Institutional Fund
Summit Financial, LLC
Parsippany, NJCIK 17655365 filings on record
Portfolio Value
$7.85B
Q1 2026
Holdings
1,397
Reported positions
New Buys
203
Opened this quarter
QoQ Change
+15.3%
from $6.81B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds7.1%
- Vanguard Intl Equity Index F3.3%
- Apple Inc2.1%
- Ishares Tr2.1%
- Vanguard Index Fds1.6%
- Nvidia Corporation1.5%
- Other82.2%
Portfolio Holdings
1,397 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 1.73M | $555.55M | 7.1% | +70.5K | Added |
| 2 | Vanguard Intl Equity Index F | 3.45M | $259.26M | 3.3% | +113.1K | Added |
| 3 | Apple Inc | 660.0K | $167.51M | 2.1% | +128.0K | Added |
| 4 | Ishares Tr | 256.0K | $167.19M | 2.1% | +25.7K | Added |
| 5 | Vanguard Index Fds | 284.1K | $124.08M | 1.6% | +40.8K | Added |
| 6 | Nvidia Corporation | 689.9K | $120.33M | 1.5% | +56.1K | Added |
| 7 | Vanguard Index Fds | 552.9K | $108.49M | 1.4% | +71.1K | Added |
| 8 | Spdr S&P 500 ETF Tr | 148.7K | $96.95M | 1.2% | +3.1K | Added |
| 9 | Vanguard Index Fds | 162.0K | $96.79M | 1.2% | +6.5K | Added |
| 10 | J P Morgan Exchange Traded F | 1.66M | $89.45M | 1.1% | +304.2K | Added |
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