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
-2.75%
-0.70%
433,150.0
 
VEU 		Vanguard FTSE All-World ex-US ETF
3,340,457
202,632.1
-0.58%
5.680
-0.04%
0.530
+5.85%
+13.08%
39,964.7
 
VUG 		Vanguard Growth ETF
229,949
85,269.8
+5.11%
2.390
+0.12%
0.060
-1.96%
-0.63%
141,943.4
 
AAPL 		Apple Inc
368,654
81,889.2
+28.72%
2.290
+0.51%
0.000
-17.59%
-19.10%
3,018,381.1
Hardware
BRK.B 		Berkshire Hathaway Inc
147,924
78,781.4
+250.66%
2.210
+1.58%
0.010
+5.91%
+11.86%
1,094,287.0
Insurance
VTV 		Vanguard Value ETF
437,227
75,526.6
+4.25%
2.120
+0.09%
0.050
-3.10%
+0.93%
131,883.9
 
SPY 		SPDR S&P 500 ETF Trust
125,348
70,118.6
+35.88%
1.960
+0.52%
0.010
-2.55%
-0.25%
594,301.5
 
SHV 		iShares Short Treasury Bond ETF
586,507
64,785.5
New Holding
1.820
+1.82%
0.310
+0.98%
+1.58%
20,928.9
 
MSFT 		Microsoft Corp
165,602
62,165.2
+26.97%
1.740
+0.37%
0.000
+11.07%
+7.78%
3,363,746.4
Software
AMZN 		Amazon.com Inc
298,559
56,803.8
+33.32%
1.590
+0.40%
0.000
-7.14%
-8.33%
2,135,160.8
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 ETF2025-03-31New Buy
+1.82%
●
110.11 ($110.29) 110.51
$110.32
0.03%
New holding
586,507
586,507
BRK.B 		Berkshire Hathaway Inc2025-03-31Add
+1.58%
●
442.66 ($486.15) 534.52
$507.03
4.29%
Add 250.66%
147,924
105,739
NEAR 		iShares Short Duration Bond Active ETF2025-03-31New Buy
+1.02%
●
50.4 ($50.66) 50.89
$50.78
0.23%
New holding
718,511
718,511
QUAL 		iShares MSCI USA Quality Factor ETF2025-03-31Add
+0.91%
●
168.16 ($179.03) 186.21
$176.12
-1.63%
Add 1000.52%
208,691
189,728
XLU 		Utilities Select Sector SPDR ETF2025-03-31Add
+0.75%
●
74.7 ($78.14) 80.27
$81.26
3.99%
Add 765.03%
384,920
340,422
MOAT 		VanEck Morningstar Wide Moat ETF2025-03-31Add
+0.63%
●
87.69 ($92.02) 96.49
$89.06
-3.22%
Add 4808.62%
259,028
253,751
DXJ 		WisdomTree Japan Hedged Equity Fund2025-03-31Add
+0.59%
●
106.46 ($109.98) 114.75
$110.19
0.19%
Add 584.04%
224,707
191,857
PDP 		Invesco DWA Momentum ETF2025-03-31New Buy
+0.57%
●
96.95 ($108.03) 116.13
$104.16
-3.58%
New holding
204,941
204,941
TLT 		iShares 20+ Year Treasury Bond ETF2025-03-31Add
+0.55%
●
85.29 ($89.02) 92.57
$83.97
-5.67%
Add 235.89%
310,659
218,171
SPY 		SPDR S&P 500 ETF Trust2025-03-31Add
+0.52%
●
551.42 ($587.78) 612.93
$582.86
-0.84%
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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