StockDriftsStockDriftsTop 50 Summit Financial Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 7.08% | 1.73M | $555.6M | +4.24%(+70.48K) | $154.92(+134.14%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 3.3% | 3.45M | $259.3M | +3.39%(+113.09K) | $51.96(+55.92%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.13% | 660.0K | $167.5M | +24.07%(+128.04K) | $210.98(+42.30%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.13% | 256.0K | $167.2M | +11.15%(+25.68K) | $573.26(+29.51%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 1.58% | 284.1K | $124.1M | +16.79%(+40.84K) | $47.69(+83.33%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.53% | 689.9K | $120.3M | +8.86%(+56.15K) | $98.84(+127.96%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 1.38% | 552.9K | $108.5M | +14.76%(+71.11K) | $142.80(+44.72%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.24% | 148.7K | $97.0M | +2.12%(+3.08K) | $506.74(+45.87%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 1.23% | 162.0K | $96.8M | +4.18%(+6.50K) | $499.49(+36.03%) | 2026-03-31 | |
| JBND | J P MORGAN EXCHANGE TRADED F | 1.14% | 1.66M | $89.4M | +22.38%(+304.17K) | $53.89(-1.63%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.38% | +53.62% |
| Top 20 Holdings Unweighted | +17.92% | +63.99% |
Sign up free to track Summit Financial Llc, compare funds side by side, and get alerts the moment positions change.