Summit Financial, LLC
CIK 1765536
13F filing for Q2 2026・No. 606
- Holdings
- US$9.12B
- Quarter change
- +US$1.27B
- Entries
- 1,580
- Net bought (estimate)
- +US$396.75M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 246
- Sold out 65
- Cut 513
- Added 772
- Corporate actions 2
- Unchanged 47
Largest holdings
1,578 stocks worth US$9.12B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD INDEX FDSTOTAL STK MKT | Added | 1,752,517 | US$648.5M | 7.11% |
| VANGUARD INTL EQUITY INDEX FALLWRLD EX US | Added | 3,511,693 | US$294.1M | 3.22% |
| IVVISHARES TRCORE S&P500 ETF | Added | 301,387 | US$225.71M | 2.47% |
| AAPLAppleCOM | Added | 680,491 | US$196.91M | 2.16% |
| VUGVANGUARD INDEX FDSGROWTH ETF | AddedSplit 6:1 | 1,813,507 | US$156.22M | 1.71% |
| NVDANvidiaCOM | Added | 763,018 | US$152.67M | 1.67% |
| VANGUARD INDEX FDSVALUE ETF | Added | 577,286 | US$125.81M | 1.38% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Added | 172,958 | US$118.79M | 1.30% |
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Added | 151,265 | US$113.25M | 1.24% |
| INVESCO EXCH TRADED FD TR IINASDAQ 100 ETF | Added | 356,488 | US$108.01M | 1.18% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 12, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.