Summit Financial, LLC
1,400 holdingsFiling period: 2026-03-31Current AUM: $8.63Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 1.73M | $555.6M | $637.6M | 7.39% | +70.5K | 2026-03-31 |
| 2 | VEU | VANGUARD INTL EQUITY INDEX F | 3.45M | $259.3M | $286.0M | 3.31% | +113.1K | 2026-03-31 |
| 3 | AAPL | APPLE INC | 660.0K | $167.5M | $203.9M | 2.36% | +128.0K | 2026-03-31 |
| 4 | IVV | ISHARES TR | 256.0K | $167.2M | $192.0M | 2.23% | +25.7K | 2026-03-31 |
| 5 | VUG | VANGUARD INDEX FDS | 284.1K | $124.1M | $145.2M | 1.68% | +40.8K | 2026-03-31 |
| 6 | NVDA | NVIDIA CORPORATION | 689.9K | $120.3M | $138.5M | 1.60% | +56.1K | 2026-03-31 |
| 7 | VTV | VANGUARD INDEX FDS | 552.9K | $108.5M | $121.6M | 1.41% | +71.1K | 2026-03-31 |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | 148.7K | $97.0M | $111.4M | 1.29% | +3.1K | 2026-03-31 |
| 9 | VOO | VANGUARD INDEX FDS | 162.0K | $96.8M | $111.2M | 1.29% | +6.5K | 2026-03-31 |
| 10 | JBND | J P MORGAN EXCHANGE TRADED F | 1.66M | $89.4M | $87.6M | 1.02% | +304.2K | 2026-03-31 |
| 11 | MSFT | MICROSOFT CORP | 237.1K | $87.8M | $110.2M | 1.28% | +15.6K | 2026-03-31 |
| 12 | AMZN | AMAZON COM INC | 407.9K | $85.0M | $110.8M | 1.28% | +53.2K | 2026-03-31 |
| 13 | QQQM | INVESCO EXCH TRADED FD TR II | 344.6K | $81.9M | $97.6M | 1.13% | +2.3K | 2026-03-31 |
| 14 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 166.5K | $79.8M | $79.8M | 0.92% | +5.7K | 2026-03-31 |
| 15 | QQQ | INVESCO QQQ TR | 122.9K | $71.0M | $84.6M | 0.98% | +12.5K | 2026-03-31 |
| 16 | PYLD | PIMCO ETF TR | 2.50M | $65.4M | $65.3M | 0.76% | +114.8K | 2026-03-31 |
| 17 | SPYG | SPDR SERIES TRUST | 658.0K | $64.4M | $77.1M | 0.89% | +376.1K | 2026-03-31 |
| 18 | JPM | JPMORGAN CHASE & CO | 196.2K | $57.7M | $69.0M | 0.80% | +8.0K | 2026-03-31 |
| 19 | SPYV | SPDR SERIES TRUST | 965.5K | $54.6M | $59.9M | 0.69% | +562.0K | 2026-03-31 |
| 20 | GOOG | ALPHABET INC | 185.7K | $53.3M | $66.2M | 0.77% | +76.6K | 2026-03-31 |
| 21 | IBDY | ISHARES TR | 2.04M | $52.7M | $51.7M | 0.60% | +86.5K | 2026-03-31 |
| 22 | IEFA | ISHARES TR | 566.2K | $51.3M | $55.6M | 0.64% | +78.0K | 2026-03-31 |
| 23 | VEA | VANGUARD TAX-MANAGED FDS | 774.7K | $49.6M | $54.7M | 0.63% | +58.0K | 2026-03-31 |
| 24 | PLTR | PALANTIR TECHNOLOGIES INC | 330.3K | $48.3M | $40.6M | 0.47% | -18,710 | 2026-03-31 |
| 25 | VBR | VANGUARD INDEX FDS | 215.8K | $46.9M | $52.8M | 0.61% | +19.5K | 2026-03-31 |
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