Summit Financial, LLC
Top Portfolio Positions
713 positions ·
$2,778,344,543 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
660,017 | $167,505,714 | 6.03% |
| NVDA |
Nvidia Corp
Technology
|
689,910 | $120,320,304 | 4.33% |
| SPY |
Spdr S&P 500 Etf Trust
|
148,667 | $96,684,096 | 3.48% |
| MSFT |
Microsoft Corp
Technology
|
237,139 | $87,781,743 | 3.16% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
407,933 | $84,960,205 | 3.06% |
| QQQ |
Invesco Qqq Trust, Series 1
|
122,925 | $70,949,851 | 2.55% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
196,239 | $57,725,664 | 2.08% |
| PLTR |
Palantir Technologies Inc.
Technology
|
330,251 | $48,309,116 | 1.74% |
| META |
Meta Platforms, Inc.
Communication Services
|
80,683 | $46,161,164 | 1.66% |
| AVGO |
Broadcom Inc.
Technology
|
141,104 | $43,673,099 | 1.57% |
Portfolio Trend
Holdings in BST
Shares Held
Position Value (USD)
3 of 3 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,083,048 | 29,795 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,020,918 | 25,183 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $896,974 | 21,687 | Shares | Sole | 2025-11-14 | |
| No quarters match your search. | ||||||