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Home > Institutional Investor > Summit Financial, Llc > Profile

Instuitional Investor - Summit Financial, Llc

Fund Profile
Filing Period:
Fund Name: Summit Financial, Llc
Portfolio Value $2,852,778,064
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Tsm Idx;Etf - ETF
 1,483,150 $429,831,575 15.06%
2.
Vanguard Intl Equity Index Funds
 VWO 3,359,902 $192,891,986 6.76%
3.
Vanguard Gro Idx;Etf - ETF
 218,767 $89,790,568 3.14%
4.
Apple Inc.
 AAPL 286,408 $71,722,187 2.51%
5.
Vanguard Val Idx;Etf - ETF
 419,398 $71,004,118 2.48%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)