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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, NVDA, and represent 18.14% of Summit Financial's stock portfolio.
Added to shares of these 10 stocks: QQQM (+$86M), JBND (+$71M), PLTR (+$63M), PYLD (+$58M), IBDY (+$49M), IBDX (+$37M), IBDW (+$37M), IBDV (+$34M), IVV (+$33M), IBDU (+$24M).
Started 460 new stock positions in ARTY, MSTX, RIO, SGOV, CMPS, DERM, GPIX, PAVE, JCPB, ETHA.
Reduced shares in these 10 stocks: NEAR (-$18M), BND (-$16M), BIL (-$13M), VEU (-$11M), VOE (-$11M), BBCA (-$10M), EWJ (-$9.3M), SHV (-$7.4M), USFR (-$7.2M), GLD (-$6.1M).
Sold out of its positions in ARKW, ANSS, BODI, CTRA, CNI, CC, DG, FREL, FIS, BEN.
Summit Financial was a net buyer of stock by $1.8B.
Summit Financial has $6.6B in assets under management (AUM), dropping by 48.08%.
Central Index Key (CIK): 0001765536

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Portfolio Holdings for Summit Financial

Summit Financial holds 1238 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Summit Financial has 1238 total positions. Only the first 250 positions are shown.

Sign up to view all of the Summit Financial Sept. 30, 2025 positions
Download the Summit Financial September 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	$539M		1.6M	328.17	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	3.6	$234M	-4%	3.3M	71.37	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.4	$158M	+26%	235k	669.30	View chart
Apple (AAPL)	2.1	$139M	+7%	544k	254.63	View chart
NVIDIA Corporation (NVDA)	1.8	$120M	+6%	643k	186.58	View chart
Microsoft Corporation (MSFT)	1.7	$113M	+17%	218k	517.95	View chart
Vanguard Index Fds Growth Etf (VUG)	1.7	$112M	-2%	233k	479.61	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.5	$97M		145k	666.18	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.4	$93M	+10%	153k	612.38	View chart
Vanguard Index Fds Value Etf (VTV)	1.3	$88M	+10%	472k	186.49	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.3	$86M	NEW	350k	247.12	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.2	$81M		160k	502.74	View chart
Amazon (AMZN)	1.2	$79M	+17%	361k	219.57	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	1.1	$71M	NEW	1.3M	54.16	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.0	$67M	-5%	112k	600.37	View chart
Palantir Technologies Cl A (PLTR)	1.0	$63M	NEW	343k	182.42	View chart
JPMorgan Chase & Co. (JPM)	0.9	$59M	+12%	188k	315.43	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.9	$58M	NEW	2.2M	26.84	View chart
Ishares Tr Ibonds Dec 2033 (IBDY)	0.7	$49M	NEW	1.9M	26.23	View chart
Meta Platforms Cl A (META)	0.7	$47M	+5%	64k	734.38	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.7	$45M	+13%	516k	87.31	View chart
Tesla Motors (TSLA)	0.7	$43M	+123%	96k	444.72	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$42M	+6%	693k	59.92	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.6	$41M	-8%	454k	89.37	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.6	$41M	-4%	194k	208.71	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	0.6	$37M	NEW	1.4M	25.62	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.6	$37M	NEW	1.7M	21.22	View chart
Wheaton Precious Metals Corp (WPM)	0.6	$36M	+11%	323k	111.84	View chart
Broadcom (AVGO)	0.5	$35M	+3%	107k	329.91	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.5	$34M	NEW	1.6M	22.15	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.5	$34M	+3%	177k	189.70	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.5	$33M	+6%	383k	87.21	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.5	$31M	+3%	362k	84.83	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.4	$29M	-26%	166k	174.58	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$29M	+19%	288k	100.25	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$29M	+14%	440k	65.26	View chart
Netflix (NFLX)	0.4	$28M	+6%	24k	1198.94	View chart
Wal-Mart Stores (WMT)	0.4	$28M	+8%	270k	103.06	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$27M	+8%	93k	293.74	View chart
Ishares Tr Core Total Usd (IUSB)	0.4	$27M	+13%	582k	46.71	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.4	$27M	+16%	318k	84.11	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$27M	+12%	109k	243.55	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.4	$26M	+6%	250k	104.51	View chart
Costco Wholesale Corporation (COST)	0.4	$26M	+2%	28k	925.63	View chart
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)	0.4	$25M		212k	118.05	View chart
Ishares Tr Short Treas Bd (SHV)	0.4	$25M	-22%	226k	110.49	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$25M	+14%	97k	254.28	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.4	$24M	NEW	1.0M	23.47	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.4	$24M	+44%	737k	31.91	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.4	$23M	+1111%	71k	326.36	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$23M	+1570%	111k	206.51	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.3	$23M	NEW	350k	65.00	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$22M	+2%	153k	145.65	View chart
Global X Fds Artificial Etf (AIQ)	0.3	$22M	NEW	447k	49.39	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.3	$21M	-12%	216k	99.11	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.3	$21M	+5%	45k	463.74	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.3	$21M	NEW	389k	53.24	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.3	$20M	+11%	363k	55.33	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.3	$20M	NEW	526k	38.02	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$20M		275k	72.77	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$20M	+7%	369k	54.18	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.3	$20M	NEW	780k	25.52	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$19M	-24%	53k	355.47	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.3	$19M	-49%	361k	51.28	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.3	$18M	NEW	396k	46.24	View chart
Johnson & Johnson (JNJ)	0.3	$18M	+2%	99k	185.42	View chart
Exxon Mobil Corporation (XOM)	0.3	$18M	+8%	162k	112.75	View chart
Robinhood Mkts Com Cl A (HOOD)	0.3	$18M	NEW	127k	143.18	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	0.3	$18M	NEW	224k	78.63	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$18M	+69%	148k	118.83	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$18M		37k	468.40	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.3	$17M	+42%	299k	57.52	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$17M	+2%	261k	65.92	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$17M	+11%	71k	241.96	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.3	$17M	NEW	383k	44.57	View chart
Sofi Technologies (SOFI)	0.3	$17M	NEW	625k	26.42	View chart
International Business Machines (IBM)	0.3	$17M	+2%	59k	282.16	View chart
Visa Com Cl A (V)	0.2	$16M	+13%	48k	341.38	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$16M	+8%	112k	140.95	View chart
Abbvie (ABBV)	0.2	$16M	+3%	68k	231.54	View chart
Energy Fuels Com New (UUUU)	0.2	$16M		1.0M	15.35	View chart
Ishares Msci Jpn Etf New (EWJ)	0.2	$15M	-37%	192k	80.21	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.2	$15M	NEW	194k	78.90	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.2	$15M		606k	25.13	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$15M	+2%	284k	53.03	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.2	$15M	NEW	398k	37.50	View chart
Oracle Corporation (ORCL)	0.2	$15M	+11%	52k	281.24	View chart
Ishares Tr Ibonds Dec 2034 (IBDZ)	0.2	$14M	NEW	522k	26.47	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$14M	+10%	524k	26.34	View chart
Home Depot (HD)	0.2	$14M	+6%	34k	405.19	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$14M	+7%	49k	281.86	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$14M	+12%	49k	279.29	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$13M	NEW	179k	75.11	View chart
Vaneck Etf Trust Alternative Asse (GPZ)	0.2	$13M	NEW	480k	27.63	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$13M	NEW	261k	50.47	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$13M	+18%	482k	27.30	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.2	$13M	NEW	440k	29.73	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$13M	NEW	108k	121.06	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$13M	NEW	227k	57.10	View chart
Direxion Shs Etf Tr Dly Gold Indx 2x (NUGT)	0.2	$13M	NEW	83k	154.44	View chart
Goldman Sachs (GS)	0.2	$13M	+118%	16k	796.37	View chart
Ishares Jp Mrgn Em Hi Bd (EMHY)	0.2	$13M	+3%	318k	39.69	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$13M	+4%	62k	203.59	View chart
Sprott Asset Management Physical Silver (PSLV)	0.2	$13M	+30%	793k	15.70	View chart
Advanced Micro Devices (AMD)	0.2	$12M	+74%	77k	161.79	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.2	$12M		697k	17.16	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.2	$12M	NEW	27k	435.46	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.2	$12M	+217%	53k	222.17	View chart
American Express Company (AXP)	0.2	$12M	+4%	35k	332.16	View chart
Eli Lilly & Co. (LLY)	0.2	$11M	+5%	15k	762.99	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$11M	NEW	195k	57.52	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.2	$11M	+35%	375k	29.62	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$11M	-7%	34k	320.04	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.2	$11M		39k	279.84	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.2	$11M	-54%	117k	91.75	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.2	$11M	+11%	232k	45.51	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$11M	NEW	154k	68.08	View chart
Strategy Cl A New (MSTR)	0.2	$10M	+801%	32k	322.21	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.2	$10M	+5%	565k	18.24	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$10M		60k	170.85	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	0.2	$10M	+14%	304k	33.89	View chart
Cameco Corporation (CCJ)	0.2	$10M		121k	83.86	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$10M	-4%	105k	96.46	View chart
General Motors Company (GM)	0.2	$10M	-23%	166k	60.97	View chart
Merck & Co (MRK)	0.2	$10M		120k	83.93	View chart
At&t (T)	0.1	$9.8M		347k	28.24	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	0.1	$9.8M		165k	59.39	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$9.7M	+33%	87k	111.47	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$9.6M	NEW	143k	67.26	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$9.6M	+50%	54k	176.81	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$9.5M	+52%	19k	490.38	View chart
Axsome Therapeutics (AXSM)	0.1	$9.4M	NEW	78k	121.45	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$9.4M	-13%	366k	25.71	View chart
Ishares Tr Ibonds 27 Etf (Principal) (IBDS)	0.1	$9.4M	NEW	386k	24.34	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$9.2M	+2%	98k	93.37	View chart
Cisco Systems (CSCO)	0.1	$9.0M	+11%	132k	68.42	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$8.9M	+33%	207k	42.96	View chart
New York Life Invts Active E Nyli Mackay Mun (MMIT)	0.1	$8.7M	NEW	357k	24.30	View chart
Coca-Cola Company (KO)	0.1	$8.6M	+7%	130k	66.32	View chart
Pimco Dynamic Income SHS (PDI)	0.1	$8.5M		430k	19.80	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$8.5M		169k	50.07	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$8.5M	+85%	111k	76.40	View chart
First Tr Exchange-traded Nasdaq 100 Ex (QQXT)	0.1	$8.3M	NEW	84k	98.93	View chart
Uranium Energy (UEC)	0.1	$8.3M		620k	13.34	View chart
Etf Opportunities Trust Tappalpha Spy Gr (TSPY)	0.1	$8.3M	NEW	323k	25.60	View chart
Vaneck Etf Trust Long Muni Etf (MLN)	0.1	$8.2M	NEW	471k	17.48	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$8.2M	-25%	152k	53.87	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$8.1M		302k	26.95	View chart
Southern Company (SO)	0.1	$8.1M		86k	94.77	View chart
MercadoLibre (MELI)	0.1	$8.1M	+9%	3.5k	2336.96	View chart
Ishares Tr Ibonds Dec2026 (Principal) (IBDR)	0.1	$8.1M	NEW	333k	24.30	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$8.1M	+3%	37k	215.79	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$8.0M	+6%	76k	106.49	View chart
Procter & Gamble Company (PG)	0.1	$8.0M	+5%	52k	153.65	View chart
Vanguard World Health Car Etf (VHT)	0.1	$7.9M	+3%	31k	259.60	View chart
First Tr Exchange Traded Indls Prod Dur (FXR)	0.1	$7.8M		100k	78.06	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	0.1	$7.8M	NEW	162k	48.17	View chart
Chevron Corporation (CVX)	0.1	$7.7M	+8%	50k	155.29	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$7.7M	NEW	277k	27.75	View chart
Abbott Laboratories (ABT)	0.1	$7.7M	-3%	57k	133.94	View chart
Bank of America Corporation (BAC)	0.1	$7.7M	+18%	149k	51.59	View chart
Ea Series Trust Strive Natural (FTWO)	0.1	$7.7M	NEW	194k	39.40	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.1	$7.6M		56k	135.65	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$7.6M	NEW	370k	20.57	View chart
Spdr Series Trust Portfolio Short (SPSB)	0.1	$7.6M	NEW	251k	30.29	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.1	$7.6M	NEW	1.1M	6.91	View chart
Coinbase Global Com Cl A (COIN)	0.1	$7.6M	NEW	23k	337.49	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$7.5M	+220%	68k	110.59	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$7.5M	+2%	73k	103.07	View chart
Victory Portfolios Ii Vcshs Intl Volty (CIL)	0.1	$7.5M	NEW	145k	51.60	View chart
Morgan Stanley Com New (MS)	0.1	$7.4M		47k	158.96	View chart
Nextera Energy (NEE)	0.1	$7.4M	+2%	98k	75.49	View chart
Victory Portfolios Ii Vcshs Us Lrg Cap (CDL)	0.1	$7.4M		106k	69.59	View chart
Chesapeake Energy Corp (EXE)	0.1	$7.4M	NEW	69k	106.24	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.1	$7.3M	NEW	112k	65.00	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.1	$7.2M	NEW	92k	78.34	View chart
Victory Portfolios Ii Vcshs Us 500 Vol (CFA)	0.1	$7.2M	-8%	79k	90.98	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$7.2M	+44%	13k	562.28	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.1	$7.2M	-3%	141k	50.83	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$7.1M	+38%	97k	73.46	View chart
TJX Companies (TJX)	0.1	$7.1M		49k	144.54	View chart
First Tr Exchange Traded Utilities Alph (FXU)	0.1	$7.1M		156k	45.45	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$7.0M	-38%	36k	194.50	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	0.1	$7.0M	NEW	140k	49.72	View chart
Ishares Tr India 50 Etf (INDY)	0.1	$6.9M	+5%	136k	50.90	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$6.9M	NEW	35k	199.47	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$6.9M		83k	82.58	View chart
Mastercard Incorporated Cl A (MA)	0.1	$6.9M	+6%	12k	568.81	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$6.8M	NEW	134k	51.04	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$6.8M	+7%	86k	79.93	View chart
Tempus Ai Cl A (TEM)	0.1	$6.8M	NEW	84k	80.71	View chart
Vanguard World Financials Etf (VFH)	0.1	$6.8M	-15%	52k	131.24	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$6.6M	+11%	82k	81.19	View chart
Kkr & Co (KKR)	0.1	$6.6M		51k	129.95	View chart
Bank of New York Mellon Corporation (BK)	0.1	$6.6M	+3%	60k	108.96	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$6.6M	+1364%	68k	96.55	View chart
Denison Mines Corp (DNN)	0.1	$6.5M		2.4M	2.75	View chart
Lowe's Companies (LOW)	0.1	$6.5M	+75%	26k	251.31	View chart
UnitedHealth (UNH)	0.1	$6.5M	+13%	19k	345.31	View chart
Intuitive Surgical Com New (ISRG)	0.1	$6.5M	+63%	15k	447.21	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$6.4M	NEW	113k	56.86	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$6.4M		275k	23.28	View chart
Stryker Corporation (SYK)	0.1	$6.3M	-16%	17k	369.67	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$6.3M	+579%	48k	129.72	View chart
Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM)	0.1	$6.2M	NEW	52k	120.62	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$6.2M	+2%	65k	95.14	View chart
Walt Disney Company (DIS)	0.1	$6.2M	+32%	54k	114.50	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$6.2M		8.3k	746.65	View chart
Ssga Active Tr Spdr Ssga Us Sct (XLSR)	0.1	$6.2M	NEW	103k	59.61	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$6.1M	+2%	10k	596.03	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.1	$6.1M	NEW	98k	62.22	View chart
Blackrock (BLK)	0.1	$6.1M	+3%	5.2k	1165.85	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$6.1M		122k	49.79	View chart
Kayne Anderson MLP Investment (KYN)	0.1	$6.1M	+6%	492k	12.37	View chart
Caterpillar (CAT)	0.1	$6.1M	+3%	13k	477.15	View chart
Raytheon Technologies Corp (RTX)	0.1	$6.1M	NEW	36k	167.33	View chart
salesforce (CRM)	0.1	$6.1M	+54%	26k	237.00	View chart
Ge Aerospace Com New (GE)	0.1	$6.0M	+28%	20k	300.81	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$5.9M	-32%	67k	89.34	View chart
Pepsi (PEP)	0.1	$5.9M	+9%	42k	140.44	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$5.9M	NEW	115k	50.78	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$5.8M	-55%	116k	50.27	View chart
Global X Fds Global X Silver (SIL)	0.1	$5.8M		82k	71.63	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$5.8M	+4%	19k	297.62	View chart
Nutrien (NTR)	0.1	$5.8M		98k	58.71	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$5.7M	+4%	198k	29.11	View chart
S&p Global (SPGI)	0.1	$5.7M		12k	486.73	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.1	$5.7M	NEW	220k	25.90	View chart
Capital One Financial (COF)	0.1	$5.7M	+2%	27k	212.58	View chart
McDonald's Corporation (MCD)	0.1	$5.6M	-10%	18k	303.89	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.1	$5.6M	NEW	107k	52.30	View chart
Super Micro Computer Com New (SMCI)	0.1	$5.6M	+1632%	117k	47.94	View chart
Honeywell International (HON)	0.1	$5.6M	-15%	26k	210.50	View chart
Automatic Data Processing (ADP)	0.1	$5.5M		19k	293.50	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$5.5M	NEW	125k	44.19	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$5.5M	+8%	26k	209.26	View chart
Williams Companies (WMB)	0.1	$5.5M	+2%	86k	63.35	View chart
Constellation Energy (CEG)	0.1	$5.4M	+3%	17k	329.07	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$5.4M	-74%	73k	74.37	View chart
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)	0.1	$5.4M	NEW	216k	24.94	View chart
Mosaic (MOS)	0.1	$5.4M	+3%	155k	34.68	View chart
Qualcomm (QCOM)	0.1	$5.4M	+44%	32k	166.36	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$5.3M	NEW	93k	57.47	View chart
Victory Portfolios Ii Core Intermediat (UITB)	0.1	$5.3M	NEW	112k	47.52	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$5.3M	NEW	60k	89.37	View chart
O'reilly Automotive (ORLY)	0.1	$5.3M		49k	107.81	View chart
Roblox Corp Cl A (RBLX)	0.1	$5.2M	NEW	38k	138.52	View chart
Lumen Technologies (LUMN)	0.1	$5.2M	NEW	851k	6.12	View chart
Uber Technologies (UBER)	0.1	$5.2M	+25%	53k	97.97	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$5.2M	+10%	52k	99.95	View chart

Past Filings by Summit Financial

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

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
Summit Financial 2021 Q4 filed Feb. 7, 2022

View all past filings

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