SUMMIT FINANCIAL, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ASST | 1.12M | $827.28K |
 | FSCO | 1.07M | $6.72M |
 | CHMI | 1.01M | $2.68M |
 | AVXL | 903K | $3.22M |
 | LUMN | 850K | $6.60M |
 | SOFI | 724K | $18.94M |
 | ET | 711K | $11.72M |
 | NVDA | 634K | $118.20M |
 | RKT | 562K | $10.88M |
 | AAPL | 532K | $144.62M |
 | RWAY | 473K | $4.22M |
 | FBIO | 440K | $1.61M |
 | DERM | 390K | $3.01M |
 | AMZN | 355K | $81.88M |
 | T | 354K | $8.80M |
 | PLTR | 349K | $62.03M |
 | CLSK | 316K | $3.20M |
 | WPM | 308K | $36.19M |
 | GNL | 303K | $2.60M |
 | WMT | 259K | $28.96M |
Strive, Inc.
ASST
Shares Held
1.12M
Value
$827.28K
FS Credit Opportunities Corp.
FSCO
Shares Held
1.07M
Value
$6.72M
Cherry Hill Mortgage Investment Corporation
CHMI
Shares Held
1.01M
Value
$2.68M
Anavex Life Sciences Corp.
AVXL
Shares Held
903K
Value
$3.22M
Lumen Technologies, Inc.
LUMN
Shares Held
850K
Value
$6.60M
SoFi Technologies, Inc.
SOFI
Shares Held
724K
Value
$18.94M
Energy Transfer LP
ET
Shares Held
711K
Value
$11.72M
NVIDIA Corporation
NVDA
Shares Held
634K
Value
$118.20M
Rocket Companies, Inc.
RKT
Shares Held
562K
Value
$10.88M
Apple Inc.
AAPL
Shares Held
532K
Value
$144.62M
Runway Growth Finance Corp.
RWAY
Shares Held
473K
Value
$4.22M
Fortress Biotech, Inc.
FBIO
Shares Held
440K
Value
$1.61M
Journey Medical Corporation
DERM
Shares Held
390K
Value
$3.01M
Amazon.com, Inc.
AMZN
Shares Held
355K
Value
$81.88M
AT&T Inc.
T
Shares Held
354K
Value
$8.80M
Palantir Technologies Inc.
PLTR
Shares Held
349K
Value
$62.03M
CleanSpark, Inc.
CLSK
Shares Held
316K
Value
$3.20M
Wheaton Precious Metals Corp.
WPM
Shares Held
308K
Value
$36.19M
Global Net Lease, Inc.
GNL
Shares Held
303K
Value
$2.60M
Walmart Inc.
WMT
Shares Held
259K
Value
$28.96M