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Home > Institutional Investor > Summit Financial, Llc > Profile

Instuitional Investor - Summit Financial, Llc

Fund Profile
Filing Period:
Fund Name: Summit Financial, Llc
Portfolio Value $4,424,203,456
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Tsm Idx;Etf - ETF
 1,648,443 $502,516,604 11.36%
2.
Vanguard Intl Equity Index Funds
 VWO 3,430,347 $230,587,900 5.21%
3.
Ishares Trust
 IEF 186,655 $115,893,844 2.62%
4.
Vanguard Gro Idx;Etf - ETF
 237,854 $104,394,909 2.36%
5.
Apple Inc.
 AAPL 507,505 $104,124,886 2.35%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)