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Summit Financial

Latest statistics and disclosures from Summit Financial's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, VEU, IVV, AAPL, VUG, and represent 17.97% of Summit Financial's stock portfolio.
Added to shares of these 10 stocks: IBDZ (+$30M), NFLX (+$17M), XLU (+$16M), IWM (+$16M), GS (+$12M), RKT (+$11M), WFC (+$9.5M), XLK (+$6.8M), JPIB (+$6.3M), VTI (+$6.2M).
Started 102 new stock positions in DG, PTMC, BUXX, Truecar, DFGR, WLTG, PINK, MBLY, TLTW, SCYB.
Reduced shares in these 10 stocks: IBDS (-$8.9M), COST (-$8.4M), NEAR (-$8.3M), IBDR (-$7.6M), TLT (-$7.2M), IBDT (-$6.4M), RSP, META, IBIT, ALB.
Sold out of its positions in ACM, ADNH, AL, BBDC, BAX, ETHW, HYT, CSW, CPRT, YINN.
Summit Financial was a net buyer of stock by $221M.
Summit Financial has $6.8B in assets under management (AUM), dropping by 3.91%.
Central Index Key (CIK): 0001765536

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Portfolio Holdings for Summit Financial

Summit Financial holds 1283 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Summit Financial has 1283 total positions. Only the first 250 positions are shown.

Sign up to view all of the Summit Financial Dec. 31, 2025 positions
Download the Summit Financial December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	8.2	$557M		1.7M	335.27	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	3.6	$246M	+2%	3.3M	73.56	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.3	$158M	-2%	230k	684.94	View chart
Apple (AAPL)	2.1	$145M	-2%	532k	271.86	View chart
Vanguard Index Fds Growth Etf (VUG)	1.7	$119M	+4%	243k	487.86	View chart
NVIDIA Corporation (NVDA)	1.7	$118M		634k	186.50	View chart
Microsoft Corporation (MSFT)	1.6	$107M		222k	483.62	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.5	$100M		146k	683.91	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.4	$98M		156k	627.13	View chart
Vanguard Index Fds Value Etf (VTV)	1.4	$92M	+2%	482k	190.99	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.3	$87M	-2%	342k	252.92	View chart
Amazon (AMZN)	1.2	$82M		355k	230.82	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.2	$81M		161k	502.65	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	1.1	$74M	+4%	1.4M	54.26	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.0	$68M		110k	614.31	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.9	$64M	+9%	2.4M	26.81	View chart
Palantir Technologies Cl A (PLTR)	0.9	$62M		349k	177.75	View chart
JPMorgan Chase & Co. (JPM)	0.9	$61M		188k	322.22	View chart
Ishares Tr Ibonds Dec 2033 (IBDY)	0.7	$51M	+5%	2.0M	26.14	View chart
Tesla Motors (TSLA)	0.7	$45M	+4%	101k	449.72	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$45M	+3%	717k	62.47	View chart
Ishares Tr Ibonds Dec 2034 (IBDZ)	0.6	$44M	+217%	1.7M	26.37	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.6	$44M	-5%	488k	89.46	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.6	$42M		196k	211.79	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	0.6	$39M	+5%	1.5M	25.53	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.6	$39M	+5%	1.8M	21.15	View chart
Meta Platforms Cl A (META)	0.6	$38M	-11%	57k	660.10	View chart
Wheaton Precious Metals Corp (WPM)	0.5	$36M	-4%	308k	117.52	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.5	$35M		1.6M	22.07	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$34M		109k	313.80	View chart
Broadcom (AVGO)	0.5	$34M	-7%	99k	346.10	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$33M	+21%	113k	290.22	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$33M	+89%	134k	246.16	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.5	$32M	-18%	372k	87.16	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.5	$32M	+97%	757k	42.69	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.5	$32M	+2%	372k	86.25	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$31M	+6%	306k	99.88	View chart
Spdr Series Trust State Street Spd (SPYG)	0.4	$30M	+12%	282k	106.70	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.4	$30M		169k	177.37	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.4	$29M	+10%	350k	83.75	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$29M	-14%	152k	191.56	View chart
Wal-Mart Stores (WMT)	0.4	$29M	-3%	259k	111.64	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$29M		433k	66.00	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.4	$28M	+2%	599k	46.54	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.4	$26M		73k	360.13	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.4	$26M	+7%	793k	32.62	View chart
Goldman Sachs (GS)	0.4	$26M	+83%	29k	879.01	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$25M		98k	257.95	View chart
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)	0.4	$25M		215k	116.40	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.4	$25M	+5%	1.1M	23.41	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.4	$25M		225k	110.15	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$24M	+14%	60k	396.31	View chart
Global X Fds Artificial Etf (AIQ)	0.3	$24M	+4%	465k	50.91	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$23M		155k	148.69	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$23M		109k	212.07	View chart
Spdr Series Trust State Street Spd (SPYV)	0.3	$23M	+11%	403k	56.81	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.3	$22M	+9%	424k	52.77	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.3	$22M		212k	103.56	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$22M		270k	81.17	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.3	$22M		45k	481.61	View chart
Johnson & Johnson (JNJ)	0.3	$21M	+2%	101k	206.95	View chart
Exxon Mobil Corporation (XOM)	0.3	$20M	+4%	169k	120.34	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$20M	+2%	378k	53.76	View chart
Sprott Asset Management Physical Silver (PSLV)	0.3	$20M	+7%	855k	23.65	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.3	$20M		523k	38.32	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.3	$20M	+8%	429k	46.31	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$19M	+8%	40k	473.30	View chart
Sofi Technologies (SOFI)	0.3	$19M	+15%	724k	26.18	View chart
Netflix (NFLX)	0.3	$19M	+748%	200k	93.76	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	0.3	$19M	+6%	238k	78.12	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.3	$18M	+5%	404k	44.50	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$18M	+9%	123k	143.52	View chart
International Business Machines (IBM)	0.3	$17M		59k	296.21	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$17M	-2%	144k	120.18	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.2	$17M	+5%	205k	82.32	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$17M	+19%	626k	26.91	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$17M	-4%	249k	67.22	View chart
Eli Lilly & Co. (LLY)	0.2	$16M	+2%	15k	1074.66	View chart
Visa Com Cl A (V)	0.2	$16M	-2%	47k	350.71	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$16M	+8%	309k	52.88	View chart
Costco Wholesale Corporation (COST)	0.2	$16M	-34%	18k	862.34	View chart
Abbvie (ABBV)	0.2	$16M		68k	228.49	View chart
Advanced Micro Devices (AMD)	0.2	$16M	-5%	72k	214.16	View chart
Ishares Msci Japan Etf (EWJ)	0.2	$15M		191k	80.74	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.2	$15M		613k	25.08	View chart
Direxion Shs Etf Tr Dly Gold Indx 2x (NUGT)	0.2	$15M		83k	183.85	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.2	$15M	-4%	381k	39.38	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$15M	-15%	253k	59.28	View chart
Energy Fuels Com New (UUUU)	0.2	$15M		1.0M	14.54	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$15M	+7%	193k	77.02	View chart
Merck & Co (MRK)	0.2	$15M	+14%	138k	106.10	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$15M		48k	304.68	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$15M	+10%	287k	50.66	View chart
Wells Fargo & Company (WFC)	0.2	$14M	+198%	154k	93.20	View chart
Spdr Series Trust State Street Spd (BIL)	0.2	$14M	+30%	152k	91.38	View chart
Robinhood Mkts Com Cl A (HOOD)	0.2	$14M	-2%	123k	113.10	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.2	$14M	+11%	419k	33.02	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$14M	+96%	96k	143.97	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$14M	+3%	500k	27.43	View chart
Vaneck Etf Trust Alternative Asse (GPZ)	0.2	$14M	+3%	496k	27.15	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.2	$13M	-32%	528k	25.45	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.2	$13M	+3%	457k	29.36	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$13M	+2%	63k	210.34	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$13M	-24%	265k	49.65	View chart
American Express Company (AXP)	0.2	$13M		36k	369.95	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$13M	+17%	41k	323.01	View chart
Ishares Jp Mrgn Em Hi Bd (EMHY)	0.2	$13M		321k	40.37	View chart
Axsome Therapeutics (AXSM)	0.2	$13M	-8%	71k	182.64	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$13M		107k	119.32	View chart
Home Depot (HD)	0.2	$12M	+2%	35k	344.10	View chart
Cameco Corporation (CCJ)	0.2	$12M	+5%	129k	91.49	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.2	$12M	+2%	711k	16.49	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.2	$12M	-3%	26k	444.59	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$11M	+6%	165k	69.42	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$11M	-14%	194k	57.67	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.2	$11M	-7%	49k	224.67	View chart
Rocket Cos Com Cl A (RKT)	0.2	$11M	NEW	562k	19.36	View chart
Spdr Series Trust State Street Spd (SPIB)	0.2	$11M	+5%	320k	33.81	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.2	$11M		237k	45.53	View chart
General Motors Company (GM)	0.2	$11M	-20%	132k	81.32	View chart
Chesapeake Energy Corp (EXE)	0.2	$11M	+39%	96k	110.36	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.2	$11M	+2%	580k	18.22	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$10M	-8%	178k	58.70	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.2	$10M		39k	269.18	View chart
Cisco Systems (CSCO)	0.2	$10M		134k	77.03	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$10M	+4%	57k	181.21	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.1	$10M	-45%	198k	51.10	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	0.1	$10M		167k	60.35	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$10M		105k	96.16	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$10M		144k	69.47	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$9.9M	+114%	195k	50.58	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$9.9M		13k	771.89	View chart
Oracle Corporation (ORCL)	0.1	$9.6M	-5%	49k	194.91	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$9.5M		99k	96.03	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$9.5M		86k	110.19	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$9.5M		360k	26.23	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$9.3M		206k	45.21	View chart
Ea Series Trust Strive Natural (FTWO)	0.1	$9.2M	+16%	226k	40.64	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$9.1M		20k	468.76	View chart
Coca-Cola Company (KO)	0.1	$9.1M		130k	69.91	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$9.0M	+22%	113k	80.22	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$9.0M	-3%	59k	154.14	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.1	$9.0M	+59%	171k	52.53	View chart
New York Life Invts Active E Nyli Mackay Mun (MMIT)	0.1	$8.9M	+2%	367k	24.40	View chart
At&t (T)	0.1	$8.8M	+2%	354k	24.84	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$8.7M	+7%	82k	107.11	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$8.6M	+13%	313k	27.62	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$8.6M	+30%	359k	24.04	View chart
First Tr Exchange-traded Nasdaq 100 Ex (QQXT)	0.1	$8.5M		86k	99.37	View chart
Etf Opportunities Trust Tappalpha Spy Gr (TSPY)	0.1	$8.5M	+3%	334k	25.50	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$8.5M		168k	50.29	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	0.1	$8.4M	+8%	176k	47.70	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$8.4M	+2%	38k	219.78	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.1	$8.4M	+85%	156k	53.86	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$8.4M	+8%	74k	113.72	View chart
Bank of America Corporation (BAC)	0.1	$8.4M	+2%	153k	55.00	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$8.3M	+3%	314k	26.49	View chart
Vaneck Etf Trust Long Muni Etf (MLN)	0.1	$8.3M		473k	17.53	View chart
Vanguard World Health Car Etf (VHT)	0.1	$8.3M	-5%	29k	287.85	View chart
Intuitive Surgical Com New (ISRG)	0.1	$8.2M		14k	566.34	View chart
Chevron Corporation (CVX)	0.1	$8.1M	+7%	53k	152.41	View chart
Procter & Gamble Company (PG)	0.1	$8.1M	+9%	57k	143.31	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$8.0M	+9%	107k	75.44	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$8.0M	-15%	94k	85.77	View chart
Morgan Stanley Com New (MS)	0.1	$8.0M	-3%	45k	177.53	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$8.0M	+4%	387k	20.60	View chart
First Tr Exchange Traded Indls Prod Dur (FXR)	0.1	$7.8M	-2%	97k	79.87	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$7.7M	+2%	75k	104.07	View chart
Pimco Dynamic Income SHS (PDI)	0.1	$7.7M		432k	17.93	View chart
Strategy Cl A New (MSTR)	0.1	$7.7M	+57%	51k	151.95	View chart
TJX Companies (TJX)	0.1	$7.6M		50k	153.61	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$7.6M	+7%	90k	84.64	View chart
Spdr Series Trust State Street Spd (SPSB)	0.1	$7.4M	-2%	246k	30.20	View chart
Caterpillar (CAT)	0.1	$7.4M		13k	572.88	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$7.4M	+3%	37k	198.62	View chart
Southern Company (SO)	0.1	$7.4M		85k	87.20	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.1	$7.4M		111k	66.43	View chart
First Tr Exchange Traded Utilities Alph (FXU)	0.1	$7.2M	+2%	160k	45.01	View chart
Victory Portfolios Ii Vcshs Us Lrg Cap (CDL)	0.1	$7.2M		104k	68.85	View chart
Uranium Energy (UEC)	0.1	$7.2M		613k	11.68	View chart
Victory Portfolios Ii Vcshs Intl Volty	0.1	$7.1M	-8%	132k	53.98	View chart
MercadoLibre (MELI)	0.1	$7.1M	+2%	3.5k	2014.01	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.1	$7.0M		139k	50.70	View chart
Abbott Laboratories (ABT)	0.1	$7.0M	-2%	56k	125.29	View chart
Bank of New York Mellon Corporation (BK)	0.1	$7.0M		60k	116.09	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$7.0M	+23%	115k	60.79	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$7.0M	+9%	53k	131.59	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$6.9M		34k	204.85	View chart
Victory Portfolios Ii Vcshs Us 500 Vol (CFA)	0.1	$6.9M	-3%	76k	91.01	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$6.9M	-16%	126k	54.77	View chart
UnitedHealth (UNH)	0.1	$6.9M	+11%	21k	330.11	View chart
Raytheon Technologies Corp (RTX)	0.1	$6.9M	+3%	38k	183.40	View chart
Global X Fds Global X Silver (SIL)	0.1	$6.9M		82k	84.43	View chart
Mastercard Incorporated Cl A (MA)	0.1	$6.9M		12k	570.86	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$6.9M	+123%	41k	168.77	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$6.8M	+4%	71k	96.27	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	0.1	$6.8M	+57%	134k	50.84	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	0.1	$6.8M	-2%	136k	49.73	View chart
Capital One Financial (COF)	0.1	$6.8M	+4%	28k	242.36	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$6.8M	+7%	121k	55.80	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.1	$6.8M	-3%	54k	124.20	View chart
Ishares Tr India 50 Etf (INDY)	0.1	$6.7M		136k	49.29	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.1	$6.7M	-2%	1.1M	6.30	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$6.7M	-2%	131k	51.05	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$6.7M		83k	80.63	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$6.7M		84k	79.73	View chart
Texas Instruments Incorporated (TXN)	0.1	$6.7M	+56%	39k	173.49	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$6.6M	+13%	131k	50.58	View chart
Kayne Anderson MLP Investment (KYN)	0.1	$6.6M	+8%	536k	12.38	View chart
Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM)	0.1	$6.6M	+6%	55k	120.01	View chart
Lumen Technologies (LUMN)	0.1	$6.6M		850k	7.77	View chart
Constellation Energy (CEG)	0.1	$6.6M	+12%	19k	353.28	View chart
Kkr & Co (KKR)	0.1	$6.5M		51k	127.48	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$6.5M	+38%	42k	154.80	View chart
Vanguard World Financials Etf (VFH)	0.1	$6.4M	-6%	48k	133.49	View chart
Micron Technology (MU)	0.1	$6.4M	+44%	22k	285.52	View chart
Ge Aerospace Com New (GE)	0.1	$6.4M	+2%	21k	308.39	View chart
Denison Mines Corp (DNN)	0.1	$6.3M		2.4M	2.66	View chart
Ssga Active Tr State Street Us (XLSR)	0.1	$6.3M		101k	62.31	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.1	$6.3M	NEW	129k	48.96	View chart
Lowe's Companies (LOW)	0.1	$6.3M		26k	241.16	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$6.3M		8.3k	753.80	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$6.2M		66k	94.16	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$6.2M		10k	605.46	View chart
Nutrien (NTR)	0.1	$6.1M		98k	62.26	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$6.1M	+3%	20k	302.11	View chart
Pepsi (PEP)	0.1	$6.0M		41k	144.93	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$6.0M		201k	29.61	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$5.9M	-2%	119k	49.99	View chart
S&p Global (SPGI)	0.1	$5.9M	-3%	11k	522.57	View chart
Marvell Technology (MRVL)	0.1	$5.8M	+21%	68k	84.98	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$5.7M	+91%	127k	44.71	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$5.6M	+4%	34k	162.01	View chart
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)	0.1	$5.6M	+3%	224k	24.90	View chart
McDonald's Corporation (MCD)	0.1	$5.6M		18k	305.63	View chart
Blackrock (BLK)	0.1	$5.5M		5.2k	1070.41	View chart
Qualcomm (QCOM)	0.1	$5.5M		32k	171.05	View chart
Victory Portfolios Ii Core Intermediat (UITB)	0.1	$5.5M	+2%	115k	47.35	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$5.5M	-3%	120k	45.45	View chart
Stryker Corporation (SYK)	0.1	$5.4M	-9%	15k	352.34	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$5.4M		53k	102.54	View chart
Lam Research Corp Com New (LRCX)	0.1	$5.4M	+73%	31k	171.43	View chart
Amplify Etf Tr Amplify Junior S (SILJ)	0.1	$5.4M		194k	27.67	View chart
Amphenol Corp Cl A (APH)	0.1	$5.4M	+65%	40k	135.39	View chart
Tempus Ai Cl A (TEM)	0.1	$5.4M	+7%	91k	59.05	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$5.3M	+4%	113k	46.81	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$5.3M		72k	74.07	View chart
Williams Companies (WMB)	0.1	$5.3M		88k	60.11	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$5.2M	+12%	55k	96.28	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$5.2M	-5%	57k	92.30	View chart

Past Filings by Summit Financial

SEC 13F filings are viewable for Summit Financial going back to 2018

Summit Financial 2025 Q4 filed Feb. 13, 2026
Summit Financial 2025 Q3 filed Nov. 14, 2025
Summit Financial 2025 Q2 filed Aug. 13, 2025
Summit Financial 2025 Q1 filed May 14, 2025
Summit Financial 2024 Q4 filed Feb. 12, 2025
Summit Financial 2024 Q3 filed Nov. 12, 2024
Summit Financial 2024 Q2 filed July 31, 2024
Summit Financial 2024 Q1 filed April 24, 2024
Summit Financial 2023 Q4 filed Feb. 6, 2024
Summit Financial 2023 Q3 filed Nov. 7, 2023
Summit Financial 2023 Q2 filed Aug. 11, 2023
Summit Financial 2023 Q1 filed May 3, 2023
Summit Financial 2022 Q4 filed Feb. 7, 2023
Summit Financial 2022 Q3 filed Nov. 15, 2022
Summit Financial 2022 Q2 filed Aug. 12, 2022
Summit Financial 2022 Q1 filed May 10, 2022

View all past filings

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