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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 $9,120,848,094
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 1,752,517 $648,501,241 7.11%
2.
Vanguard Intl Equity Index Funds
 VWO 3,511,693 $294,104,313 3.22%
3.
Ishares Trust
 IEF 301,387 $225,706,037 2.47%
4.
Apple Inc.
 AAPL 680,491 $196,906,849 2.16%
5.
Vanguard Index Fds - GROWTH ETF
 1,813,507 $156,215,493 1.71%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.