Summit Financial, LLC

PARSIPPANY, NJ · CIK 1765536 · 13F filing filed 2026-08-12

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyParsippany, NJ

$9.1bn reported value +16.2% vs Q1 2026

1,580positions

23.5%in top 10

248 new 771 added 514 reduced 65 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	1,752,517	$648.5m7.11%	7.11%	Added +20.8k	+20,800 1.2%
2	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	3,511,693	$294.1m3.22%	3.22%	Added +59.5k	+59,473 1.7%
3	ISHARES TR CORE S&P500 ETF IVV	IVV	301,387	$225.7m2.47%	2.47%	Added +45.4k	+45,433 17.8%
4	APPLE INC COM AAPL	AAPL	680,491	$196.9m2.16%	2.16%	Added +20.5k	+20,474 3.1%
5	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	1,813,507	$156.2m1.71%	1.71%	Added +109.1k	+109,093 6.4%
6	NVIDIA CORPORATION COM NVDA	NVDA	763,018	$152.7m1.67%	1.67%	Added +73.1k	+73,108 10.6%
7	VANGUARD INDEX FDS VALUE ETF VTV	VTV	577,286	$125.8m1.38%	1.38%	Added +24.3k	+24,338 4.4%
8	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	172,958	$118.8m1.30%	1.30%	Added +11.0k	+10,980 6.8%
9	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	151,265	$113.2m1.24%	1.24%	Added +2.6k	+2,598 1.8%
10	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	356,488	$108.0m1.18%	1.18%	Added +11.9k	+11,935 3.5%
11	AMAZON COM INC COM AMZN	AMZN	415,028	$98.9m1.08%	1.08%	Added +7.1k	+7,095 1.7%
12	J P MORGAN EXCHANGE TRADED F ACTIVE BOND ETF JBND	JBND	1,753,766	$93.8m1.03%	1.03%	Added +90.3k	+90,281 5.4%
13	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	122,994	$90.7m0.99%	0.99%	Added +69	+69 0.1%
14	MICROSOFT CORP COM MSFT	MSFT	232,689	$86.8m0.95%	0.95%	Reduced -4.5k	-4,450 -1.9%
15	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	170,686	$85.4m0.94%	0.94%	Added +4.2k	+4,198 2.5%
16	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	693,192	$82.5m0.90%	0.90%	Added +35.2k	+35,198 5.3%
17	PIMCO ETF TR MULTISECTOR BD PYLD	PYLD	2,847,673	$75.5m0.83%	0.83%	Added +350.8k	+350,760 14.1%
18	ALPHABET INC CAP STK CL C GOOG	GOOG	187,108	$66.1m0.72%	0.72%	Added +1.4k	+1,418 0.8%
19	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	1,024,625	$62.3m0.68%	0.68%	Added +59.2k	+59,154 6.1%
20	ISHARES TR BLACKROCK ULTRA ICSH	ICSH	1,203,043	$60.8m0.67%	0.67%	Added +1.1m	+1,121,777 1380.4%
21	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	803,015	$57.2m0.63%	0.63%	Added +28.3k	+28,299 3.6%
22	JPMORGAN CHASE & CO COM JPM	JPM	174,535	$57.1m0.63%	0.63%	Reduced -21.7k	-21,704 -11.1%
23	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	223,617	$54.3m0.60%	0.60%	Added +7.8k	+7,786 3.6%
24	BROADCOM INC COM AVGO	AVGO	143,665	$54.3m0.60%	0.60%	Added +2.6k	+2,561 1.8%
25	ISHARES TR CORE MSCI EAFE IEFA	IEFA	543,437	$52.5m0.58%	0.58%	Reduced -22.8k	-22,787 -4.0%
26	META PLATFORMS INC CL A META	META	84,356	$47.5m0.52%	0.52%	Added +3.7k	+3,673 4.5%
27	ISHARES TR RUSSELL 2000 ETF IWM	IWM	157,452	$47.3m0.52%	0.52%	Added +9.1k	+9,067 6.1%
28	VANGUARD INDEX FDS MID CAP ETF VO	VO	586,924	$47.3m0.52%	0.52%	Added +75.6k	+75,568 14.8%
29	BLACKROCK ETF TRUST II ISHARES FLEXIBLE BINC	BINC	852,313	$44.6m0.49%	0.49%	Added +77.8k	+77,818 10.1%
30	TESLA INC COM TSLA	TSLA	104,547	$44.0m0.48%	0.48%	Added +4.9k	+4,945 5.0%
31	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	66,155	$43.4m0.48%	0.48%	Reduced -14.8k	-14,751 -18.2%
32	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	206,724	$40.8m0.45%	0.45%	Added +11.7k	+11,714 6.0%
33	APPLIED MATLS INC COM AMAT	AMAT	55,314	$40.0m0.44%	0.44%	Added +1.0k	+1,012 1.9%
34	CATERPILLAR INC COM CAT	CAT	37,003	$39.4m0.43%	0.43%	Added +138	+138 0.4%
35	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	332,171	$38.8m0.42%	0.42%	Added +1.9k	+1,920 0.6%
36	ADVANCED MICRO DEVICES INC COM AMD	AMD	66,586	$38.7m0.42%	0.42%	Reduced -3.2k	-3,219 -4.6%
37	MICRON TECHNOLOGY INC COM MU	MU	33,134	$38.2m0.42%	0.42%	Reduced -3.9k	-3,850 -10.4%
38	ELI LILLY & CO COM LLY	LLY	31,495	$37.8m0.41%	0.41%	Added +3.2k	+3,172 11.2%
39	VANGUARD INDEX FDS SMALL CP ETF VB	VB	116,926	$35.4m0.39%	0.39%	Added +6.8k	+6,844 6.2%
40	ISHARES TR CORE TOTAL USD IUSB	IUSB	766,169	$35.4m0.39%	0.39%	Added +51.8k	+51,763 7.2%
41	ISHARES TR CORE S&P MCP ETF IJH	IJH	457,005	$35.2m0.39%	0.39%	Added +20.1k	+20,098 4.6%
42	ISHARES TR CORE US AGGBD ET AGG	AGG	352,172	$34.9m0.38%	0.38%	Added +31.1k	+31,061 9.7%
43	SELECT SECTOR SPDR TR SBI INT-UTILS XLU	XLU	766,801	$34.8m0.38%	0.38%	Reduced -40.6k	-40,592 -5.0%
44	ISHARES INC CORE MSCI EMKT IEMG	IEMG	416,200	$34.5m0.38%	0.38%	Added +16.2k	+16,215 4.0%
45	ISHARES TR IBONDS DEC 2030 IBDV	IBDV	1,540,468	$33.6m0.37%	0.37%	Reduced -69.2k	-69,165 -4.3%
46	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	155,636	$33.1m0.36%	0.36%	Added +2.7k	+2,716 1.8%
47	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	977,847	$33.1m0.36%	0.36%	Added +39.5k	+39,481 4.2%
48	ISHARES TR MSCI EAFE MIN VL EFAV	EFAV	376,075	$33.0m0.36%	0.36%	Added +1.8k	+1,754 0.5%
49	GOLDMAN SACHS GROUP INC COM GS	GS	32,547	$32.9m0.36%	0.36%	Reduced -4.6k	-4,625 -12.4%
50	DELL TECHNOLOGIES INC CL C DELL	DELL	75,206	$32.4m0.36%	0.36%	Reduced -11.3k	-11,303 -13.1%
51	WALMART INC COM WMT	WMT	286,143	$32.4m0.36%	0.36%	Added +43.4k	+43,375 17.9%
52	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	388,878	$32.1m0.35%	0.35%	Added +22.6k	+22,587 6.2%
53	INVESCO EXCHANGE TRADED FD T DORSEY WRIGHT MO PDP	PDP	206,793	$31.4m0.34%	0.34%	Reduced -3.9k	-3,860 -1.8%
54	ISHARES TR CORE S&P TTL STK ITOT	ITOT	190,400	$31.3m0.34%	0.34%	Reduced -14.6k	-14,617 -7.1%
55	JOHNSON & JOHNSON COM JNJ	JNJ	119,066	$30.2m0.33%	0.33%	Added +261	+261 0.2%
56	ISHARES TR IBONDS DEC 2033 IBDY	IBDY	1,143,222	$29.4m0.32%	0.32%	Reduced -895.4k	-895,423 -43.9%
57	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	304,353	$29.4m0.32%	0.32%	Reduced -17.4k	-17,412 -5.4%
58	ISHARES TR IBONDS DEC 2032 IBDX	IBDX	1,160,179	$29.2m0.32%	0.32%	Reduced -424.4k	-424,395 -26.8%
59	ISHARES TR IBONDS DEC 2031 IBDW	IBDW	1,399,981	$29.2m0.32%	0.32%	Reduced -500.3k	-500,254 -26.3%
60	ISHARES TR IBONDS DEC 29 IBDU	IBDU	1,229,949	$28.5m0.31%	0.31%	Added +116.2k	+116,244 10.4%
61	VANGUARD MALVERN FDS CORE-PLUS BD ETF VPLS	VPLS	366,127	$28.4m0.31%	0.31%	Added +117.0k	+117,020 47.0%
62	ISHARES TR IBDS DEC28 ETF IBDT	IBDT	1,089,727	$27.5m0.30%	0.30%	Added +540.9k	+540,858 98.5%
63	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	934,822	$27.5m0.30%	0.30%	Added +166.5k	+166,546 21.7%
64	ISHARES TR IBONDS DEC 2034 IBDZ	IBDZ	1,054,715	$27.5m0.30%	0.30%	Reduced -700.7k	-700,652 -39.9%
65	WHEATON PRECIOUS METALS CORP COM WPM	WPM	242,785	$27.3m0.30%	0.30%	Added +1.4k	+1,396 0.6%
66	ISHARES TR S&P 500 VAL ETF IVE	IVE	117,262	$26.6m0.29%	0.29%	Added +2.6k	+2,620 2.3%
67	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	445,583	$26.6m0.29%	0.29%	Added +22.8k	+22,774 5.4%
68	ISHARES TR RUS 2000 GRW ETF IWO	IWO	63,786	$25.1m0.28%	0.28%	Added +17.9k	+17,950 39.2%
69	COSTCO WHSL CORP NEW COM COST	COST	26,539	$24.8m0.27%	0.27%	Added +326	+326 1.2%
70	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	156,108	$24.7m0.27%	0.27%	Added +8.3k	+8,344 5.7%
71	EXXON MOBIL CORP COM XOM	XOM	180,124	$24.6m0.27%	0.27%	Added +4.2k	+4,247 2.4%
72	SCHWAB STRATEGIC TR INT-TRM U.S TRES SCHR	SCHR	975,260	$24.0m0.26%	0.26%	Added +58.5k	+58,474 6.4%
73	CIENA CORP COM NEW CIEN	CIEN	48,934	$24.0m0.26%	0.26%	Added +39.9k	+39,925 443.2%
74	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	49,353	$23.6m0.26%	0.26%	Added +1.6k	+1,571 3.3%
75	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	44,815	$23.5m0.26%	0.26%	Reduced -130	-130 -0.3%
76	FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF SDVY	SDVY	543,993	$23.5m0.26%	0.26%	Added +11.1k	+11,131 2.1%
77	ABBVIE INC COM ABBV	ABBV	93,109	$23.4m0.26%	0.26%	Added +4.1k	+4,080 4.6%
78	FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND	FBND	509,687	$23.3m0.26%	0.26%	Added +19.0k	+18,993 3.9%
79	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	120,843	$23.0m0.25%	0.25%	Reduced -1.5k	-1,496 -1.2%
80	SPDR GOLD TR GOLD SHS GLD	GLD	61,895	$22.8m0.25%	0.25%	Added +4.2k	+4,246 7.4%
81	ISHARES TR RUS 1000 GRW ETF IWF	IWF	182,955	$22.7m0.25%	0.25%	Added +6.6k	+6,551 3.7%
82	VISA INC COM CL A V	V	63,461	$21.8m0.24%	0.24%	Reduced -3.1k	-3,102 -4.7%
83	ISHARES TR RUS 1000 VAL ETF IWD	IWD	87,331	$21.2m0.23%	0.23%	Added +2.8k	+2,841 3.4%
84	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	86,579	$20.5m0.22%	0.22%	Added +7.1k	+7,081 8.9%
85	ISHARES TR CORE S&P SCP ETF IJR	IJR	137,369	$20.4m0.22%	0.22%	Added +6.2k	+6,179 4.7%
86	GOLDMAN SACHS ETF TR CORE BOND ETF GBND	GBND	396,755	$20.1m0.22%	0.22%	New
87	MERCK & CO INC COM MRK	MRK	153,789	$19.9m0.22%	0.22%	Added +5.4k	+5,356 3.6%
88	AMPLIFY ETF TR CWP ENHANCED DIV DIVO	DIVO	433,566	$19.8m0.22%	0.22%	Added +25.9k	+25,850 6.3%
89	VANGUARD ADMIRAL FDS INC 500 GRTH IDX F VOOG	VOOG	231,192	$19.1m0.21%	0.21%	Reduced -6.8k	-6,822 -2.9%
90	VICTORY PORTFOLIOS II SHARES FREE CASH VFLO	VFLO	417,093	$19.1m0.21%	0.21%	Added +56.8k	+56,778 15.8%
91	INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM SPMO	SPMO	117,528	$19.0m0.21%	0.21%	Reduced -1.8k	-1,763 -1.5%
92	CISCO SYS INC COM CSCO	CSCO	161,451	$19.0m0.21%	0.21%	Added +4.5k	+4,496 2.9%
93	VANECK ETF TRUST MRNGSTR WDE MOAT MOAT	MOAT	181,107	$18.8m0.21%	0.21%	Reduced -34.3k	-34,332 -15.9%
94	ISHARES GOLD TR ISHARES NEW IAU	IAU	248,254	$18.7m0.21%	0.21%	Reduced -8.4k	-8,390 -3.3%
95	UNITED RENTALS INC COM URI	URI	16,406	$18.6m0.20%	0.20%	Added +128	+128 0.8%
96	J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF JMUB	JMUB	356,903	$18.1m0.20%	0.20%	Added +1.5k	+1,519 0.4%
97	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	23,626	$18.0m0.20%	0.20%	Reduced -93	-93 -0.4%
98	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	209,889	$17.9m0.20%	0.20%	Added +9.5k	+9,545 4.8%
99	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	552,588	$17.5m0.19%	0.19%	Added +35.6k	+35,578 6.9%
100	ISHARES INC MSCI JPN ETF NEW EWJ	EWJ	187,734	$17.5m0.19%	0.19%	Reduced -658	-658 -0.3%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
VANECK ETF TRUST GPZ	GPZ	500,927	$10.8m500.9k shares
ROCKET COS INC RKT	RKT	590,262	$8.4m590.3k shares
FIRST TR EXCHANGE-TRADED FD MISL	MISL	148,944	$6.7m148.9k shares
TRI POINTE HOMES INC TPH	TPH	123,017	$5.7m123.0k shares
HONEYWELL INTL INC		12,415	$5.6m12.4k shares
SEABRIDGE GOLD INC		145,062	$4.1m145.1k shares
COTERRA ENERGY INC CTRA	CTRA	109,802	$3.9m109.8k shares
PROSHARES TR SQQQ	SQQQ	38,431	$3.1m38.4k shares
HARTFORD FDS EXCHANGE TRADED HTRB	HTRB	82,106	$2.8m82.1k shares
DOLLAR TREE INC DLTR	DLTR	20,458	$2.2m20.5k shares
MFS HIGH INCOME MUN TR		576,180	$2.1m576.2k shares
PILGRIMS PRIDE CORP PPC	PPC	48,783	$1.8m48.8k shares
INVESCO EXCHANGE TRADED FD T PTF	PTF	19,646	$1.7m19.6k shares
PROSHARES TR II SCO	SCO	191,663	$1.6m191.7k shares
ZIM INTEGRATED SHIPPING SERV ZIM	ZIM	47,106	$1.2m47.1k shares
SIMPLIFY EXCHANGE TRADED FUN CDX	CDX	52,480	$1.1m52.5k shares
GILDAN ACTIVEWEAR INC GIL	GIL	18,026	$1.0m18.0k shares
FIRST TR EXCH TRADED FD III FSMB	FSMB	50,384	$1.0m50.4k shares
KINROSS GOLD CORP KGC	KGC	27,763	$847.3k27.8k shares
DOUBLELINE ETF TRUST DMBS	DMBS	16,793	$829.2k16.8k shares
UBIQUITI INC UI	UI	1,017	$803.7k1.0k shares
VANECK ETF TRUST MORT	MORT	64,784	$664.7k64.8k shares
FIDELITY COVINGTON TRUST FMDE	FMDE	14,850	$534.0k14.8k shares
ISHARES TR IBDS	IBDS	20,472	$496.2k20.5k shares
ISHARES TR IBDR	IBDR	19,023	$461.1k19.0k shares