Summit Financial, LLC

Q2 2026 13F-HR Holdings

Location
Parsippany, NJ
Holdings as of
6/30/2026
Date filed
8/12/2026
Form type
13F-HR
Num holdings
1,580
Total value ($000)
$9,120,848
Net value change ($000)
+1,271,361 (16.2%)
New positions
243
Sold out positions
64
Turnover %
3.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VTI 92,949 16.7%
IVV 58,514 35.0%
ICSH 56,736 1379.1%
VEU 34,842 13.4%
NVDA 32,345 26.9%
VUG 32,137 25.9%
AAPL 29,401 17.6%
QQQM 26,132 31.9%
MU 25,746 206.0%
AMD 24,479 172.4%
Top Reduces (Value $000, Stocks/ETFs)
SHV -28,040 -66.7%
TLT -27,207 -88.4%
IBDY -23,267 -44.2%
IBDZ -18,270 -39.9%
AIQ -17,631 -78.5%
ATMP -11,775 -97.1%
IBDX -10,817 -27.0%
GPZ -10,757 -100.0%
IBDW -10,596 -26.6%
PLTR -9,555 -19.8%
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