Summit Financial, LLC - Q12026 Holdings

Summit Financial, LLC holds 1396 stocks with a total portfolio value of $ 7.85B as of Q12026. In Q12026, Summit Financial, LLC added 199 new positions, increased stakes in 782 stocks, reduced 381 holdings, and fully exited 85 positions. The largest holding is Vanguard Index Fds (VTI), representing 7.08% of the total portfolio.