Summit Financial, LLC
CIK Number: 0001765536
Main Sectors:
Top Industries:
Filing Date: Aug 13, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total ... | 329.96 | +0.05% | 1.65M | +8.60% | 502.52M | 149.14 | 11.36% | Share |
| 2 | VEU | Vanguard FTSE A... | 72.63 | +0.71% | 3.43M | +2.69% | 230.59M | 48.63 | 5.21% | Share |
| 3 | IVV | iShares Core S&... | 672.49 | 0.00% | 186.66K | +136.03% | 115.89M | 562.98 | 2.62% | Share |
| 4 | VUG | Vanguard Growth... | 481.34 | -0.4% | 237.85K | +3.44% | 104.39M | 262.93 | 2.36% | Share |
| 5 | AAPL | Apple Inc. | 258.02 | +0.35% | 507.5K | +37.66% | 104.12M | 199.04 | 2.35% | Share |
| 6 | NVDA | NVIDIA Corporat... | 187.62 | -0.67% | 602.85K | +22.82% | 95.25M | 93.41 | 2.15% | Share |
| 7 | MSFT | Microsoft Corpo... | 517.35 | +0.31% | 185.45K | +11.99% | 92.25M | 388.57 | 2.08% | Share |
| 8 | SPY | SPDR S&P 500 ET... | 669.25 | 0.00% | 142.95K | +14.04% | 88.57M | 509.49 | 2.00% | Share |
| 9 | VOO | Vanguard S&P 50... | 615.18 | -0.01% | 137.72K | +42.51% | 78.47M | 499.83 | 1.77% | Share |
| 10 | BRK-B | Berkshire Hatha... | 499.02 | +0.63% | 161.27K | +9.02% | 78.34M | 489.11 | 1.77% | Share |
| 11 | VTV | Vanguard Value ... | 187.51 | +0.53% | 425.3K | -2.73% | 75.58M | 125.63 | 1.71% | Share |
| 12 | AMZN | Amazon.com, Inc... | 219.51 | -1.3% | 308.44K | +3.31% | 67.67M | 172.88 | 1.53% | Share |
| 13 | QQQ | Invesco QQQ Tru... | 603.15 | -0.43% | 117.95K | +69.11% | 65.13M | 485.23 | 1.47% | Share |
| 14 | JPM | JPMorgan Chase ... | 310.01 | +0.80% | 166.68K | +34.91% | 48.32M | 222.5 | 1.09% | Share |
| 15 | META | Meta Platforms,... | 710.56 | -2.27% | 60.79K | +2.89% | 44.87M | 460.94 | 1.01% | Share |
| 16 | TLT | iShares 20+ Yea... | 89.38 | -0.19% | 498.09K | +60.33% | 43.96M | 91.06 | 0.99% | Share |
| 17 | VBR | Vanguard Small ... | 211.25 | +0.58% | 203.26K | +6.21% | 39.82M | 129.79 | 0.90% | Share |
| 18 | IEFA | iShares Core MS... | 88.83 | +0.89% | 454.76K | +41.81% | 37.96M | 74.97 | 0.86% | Share |
| 19 | VOE | Vanguard Mid-Ca... | 175.26 | +0.56% | 227.07K | +27.83% | 37.54M | 120.06 | 0.85% | Share |
| 20 | VEA | Vanguard Develo... | 61.05 | +0.91% | 650.13K | +15.07% | 37.06M | 51.13 | 0.84% | Share |
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