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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 $6,551,536,775
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 1,642,867 $539,139,553 8.23%
2.
Vanguard Intl Equity Index Funds
 VWO 3,272,155 $233,533,726 3.56%
3.
Ishares Trust
 IEF 235,307 $157,491,142 2.4%
4.
Apple Inc.
 AAPL 543,776 $138,461,578 2.11%
5.
Nvidia Corp
 NVDA 642,982 $119,967,649 1.83%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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