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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, AAPL, IVV, VUG, and represent 16.23% of Summit Financial's stock portfolio.
Added to shares of these 10 stocks: SPYG (+$37M), AAPL (+$33M), SPYV (+$32M), VTI (+$23M), GOOG (+$22M), BINC (+$18M), VUG (+$18M), SHV (+$17M), CAT (+$17M), IVV (+$17M).
Started 201 new stock positions in SNDA, THRO, ASST, FELG, TAP, GGG, VUSB, XYZ, DISV, SPMB.
Reduced shares in these 10 stocks: FXO (-$9.0M), WPM (-$8.7M), QQXT (-$7.2M), Victory Portfolios Ii Cemp Int etf (-$7.1M), VHT (-$6.7M), FXR (-$6.2M), ICSH (-$5.8M), PSLV (-$5.6M), INDY (-$5.5M), HYG.
Sold out of its positions in OUSA, ARKF, ALB, ALNY, AMTM, AstraZeneca, WRB, BIIB, Bitfarms, MQT.
Summit Financial was a net buyer of stock by $1.2B.
Summit Financial has $7.8B in assets under management (AUM), dropping by 15.31%.
Central Index Key (CIK): 0001765536

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Portfolio Holdings for Summit Financial

Summit Financial holds 1397 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Summit Financial has 1397 total positions. Only the first 250 positions are shown.

Sign up to view all of the Summit Financial March 31, 2026 positions
Download the Summit Financial March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	7.1	$556M	+4%	1.7M	320.81	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	3.3	$259M	+3%	3.5M	75.10	View chart
Apple (AAPL)	2.1	$168M	+24%	660k	253.79	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.1	$167M	+11%	256k	653.21	View chart
Vanguard Index Fds Growth Etf (VUG)	1.6	$124M	+16%	284k	436.79	View chart
NVIDIA Corporation (NVDA)	1.5	$120M	+8%	690k	174.41	View chart
Vanguard Index Fds Value Etf (VTV)	1.4	$109M	+14%	553k	196.20	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.2	$97M	+2%	149k	652.13	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$97M	+4%	162k	597.55	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	1.1	$89M	+22%	1.7M	53.77	View chart
Microsoft Corporation (MSFT)	1.1	$88M	+7%	237k	370.17	View chart
Amazon (AMZN)	1.1	$85M	+14%	408k	208.27	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.0	$82M		345k	237.62	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.0	$80M	+3%	167k	479.20	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.9	$71M	+11%	123k	577.18	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.8	$65M	+4%	2.5M	26.20	View chart
Spdr Series Trust State Street Spd (SPYG)	0.8	$64M	+133%	658k	97.91	View chart
JPMorgan Chase & Co. (JPM)	0.7	$58M	+4%	196k	294.16	View chart
Spdr Series Trust State Street Spd (SPYV)	0.7	$55M	+139%	966k	56.58	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$53M	+70%	186k	286.86	View chart
Ishares Tr Ibonds Dec 2033 (IBDY)	0.7	$53M	+4%	2.0M	25.85	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.7	$51M	+15%	566k	90.53	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$50M	+8%	775k	64.08	View chart
Palantir Technologies Cl A (PLTR)	0.6	$48M	-5%	330k	146.28	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.6	$47M	+9%	216k	217.25	View chart
Meta Platforms Cl A (META)	0.6	$46M	+42%	81k	572.13	View chart
Ishares Tr Ibonds Dec 2034 (IBDZ)	0.6	$46M	+5%	1.8M	26.06	View chart
Broadcom (AVGO)	0.6	$44M	+42%	141k	309.51	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.5	$42M	+69%	381k	110.39	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.5	$40M	+82%	775k	51.93	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	0.5	$40M	+4%	1.6M	25.27	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.5	$40M	+4%	1.9M	20.93	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.5	$37M	+6%	807k	45.89	View chart
Tesla Motors (TSLA)	0.5	$37M		100k	371.75	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$37M	+10%	148k	248.00	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$37M	+12%	128k	287.18	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.5	$36M	+15%	195k	184.28	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.4	$35M	+2%	1.6M	21.89	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.4	$34M		374k	91.37	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.4	$33M	+19%	714k	46.19	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$32M	+5%	321k	99.27	View chart
Wheaton Precious Metals Corp (WPM)	0.4	$32M	-21%	241k	131.21	View chart
Goldman Sachs (GS)	0.4	$31M	+26%	37k	845.98	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.4	$31M	+11%	81k	383.40	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.4	$31M	-4%	355k	86.69	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.4	$30M	+4%	366k	82.75	View chart
Wal-Mart Stores (WMT)	0.4	$30M	-6%	243k	124.53	View chart
Exxon Mobil Corporation (XOM)	0.4	$30M	+3%	176k	169.66	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$30M		437k	67.53	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$29M		153k	191.92	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.4	$29M	+31%	205k	142.43	View chart
Johnson & Johnson (JNJ)	0.4	$29M	+17%	119k	244.44	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$29M	+12%	110k	261.92	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$28M	+60%	400k	69.75	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$27M	+18%	938k	29.13	View chart
Costco Wholesale Corporation (COST)	0.3	$26M	+42%	26k	996.45	View chart
Caterpillar (CAT)	0.3	$26M	+185%	37k	708.47	View chart
Eli Lilly & Co. (LLY)	0.3	$26M	+85%	28k	919.78	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.3	$26M	+67%	322k	80.58	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.3	$26M	+4%	1.1M	23.26	View chart
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)	0.3	$25M	-2%	211k	120.74	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$25M	-4%	58k	430.29	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$24M	+5%	115k	211.15	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$23M	+11%	423k	54.05	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.3	$23M	+49%	917k	24.91	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$23M	-4%	257k	88.16	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.3	$23M	+14%	491k	45.80	View chart
Global X Fds Artificial Etf (AIQ)	0.3	$23M	+3%	481k	46.67	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$22M	+19%	148k	148.10	View chart
Netflix (NFLX)	0.3	$22M	+13%	227k	96.15	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.3	$21M		533k	39.43	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.3	$21M		45k	464.18	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.3	$21M		215k	96.70	View chart
Visa Com Cl A (V)	0.3	$20M	+42%	67k	302.24	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$20M	+22%	768k	25.64	View chart
Abbvie (ABBV)	0.2	$19M	+30%	89k	217.49	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	0.2	$19M	+4%	249k	77.59	View chart
Energy Fuels Com New (UUUU)	0.2	$19M		1.0M	18.25	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$19M	+9%	44k	426.40	View chart
Applied Materials (AMAT)	0.2	$19M	+259%	54k	341.79	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.2	$18M		408k	44.85	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$18M	+33%	85k	213.67	View chart
Merck & Co (MRK)	0.2	$18M	+7%	148k	121.12	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.2	$18M	+2%	210k	84.84	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$18M	+23%	355k	49.99	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$17M	+107%	80k	215.06	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$16M	-9%	131k	124.31	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$16M	+27%	122k	132.90	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$16M		48k	338.88	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.2	$16M	+50%	40k	407.69	View chart
Ishares Msci Japan Etf (EWJ)	0.2	$16M		188k	84.44	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$16M	+3%	517k	30.68	View chart
Direxion Shares Etf Trust Daily Gold Miner (NUGT)	0.2	$16M		83k	188.25	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.2	$16M	+232%	341k	45.65	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$15M	+87%	200k	77.11	View chart
Sprott Asset Management Physical Silver (PSLV)	0.2	$15M	-26%	626k	24.39	View chart
Spdr Series Trust State Street Spd (SPMB)	0.2	$15M	NEW	673k	22.39	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$15M	-10%	278k	52.56	View chart
Chevron Corporation (CVX)	0.2	$15M	+31%	70k	206.90	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$14M	+12%	46k	313.81	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.2	$14M	-5%	360k	39.48	View chart
Advanced Micro Devices (AMD)	0.2	$14M	-3%	70k	203.43	View chart
Dell Technologies CL C (DELL)	0.2	$14M	+144%	87k	164.13	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.2	$14M	-4%	399k	35.44	View chart
Boeing Company (BA)	0.2	$14M	+212%	71k	199.03	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.2	$14M	+163%	298k	46.91	View chart
Bank of America Corporation (BAC)	0.2	$14M	+87%	286k	48.75	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.2	$14M	+3%	549k	25.33	View chart
Spdr Series Trust State Street Spd (SPTS)	0.2	$14M	+3544%	476k	29.18	View chart
Spdr Series Trust State Street Spd (SPIB)	0.2	$14M	+28%	412k	33.54	View chart
Cameco Corporation (CCJ)	0.2	$14M		127k	108.61	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.2	$14M		711k	19.30	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$14M	+23%	240k	56.68	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.2	$14M	+3%	473k	28.72	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$14M	+163%	175k	77.18	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$13M	+11%	119k	112.11	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.2	$13M	NEW	279k	47.30	View chart
Regeneron Pharmaceuticals (REGN)	0.2	$13M	+28%	17k	772.66	View chart
Ishares Jp Mrgn Em Hi Bd (EMHY)	0.2	$13M		320k	39.38	View chart
Micron Technology (MU)	0.2	$13M	+65%	37k	337.98	View chart
Cisco Systems (CSCO)	0.2	$12M	+16%	157k	77.59	View chart
Barclays Bank Ipath S&p 500 Sh (VXX)	0.2	$12M	+1476%	340k	35.70	View chart
Home Depot (HD)	0.2	$12M	+5%	37k	328.89	View chart
United Rentals (URI)	0.2	$12M	+300%	16k	728.55	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$12M	+2%	169k	70.18	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.2	$12M	+463%	146k	80.61	View chart
American Express Company (AXP)	0.1	$12M	+8%	39k	302.48	View chart
Spdr Series Trust State Street Spd (SPSB)	0.1	$12M	+56%	384k	30.07	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.1	$12M	+36%	234k	49.37	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$11M	NEW	228k	49.95	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$11M	-17%	208k	54.55	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$11M		240k	46.74	View chart
International Business Machines (IBM)	0.1	$11M	-21%	46k	242.39	View chart
Capital One Financial (COF)	0.1	$11M	+118%	61k	182.43	View chart
Axsome Therapeutics (AXSM)	0.1	$11M	-7%	65k	169.02	View chart
Spdr Series Trust State Street Spd (MDYV)	0.1	$11M	NEW	129k	85.15	View chart
Ea Series Trust Strive Natural (FTWO)	0.1	$11M	+6%	240k	45.43	View chart
Spdr Series Trust State Street Spd (MDYG)	0.1	$11M	NEW	114k	95.96	View chart
Vaneck Etf Trust Alternative Asse (GPZ)	0.1	$11M		501k	21.48	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$11M	+132%	84k	128.12	View chart
Spdr Series Trust State Street Spd (BIL)	0.1	$11M	-23%	117k	91.64	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$11M	+23%	139k	76.54	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$11M	+19%	428k	24.75	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$11M	+47%	55k	191.81	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$11M	+21%	99k	106.15	View chart
Procter & Gamble Company (PG)	0.1	$11M	+28%	73k	144.44	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$10M	+515%	7.9k	1320.83	View chart
Chesapeake Energy Corp (EXE)	0.1	$10M		94k	109.78	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$10M	+2%	50k	208.05	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$10M		579k	17.75	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$10M	+48%	50k	203.79	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$10M	+246%	102k	100.66	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$10M	+183%	114k	88.70	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$10M	+319%	192k	52.78	View chart
Arista Networks Com Shs (ANET)	0.1	$10M	+868%	82k	122.78	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.1	$10M	+30%	203k	49.69	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$10M		205k	48.93	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$10M		147k	68.28	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$10M	+49%	196k	50.98	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$9.9M	+3111%	170k	58.18	View chart
New York Life Invts Active E Nyli Mackay Mun (MMIT)	0.1	$9.8M	+10%	406k	24.18	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$9.8M		101k	97.13	View chart
General Motors Company (GM)	0.1	$9.7M		130k	74.50	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	0.1	$9.7M	+43%	192k	50.58	View chart
At&t (T)	0.1	$9.6M	-6%	332k	28.99	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.1	$9.5M	+53%	199k	47.82	View chart
Mastercard Incorporated Cl A (MA)	0.1	$9.5M	+56%	19k	499.67	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$9.4M	+9%	344k	27.23	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$9.3M	+19%	152k	61.26	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$9.3M	+21%	24k	390.41	View chart
Robinhood Mkts Com Cl A (HOOD)	0.1	$9.3M	+8%	134k	69.30	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.1	$9.2M	+213%	320k	28.71	View chart
Sofi Technologies (SOFI)	0.1	$9.1M	-20%	572k	15.88	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$9.0M	+3%	76k	118.45	View chart
Wells Fargo & Company (WFC)	0.1	$9.0M	-26%	113k	79.61	View chart
Coca-Cola Company (KO)	0.1	$9.0M	-9%	117k	76.57	View chart
Quanta Services (PWR)	0.1	$9.0M	+1273%	16k	549.02	View chart
TJX Companies (TJX)	0.1	$8.9M	+12%	56k	159.70	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$8.7M	-12%	91k	95.44	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$8.7M	+226%	77k	113.11	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$8.6M	+3%	325k	26.61	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	0.1	$8.6M	+27%	174k	49.78	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$8.6M	-4%	37k	234.03	View chart
Verizon Communications (VZ)	0.1	$8.5M	+35%	169k	50.20	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$8.4M	+22%	87k	97.23	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$8.4M	+100%	52k	161.73	View chart
Rocket Cos Com Cl A (RKT)	0.1	$8.4M	+5%	590k	14.25	View chart
Denison Mines Corp (DNN)	0.1	$8.4M		2.4M	3.53	View chart
Ge Vernova (GEV)	0.1	$8.3M	+27%	9.6k	873.35	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	0.1	$8.3M		177k	46.83	View chart
Southern Company (SO)	0.1	$8.3M		86k	96.52	View chart
Etf Opportunities Trust Tappalpha Spy Gr (TSPY)	0.1	$8.3M	+5%	354k	23.43	View chart
Uranium Energy (UEC)	0.1	$8.3M		613k	13.50	View chart
Raytheon Technologies Corp (RTX)	0.1	$8.3M	+13%	43k	192.90	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$8.2M	-4%	90k	91.77	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$8.2M	-2%	164k	49.89	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$8.1M	+18%	48k	168.85	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$8.0M	+3%	93k	86.64	View chart
Bank of New York Mellon Corporation (BK)	0.1	$8.0M	+11%	67k	118.63	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$8.0M		391k	20.42	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$8.0M	-21%	208k	38.42	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.1	$8.0M	-20%	157k	50.84	View chart
Pimco Dynamic Income SHS (PDI)	0.1	$8.0M	+6%	459k	17.33	View chart
Palo Alto Networks (PANW)	0.1	$7.9M	+129%	49k	160.32	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$7.8M	-9%	31k	250.58	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$7.8M		74k	106.01	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$7.8M	+15%	68k	114.99	View chart
First Tr Exchange-traded Utilities Alph (FXU)	0.1	$7.8M	-2%	157k	49.59	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$7.7M	-21%	139k	55.52	View chart
Spdr Series Trust State Street Spd (SPTI)	0.1	$7.7M	NEW	269k	28.66	View chart
Lam Research Corp Com New (LRCX)	0.1	$7.7M	+14%	36k	213.89	View chart
Steel Dynamics (STLD)	0.1	$7.6M	NEW	42k	180.53	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$7.5M	+7%	57k	132.50	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.1	$7.5M	+154%	276k	27.15	View chart
American Electric Power Company (AEP)	0.1	$7.5M	+87%	57k	131.08	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$7.5M	-17%	297k	25.10	View chart
Texas Instruments Incorporated (TXN)	0.1	$7.4M		38k	194.14	View chart
Kayne Anderson MLP Investment (KYN)	0.1	$7.4M	-3%	517k	14.28	View chart
Global X Fds Global X Silver (SIL)	0.1	$7.4M		82k	90.08	View chart
Victory Portfolios Ii Vcshs Us Lrg Cap (CDL)	0.1	$7.3M	-5%	99k	74.52	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$7.3M	+38%	78k	93.74	View chart
First Tr Exchange Traded Nasdq Semcndtr (FTXL)	0.1	$7.3M	+2023%	50k	147.47	View chart
Amgen (AMGN)	0.1	$7.3M	+34%	21k	351.85	View chart
Nutrien (NTR)	0.1	$7.3M	-2%	96k	76.01	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$7.2M	-22%	66k	108.99	View chart
Ge Aerospace Com New (GE)	0.1	$7.2M	+23%	25k	284.20	View chart
Pepsi (PEP)	0.1	$7.2M	+12%	46k	155.29	View chart
Strategy Cl A New (MSTR)	0.1	$7.2M	+13%	57k	124.80	View chart
Corning Incorporated (GLW)	0.1	$7.1M	+132%	53k	135.97	View chart
Victory Portfolios Ii Vcshs Us 500 Vol (CFA)	0.1	$7.1M	+2%	78k	91.48	View chart
UnitedHealth (UNH)	0.1	$7.1M	+25%	26k	270.59	View chart
Vanguard World Financials Etf (VFH)	0.1	$7.1M	+22%	59k	120.81	View chart
Morgan Stanley Com New (MS)	0.1	$7.0M	-5%	43k	164.57	View chart
Jabil Circuit (JBL)	0.1	$7.0M	+1414%	26k	265.63	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$7.0M	+327%	65k	106.50	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$6.9M	+4%	88k	79.27	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$6.9M	+13%	23k	302.25	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$6.9M	-3%	111k	62.56	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$6.9M	+3%	137k	50.57	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.1	$6.9M	-2%	108k	63.91	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$6.9M	+2%	124k	55.36	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.1	$6.8M	-2%	135k	50.49	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.1	$6.8M	NEW	73k	93.66	View chart
Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM)	0.1	$6.8M	+4%	58k	118.23	View chart
Oracle Corporation (ORCL)	0.1	$6.8M	-6%	46k	147.11	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$6.7M	+8%	137k	49.37	View chart
Lowe's Companies (LOW)	0.1	$6.7M	+9%	29k	236.28	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.1	$6.7M	+77%	201k	33.37	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$6.7M	+9%	72k	92.74	View chart
First Tr Exchange-traded Indxx Aerospace (MISL)	0.1	$6.7M	NEW	149k	44.71	View chart

Past Filings by Summit Financial

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

Summit Financial 2026 Q1 filed May 15, 2026
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

View all past filings

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