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Asset Manager ← All Institutions

Summit Financial, LLC

Q4 2025 · Filed 2026-02-13
Market Value
$6.8B
+3.9%
Holdings
1,309
+63
New Purchases
94
Added To
612
Closed
53
Reduced
501
Top 10 Concentration
25.6%
Turnover
11.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IBDZ 0.64% 0.21% +0.43% $44M
IWM 0.49% 0.26% +0.22% $33M
GS 0.38% 0.20% +0.18% $26M
RKT 0.16% 0.00% +0.16% $11M
WFC 0.21% 0.07% +0.14% $14M
PSLV 0.30% 0.19% +0.11% $20M
GOOG 0.50% 0.41% +0.10% $34M
JPIB 0.09% 0.00% +0.09% $6M
ICSH 0.15% 0.07% +0.07% $10M
LLY 0.24% 0.17% +0.07% $16M
VO 0.49% 0.42% +0.07% $33M
GLD 0.35% 0.29% +0.07% $24M
IBB 0.10% 0.04% +0.06% $7M
MRK 0.22% 0.15% +0.06% $15M
MU 0.09% 0.04% +0.05% $6M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
META 0.55% 0.72% -0.17% $37M
COST 0.23% 0.40% -0.17% $16M
NFLX 0.28% 0.43% -0.16% $19M
IBIT 0.19% 0.35% -0.15% $13M
MSFT 1.58% 1.73% -0.15% $107M
TLT 0.48% 0.62% -0.14% $32M
IBDS 0.01% 0.14% -0.14% $505K
NEAR 0.15% 0.28% -0.13% $10M
IBDR 0.01% 0.12% -0.12% $462K
IBDT 0.20% 0.30% -0.11% $13M
NVDA 1.74% 1.84% -0.09% $118M
RSP 0.43% 0.52% -0.09% $29M
IVV 2.33% 2.41% -0.09% $158M
ORCL 0.14% 0.22% -0.08% $10M
HOOD 0.21% 0.28% -0.07% $14M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 72 $2.5B 37.5%
Large Cap 612 $2.7B 40.5%
Mid Cap 305 $843M 12.4%
Small Cap 236 $526M 7.8%
Micro Cap 84 $122M 1.8%

Portfolio Analytics

Avg Market Cap
$68.7B
Median Market Cap
$11.1B
Avg P/E
32.3
Median P/E
22.7
Avg Dividend Yield
0.03%
Avg Beta
0.96
# Stocks
620
# ETFs / Funds
689

Top Holdings (1,309 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VTI 8.21% 1,661,237 $557M $335.27 $18M +18,370 +1.1%
2 VEU 3.62% 3,339,132 $246M $73.56 $12M +66,977 +2.0%
3 IVV 2.33% 230,276 $158M $684.94 $234K -5,031 -2.1%
4 AAPL 2.13% 531,978 $145M $271.86 $6M -11,798 -2.2%
5 VUG 1.75% 243,232 $119M $487.86 $7M +10,609 +4.6%
6 NVDA 1.74% 633,764 $118M $186.50 -$2M -9,218 -1.4%
7 MSFT 1.58% 221,500 $107M $483.62 -$6M +3,804 +1.8%
8 SPY 1.47% 145,586 $100M $683.91 $3M +581 +0.4%
9 VOO 1.44% 155,474 $98M $627.13 $4M +2,891 +1.9%
10 VTV 1.36% 481,837 $92M $190.99 $4M +9,962 +2.1%
11 QQQM 1.28% 342,229 $87M $252.92 $150K -7,425 -2.1%
12 AMZN 1.21% 354,731 $82M $230.82 $3M -6,676 -1.9%
13 BRK-B 1.19% 160,739 $81M $502.65 $191K +410 +0.3%
14 JBND 1.09% 1,359,312 $74M $54.26 $3M +57,499 +4.4%
15 QQQ 1.00% 110,418 $68M $614.31 $695K -1,406 -1.3%
16 PYLD 0.94% 2,382,094 $64M $26.81 $6M +215,757 +10.0%
17 PLTR 0.91% 348,961 $62M $177.75 -$566K +5,833 +1.7%
18 JPM 0.89% 188,270 $61M $322.22 $1M +318 +0.2%
19 IBDY 0.75% 1,952,145 $51M $26.14 $2M +97,284 +5.2%
20 TSLA 0.67% 100,594 $45M $449.72 $2M +4,338 +4.5%
21 VEA 0.66% 716,748 $45M $62.47 $3M +24,167 +3.5%
22 IBDZ 0.64% 1,657,455 $44M $26.37 $30M +1,135,243 +217.4%
23 IEFA 0.64% 488,202 $44M $89.46 -$1M -28,111 -5.4%
24 VBR 0.61% 196,321 $42M $211.79 $1M +2,066 +1.1%
25 IBDX 0.57% 1,521,738 $39M $25.53 $2M +80,153 +5.6%
26 IBDW 0.57% 1,826,496 $39M $21.15 $2M +87,085 +5.0%
27 META 0.55% 56,776 $37M $660.10 -$10M -7,351 -11.5%
28 WPM 0.53% 307,975 $36M $117.52 $74K -14,978 -4.6%
29 IBDV 0.51% 1,574,557 $35M $22.07 $363K +22,072 +1.4%
30 GOOG 0.50% 109,077 $34M $313.80 $8M -274 -0.2%
31 AVGO 0.50% 98,739 $34M $346.10 -$994K -7,860 -7.4%
32 VO 0.49% 113,424 $33M $290.22 $6M +20,160 +21.6%
33 IWM 0.49% 133,688 $33M $246.16 $16M +62,955 +89.0%
34 TLT 0.48% 371,503 $32M $87.16 -$8M -82,808 -18.2%
35 XLU 0.48% 757,338 $32M $42.69 -$1M +374,477 +97.8%
36 EFAV 0.47% 371,659 $32M $86.25 $1M +9,749 +2.7%
37 AGG 0.45% 305,794 $31M $99.88 $2M +17,901 +6.2%
38 SPYG 0.44% 281,920 $30M $106.70 $4M +31,817 +12.7%
39 VOE 0.44% 168,721 $30M $177.37 $974K +2,883 +1.7%
40 VCIT 0.43% 350,070 $29M $83.75 $3M +32,445 +10.2%
41 RSP 0.43% 151,766 $29M $191.56 -$5M -25,558 -14.4%
42 WMT 0.43% 259,383 $29M $111.64 $1M -10,511 -3.9%
43 IJH 0.42% 432,744 $29M $66.00 -$164K -7,414 -1.7%
44 IUSB 0.41% 598,936 $28M $46.54 $690K +16,949 +2.9%
45 SMH 0.39% 72,486 $26M $360.13 $3M +1,412 +2.0%
46 SCHG 0.38% 792,965 $26M $32.62 $2M +56,170 +7.6%
47 GS 0.38% 29,312 $26M $879.01 $13M +13,321 +83.3%
48 VB 0.37% 98,231 $25M $257.95 $647K +1,126 +1.2%
49 PDP 0.37% 215,035 $25M $116.40 $13K +3,108 +1.5%
50 IBDU 0.37% 1,068,563 $25M $23.40 $1M +57,708 +5.7%
51 SHV 0.37% 225,240 $25M $110.15 -$132K -499 -0.2%
52 GLD 0.35% 60,384 $24M $396.31 $5M +7,644 +14.5%
53 AIQ 0.35% 465,237 $24M $50.91 $2M +18,177 +4.1%
54 ITOT 0.34% 155,407 $23M $148.69 $901K +2,945 +1.9%
55 IVE 0.34% 108,754 $23M $212.07 $187K -2,024 -1.8%
56 SPYV 0.34% 403,443 $23M $56.81 $3M +40,798 +11.2%
57 BINC 0.33% 423,587 $22M $52.77 $2M +35,001 +9.0%
58 MOAT 0.32% 212,036 $22M $103.56 $520K -4,276 -2.0%
59 IAU 0.32% 270,136 $22M $81.17 $2M -4,771 -1.7%
60 DIA 0.32% 44,795 $22M $481.61 $881K +172 +0.4%
61 JNJ 0.31% 101,026 $21M $206.95 $3M +2,520 +2.6%
62 XOM 0.30% 169,281 $20M $120.34 $2M +7,774 +4.8%
63 VWO 0.30% 377,902 $20M $53.76 $330K +9,025 +2.5%
64 PSLV 0.30% 855,109 $20M $23.65 $8M +61,995 +7.8%
65 SDVY 0.30% 523,015 $20M $38.32 $36K -3,167 -0.6%
66 FBND 0.29% 428,567 $20M $46.31 $2M +32,696 +8.3%
67 IWF 0.28% 40,437 $19M $473.30 $2M +3,165 +8.5%
68 SOFI 0.28% 723,556 $19M $26.18 $2M +98,171 +15.7%
69 NFLX 0.28% 199,497 $19M $93.76 -$9M +175,987 +748.6%
70 VPLS 0.27% 237,946 $19M $78.12 $969K +13,882 +6.2%
71 DIVO 0.26% 403,741 $18M $44.50 $893K +20,679 +5.4%
72 VYM 0.26% 123,301 $18M $143.52 $2M +10,896 +9.7%
73 IBM 0.26% 58,798 $17M $296.21 $913K +308 +0.5%
74 IJR 0.26% 144,185 $17M $120.18 -$222K -3,507 -2.4%
75 AVDE 0.25% 204,706 $17M $82.32 $2M +10,580 +5.5%
76 SCHX 0.25% 626,200 $17M $26.91 $3M +102,697 +19.6%
77 IEMG 0.25% 248,828 $17M $67.22 -$443K -11,624 -4.5%
78 LLY 0.24% 15,249 $16M $1,074.67 $5M +372 +2.5%
79 V 0.24% 46,721 $16M $350.71 $105K -969 -2.0%
80 IGSB 0.24% 308,927 $16M $52.88 $1M +25,125 +8.8%
81 COST 0.23% 18,417 $16M $862.34 -$10M -9,773 -34.7%
82 ABBV 0.23% 68,156 $16M $228.49 -$146K +266 +0.4%
83 AMD 0.23% 72,437 $16M $214.16 $3M -4,159 -5.4%
84 EWJ 0.23% 191,156 $15M $80.74 $13K -1,099 -0.6%
85 SCHR 0.23% 612,874 $15M $25.08 $138K +6,719 +1.1%
86 NUGT 0.23% 83,000 $15M $183.85 $2M
87 VFLO 0.22% 381,252 $15M $39.38 $97K -16,525 -4.2%
88 XLG 0.22% 252,968 $15M $59.28 -$2M -46,002 -15.4%
89 UUUU 0.22% 1,024,428 $15M $14.54 -$805K +1,644 +0.2%
90 AVEM 0.22% 192,458 $15M $77.02 $1M +13,944 +7.8%
91 MRK 0.22% 137,745 $15M $106.10 $5M +17,528 +14.6%
92 TSM 0.21% 47,787 $15M $304.68 $960K -908 -1.9%
93 JMUB 0.21% 287,068 $15M $50.66 $1M +26,428 +10.1%
94 WFC 0.21% 153,516 $14M $93.20 $10M +102,036 +198.2%
95 BIL 0.21% 152,425 $14M $91.38 $3M +35,956 +30.9%
96 HOOD 0.21% 123,087 $14M $113.10 -$4M -3,559 -2.8%
97 PHYS 0.20% 419,308 $14M $33.02 $3M +44,631 +11.9%
98 XLK 0.20% 95,681 $14M $143.97 $69K +47,054 +96.8%
99 SCHD 0.20% 499,464 $14M $27.43 $550K +17,763 +3.7%
100 GPZ 0.20% 496,037 $13M $27.15 $212K +16,297 +3.4%

New Positions

SymbolValue% Port
RKT $11M 0.16%
JPIB $6M 0.09%
SCYB $3M 0.05%
HTRB $3M 0.04%
TGTX $3M 0.04%
PINK $3M 0.04%
AKRE $2M 0.03%
BIIB $2M 0.03%
BUXX $2M 0.03%
FIGR $1M 0.02%
IWMI $1M 0.02%
TDAQ $1M 0.02%
PTLC $1M 0.02%
KBWB $1M 0.02%
IXP $981K 0.01%

Sold Out Positions

SymbolValue% Port
GOF —%
VICI —%
BAX —%
OTIS —%
ACM —%
DD —%
GGG —%
FIG —%
UL —%
PAAS —%
SYF —%
PML —%
JOE —%
HYT —%
KTB —%
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