13F Insight
DOSSIER · 13F-HR · Q2 2026

Summit Financial, LLC

$9.1B in tracked AUM across 1,580 positions as of Q2 2026.

SF
CIK 0001765536 · last filed Jun 30, 2026
Total AUM
$9.1B
as of Q2 2026
Holdings
1,580
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Summit Financial, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$649M1.8M7.1%02
VEU
VANGUARD INTL EQUITY INDEX F
$294M3.5M3.2%03
IVV
ISHARES TR
$226M301K2.5%04
AAPL
APPLE INC
$197M680K2.2%05
VUG
VANGUARD INDEX FDS
$156M1.8M1.7%06
NVDA
NVIDIA CORPORATION
$153M763K1.7%07
VTV
VANGUARD INDEX FDS
$126M577K1.4%08
VOO
VANGUARD INDEX FDS
$119M173K1.3%09
SPY
STATE STR SPDR S&P 500 ETF T
$113M151K1.2%10
QQQM
INVESCO EXCH TRADED FD TR II
$108M356K1.2%

Filing history

2026Q2Jun 30
$9.1B▲ 16.2%
1,580 positionsView →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 positionsLocked
Showing 12 of 30