Summit Financial, LLC
Top Portfolio Positions
715 positions ·
$2,858,536,657 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
660,017 | $167,505,714 | 5.86% | |
| NVDA |
Nvidia Corp
Technology
|
689,910 | $120,320,304 | 4.21% | |
| SPY |
Spdr S&P 500 ETF Trust
|
148,667 | $96,684,096 | 3.38% | |
| MSFT |
Microsoft Corp
Technology
|
237,139 | $87,781,743 | 3.07% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
407,933 | $84,960,205 | 2.97% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
166,488 | $79,781,049 | 2.79% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
122,925 | $70,949,851 | 2.48% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
196,239 | $57,725,664 | 2.02% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
330,251 | $48,309,116 | 1.69% | |
| META |
Meta Platforms, Inc.
Communication Services
|
80,683 | $46,161,164 | 1.61% |
Portfolio Trend
25 quarters · across all stocks
Holdings in UTG
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $688,303 | 17,523 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $280,177 | 7,744 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $221,695 | 6,813 | Shares | Sole | 2025-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||