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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 16.68% of Summit Financial's stock portfolio.
Added to shares of these 10 stocks: VUG (+$132M), ICSH (+$57M), VO (+$37M), IVV (+$34M), GBND (+$20M), CIEN (+$20M), IWF (+$17M), VOOG (+$16M), NVDA (+$15M), IBDT (+$14M).
Started 246 new stock positions in VLUE, LPLA, ALKS, APA, FTSL, VTRS, PBQQ, MPWR, FRMI, EES.
Reduced shares in these 10 stocks: SHV (-$28M), TLT (-$27M), AIQ (-$27M), IBDY (-$23M), IBDZ (-$18M), GPZ (-$11M), IBDX (-$11M), IBDW (-$10M), SMH (-$9.7M), RKT (-$8.4M).
Sold out of its positions in RIGS, AVAV, SAN, BDC, ETHW, CTRA, CNI, Carnival Corporation, CTSH, CCI.
Summit Financial was a net buyer of stock by $609M.
Summit Financial has $9.1B in assets under management (AUM), dropping by 16.20%.
Central Index Key (CIK): 0001765536

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Portfolio Holdings for Summit Financial

Summit Financial holds 1580 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Summit Financial has 1580 total positions. Only the first 250 positions are shown.

Sign up to view all of the Summit Financial June 30, 2026 positions
Download the Summit Financial June 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	$649M		1.8M	370.04	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	3.2	$294M		3.5M	83.75	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.5	$226M	+17%	301k	748.89	View chart
Apple (AAPL)	2.2	$197M	+3%	681k	289.36	View chart
Vanguard Index Fds Growth Etf (VUG)	1.7	$156M	+538%	1.8M	86.14	View chart
NVIDIA Corporation (NVDA)	1.7	$153M	+10%	763k	200.09	View chart
Vanguard Index Fds Value Etf (VTV)	1.4	$126M	+4%	577k	217.93	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.3	$119M	+6%	173k	686.81	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.2	$113M		151k	748.67	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.2	$108M	+3%	357k	302.97	View chart
Amazon (AMZN)	1.1	$99M		415k	238.34	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	1.0	$94M	+5%	1.8M	53.50	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.0	$91M		123k	737.13	View chart
Microsoft Corporation (MSFT)	1.0	$87M		233k	373.02	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$85M	+2%	171k	500.39	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.9	$83M	+5%	693k	118.99	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.8	$76M	+14%	2.8M	26.52	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$66M		187k	353.33	View chart
Spdr Series Trust St Str P500val (SPYV)	0.7	$62M	+6%	1.0M	60.79	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.7	$61M	+1380%	1.2M	50.58	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$57M	+3%	803k	71.25	View chart
JPMorgan Chase & Co. (JPM)	0.6	$57M	-11%	175k	327.33	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.6	$54M	+3%	224k	242.99	View chart
Broadcom (AVGO)	0.6	$54M		144k	377.75	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.6	$53M	-4%	543k	96.58	View chart
Meta Platforms Cl A (META)	0.5	$48M	+4%	84k	563.29	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$47M	+6%	158k	300.45	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$47M	+359%	587k	80.57	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.5	$45M	+10%	852k	52.34	View chart
Tesla Motors (TSLA)	0.5	$44M	+4%	105k	420.60	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.5	$43M	-18%	66k	655.89	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.4	$41M	+6%	207k	197.60	View chart
Applied Materials (AMAT)	0.4	$40M		55k	723.00	View chart
Caterpillar (CAT)	0.4	$39M		37k	1064.89	View chart
Palantir Technologies Cl A (PLTR)	0.4	$39M		332k	116.67	View chart
Advanced Micro Devices (AMD)	0.4	$39M	-4%	67k	580.91	View chart
Micron Technology (MU)	0.4	$38M	-10%	33k	1154.28	View chart
Eli Lilly & Co. (LLY)	0.4	$38M	+11%	32k	1199.43	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$35M	+6%	117k	303.12	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.4	$35M	+7%	766k	46.15	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$35M	+4%	457k	77.11	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$35M	+9%	352k	98.98	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.4	$35M	-5%	767k	45.34	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$35M	+4%	416k	82.84	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.4	$34M	-4%	1.5M	21.80	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$33M		156k	212.77	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.4	$33M	+4%	978k	33.84	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.4	$33M		376k	87.71	View chart
Goldman Sachs (GS)	0.4	$33M	-12%	33k	1011.36	View chart
Dell Technologies CL C (DELL)	0.4	$32M	-13%	75k	431.46	View chart
Wal-Mart Stores (WMT)	0.4	$32M	+17%	286k	113.26	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.4	$32M	+6%	389k	82.65	View chart
Invesco Exchange Traded Fd T Dors Wri Mom Etf (PDP)	0.3	$31M		207k	151.73	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$31M	-7%	190k	164.27	View chart
Johnson & Johnson (JNJ)	0.3	$30M		119k	253.97	View chart
Ishares Tr Ibonds Dec 2033 (IBDY)	0.3	$29M	-43%	1.1M	25.75	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.3	$29M	-5%	304k	96.49	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	0.3	$29M	-26%	1.2M	25.19	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.3	$29M	-26%	1.4M	20.84	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.3	$29M	+10%	1.2M	23.16	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	0.3	$28M	+46%	366k	77.58	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.3	$28M	+98%	1.1M	25.25	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$28M	+21%	935k	29.43	View chart
Ishares Tr Ibonds Dec 2034 (IBDZ)	0.3	$28M	-39%	1.1M	26.05	View chart
Wheaton Precious Metals Corp (WPM)	0.3	$27M		243k	112.32	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$27M	+2%	117k	227.06	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$27M	+5%	446k	59.69	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.3	$25M	+39%	64k	393.96	View chart
Costco Wholesale Corporation (COST)	0.3	$25M		27k	935.48	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$25M	+5%	156k	158.03	View chart
Exxon Mobil Corporation (XOM)	0.3	$25M	+2%	180k	136.72	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.3	$24M	+6%	975k	24.66	View chart
Ciena Corp Com New (CIEN)	0.3	$24M	+443%	49k	490.56	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.3	$24M	+3%	49k	478.51	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.3	$24M		45k	523.80	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.3	$24M	+2%	544k	43.14	View chart
Abbvie (ABBV)	0.3	$23M	+4%	93k	251.64	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.3	$23M	+3%	510k	45.66	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.3	$23M		121k	190.52	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$23M	+7%	62k	368.38	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$23M	+314%	183k	124.17	View chart
Visa Com Cl A (V)	0.2	$22M	-4%	64k	343.09	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$21M	+3%	87k	242.43	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$21M	+8%	87k	236.62	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$20M	+4%	137k	148.31	View chart
Goldman Sachs Etf Tr Core Bond Etf (GBND)	0.2	$20M	NEW	397k	50.56	View chart
Merck & Co (MRK)	0.2	$20M	+3%	154k	129.35	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.2	$20M	+6%	434k	45.70	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.2	$19M	+482%	231k	82.62	View chart
Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO)	0.2	$19M	+15%	417k	45.75	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$19M		118k	161.54	View chart
Cisco Systems (CSCO)	0.2	$19M	+2%	162k	117.46	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$19M	-15%	181k	103.96	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$19M	-3%	248k	75.51	View chart
United Rentals (URI)	0.2	$19M		16k	1132.86	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$18M		357k	50.65	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$18M		24k	763.14	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$18M	+4%	210k	85.49	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$18M	+6%	553k	31.71	View chart
Ishares Msci Japan Etf (EWJ)	0.2	$18M		188k	93.27	View chart
Bank of America Corporation (BAC)	0.2	$17M	+7%	306k	56.98	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.2	$17M	-7%	194k	89.20	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.2	$17M	+10%	8.7k	1989.49	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.2	$17M		336k	50.39	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.2	$17M	+168%	67k	247.89	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	0.2	$17M	+19%	492k	33.46	View chart
Boeing Company (BA)	0.2	$16M	+2%	73k	216.47	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.2	$16M		303k	51.78	View chart
Spdr Series Trust St Str Backe Etf (SPMB)	0.2	$16M	+3%	696k	22.31	View chart
Energy Fuels Com New (UUUU)	0.2	$15M		1.0M	14.50	View chart
International Business Machines (IBM)	0.2	$15M	+16%	54k	281.21	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$15M	+2%	283k	52.41	View chart
Netflix (NFLX)	0.2	$15M	-8%	207k	71.40	View chart
Marvell Technology (MRVL)	0.2	$15M	-11%	50k	297.89	View chart
Ge Vernova (GEV)	0.2	$15M	+30%	13k	1175.34	View chart
Arista Networks Com Shs (ANET)	0.2	$15M	+4%	86k	169.88	View chart
Spdr Series Trust St Sho Treas Etf (SPTS)	0.2	$15M	+5%	500k	29.01	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.2	$14M	+15%	270k	53.09	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.2	$14M	+3%	488k	29.24	View chart
Robinhood Mkts Com Cl A (HOOD)	0.2	$14M	+6%	142k	100.28	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.2	$14M	-66%	127k	110.35	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.2	$14M	+5%	295k	47.15	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.2	$14M	+19%	243k	56.79	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.2	$14M		717k	19.12	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.1	$14M	+11%	156k	87.88	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$13M	+253%	263k	50.35	View chart
Cameco Corporation (CCJ)	0.1	$13M	+2%	130k	101.86	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$13M	-7%	46k	285.58	View chart
Western Digital (WDC)	0.1	$13M	+44%	20k	638.72	View chart
Ishares Jp Mrgn Em Hi Bd (EMHY)	0.1	$13M		320k	40.66	View chart
Home Depot (HD)	0.1	$13M		36k	352.68	View chart
Chevron Corporation (CVX)	0.1	$13M	+8%	76k	165.76	View chart
American Express Company (AXP)	0.1	$13M	-3%	37k	338.25	View chart
Spdr Series Trust ST STR SP400GRW (MDYG)	0.1	$13M		112k	112.09	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$13M	+5%	452k	27.70	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$12M	+2%	57k	219.43	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$12M	+1111%	103k	119.52	View chart
Quanta Services (PWR)	0.1	$12M	+4%	17k	720.04	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$12M	-9%	217k	56.48	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$12M	+5%	253k	48.12	View chart
Spdr Series Trust St Str Sp400val (MDYV)	0.1	$12M		127k	94.85	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$12M	+3%	177k	68.01	View chart
Corning Incorporated (GLW)	0.1	$12M	-11%	47k	255.43	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$12M		147k	81.06	View chart
Spdr Series Trust St Shor Corp Etf (SPSB)	0.1	$12M	+3%	396k	30.01	View chart
Procter & Gamble Company (PG)	0.1	$12M	+10%	81k	146.64	View chart
Lam Research Corp Com New (LRCX)	0.1	$12M	-24%	27k	433.58	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$12M	+2%	234k	50.23	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$12M	-12%	129k	91.21	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$12M	+8%	108k	107.62	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$12M	+144%	106k	109.43	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$12M	+4%	119k	96.43	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$12M	+10%	34k	334.82	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$11M	-10%	151k	75.79	View chart
Axsome Therapeutics (AXSM)	0.1	$11M	-28%	47k	244.77	View chart
UnitedHealth (UNH)	0.1	$11M	+4%	27k	415.63	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$11M	+9%	210k	54.02	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$11M	+6%	82k	137.53	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$11M	+6%	107k	103.88	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$11M	-12%	182k	61.23	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$11M	+2%	210k	52.76	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$11M		50k	219.21	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.1	$11M	+7%	109k	100.67	View chart
Intel Corporation (INTC)	0.1	$11M	+13%	78k	139.63	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.1	$11M	-9%	361k	30.17	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	0.1	$11M	+24%	217k	49.81	View chart
Sprott Asset Management Physical Silver (PSLV)	0.1	$11M	-8%	572k	18.87	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$11M	+3%	17k	623.53	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$11M	+87%	147k	72.28	View chart
First Tr Exchange-traded Energy Alphadx (FXN)	0.1	$11M	+233%	520k	20.23	View chart
Schwab Strategic Tr Fund Em Equi Etf (FNDE)	0.1	$10M	+105%	262k	39.68	View chart
Jabil Circuit (JBL)	0.1	$10M		27k	385.48	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.1	$10M	+7%	213k	48.35	View chart
Etf Opportunities Trust Tappalpha S&p (TSPY)	0.1	$10M	+13%	401k	25.62	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.1	$10M	+7%	195k	52.72	View chart
Palo Alto Networks (PANW)	0.1	$10M	-39%	30k	341.02	View chart
General Motors Company (GM)	0.1	$10M		131k	77.08	View chart
Ge Aerospace Com New (GE)	0.1	$10M	+5%	27k	373.73	View chart
Bank of New York Mellon Corporation (BNY)	0.1	$10M	+2%	69k	144.61	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$10M	+54%	10k	965.73	View chart
First Tr Exchange Traded Nasdq Semcndtr (FTXL)	0.1	$9.9M	-29%	35k	284.95	View chart
First Tr Exchange-traded Vest Laddered (ACYN)	0.1	$9.9M	NEW	476k	20.79	View chart
Chubb (CB)	0.1	$9.9M	+78%	29k	341.53	View chart
Wells Fargo & Company (WFC)	0.1	$9.8M	+5%	119k	82.64	View chart
Wisdomtree Tr Us Quality Grow (QGRW)	0.1	$9.8M	+218%	149k	66.03	View chart
Coca-Cola Company (KO)	0.1	$9.8M	+2%	120k	81.80	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	0.1	$9.8M		194k	50.62	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$9.8M	-5%	546k	17.88	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$9.7M	+10%	102k	95.44	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$9.7M	-6%	71k	136.68	View chart
Ea Series Trust Strive Natural (FTWO)	0.1	$9.7M	-6%	225k	43.24	View chart
Direxion Shares Etf Trust Dai Gol Bul Etf (NUGT)	0.1	$9.7M		83k	117.01	View chart
Steel Dynamics (STLD)	0.1	$9.7M		42k	229.99	View chart
Morgan Stanley Com New (MS)	0.1	$9.7M	+8%	46k	209.04	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$9.5M	-4%	187k	51.00	View chart
New York Life Invts Active E Mackay Mun Inter (MMIT)	0.1	$9.5M	-4%	389k	24.39	View chart
CBOE Holdings (CBOE)	0.1	$9.5M	+301%	39k	242.67	View chart
Etf Ser Solutions Defia Quant Etf (QTUM)	0.1	$9.4M	+119%	57k	165.38	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$9.3M	+9%	152k	61.46	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.1	$9.3M	-3%	50k	185.23	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$9.2M	-3%	84k	110.32	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$9.1M	+9%	25k	365.70	View chart
Sofi Technologies (SOFI)	0.1	$9.0M	-12%	500k	17.93	View chart
Southern Company (SO)	0.1	$8.9M	+8%	93k	95.71	View chart
Mastercard Incorporated Cl A (MA)	0.1	$8.9M	-8%	17k	513.61	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$8.9M	+115%	158k	56.16	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$8.9M	+3%	335k	26.50	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.1	$8.8M	+5%	77k	114.88	View chart
Raytheon Technologies Corp (RTX)	0.1	$8.8M	+8%	47k	189.73	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.1	$8.8M	+22%	178k	49.43	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$8.8M	+16%	14k	640.74	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$8.7M	+383%	61k	141.89	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.1	$8.7M		320k	27.05	View chart
First Tr Exchange Traded Nasdaq Transn (FTXR)	0.1	$8.6M	NEW	189k	45.57	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$8.5M	+11%	39k	221.20	View chart
Kla Corp Com New (KLAC)	0.1	$8.5M	+826%	28k	301.71	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$8.5M		294k	28.96	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$8.5M		80k	106.31	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$8.5M		90k	94.57	View chart
Texas Instruments Incorporated (TXN)	0.1	$8.3M	-26%	28k	298.07	View chart
Vanguard World Financials Etf (VFH)	0.1	$8.3M	+7%	63k	131.60	View chart
Victory Portfolios Ii Vcshs Us 500 Vol (CFA)	0.1	$8.3M	+7%	84k	98.80	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$8.3M	+3%	70k	117.67	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$8.3M		163k	50.58	View chart
Victory Portfolios Ii Vcshs Us Lrg Cap (CDL)	0.1	$8.3M	+7%	106k	77.57	View chart
Spdr Series Trust St Inter Etf (SPTI)	0.1	$8.2M	+8%	290k	28.39	View chart
TJX Companies (TJX)	0.1	$8.2M	-2%	54k	151.50	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$8.2M	-2%	56k	147.73	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$8.1M		398k	20.36	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$8.1M		152k	53.11	View chart
At&t (T)	0.1	$8.0M	+17%	389k	20.70	View chart
Fortinet (FTNT)	0.1	$8.0M		52k	153.62	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	0.1	$8.0M	-5%	168k	47.58	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$7.9M	+1695%	116k	68.41	View chart
American Electric Power Company (AEP)	0.1	$7.9M		58k	136.81	View chart
Pimco Dynamic Income SHS (PDI)	0.1	$7.9M		465k	16.92	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$7.8M	+5%	11k	705.04	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$7.8M	+25%	71k	110.15	View chart
Goldman Sachs Etf Tr Corporate Bd Etf (GIGL)	0.1	$7.8M	NEW	154k	50.60	View chart
Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM)	0.1	$7.8M	+3%	60k	130.17	View chart
Strategy Cl A New (MSTR)	0.1	$7.7M	+55%	89k	86.93	View chart
Etf Opportunities Trust Tappalpha Innvtn (TDAQ)	0.1	$7.7M	+25%	272k	28.40	View chart
Tidal Trust Ii Roundhill Gener (CHAT)	0.1	$7.7M	+46%	78k	98.68	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$7.7M	-43%	100k	76.70	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$7.7M	+5%	70k	109.07	View chart
Verizon Communications (VZ)	0.1	$7.6M	+6%	180k	42.34	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$7.6M	-17%	40k	190.19	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.1	$7.5M	+80%	148k	50.95	View chart
Oracle Corporation (ORCL)	0.1	$7.5M	+11%	51k	146.55	View chart
Uber Technologies (UBER)	0.1	$7.5M	+16%	104k	72.16	View chart

Past Filings by Summit Financial

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

Summit Financial 2026 Q2 filed Aug. 12, 2026
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

View all past filings

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