Notify me when Summit Financial, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 1,283 | $6,807,501,417 | +$431,817,257 | -$210,628,927 | +$221,188,330 | VTI, VEU, IVV, AAPL, VUG | 13F-HR | 12 Feb 2026, 18:01 |
| Q3 2025 | 1,238 | $6,551,536,775 | +$2,030,080,604 | -$211,029,003 | +$1,819,051,601 | VTI, VEU, IVV, AAPL, NVDA | 13F-HR | 14 Nov 2025, 12:09 |
| Q2 2025 | 809 | $4,424,203,456 | +$759,003,331 | -$203,110,689 | +$555,892,642 | VTI, VEU, IVV, VUG, AAPL | 13F-HR | 13 Aug 2025, 11:26 |
| Q1 2025 | 706 | $3,568,500,023 | +$892,029,010 | -$116,888,013 | +$775,140,997 | VTI, VEU, VUG, AAPL, BRKB | 13F-HR | 14 May 2025, 11:57 |
| Q4 2024 | 636 | $2,852,778,069 | +$430,644,827 | -$102,597,997 | +$328,046,830 | VTI, VEU, VUG, AAPL, VTV | 13F-HR | 12 Feb 2025, 14:52 |
| Q3 2024 | 539 | $2,552,869,544 | +$313,507,889 | -$63,063,229 | +$250,444,660 | VTI, VEU, VUG, CMG, VTV | 13F-HR | 12 Nov 2024, 11:36 |
| Q2 2024 | 487 | $2,189,416,556 | +$613,144,940 | -$39,330,499 | +$573,814,441 | VTI, VEU, VUG, CMG, VTV | 13F-HR | 31 Jul 2024, 15:52 |
| Q1 2024 | 381 | $1,687,958,706 | +$103,543,865 | -$74,468,061 | +$29,075,804 | VTI, VEU, CMG, VUG, VTV | 13F-HR | 24 Apr 2024, 12:25 |
| Q4 2023 | 351 | $1,530,283,613 | +$87,081,556 | -$62,175,256 | +$24,906,300 | VTI, VEU, VUG, CMG, VTV | 13F-HR | 05 Feb 2024, 17:44 |
| Q3 2023 | 332 | $1,354,194,787 | +$80,923,273 | -$37,946,630 | +$42,976,643 | VTI, VEU, VUG, CMG, VTV | 13F-HR | 07 Nov 2023, 14:28 |
| Q2 2023 | 319 | $1,371,920,601 | +$196,777,392 | -$51,033,476 | +$145,743,916 | VTI, VEU, VUG, CMG, VTV | 13F-HR | 11 Aug 2023, 17:00 |
| Q1 2023 | 256 | $1,144,582,829 | +$21,233,554 | -$14,731,094 | +$6,502,460 | VTI, VEU, VUG, CMG, VTV | 13F-HR | 03 May 2023, 13:06 |
| Q4 2022 | 248 | $1,063,474,939 | +$40,046,441 | -$104,860,330 | -$64,813,889 | VTI, VEU, VUG, VTV, VBR | 13F-HR | 07 Feb 2023, 11:30 |
| Q3 2022 | 253 | $1,055,698,762 | +$63,761,166 | -$12,060,275 | +$51,700,891 | VTI, VEU, VUG, SPY, CMG | 13F-HR | 15 Nov 2022, 09:41 |
| Q2 2022 | 231 | $1,067,159,792 | +$38,228,815 | -$34,251,829 | +$3,976,986 | VTI, VEU, VUG, VTV, SPY | 13F-HR | 12 Aug 2022, 10:39 |
| Q1 2022 | 247 | $1,276,773,519 | +$75,654,551 | -$36,013,148 | +$39,641,403 | VTI, VEU, VUG, VTV, VOO | 13F-HR | 10 May 2022, 11:47 |
| Q4 2021 | 243 | $1,311,493,584 | +$80,915,170 | -$12,842,774 | +$68,072,396 | VTI, VEU, VUG, VOO, VTV | 13F-HR | 07 Feb 2022, 15:47 |
| Q3 2021 | 221 | $1,165,740,034 | +$167,007,568 | -$2,618,428 | +$164,389,140 | VTI, VEU, VUG, VOO, VTV | 13F-HR | 08 Nov 2021, 13:46 |
| Q2 2021 | 167 | $1,009,712,479 | +$222,185,638 | -$20,832,291 | +$201,353,347 | VTI, VEU, VUG, VTV, VBR | 13F-HR | 06 Aug 2021, 10:34 |
| Q1 2021 | 56 | $758,496,738 | +$9,611,418 | -$5,691,143 | +$3,920,275 | VTI, VEU, VUG, VTV, VBR | 13F-HR | 03 May 2021, 13:16 |
| Q4 2020 | 52 | $711,427,764 | +$30,720,302 | -$13,508,657 | +$17,211,645 | VTI, VEU, VUG, VTV, VBR | 13F-HR | 09 Feb 2021, 14:19 |
| Q3 2020 | 34 | $604,662,954 | +$4,888,369 | -$7,892,877 | -$3,004,508 | VTI, VEU, VUG, VTV, VBR | 13F-HR | 22 Oct 2020, 11:21 |
| Q2 2020 | 35 | $564,779,136 | +$58,132,409 | -$33,316,028 | +$24,816,381 | VTI, VEU, VUG, VTV, VBR | 13F-HR | 12 Aug 2020, 11:50 |
| Q1 2020 | 43 | $455,000,635 | +$7,660,045 | -$3,471,294 | +$4,188,751 | VTI, VEU, VOE, VTV, VBR | 13F-HR | 04 May 2020, 11:30 |
| Q4 2019 | 46 | $588,835,506 | +$12,579,746 | -$48,585,574 | -$36,005,828 | VTI, VEU, VOE, VTV, VBR | 13F-HR | 11 Feb 2020, 15:59 |
| Q3 2019 | 41 | $575,530,427 | $0 | $0 | $0 | VTI, VEU, VOE, VTV, VBR | 13F-HR | 04 Nov 2019, 15:04 |
| Q2 2019 | 44 | $592,683,824 | +$13,864,227 | -$17,922,682 | -$4,058,455 | VTI, VEU, VOE, VTV, VBR | 13F-HR | 01 Aug 2019, 12:55 |
| Q1 2019 | 51 | $582,773,390 | +$9,578,068 | -$3,341,168 | +$6,236,900 | VTI, VEU, VOE, VTV, GNR | 13F-HR | 14 May 2019, 09:56 |
| Q4 2018 | 47 | $514,986,915 | $0 | $0 | $0 | VTI, VEU, VOE, VTV, GNR | 13F-HR | 08 Feb 2019, 10:13 |