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

Summit Financial, LLC

Summit Financial's holding co. based in San Francisco, CA — $7.8B in tracked AUM across 1,397 positions as of Q1 2026.

SF
Summit Financial·San Francisco, CA·Holding Co.
CIK 0001765536 · last filed Mar 31, 2026
Total AUM
$7.8B
▲ 9.2%
vs prior
Holdings
1,397
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
Top sector
Tech
22% weight
concentration
AI Analysis · Q1 2026 · 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

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