Summit Financial, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SF Summit Financial, LLC | Institutional Filer | ▲ 15.31% | $7.85B | 1397 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 1397)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | — | 1.7M | $555.6M | 7.08% |
| 2 | VEU | VANGUARD INTL EQUITY INDEX F | — | 3.5M | $259.3M | 3.30% |
| 3 | AAPL | Apple Inc. | Technology | 660K | $167.5M | 2.13% |
| 4 | IVV | ISHARES TR | — | 256K | $167.2M | 2.13% |
| 5 | VUG | VANGUARD INDEX FDS | — | 284K | $124.1M | 1.58% |
| 6 | NVDA | NVIDIA Corporation | Technology | 690K | $120.3M | 1.53% |
| 7 | VTV | VANGUARD INDEX FDS | — | 553K | $108.5M | 1.38% |
| 8 | SPY | SPDR S&P 500 ETF Trust | — | 149K | $97.0M | 1.24% |
| 9 | VOO | VANGUARD INDEX FDS | — | 162K | $96.8M | 1.23% |
| 10 | JBND | J P MORGAN EXCHANGE TRADED F | — | 1.7M | $89.4M | 1.14% |
| 11 | MSFT | Microsoft Corporation | Technology | 237K | $87.8M | 1.12% |
| 12 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 408K | $85.0M | 1.08% |
| 13 | QQQM | INVESCO EXCH TRADED FD TR II | — | 345K | $81.9M | 1.04% |
| 14 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 166K | $79.8M | 1.02% |
| 15 | QQQ | Invesco QQQ Trust | — | 123K | $71.0M | 0.90% |
Showing 1 to 15 of 1000 holdings