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Anthony McElynn

Summit Financial, Llc

Assets Managed
$7.849B
Holdings
1397
Last Quarter
2026 - Q1
Filed Date
1d ago
Growth Rate
15.31%(2Q avg: 9.61%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Summit Financial, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1397 positions.

Assets under management

The assets under management (AUM) of Summit Financial, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 7.849B in assets, with a quarterly growth rate of 15.31% and a 2-quarter average growth rate of 9.61%. The portfolio is managed by Anthony McElynn, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 4.25%
7.08%
$555.552M
1.732M shares@ $320.81 avg price
VEU
Vanguard Ftse All-world Ex-u
Recent Activity
Increased 3.39%
3.31%
$259.262M
3.452M shares@ $75.1 avg price
AAPL
Apple Inc
Recent Activity
Increased 24.07%
2.14%
$167.506M
660,017 shares@ $253.79 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 11.16%
2.13%
$167.192M
255,954 shares@ $653.22 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 16.79%
1.59%
$124.078M
284,069 shares@ $436.79 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 8.86%
1.54%
$120.327M
689,910 shares@ $174.41 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 14.76%
1.39%
$108.488M
552,948 shares@ $196.2 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 2.12%
1.24%
$96.951M
148,667 shares@ $652.14 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 4.19%
1.24%
$96.79M
161,978 shares@ $597.56 avg price
JBND
Jpmorgan Active Bond Etf
Recent Activity
Increased 22.38%
1.14%
$89.446M
1.663M shares@ $53.78 avg price

1-10 of 1397