13F filer

Summit Financial

As of Jun 30, 2026 Filed Aug 12, 2026 CIK 1765536 SEC filings ↗

13F Value

$9.12B

Positions

1,580

Top Position

VTI7.1%

Top 5

16.7%

Latest filing changes

vs Mar 31, 2026

1 VUG Vanguard Morningstar Growth Index Fund — ETF Shares +538.4%+$131.7M

2 ICSH iShares Ultra Short Duration Bond Active ETF >999%+$56.7M

3 IVV iShares Core S&P 500 ETF +17.8%+$34.0M

4 CIEN Ciena +443.2%+$19.6M

5 NVDA NVIDIA +10.6%+$14.6M

Holdings1,580

#
1	VTI Vanguard Morningstar Total Stock Market Index Fund — ETF Shares	7.1%	$648.5M	+1.2%	1.75M	7.1%	ETF
2	VEU Vanguard FTSE All-World ex-US Index Fund — ETF Shares	3.2%	$294.1M	+1.7%	3.51M	3.3%	ETF
3	IVV iShares Core S&P 500 ETF	2.5%	$225.7M	+17.8%	301.4K	2.1%	ETF
4	AAPL Apple	2.2%	$196.9M	+3.1%	680.5K	2.1%	Common Stock
5	VUG Vanguard Morningstar Growth Index Fund — ETF Shares	1.7%	$156.2M	+538.4%	1.81M	1.6%	ETF
6	NVDA NVIDIA	1.7%	$152.7M	+10.6%	763.0K	1.5%	Common Stock
7	VTV Vanguard Morningstar Value Index Fund — ETF Shares	1.4%	$125.8M	+4.4%	577.3K	1.4%	ETF
8	VOO Vanguard 500 Index Fund — ETF Shares	1.3%	$118.8M	+6.8%	173.0K	1.2%	ETF
9	SPY State Str SPDR S&P 500 ETF T — Tr Unit	1.2%	$113.2M	+1.7%	151.3K	1.2%	ETF
10	QQQM Invesco NASDAQ 100 ETF	1.2%	$108.0M	+3.5%	356.5K	1.0%	ETF
11	AMZN Amazon	1.1%	$98.9M	+1.7%	415.0K	1.1%	Common Stock
12	JBND JPMorgan Active Bond ETF	1.0%	$93.8M	+5.4%	1.75M	1.1%	ETF
13	QQQ Invesco QQQ Trust, Series 1	1.0%	$90.7M	+0.1%	123.0K	0.9%	ETF
14	MSFT Microsoft	1.0%	$86.8M	-1.9%	232.7K	1.1%	Common Stock
15	BRK.B Berkshire Hathaway Class B Filing details 084670702 Jun 30, 2026 170,686 reported quantity $85,409,743 reported value	0.9%	$85.4M	+2.5%	170.7K	1.0%	Common Stock
16	SPYG State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	0.9%	$82.5M	+5.3%	693.2K	0.8%	ETF
17	PYLD PIMCO Multisector Bond Active Exchange-Traded Fund	0.8%	$75.5M	+14.0%	2.85M	0.8%	ETF
18	GOOG Alphabet Class C	0.7%	$66.1M	+0.8%	187.1K	0.7%	Common Stock
19	SPYV State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	0.7%	$62.3M	+6.1%	1.02M	0.7%	ETF
20	ICSH iShares Ultra Short Duration Bond Active ETF	0.7%	$60.8M	>999%	1.20M	0.1%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing59

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.