Summit Financial, LLC

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 706
Total Value: 3568500023
Accession Number: 0001765536-25-000004
Form Type: 13F-HR
CIK: 0001765536
Manager Name: Summit Financial, LLC

Data Enrichment

76% identified

534 identified172 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

706 positions • $3,568,500.023K total value

706 positions

Manager:

SEC FilingSEC DataHachi Filing

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922908769

VTI|922908769

1517901(+2.3%)

Value:

$417.2B(-2.9%)

922042775

VEU|922042775

3340457(-0.6%)

Value:

$202.6B(+5.0%)

922908736

VUG|922908736

229949(+39207.5%)

Value:

$85.3B(+35432.8%)

Apple Inc.

AAPL|037833100

368654(+28.7%)

Value:

$81.9B(+14.2%)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

147924(+250.7%)

Value:

$78.8B(+312.0%)

922908744

VTV|922908744

437227(+4.3%)

Value:

$75.5B(+6.4%)

SPDR S&P 500 ETF TRUST

SPY|78462F103

125348(+36023.3%)

Value:

$70.1B(+34309.7%)

464288679

586507

Value:

$64.8B

MICROSOFT CORP

MSFT|594918104

165602(+27.0%)

Value:

$62.2B(+13.1%)

AMAZON COM INC

AMZN|023135106

298559(+33.3%)

Value:

$56.8B(+15.6%)

NVIDIA CORP

NVDA|67066G104

490833(+15.4%)

Value:

$53.2B(-6.8%)

922908363

VOO|922908363

96643(+3796.9%)

Value:

$49.7B(+3616.9%)

464287200

IVV|464287200

79081(+16.5%)

Value:

$44.4B(+11.2%)

46431W507

718511

Value:

$36.6B

46432F339

QUAL|46432F339

208691(+1000.5%)

Value:

$35.7B(+956.1%)

922908611

VBR|922908611

191374(-3.1%)

Value:

$35.7B(-8.9%)

Meta Platforms, Inc.

META|30303M102

59085(+2.5%)

Value:

$34.1B(+0.9%)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

69746(+85.5%)

Value:

$32.7B(+70.1%)

81369Y886

384920(+6735.7%)

Value:

$30.4B(+7021.1%)

JPMORGAN CHASE & CO

JPM|46625H100

123545(+31.0%)

Value:

$30.3B(+34.1%)

Instrument	Shares		Other Manager	Value
(VTIcusip922908769)	1.5M	QoQ +2.34% (-34.8K) YoY -4.29% (-68.2K)	All Managers (Combined)	$417.2M	QoQ -2.94% (-$12.7M) YoY +1.20% (-$5.0M)
(VEUcusip922042775)	3.3M	QoQ -0.57% (-19.4K) YoY -0.23% (-7.8K)	All Managers (Combined)	$202.6M	QoQ +5.04% (-$9.7M) YoY +3.18% (-$6.3M)
(VUGcusip922908736)	229.9K	QoQ +39207.52% (+229.4K) YoY +29.12% (+51.9K)	All Managers (Combined)	$85.3M	QoQ +35432.79% (+$85.0M) YoY +39.10% (+$24.0M)
Apple Inc.(AAPLcusip037833100)	368.7K	QoQ +28.71% (+82.2K) YoY +136.34% (+212.7K)	All Managers (Combined)	$81.9M	QoQ +14.17% (+$10.2M) YoY +206.14% (+$55.1M)
Berkshire Hathaway Inc(BRK-Bcusip084670702)	147.9K	QoQ +250.65% (+105.7K) YoY +712.63% (+129.7K)	All Managers (Combined)	$78.8M	QoQ +312.00% (+$59.7M) YoY +929.18% (+$71.1M)
(VTVcusip922908744)	437.2K	QoQ +4.25% (+17.8K) YoY +65.76% (+173.5K)	All Managers (Combined)	$75.5M	QoQ +6.36% (+$4.5M) YoY +75.82% (+$32.6M)
Spdr S&P 500 Etf Trust(SPYcusip78462F103)	125.3K	QoQ +36023.34% (+125.0K) YoY +76.41% (+54.3K)	All Managers (Combined)	$70.1M	QoQ +34309.65% (+$69.9M) YoY +88.11% (+$32.8M)
(cusip464288679)✕	586.5K	QoQ NEW(+586.5K) YoY +1770.83% (+555.2K)	All Managers (Combined)	$64.8M	QoQ NEW(+$64.8M) YoY +1769.48% (+$61.3M)
Microsoft Corp(MSFTcusip594918104)	165.6K	QoQ +26.97% (+35.2K) YoY +160.00% (+101.9K)	All Managers (Combined)	$62.2M	QoQ +13.08% (+$7.2M) YoY +131.98% (+$35.4M)
Amazon Com Inc(AMZNcusip023135106)	298.6K	QoQ +33.32% (+74.6K) YoY +81.00% (+133.6K)	All Managers (Combined)	$56.8M	QoQ +15.62% (+$7.7M) YoY +90.92% (+$27.1M)
Nvidia Corp(NVDAcusip67066G104)	490.8K	QoQ +15.43% (-65.6K) YoY +1929.49% (+466.6K)	All Managers (Combined)	$53.2M	QoQ -6.83% (-$3.9M) YoY +143.43% (+$31.3M)
(VOOcusip922908363)	96.6K	QoQ +3796.89% (+94.2K) YoY +139.96% (+56.4K)	All Managers (Combined)	$49.7M	QoQ +3616.92% (+$48.3M) YoY +156.54% (+$30.3M)
(IVVcusip464287200)	79.1K	QoQ +16.48% (+11.2K) YoY +90.41% (+37.5K)	All Managers (Combined)	$44.4M	QoQ +11.18% (+$4.5M) YoY +103.51% (+$22.6M)
(cusip46431W507)✕	718.5K	QoQ NEW(+718.5K) YoY NEW(+718.5K)	All Managers (Combined)	$36.6M	QoQ NEW(+$36.6M) YoY NEW(+$36.6M)
(QUALcusip46432F339)	208.7K	QoQ +1000.51% (+189.7K) YoY NEW(+208.7K)	All Managers (Combined)	$35.7M	QoQ +956.08% (+$32.3M) YoY NEW(+$35.7M)
(VBRcusip922908611)	191.4K	QoQ -3.10% (-6.1K) YoY -0.07% (-143)	All Managers (Combined)	$35.7M	QoQ -8.91% (-$3.5M) YoY -2.98% (-$1.1M)
Meta Platforms, Inc.(METAcusip30303M102)	59.1K	QoQ +2.49% (+1.4K) YoY +125.92% (+32.9K)	All Managers (Combined)	$34.1M	QoQ +0.88% (+$299.9K) YoY +168.15% (+$21.4M)
Invesco Qqq Trust, Series 1(QQQcusip46090E103)	69.7K	QoQ +85.46% (+32.1K) YoY +160.20% (+42.9K)	All Managers (Combined)	$32.7M	QoQ +70.11% (+$13.5M) YoY +174.45% (+$20.8M)
(cusip81369Y886)✕	384.9K	QoQ +6735.73% (+379.3K) YoY +2691.09% (+371.1K)	All Managers (Combined)	$30.4M	QoQ +7021.14% (+$29.9M) YoY +3252.29% (+$29.4M)
Jpmorgan Chase & Co(JPMcusip46625H100)	123.5K	QoQ +31.04% (+29.3K) YoY +217.11% (+84.6K)	All Managers (Combined)	$30.3M	QoQ +34.10% (+$7.7M) YoY +288.35% (+$22.5M)