Summit Financial, LLC - Q42025 Holdings

Summit Financial, LLC holds 1283 stocks with a total portfolio value of $ 6.81B as of Q42025. In Q42025, Summit Financial, LLC added 98 new positions, increased stakes in 624 stocks, reduced 510 holdings, and fully exited 53 positions. The largest holding is Vanguard Index Fds (VTI), representing 8.18% of the total portfolio.