Summit Financial, LLC
Summit Financial, LLC reported 1,580 holdings worth US$9.12B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 12, 2026
Summit Financial, LLC reported 1,580 holdings worth US$9.12B as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Amazon.com, Inc. Filed Aug 12, 2026 (Form 13F).
- Holdings
- 1,580
- Value as reported
- US$9.12B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 680K | US$197M | 2.2% |
| Nvidia Corporation | 763K | US$153M | 1.7% |
| Amazon.com, Inc. | 415K | US$98.9M | 1.1% |
| Microsoft Corp. | 233K | US$86.8M | 0.95% |
| Berkshire Hathaway Inc. | 171K | US$85.4M | 0.94% |
| Alphabet Inc (google) Class C | 185K | US$66.1M | 0.72% |
| Jp Morgan Chase & Co. | 175K | US$57.1M | 0.63% |
| Broadcom Inc. | 144K | US$54.3M | 0.60% |
| Meta Platforms, Inc. | 84,356 | US$47.5M | 0.52% |
| Tesla, Inc. | 105K | US$44M | 0.48% |
| Applied Materials, Inc. | 55,314 | US$40M | 0.44% |
| Caterpillar, Inc. | 37,003 | US$39.4M | 0.43% |
| Palantir Technologies Inc. | 332K | US$38.8M | 0.42% |
| Advanced Micro Devices Inc | 66,586 | US$38.7M | 0.42% |
| Micron Technology, Inc. | 33,134 | US$38.2M | 0.42% |
| Eli Lilly And Company | 31,495 | US$37.8M | 0.41% |
| Goldman Sachs Group, Inc. (the) | 32,547 | US$32.9M | 0.36% |
| Dell Technologies Inc. | 75,206 | US$32.4M | 0.36% |
| Walmart Inc. | 286K | US$32.4M | 0.36% |
| Johnson & Johnson | 119K | US$30.2M | 0.33% |
| Wheaton Precious Metals Corp | 243K | US$27.3M | 0.30% |
| Costco Wholesale Corporation | 26,539 | US$24.8M | 0.27% |
| Exxon Mobil Corporation | 180K | US$24.6M | 0.27% |
| Ciena Corporation | 48,934 | US$24M | 0.26% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 49,353 | US$23.6M | 0.26% |
| Abbvie Inc. | 93,109 | US$23.4M | 0.26% |
| Visa Inc. | 63,461 | US$21.8M | 0.24% |
| Merck & Company, Inc. | 154K | US$19.9M | 0.22% |
| Cisco Systems, Inc. | 161K | US$19M | 0.21% |
| United Rentals, Inc. | 16,406 | US$18.6M | 0.20% |
| Crowdstrike Holdings, Inc. | 23,626 | US$18M | 0.20% |
| Bank Of America Corporation | 306K | US$17.4M | 0.19% |
| Asml Holding Nv | 8,672 | US$17.3M | 0.19% |
| Boeing Company (the) | 72,544 | US$15.7M | 0.17% |
| Energy Fuels Inc. | 1.05M | US$15.2M | 0.17% |
| International Business Machines Corporation | 53,805 | US$15.1M | 0.17% |
| Netflix, Inc. | 207K | US$14.8M | 0.16% |
| Marvell Technology, Inc. | 49,583 | US$14.8M | 0.16% |
| Ge Vernova Inc. | 12,493 | US$14.7M | 0.16% |
| Arista Networks, Inc. | 85,586 | US$14.5M | 0.16% |
| Robinhood Markets, Inc. | 142K | US$14.2M | 0.16% |
| Energy Transfer Lp | 717K | US$13.7M | 0.15% |
| Cameco Corporation | 130K | US$13.3M | 0.15% |
| Western Digital Corporation | 20,443 | US$13.1M | 0.14% |
| Home Depot, Inc. (the) | 36,251 | US$12.8M | 0.14% |
| Chevron Corporation | 76,007 | US$12.6M | 0.14% |
| American Express Company | 37,177 | US$12.6M | 0.14% |
| Quanta Services, Inc. | 16,998 | US$12.2M | 0.13% |
| Corning Incorporated | 46,657 | US$11.9M | 0.13% |
| Procter & Gamble Company (the) | 80,738 | US$11.8M | 0.13% |
| Lam Research Corporation | 27,168 | US$11.8M | 0.13% |
| Vertiv Holdings, Llc | 34,345 | US$11.5M | 0.13% |
| Axsome Therapeutics, Inc. | 46,571 | US$11.4M | 0.12% |
| Unitedhealth Group Incorporated | 27,417 | US$11.4M | 0.12% |
| Intel Corporation | 78,017 | US$10.9M | 0.12% |
| Regeneron Pharmaceuticals, Inc. | 17,095 | US$10.7M | 0.12% |
| Jabil Inc. | 26,795 | US$10.3M | 0.11% |
| Palo Alto Networks, Inc. | 29,633 | US$10.1M | 0.11% |
| General Motors Company | 131K | US$10.1M | 0.11% |
| Ge Aerospace | 26,872 | US$10M | 0.11% |
| The Bank Of New York Mellon Corporation | 69,336 | US$10M | 0.11% |
| Wells Fargo & Company | 119K | US$9.84M | 0.11% |
| Coca-cola Company (the) | 120K | US$9.81M | 0.11% |
| Steel Dynamics, Inc. | 42,062 | US$9.67M | 0.11% |
| Morgan Stanley | 46,271 | US$9.67M | 0.11% |
| Cboe Global Markets, Inc. | 39,065 | US$9.48M | 0.10% |
| Sofi Technologies, Inc. | 500K | US$8.97M | 0.10% |
| Southern Company (the) | 93,428 | US$8.94M | 0.10% |
| Mastercard Incorporated | 17,407 | US$8.94M | 0.10% |
| Rtx Corporation | 46,509 | US$8.82M | 0.10% |
| Kla Corporation | 28,281 | US$8.53M | 0.09% |
| Texas Instruments Incorporated | 27,927 | US$8.32M | 0.09% |
| Blackstone Inc. | 70,333 | US$8.28M | 0.09% |
| Tjx Companies, Inc. (the) | 54,352 | US$8.23M | 0.09% |
| Strategy Inc | 93,031 | US$8.09M | 0.09% |
| At&t Inc. | 388K | US$8.04M | 0.09% |
| Fortinet, Inc. | 52,057 | US$8M | 0.09% |
| American Electric Power Company, Inc. | 57,632 | US$7.88M | 0.09% |
| Verizon Communications Inc. | 180K | US$7.62M | 0.08% |
| Oracle Corporation | 51,423 | US$7.54M | 0.08% |
| Uber Technologies, Inc. | 104K | US$7.53M | 0.08% |
| Denison Mines Corp. | 2.38M | US$7.28M | 0.08% |
| Qualcomm Incorporated | 38,950 | US$7.2M | 0.08% |
| Amgen Inc. | 19,430 | US$7.04M | 0.08% |
| Amphenol Corporation | 38,172 | US$6.74M | 0.07% |
| Sandisk Corporation | 2,959 | US$6.73M | 0.07% |
| Lowe's Companies, Inc. | 30,013 | US$6.62M | 0.07% |
| Lumen Technologies, Inc. | 856K | US$6.57M | 0.07% |
| S&p Global Inc. | 16,087 | US$6.55M | 0.07% |
| Uranium Energy Corp. | 614K | US$6.54M | 0.07% |
| Delta Air Lines, Inc. | 68,725 | US$6.44M | 0.07% |
| Pepsico, Inc. | 47,370 | US$6.41M | 0.07% |
| Mercadolibre, Inc. | 3,768 | US$6.4M | 0.07% |
| Philip Morris International Inc | 35,006 | US$6.38M | 0.07% |
| Expand Energy Corporation | 69,393 | US$6.33M | 0.07% |
| Astera Labs, Inc. | 12,981 | US$6.27M | 0.07% |
| Nextera Energy, Inc. | 71,299 | US$6.26M | 0.07% |
| Chipotle Mexican Grill, Inc. | 184K | US$6.26M | 0.07% |
| Expedia Group, Inc. | 24,399 | US$6.24M | 0.07% |
| Capital One Financial Corporation | 31,031 | US$6.23M | 0.07% |
Every holding of Summit Financial, LLC
Source
View original at SEC
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