Summit Financial, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Parsippany, NJ
CIK
0001765536
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 351 1,530,283 VTI, VEU, VUG, CMG 13F-HR 2/5/2024 000176553624000001
Q3 2023 332 1,354,194 VTI, VEU, VUG, CMG 13F-HR 11/7/2023 000176553623000004
Q2 2023 319 1,371,920 VTI, VEU, VUG, CMG 13F-HR 8/11/2023 000176553623000003
Q1 2023 256 1,144,582 VTI, VEU, VUG, CMG 13F-HR 5/3/2023 000176553623000002
Q4 2022 248 1,063,474 VTI, VEU, VUG, VTV 13F-HR 2/7/2023 000176553623000001
Q3 2022 253 1,055,698 VTI, VEU, VUG, SPY 13F-HR 11/15/2022 000176553622000006
Q2 2022 231 1,067,159 VTI, VEU, VUG, VTV 13F-HR 8/12/2022 000176553622000004
Q1 2022 247 1,281,914 VTI, VEU, VUG, VTV 13F-HR 5/10/2022 000176553622000002
Q4 2021 243 1,311,493 VTI, VEU, VUG, VOO 13F-HR 2/7/2022 000176553622000001
Q3 2021 221 1,165,740 VTI, VEU, VUG, VOO 13F-HR 11/8/2021 000176553621000005
Q2 2021 167 1,009,712 VTI, VEU, VUG, VTV 13F-HR 8/6/2021 000176553621000004
Q1 2021 56 758,496 VTI, VEU, VUG, VTV 13F-HR 5/3/2021 000176553621000003
Q4 2020 52 711,427 VTI, VEU, VUG, VTV 13F-HR 2/9/2021 000176553621000001
Q3 2020 34 604,662 VTI, VEU, VUG, VTV 13F-HR 10/22/2020 000176553620000007
Q2 2020 35 564,779 VTI, VEU, VUG, VTV 13F-HR 8/12/2020 000176553620000006
Q1 2020 43 455,000 VTI, VEU, VOE, VTV 13F-HR 5/4/2020 000176553620000004
Q4 2019 46 588,835 VTI, VEU, VOE, VTV 13F-HR 2/11/2020 000176553620000003
Q3 2019 44 590,245 VTI, VEU, VOE, VTV 13F-HR 11/4/2019 000176553619000004
Q2 2019 44 592,683 VTI, VEU, VOE, VTV 13F-HR 8/1/2019 000176553619000003
Q1 2019 51 582,773 VTI, VEU, VOE, VTV 13F-HR 5/14/2019 000176553619000002
Q4 2018 47 514,986 VTI, VEU, VOE, VTV 13F-HR 2/8/2019 000176553619000001