Summit Financial, LLC
Top Portfolio Positions
611 positions ·
$2,378,658,098 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
|
531,978 | $144,623,539 | 6.08% |
| NVDA |
Nvidia Corp
|
633,764 | $118,196,986 | 4.97% |
| MSFT |
Microsoft Corp
|
221,500 | $107,121,830 | 4.50% |
| SPY |
Spdr S&P 500 Etf Trust
|
145,586 | $99,278,005 | 4.17% |
| AMZN |
Amazon Com Inc
|
354,731 | $81,879,009 | 3.44% |
| QQQ |
Invesco Qqq Trust, Series 1
|
110,418 | $67,830,881 | 2.85% |
| PLTR |
Palantir Technologies Inc.
Technology
|
348,961 | $62,027,817 | 2.61% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
188,270 | $60,664,359 | 2.55% |
| TSLA |
Tesla, Inc.
|
100,594 | $45,239,133 | 1.90% |
| META |
Meta Platforms, Inc.
|
56,776 | $37,477,269 | 1.58% |
Portfolio Trend
Holdings in AENT
Export CSVShares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $715,306 | 88,528 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $638,457 | 93,753 | Shares | Sole | 2025-11-14 | |
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