HoldingsChannel.com
Summit Financial LLC Top Holdings
As of  06/30/2022, below is a summary of the Summit Financial LLC top holdings by largest position size, as per the latest 13f filing made by Summit Financial LLC. In the Summit Financial LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Summit Financial LLC in that top holding, then the share count change between reporting periods, and finally the Summit Financial LLC top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
VANGUARD INDEX FDS TOTAL STK MKT (VTI) 1,716,685 -12,773 $323,801
     VTI1,716,685-12,773$323,801
VANGUARD INTL EQUITY INDEXFALLWRLD EX US (VEU) 2,816,945 +43,457 $140,735
     VEU2,816,945+43,457$140,735
VANGUARDINDEXFDSGROWTH ETF (VUG) 196,848 +4,450 $43,876
     VUG196,848+4,450$43,876
VANGUARDINDEXFDSVALUE ETF (VTV) 268,983 -19,408 $35,473
     VTV268,983-19,408$35,473
SPDR S&P 500 ETF TRTR UNIT (SPY) 92,165 +6,584 $34,912
     SPY92,165+6,584$34,912
VANGUARD INDEX FDSS&P 500 ETF SHS (VOO) 99,505 +942 $34,659
     VOO99,505+942$34,659
CHIPOTLE MEXICANGRILLINCCOM 21,645 -6 $28,296
     CMG21,645-6$28,296
VANGUARD INDEX FD SSM CP VAL ETF (VBR) 185,209 -3,324 $27,748
     VBR185,209-3,324$27,748
VANGUARD INDEX FDS MCAPVLIDXVIP (VOE) 174,388 -15,916 $22,587
     VOE174,388-15,916$22,587
INVESCO EXCHANGETRADED FD TFTSERAFI1000 (PRF) 130,696 -1,331 $19,369
     PRF130,696-1,331$19,369
APPLEINCCOM 124,306 +3,018 $16,995
     AAPL124,306+3,018$16,995
AMAZONCOMINCCOM 147,816 +141,163 $15,700
     AMZN147,816+141,163$15,700
ISHARESTRCORE S&P500 ETF (IVV) 35,242 +377 $13,362
     IVV35,242+377$13,362
VANGUARDTAX MANAGED INTLFDFTSE DEV MKT ETF (VEA) 308,819 -1,037 $12,600
     VEA308,819-1,037$12,600
MICROSOFT CORPCOM 48,986 -960 $12,581
     MSFT48,986-960$12,581
YUM BRANDS INCCOM 104,951 -19,914 $11,913
     YUM104,951-19,914$11,913
SCHWABSTRATEGICTRSCHWB FDT INTLG 374,847 -5,213 $10,612
     FNDF374,847-5,213$10,612
ISHARESTRCOREMSCI EAFE (IEFA) 105,644 -7,312 $6,217
     IEFA105,644-7,312$6,217
VANGUARDINDEXFDSMID CAP ETF (VO) 30,203 +478 $5,949
     VO30,203+478$5,949
VANGUARDSCOTTSDALEFDSSHRT TRM CORP BD (VCSH) 76,972 -1,972 $5,870
     VCSH76,972-1,972$5,870
VANGUARDINDEXFDSSMALL CP ETF (VB) 30,022 +1,165 $5,287
     VB30,022+1,165$5,287
ISHARESTRMSCI INTL MULTFT (INTF) 212,112 -42,733 $4,991
     INTF212,112-42,733$4,991
VANGUARDWHITEHALL FDSHIGH DIV YLD (VYM) 47,602 +2,389 $4,841
     VYM47,602+2,389$4,841
INVESCO QQQ TRUST 1 17,042 +2,098 $4,785
     QQQ17,042+2,098$4,785
ISHARESTRNATIONAL MUN ETF (MUB) 44,920 +13,663 $4,778
     MUB44,920+13,663$4,778
ISHARESTRCORE S&P TTL STK (ITOT) 56,364 +732 $4,722
     ITOT56,364+732$4,722
ISHARESTRRUS 1000 VAL ETF (IWD) 31,748 +9,129 $4,602
     IWD31,748+9,129$4,602
TESLA INCCOM 6,412 +216 $4,318
     TSLA6,412+216$4,318
ISHARES TRCORE TOTAL USD (IUSB) 88,275 +634 $4,133
     IUSB88,275+634$4,133
ISHARESTRRUS 1000 GRW ETF (IWF) 18,284 +6,200 $3,999
     IWF18,284+6,200$3,999
SCHWABSTRATEGICTRUS LCAP VA ETF (SCHV) 62,247 -2,135 $3,885
     SCHV62,247-2,135$3,885
SALESFORCE COM INCCOM 22,621 +8,180 $3,733
     CRM22,621+8,180$3,733
ISHARESINCMSCIGBLMINVOL (ACWV) 39,210 -5,075 $3,705
     ACWV39,210-5,075$3,705
FIRSTTREXCHTRADEDFDIIIPFDSECSINCETF (FPE) 201,545 -604 $3,473
     FPE201,545-604$3,473
JPMORGAN CHASE & COCOM 30,694 -570 $3,456
     JPM30,694-570$3,456
JOHNSON & JOHNSONCOM 19,053 +3,846 $3,382
     JNJ19,053+3,846$3,382
ISHARESTRIBOXX HI YD ETF (HYG) 45,323 +3,264 $3,336
     HYG45,323+3,264$3,336
SCHWABSTRATEGICTRUS LCAP GR ETF (SCHG) 57,281 +4,203 $3,322
     SCHG57,281+4,203$3,322
BERKSHIREHATHAWAYINCDELCLBNEW      $3,259
     BRK.B11,938-106$3,259
UNITEDHEALTH GROUPINCCOM 6,291 -121 $3,231
     UNH6,291-121$3,231
SPDRINDEXSHSFDSGLB NAT RESRCE (GNR) 61,292 +1,331 $3,193
     GNR61,292+1,331$3,193
ALPHABETINCCAPSTKCLC 1,455 +63 $3,183
     GOOG1,455+63$3,183
ISHARES INC CORE MSCI EMKT (IEMG) 55,544 -329 $2,725
     IEMG55,544-329$2,725
ISHARESTRCOREMSCI TOTAL (IXUS) 45,649 +1,827 $2,603
     IXUS45,649+1,827$2,603
ISHARES S&P SC 600 VAL (IJS) 28,995 +4,355 $2,581
     IJS28,995+4,355$2,581
COSTCOWHSLCORPNEWCOM 5,332 +666 $2,556
     COST5,332+666$2,556
ISHARESTRCORE S&P MCP ETF (IJH) 11,218 -505 $2,538
     IJH11,218-505$2,538
HOMEDEPOTINCCOM 9,251 -30 $2,537
     HD9,251-30$2,537
NVIDIA CORPORATION COM 15,713 +348 $2,382
     NVDA15,713+348$2,382
ISHARESTRCORE US AGGBD ET (AGG) 23,113 +20,843 $2,350
     AGG23,113+20,843$2,350

See Full List: All Stocks Held By Summit Financial LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Summit Financial LLC

Size ($ in 1000's)
At 06/30/2022: $1,067,155
At 03/31/2022: $1,281,913

Summit Financial LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Summit Financial LLC 13F filings. Link to 13F filings: SEC filings

Summit Financial LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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