13F Insight
DOSSIER · 13F-HR · Q1 2026

Summit Financial, LLC

$7.8B in tracked AUM across 1,397 positions as of Q1 2026.

SF
CIK 0001765536 · last filed Mar 31, 2026
Total AUM
$7.8B
as of Q1 2026
Holdings
1,397
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Summit Financial, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$556M1.7M7.1%02
VEU
VANGUARD INTL EQUITY INDEX F
$259M3.5M3.3%03
AAPL
APPLE INC
$168M660K2.1%04
IVV
ISHARES TR
$167M256K2.1%05
VUG
VANGUARD INDEX FDS
$124M284K1.6%06
NVDA
NVIDIA CORPORATION
$120M690K1.5%07
VTV
VANGUARD INDEX FDS
$108M553K1.4%08
SPY
STATE STR SPDR S&P 500 ETF T
$97M149K1.2%09
VOO
VANGUARD INDEX FDS
$97M162K1.2%10
JBND
J P MORGAN EXCHANGE TRADED F
$89M1.7M1.1%

Filing history

2026Q1Mar 31
$7.8B▲ 15.3%
1,397 positionsView →2025Q4Dec 31
$6.8B▲ 142.3%
1,283 positionsView →2025Q3Sep 30
$2.8B▼ 36.5%
699 positionsView →2025Q2Jun 30
$4.4B▲ 24.0%
809 positionsLocked2025Q1Mar 31
$3.6B▲ 25.1%
706 positionsLocked2024Q4Dec 31
$2.9B▲ 11.7%
662 positionsLocked2024Q3Sep 30
$2.6B▲ 16.6%
556 positionsLocked2024Q2Jun 30
$2.2B▲ 29.7%
487 positionsLocked2024Q1Mar 31
$1.7B▲ 10.3%
381 positionsLocked2023Q4Dec 31
$1.5B▲ 13.0%
351 positionsLocked2023Q3Sep 30
$1.4B▼ 1.3%
332 positionsLocked2023Q2Jun 30
$1.4B▲ 19.9%
319 positionsLocked
Showing 12 of 29