Summit Financial, LLC
Annual return '25
+18.6%
SPY '25
+17.7%
Alpha
+0.9ptsvs SPY
Invested
$7.8B
Holdings
1,396
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VTI
VANGUARD INDEX FDS
Q1 2026: Sold 28.4% (10.4k → 7.5k shares)
7.1%
02
$VEU
VANGUARD INTL EQUITY INDEX F
Q1 2026: Increased +4.7% (48.6k → 50.9k shares)
3.3%
03
$AAPL
APPLE INC
Q1 2026: Sold 10.0% (110.3k → 99.2k shares)
2.1%
04
$IVV
ISHARES TR
Q1 2026: Increased +16.7% (5.6k → 6.5k shares)
2.1%
05
$VUG
VANGUARD INDEX FDS
Q1 2026: Sold 42.1% (3.4k → 2.0k shares)
1.6%
06
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 8.7% (30.6k → 27.9k shares)
1.5%
07
$VTV
VANGUARD INDEX FDS
Q1 2026: Sold 57.1% (3.7k → 1.6k shares)
1.4%
08
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Sold 1.3% (9.3k → 9.2k shares)
1.2%
09
$VOO
VANGUARD INDEX FDS
Q1 2026: Sold 59.1% (19.3k → 7.9k shares)
1.2%
10
$JBND
J P MORGAN EXCHANGE TRADED F
Q4 2025: Exited (was 1.30M shares)
1.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:25 UTC.