Summit Financial, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $4.38 Billion distributed in 809 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $501M, Vanguard Ftse All World Ex Us with a value of $231M, Ishares Core S&P 500 ETF with a value of $116M, Vanguard Growth ETF with a value of $104M, and Apple Inc. with a value of $104M.
Examining the 13F form we can see an increase of $839M in the current position value, from $3.54B to 4.38B.
Summit Financial, LLC is based out at Parsippany, NJ
Below you can find more details about Summit Financial, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$4.38 Billion
ETFs: $2.75 Billion
Technology: $456 Million
Financial Services: $336 Million
Consumer Cyclical: $158 Million
Healthcare: $119 Million
Communication Services: $119 Million
Energy: $115 Million
Industrials: $99.5 Million
Other: $226 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
