Summit Financial, LLC - Portfolio overview

Summit Financial, LLC has 1500 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 7.01%
2. VEU - VANGUARD INTL EQUITY INDEX F, 3.27%
3. AAPL - APPLE INC, 2.11%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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