Summit Financial, LLC - Portfolio Stock Holdings
Summit Financial, LLC disclosed 1636 stock positions in a recent SEC 13F filing. $9,079,795,399 of stock holdings were filed, with the largest holdings including VTI, VEU, and IVV. This filing represented positions held on June 30, 2026, and was filed on Aug. 12, 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:
June 30, 2026No. of Stocks:
1636Est. Stock Holding Value:
$9,079,795,399Top Stock Holdings By Sector
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Portfolio Stock Holdings - Summit Financial, LLC
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