Summit Financial, LLC

Q1 2026 13F-HR Holdings

Location
Parsippany, NJ
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
1,397
Total value ($000)
$7,849,487
Net value change ($000)
+1,041,986 (15.3%)
New positions
201
Sold out positions
87
Turnover %
4.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPYG 34,343 114.2%
SPYV 31,706 138.3%
AAPL 22,882 15.8%
GOOGL 19,039 55.6%
CAT 18,708 252.5%
BINC 17,867 79.9%
SHV 17,227 69.4%
VTV 16,462 17.9%
SPMB 15,066 NEW
AMAT 14,681 378.5%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -19,340 -18.1%
PLTR -13,719 -22.1%
SOFI -9,865 -52.1%
FXO -9,684 -96.2%
TSLA -8,212 -18.2%
QQXT -7,347 -86.1%
VHT -7,154 -86.5%
Victory Portfolios II -7,133 -100.0%
INDY -6,503 -96.7%
IBM -6,210 -35.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type