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Strive shares owned by Summit Financial

Quarter-by-quarter ownership of Strive shares owned by Summit Financial from 13F filings

Historical chart of Summit Financial investment in Strive

Tip: Access up to 7 years of quarterly data

All positions including Strive held by Summit Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Strive by Summit Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $35k 14k 2.50

More positions owned by Summit Financial

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Summit Financial

Top funds holding Strive

Yorkville Advisors Global
Citadel Advisors
Frigate Ventures
Alyeska Investment Group
Jane Street
MMCAP International Inc. SPC
Healthcare Of Ontario Pension Plan Trust Fund
Woodline Partners
Moore Capital Management
Millennium Management
Ghisallo Capital Management
Weiss Asset Management LP[1
Hudson Bay Capital Management
FMR
Harraden Circle Investments

View all funds holding Strive