Summit Financial, LLC

13F filer · CIK 0001765536

Reported Aug 12, 2026

Net buyer this quarter

13F portfolio value$9.12BU.S. long equity reported on 13F

Positions834114 new · 37 closed

Net flow last quarter+$125MBuys minus sells

Top 10 positions weight11.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 12, 2026834 positions
AAPLApple Inc.	$197M	2.16%	0.00%	+3.1%	Q1 2023
NVDANvidia Corp	$153M	1.67%	0.00%	+10.6%	Q1 2023
SPYSPDR S&P 500 ETF Trust	$113M	1.24%	Not reported	+1.8%	Q1 2023
AMZNAmazon Com Inc	$98.9M	1.08%	0.00%	+1.7%	Q1 2023
QQQInvesco QQQ Trust, Series 1	$90.7M	0.99%	Not reported	+0.1%	Q1 2023
MSFTMicrosoft Corp	$86.8M	0.95%	0.00%	-1.9%	Q1 2023
BRK.BBerkshire Hathaway Inc	$85.4M	0.94%	Not reported	+2.5%	Q1 2023
GOOGAlphabet Inc.	$66.1M	0.72%	Not reported	+0.8%	Q1 2023
JPMJPMorgan Chase & Co	$57.1M	0.63%	0.01%	-11.1%	Q1 2023
AVGOBroadcom Inc.	$54.3M	0.60%	0.00%	+1.8%	Q1 2023
METAMeta Platforms, Inc.	$47.5M	0.52%	Not reported	+4.6%	Q2 2023
TSLATesla, Inc.	$44M	0.48%	0.00%	+5.0%	Q1 2023
SMHMarket Vectors ETF Trust	$43.4M	0.48%	Not reported	-18.2%	Q1 2025
AMATApplied Materials Inc	$40M	0.44%	0.01%	+1.9%	Q1 2023
CATCaterpillar Inc	$39.4M	0.43%	0.01%	+0.4%	Q1 2023
PLTRPalantir Technologies Inc.	$38.8M	0.42%	0.01%	+0.6%	Q3 2025
AMDAdvanced Micro Devices Inc	$38.7M	0.42%	0.00%	-4.6%	Q1 2023
MUMicron Technology Inc	$38.2M	0.42%	0.00%	-10.4%	Q1 2024
LLYELI LILLY & Co	$37.8M	0.41%	0.00%	+11.2%	Q1 2023
GSGoldman Sachs Group Inc	$32.9M	0.36%	0.01%	-12.4%	Q1 2023
DELLDell Technologies Inc.	$32.4M	0.36%	0.01%	-13.1%	Q3 2023
WMTWalmart Inc.	$32.4M	0.36%	0.00%	+17.9%	Q1 2023
JNJJohnson & Johnson	$30.2M	0.33%	0.00%	+0.2%	Q1 2023
WPMWheaton Precious Metals Corp.	$27.3M	0.30%	0.05%	+0.6%	Q3 2023
COSTCostco Wholesale Corp	$24.8M	0.27%	0.01%	+1.2%	Q1 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$24.7M	0.27%	Not reported	+5.7%	Q1 2023
XOMExxonMobil Holdings Corp	$24.6M	0.27%	0.00%	+2.4%	Q1 2023
CIENCiena Corp	$24M	0.26%	0.03%	+443.2%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$23.6M	0.26%	0.00%	+3.3%	Q2 2023
DIASPDR Dow Jones Industrial Average ETF Trust	$23.5M	0.26%	Not reported	-0.3%	Q2 2023
ABBVAbbVie Inc.	$23.4M	0.26%	0.01%	+4.6%	Q1 2023
GLDSPDR Gold Trust	$22.8M	0.25%	0.02%	+7.4%	Q1 2023
VVisa Inc.	$21.8M	0.24%	0.00%	-4.7%	Q1 2023
MRKMerck & Co., Inc.	$19.9M	0.22%	0.01%	+3.6%	Q1 2023
CSCOCisco Systems, Inc.	$19M	0.21%	0.00%	+2.9%	Q1 2023
IAUIshares Gold Trust	$18.7M	0.21%	0.03%	-3.3%	Q4 2024
URIUnited Rentals, Inc.	$18.6M	0.20%	0.03%	+0.8%	Q2 2023
CRWDCrowdStrike Holdings, Inc.	$18M	0.20%	0.01%	-0.4%	Q3 2023
BACBank of America Corp	$17.4M	0.19%	0.00%	+7.1%	Q1 2023
ASMLAsml Holding NV	$17.3M	0.19%	0.00%	+10.4%	Q1 2023
BABoeing Co	$15.7M	0.17%	0.01%	+2.6%	Q1 2023
UUUUEnergy Fuels Inc	$15.2M	0.17%	0.42%	+1.7%	Q4 2024
IBMInternational Business Machines Corp	$15.1M	0.17%	0.01%	+16.4%	Q1 2023
NFLXNetflix Inc	$14.8M	0.16%	0.01%	-8.7%	Q1 2023
MRVLMarvell Technology, Inc.	$14.8M	0.16%	0.01%	-11.6%	Q4 2024
GEVGE Vernova Inc.	$14.7M	0.16%	0.00%	+30.7%	Q2 2024
ANETArista Networks, Inc.	$14.5M	0.16%	0.01%	+4.2%	Q2 2024
SPTSSports Media Inc	$14.5M	0.16%	Not reported	+5.1%	Q1 2023
HOODRobinhood Markets, Inc.	$14.2M	0.16%	0.06%	+6.4%	Q3 2025
ETEnergy Transfer LP	$13.7M	0.15%	0.02%	+0.8%	Q1 2023

Q1 2026Reported May 15, 2026755 positions
AAPLApple Inc.	$168M	2.13%	0.00%	+24.1%	Q1 2023
NVDANvidia Corp	$120M	1.53%	0.00%	+8.9%	Q1 2023
SPYSPDR S&P 500 ETF Trust	$97M	1.24%	Not reported	+2.1%	Q1 2023
MSFTMicrosoft Corp	$87.8M	1.12%	0.00%	+7.1%	Q1 2023
AMZNAmazon Com Inc	$85M	1.08%	0.00%	+15.0%	Q1 2023
BRK.BBerkshire Hathaway Inc	$79.8M	1.02%	Not reported	+3.6%	Q1 2023
QQQInvesco QQQ Trust, Series 1	$71M	0.90%	Not reported	+11.3%	Q1 2023
JPMJPMorgan Chase & Co	$57.7M	0.74%	0.01%	+4.2%	Q1 2023
GOOGAlphabet Inc.	$53.3M	0.68%	Not reported	+70.2%	Q1 2023
PLTRPalantir Technologies Inc.	$48.3M	0.62%	0.01%	-5.4%	Q3 2025
METAMeta Platforms, Inc.	$46.2M	0.59%	Not reported	+42.1%	Q2 2023
AVGOBroadcom Inc.	$43.7M	0.56%	0.00%	+42.9%	Q1 2023
TSLATesla, Inc.	$37M	0.47%	0.00%	-1.0%	Q1 2023
WPMWheaton Precious Metals Corp.	$31.7M	0.40%	0.05%	-21.6%	Q3 2023
GSGoldman Sachs Group Inc	$31.4M	0.40%	0.01%	+26.8%	Q1 2023
SMHMarket Vectors ETF Trust	$31M	0.40%	Not reported	+11.6%	Q1 2025
WMTWalmart Inc.	$30.2M	0.39%	0.00%	-6.4%	Q1 2023
XOMExxonMobil Holdings Corp	$29.8M	0.38%	0.00%	+3.9%	Q1 2023
JNJJohnson & Johnson	$29M	0.37%	0.00%	+17.6%	Q1 2023
COSTCostco Wholesale Corp	$26.1M	0.33%	0.01%	+42.3%	Q1 2023
CATCaterpillar Inc	$26.1M	0.33%	0.01%	+185.0%	Q1 2023
LLYELI LILLY & Co	$26.1M	0.33%	0.00%	+85.7%	Q1 2023
GLDSPDR Gold Trust	$24.8M	0.32%	0.02%	-4.5%	Q1 2023
IAUIshares Gold Trust	$22.6M	0.29%	0.03%	-5.0%	Q4 2024
AIQAlliance HealthCare Services, Inc	$22.5M	0.29%	4.44%	+3.4%	Q3 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$21.9M	0.28%	Not reported	+19.8%	Q1 2023
NFLXNetflix Inc	$21.8M	0.28%	0.01%	+13.9%	Q1 2023
DIASPDR Dow Jones Industrial Average ETF Trust	$20.9M	0.27%	Not reported	+0.3%	Q2 2023
VVisa Inc.	$20.1M	0.26%	0.00%	+42.5%	Q1 2023
ABBVAbbVie Inc.	$19.4M	0.25%	0.01%	+30.6%	Q1 2023
UUUUEnergy Fuels Inc	$18.8M	0.24%	0.42%	+0.8%	Q4 2024
AMATApplied Materials Inc	$18.6M	0.24%	0.01%	+259.8%	Q1 2023
MRKMerck & Co., Inc.	$18M	0.23%	0.01%	+7.8%	Q1 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$16.2M	0.21%	0.00%	0.0%	Q2 2023
PSLVSprott Physical Silver Trust	$15.3M	0.19%	0.10%	-26.9%	Q4 2024
CVXChevron Corp	$14.5M	0.18%	0.00%	+31.0%	Q1 2023
AMDAdvanced Micro Devices Inc	$14.2M	0.18%	0.00%	-3.6%	Q1 2023
DELLDell Technologies Inc.	$14.2M	0.18%	0.01%	+144.1%	Q3 2023
PHYSSprott Physical Gold Trust	$14.2M	0.18%	0.08%	-4.8%	Q4 2024
BABoeing Co	$14.1M	0.18%	0.01%	+212.5%	Q1 2023
BACBank of America Corp	$13.9M	0.18%	0.00%	+87.5%	Q1 2023
SPTSSports Media Inc	$13.9M	0.18%	Not reported	+3544.0%	Q1 2023
CCJCameco Corp	$13.8M	0.18%	0.03%	-1.1%	Q3 2023
ETEnergy Transfer LP	$13.7M	0.17%	0.02%	0.0%	Q1 2023
REGNRegeneron Pharmaceuticals, Inc.	$12.7M	0.16%	0.02%	+28.8%	Q2 2023
MUMicron Technology Inc	$12.5M	0.16%	0.00%	+66.0%	Q1 2024
CSCOCisco Systems, Inc.	$12.2M	0.16%	0.00%	+16.9%	Q1 2023
VXXBarclays Bank PLC	$12.1M	0.15%	Not reported	+1476.5%	Q1 2025
HDHome Depot, Inc.	$12.1M	0.15%	0.00%	+5.5%	Q1 2023
URIUnited Rentals, Inc.	$11.9M	0.15%	0.03%	+300.7%	Q2 2023

Q4 2025Reported Feb 13, 2026705 positions
AAPLApple Inc.	$145M	2.12%	0.00%	-2.2%	Q1 2023
NVDANvidia Corp	$118M	1.74%	0.00%	-1.4%	Q1 2023
MSFTMicrosoft Corp	$107M	1.57%	0.00%	+1.8%	Q1 2023
SPYSPDR S&P 500 ETF Trust	$99.6M	1.46%	Not reported	+0.4%	Q1 2023
AMZNAmazon Com Inc	$81.9M	1.20%	0.00%	-1.9%	Q1 2023
BRK.BBerkshire Hathaway Inc	$80.8M	1.19%	Not reported	+0.3%	Q1 2023
QQQInvesco QQQ Trust, Series 1	$67.8M	1.00%	Not reported	-1.3%	Q1 2023
PLTRPalantir Technologies Inc.	$62M	0.91%	0.01%	+1.7%	Q3 2025
JPMJPMorgan Chase & Co	$60.7M	0.89%	0.01%	+0.2%	Q1 2023
TSLATesla, Inc.	$45.2M	0.66%	0.00%	+4.5%	Q1 2023
METAMeta Platforms, Inc.	$37.5M	0.55%	Not reported	-11.5%	Q2 2023
WPMWheaton Precious Metals Corp.	$36.2M	0.53%	0.07%	-4.6%	Q3 2023
GOOGAlphabet Inc.	$34.2M	0.50%	Not reported	-0.3%	Q1 2023
AVGOBroadcom Inc.	$34.2M	0.50%	0.00%	-7.4%	Q1 2023
WMTWalmart Inc.	$29M	0.43%	0.00%	-3.9%	Q1 2023
SMHMarket Vectors ETF Trust	$26.1M	0.38%	Not reported	+2.0%	Q1 2025
GSGoldman Sachs Group Inc	$25.8M	0.38%	0.01%	+83.3%	Q1 2023
GLDSPDR Gold Trust	$23.9M	0.35%	0.02%	+14.5%	Q1 2023
AIQAlliance HealthCare Services, Inc	$23.7M	0.35%	4.30%	+4.1%	Q3 2025
IAUIshares Gold Trust	$21.9M	0.32%	0.03%	-1.7%	Q4 2024
DIASPDR Dow Jones Industrial Average ETF Trust	$21.6M	0.32%	Not reported	+0.4%	Q2 2023
JNJJohnson & Johnson	$20.9M	0.31%	0.00%	+2.6%	Q1 2023
XOMExxonMobil Holdings Corp	$20.4M	0.30%	0.00%	+4.8%	Q1 2023
PSLVSprott Physical Silver Trust	$20.2M	0.30%	0.14%	+7.8%	Q4 2024
SOFISoFi Technologies, Inc.	$18.9M	0.28%	0.06%	+15.7%	Q3 2025
NFLXNetflix Inc	$18.7M	0.27%	0.00%	-15.1%	Q1 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$17.7M	0.26%	Not reported	+9.7%	Q1 2023
IBMInternational Business Machines Corp	$17.4M	0.26%	0.01%	+0.5%	Q1 2023
LLYELI LILLY & Co	$16.4M	0.24%	0.00%	+2.5%	Q1 2023
VVisa Inc.	$16.4M	0.24%	0.00%	-2.0%	Q1 2023
COSTCostco Wholesale Corp	$15.9M	0.23%	0.00%	-34.7%	Q1 2023
ABBVAbbVie Inc.	$15.6M	0.23%	0.00%	+0.4%	Q1 2023
AMDAdvanced Micro Devices Inc	$15.5M	0.23%	0.00%	-5.4%	Q1 2023
UUUUEnergy Fuels Inc	$14.9M	0.22%	0.43%	+0.2%	Q4 2024
MRKMerck & Co., Inc.	$14.6M	0.21%	0.01%	+14.6%	Q1 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$14.6M	0.21%	0.00%	-1.9%	Q2 2023
WFCWells Fargo & Company	$14.3M	0.21%	0.01%	+198.2%	Q1 2023
HOODRobinhood Markets, Inc.	$13.9M	0.20%	0.05%	-2.8%	Q3 2025
PHYSSprott Physical Gold Trust	$13.8M	0.20%	0.09%	+11.9%	Q4 2024
IBITiShares Bitcoin Trust ETF	$13.1M	0.19%	0.02%	-24.3%	Q3 2025
AXPAmerican Express Co	$13.1M	0.19%	0.01%	+2.0%	Q2 2023
AXSMAxsome Therapeutics, Inc.	$12.9M	0.19%	0.14%	-8.9%	Q3 2025
HDHome Depot, Inc.	$12M	0.18%	0.00%	+2.7%	Q1 2023
CCJCameco Corp	$11.8M	0.17%	0.03%	+6.0%	Q3 2023
ETEnergy Transfer LP	$11.7M	0.17%	0.02%	+2.0%	Q1 2023
RKTRocket Companies, Inc.	$10.9M	0.16%	Not reported	New	Q4 2025
GMGeneral Motors Co	$10.8M	0.16%	0.01%	-20.2%	Q1 2023
EXEEXPAND ENERGY Corp	$10.6M	0.16%	0.04%	+39.1%	Q4 2024
CSCOCisco Systems, Inc.	$10.3M	0.15%	0.00%	+1.9%	Q1 2023
REGNRegeneron Pharmaceuticals, Inc.	$9.87M	0.14%	0.01%	+0.3%	Q2 2023

Q3 2025Reported Nov 14, 2025682 positions
AAPLApple Inc.	$138M	2.11%	0.00%	+7.2%	Q1 2023
NVDANvidia Corp	$120M	1.83%	0.00%	+6.7%	Q1 2023
MSFTMicrosoft Corp	$113M	1.72%	0.00%	+17.4%	Q1 2023
SPYSPDR S&P 500 ETF Trust	$96.6M	1.47%	Not reported	+1.4%	Q1 2023
BRK.BBerkshire Hathaway Inc	$80.6M	1.23%	Not reported	-0.6%	Q1 2023
AMZNAmazon Com Inc	$79.4M	1.21%	0.00%	+17.2%	Q1 2023
QQQInvesco QQQ Trust, Series 1	$67.1M	1.02%	Not reported	-5.2%	Q1 2023
PLTRPalantir Technologies Inc.	$62.6M	0.96%	0.01%	New	Q3 2025
JPMJPMorgan Chase & Co	$59.3M	0.90%	0.01%	+12.8%	Q1 2023
METAMeta Platforms, Inc.	$47.1M	0.72%	Not reported	+5.5%	Q2 2023
TSLATesla, Inc.	$42.8M	0.65%	0.00%	+123.1%	Q1 2023
WPMWheaton Precious Metals Corp.	$36.1M	0.55%	0.07%	+11.1%	Q3 2023
AVGOBroadcom Inc.	$35.2M	0.54%	0.00%	+3.3%	Q1 2023
NFLXNetflix Inc	$28.2M	0.43%	0.01%	+6.7%	Q1 2023
WMTWalmart Inc.	$27.8M	0.42%	0.00%	+8.5%	Q1 2023
GOOGAlphabet Inc.	$26.6M	0.41%	Not reported	+12.4%	Q1 2023
COSTCostco Wholesale Corp	$26.1M	0.40%	0.01%	+2.5%	Q1 2023
SMHMarket Vectors ETF Trust	$23.2M	0.35%	Not reported	+1111.4%	Q1 2025
IBITiShares Bitcoin Trust ETF	$22.7M	0.35%	0.03%	New	Q3 2025
AIQAlliance HealthCare Services, Inc	$22.1M	0.34%	4.13%	New	Q3 2025
DIASPDR Dow Jones Industrial Average ETF Trust	$20.7M	0.32%	Not reported	+5.3%	Q2 2023
IAUIshares Gold Trust	$20M	0.31%	0.04%	+0.1%	Q4 2024
GLDSPDR Gold Trust	$18.7M	0.29%	0.02%	-24.5%	Q1 2023
JNJJohnson & Johnson	$18.3M	0.28%	0.00%	+2.2%	Q1 2023
XOMExxonMobil Holdings Corp	$18.2M	0.28%	0.00%	+8.9%	Q1 2023
HOODRobinhood Markets, Inc.	$18.1M	0.28%	0.05%	New	Q3 2025
SOFISoFi Technologies, Inc.	$16.5M	0.25%	0.05%	New	Q3 2025
IBMInternational Business Machines Corp	$16.5M	0.25%	0.01%	+2.5%	Q1 2023
VVisa Inc.	$16.3M	0.25%	0.00%	+13.2%	Q1 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$15.8M	0.24%	Not reported	+8.9%	Q1 2023
ABBVAbbVie Inc.	$15.7M	0.24%	0.00%	+3.4%	Q1 2023
UUUUEnergy Fuels Inc	$15.7M	0.24%	0.43%	-0.4%	Q4 2024
ORCLOracle Corp	$14.6M	0.22%	0.00%	+11.6%	Q1 2023
HDHome Depot, Inc.	$13.8M	0.21%	0.00%	+6.1%	Q1 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$13.6M	0.21%	0.00%	+12.8%	Q2 2023
GSGoldman Sachs Group Inc	$12.7M	0.19%	0.01%	+118.2%	Q1 2023
PSLVSprott Physical Silver Trust	$12.5M	0.19%	0.15%	+30.8%	Q4 2024
AMDAdvanced Micro Devices Inc	$12.4M	0.19%	0.00%	+74.4%	Q1 2023
ETEnergy Transfer LP	$12M	0.18%	0.02%	+1.2%	Q1 2023
AXPAmerican Express Co	$11.6M	0.18%	0.01%	+4.8%	Q2 2023
LLYELI LILLY & Co	$11.4M	0.17%	0.00%	+5.8%	Q1 2023
PHYSSprott Physical Gold Trust	$11.1M	0.17%	0.09%	+35.7%	Q4 2024
MSTRStrategy Inc	$10.4M	0.16%	Not reported	+801.6%	Q4 2024
BXBlackstone Inc.	$10.3M	0.16%	0.01%	-0.6%	Q1 2023
CCJCameco Corp	$10.2M	0.16%	0.03%	+0.1%	Q3 2023
GMGeneral Motors Co	$10.1M	0.15%	0.02%	-23.7%	Q1 2023
MRKMerck & Co., Inc.	$10.1M	0.15%	0.00%	+1.4%	Q1 2023
TAt&T Inc.	$9.79M	0.15%	0.00%	+1.8%	Q1 2023
CRWDCrowdStrike Holdings, Inc.	$9.51M	0.15%	0.01%	+52.8%	Q3 2023
AXSMAxsome Therapeutics, Inc.	$9.42M	0.14%	0.15%	New	Q3 2025

Premium opens every quarter this fund has filed