Summit Financial, LLC

Q3 2026 13F-HR Holdings

Location
Parsippany, NJ
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
1,586
Total value ($000)
$9,417,759
Net value change ($000)
+296,911 (3.3%)
New positions
100
Sold out positions
94
Turnover %
3.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
ISHARES TR 105,186 NEW
AAPL 48,076 24.4%
FBND 42,611 183.1%
XOM 29,688 NEW
MSFT 28,870 33.3%
NVDA 26,576 17.4%
FIRST TRUST EXCHANGE-TRADED FUND 26,164 264.2%
PLTR 19,802 51.1%
RBLD 15,893 NEW
META 12,246 25.8%
Top Reduces (Value $000, Stocks/ETFs)
QQQM -94,160 -87.2%
PYLD -51,796 -68.6%
XOM -24,627 -100.0%
AMAT -16,772 -41.9%
EFAV -13,970 -42.4%
IWO -11,470 -45.6%
FTXL -9,421 -94.8%
WPM -8,537 -31.3%
WDC -8,042 -61.6%
JMUB -7,582 -41.9%
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