Long-term investor
Summit Financial, LLC @summitfinancialllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001765536).
Record
- Tracked since 2025-06-30 (434 days), 187 trades recorded
- Returns: week n/a · month n/a · 90 days +8.2% · 6 months +6.7% · 1 year +13.7% · all +13.7%
- Max drawdown -2.2% · Sharpe 0.83 · win rate 22% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VTI · 7.1% · long · since 2025-06-30
- VEU · 3.2% · long · since 2025-06-30
- IVV · 2.5% · long · since 2025-06-30
- AAPL · 2.2% · long · since 2025-06-30
- VUG · 1.7% · long · since 2025-06-30
- NVDA · 1.7% · long · since 2025-06-30
- VTV · 1.4% · long · since 2025-06-30
- VOO · 1.3% · long · since 2025-06-30
- SPY · 1.2% · long · since 2025-06-30
- QQQM · 1.2% · long · since 2025-09-30
- AMZN · 1.1% · long · since 2025-06-30
- JBND · 1.0% · long · since 2025-09-30