Summit Financial, LLC Portfolio Holdings
Summit Financial, LLC
- $4.38 Billion
- Q2 2025
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.
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 809
- Current Value $4.38 Billion
- Prior Value $3.54 Billion
- Filing
- Period Q2 2025
- Filing Date August 13, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 132 stocks
- Additional Purchases 423 stocks
- Sold out of 0 stocks
- Reduced holdings in 238 stocks