TraderTrends
Manager Profile

Summit Financial, LLC

Diversified · Financial Services 48%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q1 2026

Location

PARSIPPANY, NJ

Portfolio Value

$7.8B

Latest reported 13F value

Holdings

5

Distinct positions in last filing

Top Position

VANGUARD INDEX FDS

Latest disclosed holding

Top 4

922908769 922042775 037833100 464287200 922908736

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Financial Services
48.2%
Consumer Cyclical
16.1%
Technology
14.7%
Healthcare
6.4%
Industrials
3.8%
Energy
2.6%
Consumer Defensive
2.1%
Communication Services
1.9%
Basic Materials
1.8%
Utilities
0.5%
Real Estate
0.4%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q1 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
VANGUARD INDEX FDS

Shares: 1.7M

555.6M

Position Value
2
VANGUARD INTL EQUITY INDEX F

Shares: 3.5M

259.3M

Position Value
3
APPLE INC

Shares: 660K

167.5M

Position Value
4
ISHARES TR

Shares: 256K

167.2M

Position Value
5
VANGUARD INDEX FDS

Shares: 284.1K

124.1M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID