Summit Financial, LLC
•CIK: 1765536•Filing: Q4 2025
Summit Financial, LLC, managed by the seasoned investor team known for a disciplined, long-term growth strategy, currently oversees $6.8 billion in assets with a diversified portfolio heavily weighted in broad market ETFs like VTI and VEU. Recently, the fund has made notable moves by adding WFC and IBDZ with significant weight increases, while exiting BAX and CSW, reflecting a strategic pivot towards financials and biotechnology sectors.
Total AUM
$6.8B
QoQ Performance
+4.2%
Positions
779
Top 10 Concentration
33.5%
Latest Filing
Q4 2025
Top Holdings Allocation
VTI
VTI8.2%
VEU3.6%
IVV2.3%
AAPL2.1%
VUG1.7%
NVDA1.7%
MSFT1.6%
SPY1.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other71.8%
Technology10.2%
ETF6.8%
Financial4.5%
Consumer3.6%
Healthcare1.6%
Communication0.5%
Energy0.4%
🚪 Exited Positionssold since Q3 2025
+1032 more exited positions
Changes from Q3 2025
NEW1 new position
↑132 increased
↓66 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023