Summit Financial
$9.1B 13F equity value
1,640 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Summit Financial covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 1,752,517 | $649M | 7.1% |
| VEU | VANGUARD INTL EQUITY INDEX F | 3,511,693 | $294M | 3.2% |
| IVV | ISHARES TR | 301,387 | $226M | 2.5% |
| AAPL | APPLE INC | 680,491 | $197M | 2.2% |
| VUG | VANGUARD INDEX FDS | 1,813,507 | $156M | 1.7% |
| NVDA | NVIDIA CORPORATION | 763,018 | $153M | 1.7% |
| VTV | VANGUARD INDEX FDS | 577,286 | $126M | 1.4% |
| VOO | VANGUARD INDEX FDS | 172,958 | $119M | 1.3% |
| SPY | STATE STR SPDR S&P 500 ETF T | 151,265 | $113M | 1.2% |
| QQQM | INVESCO EXCH TRADED FD TR II | 356,488 | $108M | 1.2% |
Track Summit Financial's 13F portfolio: $9.1B in reported holdings, 1,640 positions. Top holdings and quarterly changes on SentiSense.
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