIOUS METALS CORP | $32M | 241,389 |
| 43 | GOLDMAN SACHS GROUP INC | $31M | 37,172 |
| 44 | VANECK ETF TRUST | $31M | 80,906 |
| 45 | ISHARES TR | $31M | 355,054 |
| 46 | VANGUARD SCOTTSDALE FDS | $30M | 366,291 |
| 47 | WALMART INC | $30M | 242,768 |
| 48 | EXXON MOBIL CORP | $30M | 175,877 |
| 49 | ISHARES TR | $30M | 436,907 |
| 50 | INVESCO EXCHANGE TRADED FD T | $29M | 152,920 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.