Summit Financial, LLC - Portfolio Stock Holdings
Summit Financial, LLC disclosed 1472 stock positions in a recent SEC 13F filing. $7,639,766,376 of stock holdings were filed, with the largest holdings including VTI, VEU, and AAPL. This filing represented positions held on March 31, 2026, and was filed on May 15, 2026.We estimate the fund has a total AUM of $22,470,472,144 and has 490 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
March 31, 2026No. of Stocks:
1472Est. Stock Holding Value:
$7,639,766,376Top Stock Holdings By Sector
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Portfolio Stock Holdings - Summit Financial, LLC
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