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 Corp
1.9%Added +3%
VUGVanguard Index FDS
1.7%
VTVVanguard Index FDS
1.4%Added +7%
VOOVanguard Index FDS
1.4%Added +6%
SPYSPDR S&P 500 ETF Trust
1.2%
MSFTMicrosoft Corp
1.2%−3%
IQQiShares Tr
1.1%
AMZNAmazon.com Inc
1.0%
VTIVanguard Index FDS
6.9%
VEUVanguard Intl Equity Index F
3.1%
AAPLApple Inc.
2.6%
IVViShares Tr
2.5%
NVDANVIDIA Corp
1.9%+3%
VUGVanguard Index FDS
1.7%
VTVVanguard Index FDS
1.4%
VOOVanguard Index FDS
1.4%
IQQ1.1%
AMZNBoxes 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 Corp 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 SPDR S&P 500 ETF Trust 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
Biggest moves since Jun 30, 2026
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