Summit Financial
$7.8B Assets Reported
1,480 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 1,731,717 | $556M | 7.1% |
| VEU | VANGUARD INTL EQUITY INDEX F | 3,452,220 | $259M | 3.3% |
| AAPL | APPLE INC | 660,017 | $168M | 2.1% |
| IVV | ISHARES TR | 255,954 | $167M | 2.1% |
| VUG | VANGUARD INDEX FDS | 284,069 | $124M | 1.6% |
| NVDA | NVIDIA CORPORATION | 689,910 | $120M | 1.5% |
| VTV | VANGUARD INDEX FDS | 552,948 | $108M | 1.4% |
| SPY | STATE STR SPDR S&P 500 ETF T | 148,667 | $97M | 1.2% |
| VOO | VANGUARD INDEX FDS | 161,978 | $97M | 1.2% |
| JBND | J P MORGAN EXCHANGE TRADED F | 1,663,485 | $89M | 1.1% |
Track Summit Financial's 13F portfolio: $7.8B in reported holdings, 1,480 positions. Top holdings, AUM, and quarterly changes on SentiSense.