Holdings
Summit Financial, LLC
As of Jun 30, 2026, Summit Financial, LLC reported 652 positions worth US$2.93B. Largest: Apple Inc, Nvidia Corporation and Amazon.com, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 680K | US$197M | +20,474 | Jun 30, 2026 |
| Nvidia Corporation | 763K | US$153M | +73,108 | Jun 30, 2026 |
| Amazon.com, Inc. | 415K | US$98.9M | +7,095 | Jun 30, 2026 |
| Microsoft Corp. | 233K | US$86.8M | −4,450 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 171K | US$85.4M | +4,198 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 185K | US$66.1M | −245 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 175K | US$57.1M | −21,704 | Jun 30, 2026 |
| Broadcom Inc. | 144K | US$54.3M | +2,561 | Jun 30, 2026 |
| Meta Platforms, Inc. | 84,356 | US$47.5M | +3,673 | Jun 30, 2026 |
| Tesla, Inc. | 105K | US$44M | +4,945 | Jun 30, 2026 |