Summit Financial, LLC: 13F holdings
CIK 17655362026Q2
| Positions | 1,580 |
|---|
| Reported value | $9.1bn |
|---|
| Filed | 2026-08-12 |
|---|
Change since last quarter
| Positions | 1,580 (+183 vs prior quarter) |
|---|
| Reported value | $9.1bn (+16.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTI VANGUARD INDEX FDS | 1,752,517 | $648.5m | 7.1% |
| VEU VANGUARD INTL EQUITY INDEX F | 3,511,693 | $294.1m | 3.2% |
| IVV ISHARES TR | 301,387 | $225.7m | 2.5% |
| AAPL APPLE INC | 680,491 | $196.9m | 2.2% |
| VUG VANGUARD INDEX FDS | 1,813,507 | $156.2m | 1.7% |
| NVDA NVIDIA CORPORATION | 763,018 | $152.7m | 1.7% |
| VTV VANGUARD INDEX FDS | 577,286 | $125.8m | 1.4% |
| VOO VANGUARD INDEX FDS | 172,958 | $118.8m | 1.3% |
| SPY STATE STR SPDR S&P 500 ETF T | 151,265 | $113.2m | 1.2% |
| QQQM INVESCO EXCH TRADED FD TR II | 356,488 | $108.0m | 1.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1765536")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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