StockDriftsStockDriftsTop 50 Summit Financial LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 7.11% | 1.75M | $648.5M | +1.20%(+20.80K) | $157.13(+143.98%) | 2026-06-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 3.22% | 3.51M | $294.1M | +1.72%(+59.47K) | $52.50(+64.08%) | 2026-06-30 | |
| IVV | ISHARES TR | 2.47% | 301.4K | $225.7M | +17.75%(+45.43K) | $591.15(+31.77%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.16% | 680.5K | $196.9M | +3.10%(+20.47K) | $212.69(+43.58%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 1.71% | 1.81M | $156.2M | +6.40%(+109.09K) | $49.52(+80.10%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.67% | 763.0K | $152.7M | +10.60%(+73.11K) | $106.87(+111.53%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 1.38% | 577.3K | $125.8M | +4.40%(+24.34K) | $145.45(+56.42%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 1.3% | 173.0K | $118.8M | +6.78%(+10.98K) | $508.03(+40.28%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.24% | 151.3K | $113.2M | +1.75%(+2.60K) | $509.88(+52.07%) | 2026-06-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 1.18% | 356.5K | $108.0M | +3.46%(+11.94K) | $233.32(+29.19%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.54% | +62.38% | +9.66% | +58.61% |
| Top 20 Holdings Unweighted | +19.60% | +71.07% | +11.14% | +69.56% |
Summit Financial LLC reports $9.12B in US-listed equity holdings across 1,580 positions in its most recent 13F filing. Its largest disclosed positions are VTI (7.1%), VEU (3.2%) and IVV (2.5%). The top 20 holdings account for 32.23% of reported assets. Its disclosed equity book has returned +62.38% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Summit Financial LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1765536). View Summit Financial LLC’s 13F filings on SEC