account_balance
Investment manager · 13F filer · SEC CIK 1765536
Summit Financial, LLC
Reported value$9.42Bas of Sep 30, 2026
Positions1,586 96 new, 90 sold out
Top 10 weight23.9%VTI alone is 7%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS
6.9%
VEUVanguard Intl Equity Index F
3.1%
AAPLApple Inc
2.6%Added +8%
IVViShares Tr
2.5%Added +3%
NVDANvidia Corporation
1.9%Added +3%
VUGVanguard Index FDS
1.7%
VTVVanguard Index FDS
1.4%Added +7%
VOOVanguard Index FDS
1.4%Added +6%
SPYState STR SPDR S&P 500 ETF T
1.2%
MSFTMicrosoft Corp
1.2%Trimmed −3%
IQQiShares Tr
1.1%New
VTIVanguard Index FDS
6.9%
VEU3.1%
AAPL2.6%IVV2.5%
NVDA1.9%VUG1.7%
VTV1.4%
VOO1.4%
SPY1.2%MSFT1.2%IQQ1.1%
AMZN1.0%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTI Vanguard Index FDS 6.9% Held
VEU Vanguard Intl Equity Index F 3.1% Held
AAPL Apple Inc 2.6% Added +8%IVV iShares Tr 2.5% Added +3%
NVDA Nvidia Corporation 1.9% Added +3%VUG Vanguard Index FDS 1.7% Held
VTV Vanguard Index FDS 1.4% Added +7%
VOO Vanguard Index FDS 1.4% Added +6%
SPY State STR SPDR S&P 500 ETF T 1.2% HeldMSFT Microsoft Corp 1.2% Trimmed −3%IQQ iShares Tr 1.1% New
AMZN Amazon Com Inc 1.0% Trimmed −5%What changed