SF

Summit Financial, LLC

13F
Summit Financial, LLC
Last update 2025-05-14 706 Stocks (106 new)
Value $3.57 Bil Turnover 25 %
Countries:
Top Holdings: VTI(11.69%)VEU(5.68%)VUG(2.39%)AAPL(2.29%)BRK.B(2.21%)
Summary Stock Picks Current Portfolio
Summit Financial, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTI
Vanguard Total Stock Market ETF
1,517,901
417,179.8
+2.34%
11.690
+0.27%
0.100
+18.95%
+8.50%
478,431.4
 
VEU
Vanguard FTSE All-World ex-US ETF
3,340,457
202,632.1
-0.58%
5.680
-0.04%
0.530
+14.08%
+21.65%
45,437.2
 
VUG
Vanguard Growth ETF
229,949
85,269.8
+5.11%
2.390
+0.12%
0.060
+25.10%
+10.01%
165,393.5
 
AAPL
Apple Inc
368,654
81,889.2
+28.72%
2.290
+0.51%
0.000
+4.80%
-14.28%
3,198,507.1
Hardware
BRK.B
Berkshire Hathaway Inc
147,924
78,781.4
+250.66%
2.210
+1.58%
0.010
-8.39%
+6.48%
1,040,746.7
Insurance
VTV
Vanguard Value ETF
437,227
75,526.6
+4.25%
2.120
+0.09%
0.050
+11.15%
+7.87%
135,521.3
 
SPY
SPDR S&P 500 ETF Trust
125,348
70,118.6
+35.88%
1.960
+0.52%
0.010
+18.80%
+8.86%
654,366.5
 
SHV
iShares Short Treasury Bond ETF
586,507
64,785.5
New Holding
1.820
+1.82%
0.310
+1.00%
+2.30%
20,785.6
 
MSFT
Microsoft Corp
165,602
62,165.2
+26.97%
1.740
+0.37%
0.000
+35.37%
+20.48%
3,759,901.0
Software
AMZN
Amazon.com Inc
298,559
56,803.8
+33.32%
1.590
+0.40%
0.000
+26.41%
+4.06%
2,423,607.1
Retail - Cyclical

Summit Financial, LLC's Historical Top Holdings Breakdowns

Summit Financial, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SHV
iShares Short Treasury Bond ETF
2025-03-31
New Buy
New Buy
+1.82%
●
110.11 ($110.29) 110.51
$110.33
0.04%
New holding
586,507
586,507
BRK.B
Berkshire Hathaway Inc
2025-03-31
Add
Add
+1.58%
●
442.66 ($486.15) 534.52
$482.63
-0.72%
Add 250.66%
147,924
105,739
NEAR
iShares Short Duration Bond Active ETF
iShares Short Duration Bond Active ETF
2025-03-31
New Buy
New Buy
+1.02%
●
50.4 ($50.66) 50.89
$50.98
0.64%
New holding
718,511
718,511
QUAL
iShares MSCI USA Quality Factor ETF
2025-03-31
Add
Add
+0.91%
●
168.16 ($179.03) 186.21
$186.25
4.03%
Add 1000.52%
208,691
189,728
XLU
Utilities Select Sector SPDR ETF
2025-03-31
Add
Add
+0.75%
●
74.7 ($78.14) 80.27
$84.41
8.02%
Add 765.03%
384,920
340,422
MOAT
VanEck Morningstar Wide Moat ETF
2025-03-31
Add
Add
+0.63%
●
87.69 ($92.02) 96.49
$98.45
6.99%
Add 4808.62%
259,028
253,751
DXJ
WisdomTree Japan Hedged Equity Fund
2025-03-31
Add
Add
+0.59%
●
106.46 ($109.98) 114.75
$120.37
9.45%
Add 584.04%
224,707
191,857
PDP
Invesco DWA Momentum ETF
2025-03-31
New Buy
New Buy
+0.57%
●
96.95 ($108.03) 116.13
$111.73
3.42%
New holding
204,941
204,941
TLT
iShares 20+ Year Treasury Bond ETF
2025-03-31
Add
Add
+0.55%
●
85.29 ($89.02) 92.57
$86.03
-3.36%
Add 235.89%
310,659
218,171
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Add
Add
+0.52%
●
551.42 ($587.78) 612.93
$634.21
7.90%
Add 35.88%
125,348
33,101

Summit Financial, LLC Total Holding History ($B)

To

Summit Financial, LLC's Asset Allocation

To

Summit Financial, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Summit Financial, LLC's Hypothetical Growth since 2025-03-31

Summit Financial, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Summit Financial, LLC's Holdings Heat Map

Size field:

Summit Financial, LLC's Holdings Bubble Chart

Summit Financial, LLC News

  • 1

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