Summit Financial
Summit Financial reported 1,578 stocks worth $9.1B in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are VTI (7.1%), VEU (3.2%) and IVV (2.5%). Compared with Q1 2026, the fund opened new positions in GBND, added to VTI, VEU and IVV, trimmed MSFT, JPM and IEFA and sold out of GPZ, RKT and MISL.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VTI Vanguard Total Stock Market ETF | $649M | 7.1% | 1.8M | +21K (+1%) | 8 of 8 | |
| 2 |  VEU Vanguard Intl Equity Index F | $294M | 3.2% | 3.5M | +59K (+2%) | 8 of 8 | |
| 3 |  IVV Ishares TR | $226M | 2.5% | 301K | +45K (+18%) | 8 of 8 | |
| 4 |  AAPL Apple Inc | $197M | 2.2% | 680K | +20K (+3%) | 8 of 8 | |
| 5 |  VUG Vanguard Index Fds | $156M | 1.7% | 1.8M | +1.5M (+538%) | 8 of 8 | |
| 6 |  NVDA Nvidia Corporation | $153M | 1.7% | 763K | +73K (+11%) | 8 of 8 | |
| 7 |  VTV Vanguard Index Fds | $126M | 1.4% | 577K | +24K (+4%) | 8 of 8 | |
| 8 |  VOO Vanguard S&P 500 ETF | $119M | 1.3% | 173K | +11K (+7%) | 8 of 8 | |
| 9 |  SPY Spdr S&P 500 ETF TR | $113M | 1.2% | 151K | +2,598 (+2%) | 8 of 8 | |
| 10 |  QQQM Invesco Nasdaq | $108M | 1.2% | 356K | +12K (+3%) | 4 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 GPZ Vaneck ETF Trust | $10.8M | 501K |
 RKT Rocket Companies Cla A | $8.4M | 590K |
 MISL First TR Exchange-Traded FD | $6.7M | 149K |
TRI POINTE HOMES INC | $5.7M | 123K |
HONEYWELL INTL INC | $5.6M | 25K |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 12, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Summit Financial 13F FAQ
What does Summit Financial own?
Summit Financial reported 1,578 stocks worth $9.1B in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are VTI (7.1%), VEU (3.2%) and IVV (2.5%). The table above lists every position in the filing (the top 10 without an account).
What did Summit Financial buy and sell in Q2 2026?
Compared with Q1 2026: 246 new positions, 757 added to, 502 trimmed and 65 sold out. New positions include GBND. It sold all of GPZ, RKT and MISL.
When will Summit Financial file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Summit Financial's portfolio worth?
The Q2 2026 filing reports $9.1B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.