SEC Form 13F

Summit Financial, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-13
Reported value$9,120,848,094
Positions1,580

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVTITOTAL STK MKT$648,501,2411,752,517
VANGUARD INTL EQUITY INDEX FVEUALLWRLD EX US$294,104,3133,511,693
ISHARES TRIVVCORE S&P500 ETF$225,706,037301,387
APPLE INCAAPLCOM$196,906,849680,491
VANGUARD INDEX FDSVUGGROWTH ETF$156,215,4931,813,507
NVIDIA CORPORATIONNVDACOM$152,672,347763,018
VANGUARD INDEX FDSVTVVALUE ETF$125,807,958577,286
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$118,789,535172,958
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$113,247,428151,265
INVESCO EXCH TRADED FD TR IIQQQMNASDAQ 100 ETF$108,005,081356,488

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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