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Summit Financial, LLC

Q1 2026 · Filed 2026-05-15
Market Value
$7.8B
+15.3%
Holdings
1,452
+143
New Purchases
196
Added To
771
Closed
81
Reduced
372
Top 10 Concentration
22.8%
Turnover
19.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPYG 0.82% 0.44% +0.38% $64M
SPYV 0.70% 0.34% +0.36% $55M
CAT 0.33% 0.11% +0.22% $26M
SPMB 0.19% 0.00% +0.19% $15M
BINC 0.51% 0.33% +0.18% $40M
AMAT 0.24% 0.06% +0.18% $19M
GOOG 0.68% 0.50% +0.18% $53M
SPTS 0.18% 0.01% +0.17% $14M
SHV 0.54% 0.37% +0.17% $42M
JSCP 0.17% 0.00% +0.17% $13M
VXX 0.16% 0.01% +0.15% $12M
VTIP 0.15% 0.00% +0.15% $11M
MDYV 0.14% 0.00% +0.14% $11M
MDYG 0.14% 0.00% +0.14% $11M
SPDW 0.20% 0.07% +0.13% $16M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VTI 7.10% 8.21% -1.11% $556M
MSFT 1.12% 1.58% -0.46% $88M
VEU 3.32% 3.62% -0.31% $259M
PLTR 0.62% 0.91% -0.30% $48M
QQQM 1.05% 1.28% -0.23% $82M
SPY 1.24% 1.47% -0.23% $97M
NVDA 1.54% 1.74% -0.20% $120M
VOO 1.24% 1.44% -0.20% $97M
TSLA 0.47% 0.67% -0.19% $37M
IVV 2.14% 2.33% -0.19% $167M
BRK-B 1.02% 1.19% -0.17% $80M
VUG 1.59% 1.75% -0.16% $124M
SOFI 0.12% 0.28% -0.16% $9M
JPM 0.74% 0.89% -0.16% $58M
FXO 0.00% 0.15% -0.14% $386K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 72 $2.7B 35.0%
Large Cap 657 $3.3B 42.6%
Mid Cap 347 $1.0B 13.3%
Small Cap 272 $588M 7.5%
Micro Cap 104 $130M 1.7%

Portfolio Analytics

Avg Market Cap
$63.0B
Median Market Cap
$10.1B
Avg P/E
32.0
Median P/E
22.6
Avg Dividend Yield
0.02%
Avg Beta
0.96
# Stocks
679
# ETFs / Funds
773

Top Holdings (1,452 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VTI 7.10% 1,731,717 $556M $320.81 -$1M +70,480 +4.2%
2 VEU 3.32% 3,452,220 $259M $75.10 $14M +113,088 +3.4%
3 AAPL 2.14% 660,017 $168M $253.79 $23M +128,039 +24.1%
4 IVV 2.14% 255,954 $167M $653.21 $9M +25,678 +11.2%
5 VUG 1.59% 284,069 $124M $436.79 $5M +40,837 +16.8%
6 NVDA 1.54% 689,910 $120M $174.41 $2M +56,146 +8.9%
7 VTV 1.39% 552,948 $108M $196.20 $16M +71,111 +14.8%
8 SPY 1.24% 148,667 $97M $652.13 -$3M +3,081 +2.1%
9 VOO 1.24% 161,978 $97M $597.55 -$712K +6,504 +4.2%
10 JBND 1.14% 1,663,485 $89M $53.77 $16M +304,173 +22.4%
11 MSFT 1.12% 237,139 $88M $370.17 -$19M +15,639 +7.1%
12 AMZN 1.09% 407,933 $85M $208.27 $3M +53,202 +15.0%
13 QQQM 1.05% 344,553 $82M $237.62 -$5M +2,324 +0.7%
14 BRK-B 1.02% 166,488 $80M $479.20 -$1M +5,749 +3.6%
15 QQQ 0.91% 122,925 $71M $577.18 $3M +12,507 +11.3%
16 PYLD 0.84% 2,496,913 $65M $26.20 $2M +114,819 +4.8%
17 SPYG 0.82% 657,994 $64M $97.91 $34M +376,074 +133.4%
18 JPM 0.74% 196,239 $58M $294.16 -$3M +7,969 +4.2%
19 SPYV 0.70% 965,471 $55M $56.58 $32M +562,028 +139.3%
20 GOOG 0.68% 185,690 $53M $286.86 $19M +76,613 +70.2%
21 IBDY 0.67% 2,038,645 $53M $25.85 $2M +86,500 +4.4%
22 IEFA 0.66% 566,224 $51M $90.53 $8M +78,022 +16.0%
23 VEA 0.63% 774,716 $50M $64.08 $5M +57,968 +8.1%
24 PLTR 0.62% 330,251 $48M $146.28 -$14M -18,710 -5.4%
25 VBR 0.60% 215,831 $47M $217.25 $5M +19,510 +9.9%
26 META 0.59% 80,683 $46M $572.13 $9M +23,907 +42.1%
27 IBDZ 0.58% 1,755,367 $46M $26.06 $2M +97,912 +5.9%
28 AVGO 0.56% 141,104 $44M $309.51 $9M +42,365 +42.9%
29 SHV 0.54% 380,800 $42M $110.39 $17M +155,560 +69.1%
30 BINC 0.51% 774,495 $40M $51.93 $18M +350,908 +82.8%
31 IBDX 0.51% 1,584,574 $40M $25.27 $1M +62,836 +4.1%
32 IBDW 0.51% 1,900,235 $40M $20.93 $1M +73,739 +4.0%
33 XLU 0.47% 807,393 $37M $45.89 $5M +50,055 +6.6%
34 TSLA 0.47% 99,602 $37M $371.75 -$8M -992 -1.0%
35 IWM 0.47% 148,385 $37M $248.00 $4M +14,697 +11.0%
36 VO 0.47% 127,839 $37M $287.18 $4M +14,415 +12.7%
37 VOE 0.46% 195,010 $36M $184.28 $6M +26,289 +15.6%
38 IBDV 0.45% 1,609,633 $35M $21.89 $484K +35,076 +2.2%
39 EFAV 0.44% 374,321 $34M $91.37 $2M +2,662 +0.7%
40 IUSB 0.42% 714,406 $33M $46.19 $5M +115,470 +19.3%
41 AGG 0.41% 321,111 $32M $99.27 $1M +15,317 +5.0%
42 WPM 0.40% 241,389 $32M $131.21 -$5M -66,586 -21.6%
43 GS 0.40% 37,172 $31M $845.98 $6M +7,860 +26.8%
44 SMH 0.40% 80,906 $31M $383.40 $5M +8,420 +11.6%
45 TLT 0.39% 355,054 $31M $86.69 -$2M -16,449 -4.4%
46 VCIT 0.39% 366,291 $30M $82.75 $992K +16,221 +4.6%
47 WMT 0.39% 242,768 $30M $124.53 $1M -16,615 -6.4%
48 XOM 0.38% 175,877 $30M $169.66 $9M +6,596 +3.9%
49 IJH 0.38% 436,907 $30M $67.53 $943K +4,163 +1.0%
50 RSP 0.38% 152,920 $29M $191.92 $276K +1,154 +0.8%
51 ITOT 0.37% 205,017 $29M $142.43 $6M +49,610 +31.9%
52 JNJ 0.37% 118,805 $29M $244.44 $8M +17,779 +17.6%
53 VB 0.37% 110,082 $29M $261.92 $3M +11,851 +12.1%
54 IEMG 0.36% 399,985 $28M $69.75 $11M +151,157 +60.8%
55 SCHG 0.35% 938,366 $27M $29.13 $1M +145,401 +18.3%
56 COST 0.33% 26,213 $26M $996.45 $10M +7,796 +42.3%
57 CAT 0.33% 36,865 $26M $708.47 $19M +23,931 +185.0%
58 LLY 0.33% 28,323 $26M $919.78 $10M +13,074 +85.7%
59 AVEM 0.33% 321,765 $26M $80.58 $11M +129,307 +67.2%
60 IBDU 0.33% 1,113,705 $26M $23.26 $895K +45,142 +4.2%
61 PDP 0.33% 210,653 $25M $120.74 $404K -4,382 -2.0%
62 GLD 0.32% 57,649 $25M $430.29 $875K -2,735 -4.5%
63 IVE 0.31% 114,642 $24M $211.15 $1M +5,888 +5.4%
64 VWO 0.29% 422,809 $23M $54.05 $3M +44,907 +11.9%
65 SCHR 0.29% 916,786 $23M $24.91 $7M +303,912 +49.6%
66 IAU 0.29% 256,644 $23M $88.16 $699K -13,492 -5.0%
67 FBND 0.29% 490,694 $22M $45.80 $3M +62,127 +14.5%
68 AIQ 0.29% 481,095 $22M $46.67 -$1M +15,858 +3.4%
69 VYM 0.28% 147,764 $22M $148.10 $4M +24,463 +19.8%
70 NFLX 0.28% 227,135 $22M $96.15 $3M +27,638 +13.8%
71 SDVY 0.27% 532,862 $21M $39.43 $969K +9,847 +1.9%
72 DIA 0.27% 44,945 $21M $464.18 -$711K +150 +0.3%
73 MOAT 0.27% 215,439 $21M $96.70 -$1M +3,403 +1.6%
74 V 0.26% 66,563 $20M $302.24 $4M +19,842 +42.5%
75 SCHX 0.25% 768,276 $20M $25.64 $3M +142,076 +22.7%
76 ABBV 0.25% 89,029 $19M $217.49 $4M +20,873 +30.6%
77 VPLS 0.25% 249,107 $19M $77.59 $741K +11,161 +4.7%
78 UUUU 0.24% 1,032,515 $19M $18.25 $4M +8,087 +0.8%
79 IWF 0.24% 44,101 $19M $426.40 -$334K +3,664 +9.1%
80 AMAT 0.24% 54,302 $19M $341.79 $15M +39,208 +259.8%
81 DIVO 0.23% 407,716 $18M $44.85 $320K +3,975 +1.0%
82 IWD 0.23% 84,490 $18M $213.67 $5M +21,282 +33.7%
83 MRK 0.23% 148,433 $18M $121.12 $3M +10,688 +7.8%
84 AVDE 0.23% 210,391 $18M $84.84 $998K +5,685 +2.8%
85 JMUB 0.23% 355,384 $18M $49.99 $3M +68,316 +23.8%
86 VIG 0.22% 79,498 $17M $215.06 $9M +41,267 +107.9%
87 IJR 0.21% 131,190 $16M $124.31 -$1M -12,995 -9.0%
88 XLK 0.21% 122,339 $16M $132.90 $2M +26,658 +27.9%
89 TSM 0.21% 47,782 $16M $338.88 $2M -5 -0.0%
90 VOOG 0.21% 39,669 $16M $407.69 $4M +13,312 +50.5%
91 EWJ 0.20% 188,392 $16M $84.44 $474K -2,764 -1.4%
92 SCHD 0.20% 517,010 $16M $30.68 $2M +17,546 +3.5%
93 NUGT 0.20% 83,000 $16M $188.25 $365K
94 SPDW 0.20% 341,282 $16M $45.65 $11M +238,787 +233.0%
95 VXUS 0.20% 200,344 $15M $77.11 $7M +93,670 +87.8%
96 PSLV 0.20% 625,539 $15M $24.39 -$5M -229,570 -26.9%
97 SPMB 0.19% 672,888 $15M $22.39 +672,888 NEW
98 IGSB 0.19% 277,614 $15M $52.56 -$2M -31,313 -10.1%
99 CVX 0.19% 69,933 $14M $206.90 $6M +16,555 +31.0%
100 IWO 0.18% 45,836 $14M $313.81 $1M +5,246 +12.9%

New Positions

SymbolValue% Port
SPMB $15M 0.19%
JSCP $13M 0.17%
VTIP $11M 0.15%
MDYV $11M 0.14%
MDYG $11M 0.14%
SPTI $8M 0.10%
STLD $8M 0.10%
TDIV $7M 0.09%
MISL $7M 0.09%
UTHR $6M 0.08%
JNK $6M 0.08%
TPH $6M 0.07%
EXPE $6M 0.07%
AGZ $6M 0.07%
AVDV $5M 0.07%

Sold Out Positions

SymbolValue% Port
ALB —%
ALLE —%
FDS —%
LEU —%
ETB —%
MTH —%
SONY —%
CPNG —%
CNC —%
EFX —%
FHN —%
AMTM —%
WRB —%
SAP —%
LII —%
View SEC EDGAR Filings for Summit Financial, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms