AI Portfolio Summary
In 2026 Q1, Summit Financial, LLC maintained a portfolio of 1484 distinct positions. They heavily accumulated shares in VANGUARD INDEX FDS, increasing their position by 4.2%. The fund also reduced its exposure to WHEATON PRECIOUS MET by 21.6%.
Total Positions
1484
Quarter
2026 Q1
Top Holding
VTI (7.1%)
Top 10 Concentration
22.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 1484
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD INDEX ...
|
ETF | 7.08% | 8.18% |
#1
Prev: #1
|
5.3 | 70,480 | 4.2% |
P
S
|
1,731,717 | $555,552,014 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VEU
VANGUARD INTL E...
|
ETF | 3.30% | 3.61% |
#2
Prev: #2
|
3.3 | 113,088 | 3.4% |
P
S
|
3,452,220 | $259,261,693 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AAPL
APPLE INC
|
Technology | 2.13% | 2.12% |
#3
1
Prev: #4
|
4.4 | 128,039 | 24.1% |
P
S
|
660,017 | $167,505,664 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IVV
ISHARES TR
|
ETF | 2.13% | 2.32% |
#4
1
Prev: #3
|
3.4 | 25,678 | 11.2% |
P
S
|
255,954 | $167,191,853 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 1.58% | 1.74% |
#5
Prev: #5
|
3.1 | 40,837 | 16.8% |
P
S
|
284,069 | $124,078,295 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.53% | 1.74% |
#6
Prev: #6
|
2.6 | 56,146 | 8.9% |
P
S
|
689,910 | $120,327,092 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 1.38% | 1.35% |
#7
3
Prev: #10
|
2.6 | 71,111 | 14.8% |
P
S
|
552,948 | $108,488,392 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 1.24% | 1.46% |
#8
Prev: #8
|
1.0 | 3,081 | 2.1% |
P
S
|
148,667 | $96,950,513 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 1.23% | 1.43% |
#9
Prev: #9
|
1.0 | 6,504 | 4.2% |
P
S
|
161,978 | $96,789,966 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
JBND
J P MORGAN EXCH...
|
Bond/Debt | 1.14% | 1.08% |
#10
4
Prev: #14
|
3.0 | 304,173 | 22.4% |
P
S
|
1,663,485 | $89,445,596 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.12% | 1.57% |
#11
4
Prev: #7
|
2.4 | 15,639 | 7.1% |
P
S
|
237,139 | $87,781,612 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.08% | 1.20% |
#12
Prev: #12
|
2.4 | 53,202 | 15.0% |
P
S
|
407,933 | $84,960,295 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
QQQM
INVESCO EXCH TR...
|
ETF | 1.04% | 1.27% |
#13
2
Prev: #11
|
0.9 | 2,324 | 0.7% |
P
S
|
344,553 | $81,872,757 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.02% | 1.19% |
#14
1
Prev: #13
|
0.9 | 5,749 | 3.6% |
P
S
|
166,488 | $79,781,180 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.90% | 1.00% |
#15
Prev: #15
|
2.4 | 12,507 | 11.3% |
P
S
|
122,925 | $70,950,051 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PYLD
PIMCO ETF TR
|
ETF | 0.83% | 0.94% |
#16
Prev: #16
|
0.8 | 114,819 | 4.8% |
P
S
|
2,496,913 | $65,419,118 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SPYG
SPDR SERIES TRU...
|
Unknown | 0.82% | 0.44% |
#17
21
Prev: #38
|
3.3 | 376,074 | 133.4% |
P
S
|
657,994 | $64,424,180 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.74% | 0.89% |
#18
Prev: #18
|
0.8 | 7,969 | 4.2% |
P
S
|
196,239 | $57,725,809 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SPYV
SPDR SERIES TRU...
|
Unknown | 0.70% | 0.34% |
#19
37
Prev: #56
|
3.3 | 562,028 | 139.3% |
P
S
|
965,471 | $54,626,330 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.68% | 0.50% |
#20
10
Prev: #30
|
3.3 | 76,613 | 70.2% |
P
S
|
185,690 | $53,266,997 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IBDY
ISHARES TR
|
Bond/Debt | 0.67% | 0.75% |
#21
2
Prev: #19
|
0.8 | 86,500 | 4.4% |
P
S
|
2,038,645 | $52,698,976 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IEFA
ISHARES TR
|
ETF | 0.65% | 0.64% |
#22
1
Prev: #23
|
2.3 | 78,022 | 16.0% |
P
S
|
566,224 | $51,260,282 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 0.63% | 0.66% |
#23
2
Prev: #21
|
2.3 | 57,968 | 8.1% |
P
S
|
774,716 | $49,643,777 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 0.62% | 0.91% |
#24
7
Prev: #17
|
0.7 | -18,710 | -5.4% |
P
S
|
330,251 | $48,309,123 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VBR
VANGUARD INDEX ...
|
ETF | 0.60% | 0.61% |
#25
1
Prev: #24
|
2.2 | 19,510 | 9.9% |
P
S
|
215,831 | $46,889,384 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.59% | 0.55% |
#26
1
Prev: #27
|
2.7 | 23,907 | 42.1% |
P
S
|
80,683 | $46,161,124 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IBDZ
ISHARES TR
|
Bond/Debt | 0.58% | 0.64% |
#27
5
Prev: #22
|
2.2 | 97,912 | 5.9% |
P
S
|
1,755,367 | $45,744,857 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.56% | 0.50% |
#28
3
Prev: #31
|
2.7 | 42,365 | 42.9% |
P
S
|
141,104 | $43,673,192 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SHV
ISHARES TR
|
ETF | 0.54% | 0.36% |
#29
22
Prev: #51
|
3.2 | 155,560 | 69.1% |
P
S
|
380,800 | $42,036,511 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BINC
BLACKROCK ETF T...
|
ETF | 0.51% | 0.33% |
#30
27
Prev: #57
|
3.2 | 350,908 | 82.8% |
P
S
|
774,495 | $40,219,508 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IBDX
ISHARES TR
|
Bond/Debt | 0.51% | 0.57% |
#31
6
Prev: #25
|
0.7 | 62,836 | 4.1% |
P
S
|
1,584,574 | $40,042,186 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IBDW
ISHARES TR
|
Bond/Debt | 0.51% | 0.57% |
#32
6
Prev: #26
|
0.7 | 73,739 | 4.0% |
P
S
|
1,900,235 | $39,771,916 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
XLU
SELECT SECTOR S...
|
Unknown | 0.47% | 0.47% |
#33
2
Prev: #35
|
2.2 | 50,055 | 6.6% |
P
S
|
807,393 | $37,051,257 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.47% | 0.66% |
#34
14
Prev: #20
|
0.7 | -992 | -1.0% |
P
S
|
99,602 | $37,027,210 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IWM
ISHARES TR
|
ETF | 0.47% | 0.48% |
#35
2
Prev: #33
|
2.2 | 14,697 | 11.0% |
P
S
|
148,385 | $36,799,477 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 0.47% | 0.48% |
#36
4
Prev: #32
|
2.2 | 14,415 | 12.7% |
P
S
|
127,839 | $36,712,711 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VOE
VANGUARD INDEX ...
|
ETF | 0.46% | 0.44% |
#37
2
Prev: #39
|
2.2 | 26,289 | 15.6% |
P
S
|
195,010 | $35,936,421 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IBDV
ISHARES TR
|
Bond/Debt | 0.45% | 0.51% |
#38
9
Prev: #29
|
0.7 | 35,076 | 2.2% |
P
S
|
1,609,633 | $35,234,857 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
EFAV
ISHARES TR
|
ETF | 0.44% | 0.47% |
#39
3
Prev: #36
|
0.7 | 2,662 | 0.7% |
P
S
|
374,321 | $34,201,752 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IUSB
ISHARES TR
|
ETF | 0.42% | 0.41% |
#40
4
Prev: #44
|
2.2 | 115,470 | 19.3% |
P
S
|
714,406 | $32,998,422 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AGG
ISHARES TR
|
ETF | 0.41% | 0.45% |
#41
4
Prev: #37
|
2.2 | 15,317 | 5.0% |
P
S
|
321,111 | $31,876,668 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
WPM
WHEATON PRECIOU...
|
Basic Materials | 0.40% | 0.53% |
#42
14
Prev: #28
|
0.2 | -66,586 | -21.6% |
P
S
|
241,389 | $31,671,502 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 0.40% | 0.38% |
#43
4
Prev: #47
|
2.7 | 7,860 | 26.8% |
P
S
|
37,172 | $31,446,838 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SMH
VANECK ETF TRUS...
|
ETF | 0.40% | 0.38% |
#44
1
Prev: #45
|
2.2 | 8,420 | 11.6% |
P
S
|
80,906 | $31,019,543 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TLT
ISHARES TR
|
ETF | 0.39% | 0.48% |
#45
11
Prev: #34
|
0.7 | -16,449 | -4.4% |
P
S
|
355,054 | $30,779,661 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VCIT
VANGUARD SCOTTS...
|
Bond/Debt | 0.39% | 0.43% |
#46
6
Prev: #40
|
0.7 | 16,221 | 4.6% |
P
S
|
366,291 | $30,310,611 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.39% | 0.43% |
#47
5
Prev: #42
|
0.7 | -16,615 | -6.4% |
P
S
|
242,768 | $30,231,137 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.38% | 0.30% |
#48
14
Prev: #62
|
0.7 | 6,596 | 3.9% |
P
S
|
175,877 | $29,839,258 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IJH
ISHARES TR
|
ETF | 0.38% | 0.42% |
#49
6
Prev: #43
|
0.7 | 4,163 | 1.0% |
P
S
|
436,907 | $29,504,298 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
RSP
INVESCO EXCHANG...
|
Unknown | 0.37% | 0.43% |
#50
9
Prev: #41
|
0.6 | 1,154 | 0.8% |
P
S
|
152,920 | $29,348,401 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-50 of 1484 holdings