13F History

Summit Financial, LLC

13F Filings History

Latest 13F report: Q4 2024 - Feb 12, 2025
Value $: $2.85B
Signature - Title: Darnell Douglas - Compliance Associate
Location: Parsippany, NJ
Summary: This page shows a list of all the recent 13F filings made by Summit Financial, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Summit Financial, LLC reported 636 stock holdings with total value $2.85B as of Q4 2024. Top holdings included VTI, VEU, VUG, AAPL, and VTV.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	636	$2.85B	+$431M	-$103M	+$328M	VTI, VEU, VUG, AAPL, VTV	13F-HR	2/12/2025, 02:52 PM
Q3 2024	539	$2.55B	+$314M	-$63.1M	+$250M	VTI, VEU, VUG, CMG, VTV	13F-HR	11/12/2024, 11:36 AM
Q2 2024	487	$2.19B	+$613M	-$39.3M	+$574M	VTI, VEU, VUG, CMG, VTV	13F-HR	7/31/2024, 03:52 PM
Q1 2024	381	$1.69B	+$104M	-$74.5M	+$29.1M	VTI, VEU, CMG, VUG, VTV	13F-HR	4/24/2024, 12:25 PM
Q4 2023	351	$1.53B	+$87.1M	-$62.2M	+$24.9M	VTI, VEU, VUG, CMG, VTV	13F-HR	2/5/2024, 05:44 PM
Q3 2023	332	$1.35B	+$80.9M	-$37.9M	+$43M	VTI, VEU, VUG, CMG, VTV	13F-HR	11/7/2023, 02:28 PM
Q2 2023	319	$1.37B	+$197M	-$51M	+$146M	VTI, VEU, VUG, CMG, VTV	13F-HR	8/11/2023, 05:00 PM
Q1 2023	256	$1.14B	+$21.2M	-$14.7M	+$6.5M	VTI, VEU, VUG, CMG, VTV	13F-HR	5/3/2023, 01:06 PM
Q4 2022	248	$1.06B	+$40M	-$105M	-$64.8M	VTI, VEU, VUG, VTV, VBR	13F-HR	2/7/2023, 11:30 AM
Q3 2022	253	$1.06B	+$63.8M	-$12.1M	+$51.7M	VTI, VEU, VUG, SPY, CMG	13F-HR	11/15/2022, 09:41 AM
Q2 2022	231	$1.07B	+$38.2M	-$34.3M	+$3.98M	VTI, VEU, VUG, VTV, SPY	13F-HR	8/12/2022, 10:39 AM
Q1 2022	247	$1.28B	+$75.7M	-$36M	+$39.6M	VTI, VEU, VUG, VTV, VOO	13F-HR	5/10/2022, 11:47 AM
Q4 2021	243	$1.31B	+$80.9M	-$12.8M	+$68.1M	VTI, VEU, VUG, VOO, VTV	13F-HR	2/7/2022, 03:47 PM
Q3 2021	221	$1.17B	+$167M	-$2.62M	+$164M	VTI, VEU, VUG, VOO, VTV	13F-HR	11/8/2021, 01:46 PM
Q2 2021	167	$1.01B	+$222M	-$20.8M	+$201M	VTI, VEU, VUG, VTV, VBR	13F-HR	8/6/2021, 10:34 AM
Q1 2021	56	$758M	+$9.61M	-$5.69M	+$3.92M	VTI, VEU, VUG, VTV, VBR	13F-HR	5/3/2021, 01:16 PM
Q4 2020	52	$711M	+$30.7M	-$13.5M	+$17.2M	VTI, VEU, VUG, VTV, VBR	13F-HR	2/9/2021, 02:19 PM
Q3 2020	34	$605M	+$4.89M	-$7.89M	-$3M	VTI, VEU, VUG, VTV, VBR	13F-HR	10/22/2020, 11:21 AM
Q2 2020	35	$565M	+$58.1M	-$33.3M	+$24.8M	VTI, VEU, VUG, VTV, VBR	13F-HR	8/12/2020, 11:50 AM
Q1 2020	43	$455M	+$7.66M	-$3.47M	+$4.19M	VTI, VEU, VOE, VTV, VBR	13F-HR	5/4/2020, 11:30 AM
Q4 2019	46	$589M	+$12.6M	-$48.6M	-$36M	VTI, VEU, VOE, VTV, VBR	13F-HR	2/11/2020, 03:59 PM
Q3 2019	41	$576M	$0	$0		VTI, VEU, VOE, VTV, VBR	13F-HR	11/4/2019, 03:04 PM
Q2 2019	44	$593M	+$13.9M	-$17.9M	-$4.06M	VTI, VEU, VOE, VTV, VBR	13F-HR	8/1/2019, 12:55 PM
Q1 2019	51	$583M	+$9.58M	-$3.34M	+$6.24M	VTI, VEU, VOE, VTV, GNR	13F-HR	5/14/2019, 09:56 AM
Q4 2018	47	$515M	$0	$0		VTI, VEU, VOE, VTV, GNR	13F-HR	2/8/2019, 10:13 AM

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