Summit Financial, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Summit Financial, LLC held in its portfolio 500 assets valued at $6,807,501,417 (i.e. $6.81B).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($556.96M), VANGUARD INTL EQUITY INDEX F ($245.63M), and ISHARES TR ($157.73M).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Summit Financial, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 1661237 | 556963034 | TOTAL STK MKT |
| VANGUARD INTL EQUITY INDEX F | 3339132 | 245626518 | ALLWRLD EX US |
| ISHARES TR | 230276 | 157725110 | CORE S&P500 ETF |
| APPLE INC | 531978 | 144623639 | COM |
| VANGUARD INDEX FDS | 243232 | 118662941 | GROWTH ETF |
| NVIDIA CORPORATION | 633764 | 118196944 | COM |
| SPDR SERIES TRUST | 1715232 | 109233349 | STATE STREET SPD |
| MICROSOFT CORP | 221500 | 107121752 | COM |
| SPDR S&P 500 ETF TR | 145586 | 99568290 | TR UNIT |
| VANGUARD INDEX FDS | 155474 | 97502273 | S&P 500 ETF SHS |
| VANGUARD INDEX FDS | 481837 | 92025990 | VALUE ETF |
| INVESCO EXCH TRADED FD TR II | 342229 | 86556630 | NASDAQ 100 ETF |
| AMAZON COM INC | 354731 | 81878953 | COM |
| BERKSHIRE HATHAWAY INC DEL | 160739 | 80795344 | CL B NEW |
| J P MORGAN EXCHANGE TRADED F | 1359312 | 73749548 | ACTIVE BOND ETF |
| INVESCO QQQ TR | 110418 | 67831087 | UNIT SER 1 |
| PIMCO ETF TR | 2382094 | 63854188 | MULTISECTOR BD |
| PALANTIR TECHNOLOGIES INC | 348961 | 62027804 | CL A |
| JPMORGAN CHASE & CO. | 188270 | 60664361 | COM |
| ISHARES TR | 1952145 | 51029083 | IBONDS DEC 2033 |
| TESLA INC | 100594 | 45239075 | COM |
| VANGUARD TAX-MANAGED FDS | 716748 | 44775265 | VAN FTSE DEV MKT |
| ISHARES TR | 1657455 | 43707086 | IBONDS DEC 2034 |
| ISHARES TR | 488202 | 43674564 | CORE MSCI EAFE |
| VANGUARD INDEX FDS | 196321 | 41578890 | SM CP VAL ETF |
| ISHARES TR | 1521738 | 38849961 | IBONDS DEC 2032 |
| ISHARES TR | 1826496 | 38630397 | IBONDS DEC 2031 |
| ISHARES TR | 1699842 | 38015404 | IBONDS DEC 2030 |
| META PLATFORMS INC | 56776 | 37477560 | CL A |
| WHEATON PRECIOUS METALS CORP | 307975 | 36193242 | COM |
| ALPHABET INC | 109077 | 34228437 | CAP STK CL C |
| BROADCOM INC | 98739 | 34173688 | COM |
| VANGUARD INDEX FDS | 113424 | 32917873 | MID CAP ETF |
| ISHARES TR | 133688 | 32908701 | RUSSELL 2000 ETF |
| ISHARES TR | 371503 | 32380180 | 20 YR TR BD ETF |
| SELECT SECTOR SPDR TR | 757338 | 32330748 | STATE STREET UTI |
| ISHARES TR | 371659 | 32055631 | MSCI EAFE MIN VL |
| ISHARES TR | 305794 | 30542678 | CORE US AGGBD ET |
| VANGUARD INDEX FDS | 168721 | 29926129 | MCAP VL IDXVIP |
| VANGUARD SCOTTSDALE FDS | 350070 | 29318366 | INT-TERM CORP |
| INVESCO EXCHANGE TRADED FD T | 151766 | 29072231 | S&P500 EQL WGT |
| WALMART INC | 259383 | 28958475 | COM |
| ISHARES TR | 432744 | 28561117 | CORE S&P MCP ETF |
| ISHARES TR | 598936 | 27874494 | CORE UNIVRSL USD |
| VANECK ETF TRUST | 72486 | 26104302 | SEMICONDUCTR ETF |
| SCHWAB STRATEGIC TR | 792965 | 25866521 | US LCAP GR ETF |
| GOLDMAN SACHS GROUP INC | 29312 | 25765614 | COM |
| VANGUARD INDEX FDS | 98231 | 25338605 | SMALL CP ETF |
| INVESCO EXCHANGE TRADED FD T | 215035 | 25031003 | DORSEY WRIGHT MO |
| ISHARES TR | 1068563 | 25009713 | IBONDS DEC 29 |
| ISHARES TR | 225240 | 24810156 | TRUST ISHARE 0-1 |
| SPDR GOLD TR | 60384 | 23930931 | GOLD SHS |
| GLOBAL X FDS | 465237 | 23682962 | ARTIFICIAL ETF |
| ISHARES TR | 155407 | 23107490 | CORE S&P TTL STK |
| ISHARES TR | 108754 | 23063381 | S&P 500 VAL ETF |
| BLACKROCK ETF TRUST II | 423587 | 22352692 | ISHARES FLEXIBLE |
| VANECK ETF TRUST | 212036 | 21958442 | MRNGSTR WDE MOAT |
| ISHARES GOLD TR | 270136 | 21926974 | ISHARES NEW |
| SPDR DOW JONES INDL AVERAGE | 44795 | 21573856 | UT SER 1 |
| JOHNSON & JOHNSON | 101026 | 20907432 | COM |
| EXXON MOBIL CORP | 169281 | 20371217 | COM |
| VANGUARD INTL EQUITY INDEX F | 377902 | 20315996 | FTSE EMR MKT ETF |
| SPROTT ASSET MANAGEMENT LP | 855109 | 20223328 | PHYSICAL SILVER |
| FIRST TR EXCHANGE-TRADED FD | 523015 | 20041941 | SMID RISNG ETF |
| FIDELITY MERRIMACK STR TR | 428567 | 19845711 | TOTAL BD ETF |
| ISHARES TR | 40437 | 19138651 | RUS 1000 GRW ETF |
| SOFI TECHNOLOGIES INC | 723556 | 18942687 | COM |
| NETFLIX INC | 199497 | 18704845 | COM |
| VANGUARD MALVERN FDS | 237946 | 18587168 | CORE-PLUS BD ETF |
| AMPLIFY ETF TR | 403741 | 17966489 | CWP ENHANCED DIV |
| VANGUARD WHITEHALL FDS | 123301 | 17696138 | HIGH DIV YLD |
| INTERNATIONAL BUSINESS MACHS | 58798 | 17416540 | COM |
| ISHARES TR | 144185 | 17328176 | CORE S&P SCP ETF |
| AMERICAN CENTY ETF TR | 204706 | 16851360 | INTL EQT ETF |
| SCHWAB STRATEGIC TR | 626200 | 16851029 | US LRG CAP ETF |
| ISHARES INC | 248828 | 16726193 | CORE MSCI EMKT |
| ELI LILLY & CO | 15249 | 16387567 | COM |
| VISA INC | 46721 | 16385398 | COM CL A |
| ISHARES TR | 308927 | 16336052 | ISHS 1-5YR INVS |
| COSTCO WHSL CORP NEW | 18417 | 15881716 | COM |
| ABBVIE INC | 68156 | 15573053 | COM |
| ADVANCED MICRO DEVICES INC | 72437 | 15513164 | COM |
| ISHARES INC | 191156 | 15433917 | MSCI JAPAN ETF |
| SCHWAB STRATEGIC TR | 612874 | 15370869 | INT-TRM U.S TRES |
| DIREXION SHS ETF TR | 83000 | 15259550 | DLY GOLD INDX 2X |
| VICTORY PORTFOLIOS II | 381252 | 15013699 | SHARES FREE CASH |
| INVESCO EXCHANGE TRADED FD T | 252968 | 14995921 | S&P 500 TOP 50 |
| ENERGY FUELS INC | 1024428 | 14895183 | COM NEW |
| AMERICAN CENTY ETF TR | 192458 | 14823099 | AVANTIS EMGMKT |
| MERCK & CO INC | 137745 | 14615136 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 47787 | 14559752 | SPONSORED ADS |
| J P MORGAN EXCHANGE TRADED F | 287068 | 14541717 | MUNICIPAL ETF |
| WELLS FARGO CO NEW | 153516 | 14307659 | COM |
| ROBINHOOD MKTS INC | 123087 | 13921140 | COM CL A |
| SPROTT ASSET MANAGEMENT LP | 419308 | 13845556 | PHYSICAL GOLD TR |
| SELECT SECTOR SPDR TR | 95681 | 13775138 | STATE STREET TEC |
| SCHWAB STRATEGIC TR | 499464 | 13700289 | US DIVIDEND EQ |
| VANECK ETF TRUST | 496037 | 13467399 | ALTERNATIVE ASSE |
| ISHARES TR | 528351 | 13449179 | IBDS DEC28 ETF |
| VANECK ETF TRUST | 456608 | 13408308 | FALLEN ANGEL HG |
| ISHARES TR | 63208 | 13295109 | RUS 1000 VAL ETF |
| ISHARES BITCOIN TRUST ETF | 264580 | 13136410 | SHS BEN INT |
| AMERICAN EXPRESS CO | 35467 | 13121004 | COM |
| ISHARES TR | 40590 | 13111036 | RUS 2000 GRW ETF |
| ISHARES INC | 320891 | 12954372 | JP MRGN EM HI BD |
| AXSOME THERAPEUTICS INC | 70628 | 12899461 | COM |
| INVESCO EXCH TRADED FD TR II | 106618 | 12721681 | S&P 500 MOMNTM |
| HOME DEPOT INC | 34871 | 11999125 | COM |
| CAMECO CORP | 128613 | 11766768 | COM |
| ENERGY TRANSFER L P | 710885 | 11722502 | COM UT LTD PTN |
| VANGUARD ADMIRAL FDS INC | 26357 | 11717986 | 500 GRTH IDX F |
| ISHARES TR | 164699 | 11433372 | CORE DIV GRWTH |
| J P MORGAN EXCHANGE TRADED F | 193898 | 11181535 | EQUITY PREMIUM |
| FIDELITY COVINGTON TRUST | 48522 | 10901506 | MSCI INFO TECH I |
| ROCKET COS INC | 562061 | 10881507 | COM CL A |
| SCHWAB STRATEGIC TR | 236813 | 10782117 | INTL SCEQT ETF |
| GENERAL MTRS CO | 132247 | 10754325 | COM |
| EXPAND ENERGY CORPORATION | 96246 | 10621656 | COM |
| FIRST TR EXCH TRADED FD III | 579533 | 10559092 | PFD SECS INC ETF |
| J P MORGAN EXCHANGE TRADED F | 177705 | 10430619 | NASDAQ EQT PREM |
| FIRST TR EXCHANGE-TRADED FD | 38578 | 10384426 | DJ INTERNT IDX |
| CISCO SYS INC | 134213 | 10338408 | COM |
| ISHARES TR | 56497 | 10237895 | RUS 2000 VAL ETF |
| ISHARES U S ETF TR | 198159 | 10125944 | SHORT DURATION B |
| FIRST TR EXCHANGE TRADED FD | 166865 | 10070309 | FINLS ALPHADEX |
| ISHARES TR | 104573 | 10055738 | 7-10 YR TRSY BD |
| FIRST TR EXCHANGE TRADED FD | 143927 | 9998638 | RISNG DIVD ACHIV |
| ISHARES TR | 195202 | 9873322 | ULTRA SHORT DUR |
| REGENERON PHARMACEUTICALS | 12784 | 9867854 | COM |
| ORACLE CORP | 49141 | 9578086 | COM |
| ISHARES TR | 98618 | 9470243 | MSCI EAFE ETF |
| ISHARES TR | 85866 | 9461587 | IBOXX INV CP ETF |
| SCHWAB STRATEGIC TR | 360345 | 9451839 | US BRD MKT ETF |
| SCHWAB STRATEGIC TR | 205465 | 9289093 | FUNDAMENTAL INTL |
| EA SERIES TRUST | 225541 | 9165986 | STRIVE NATURAL |
| CROWDSTRIKE HLDGS INC | 19515 | 9147851 | CL A |
| COCA COLA CO | 129514 | 9054328 | COM |
| BLACKSTONE INC | 58526 | 9021163 | COM |
| NEOS ETF TRUST | 170596 | 8961414 | NEOS S&P 500 HI |
| NEW YORK LIFE INVTS ACTIVE E | 366596 | 8946269 | NYLI MACKAY MUN |
| AT&T INC | 354254 | 8799659 | COM |
| ISHARES TR | 81508 | 8730302 | NATIONAL MUN ETF |
| CAPITAL GRP FIXED INCM ETF T | 313039 | 8646125 | US MULTI-SECTOR |
| SCHWAB STRATEGIC TR | 358677 | 8622591 | INTL EQTY ETF |
| FIRST TR EXCHANGE-TRADED FD | 85837 | 8529628 | NASDAQ 100 EX |
| ETF OPPORTUNITIES TRUST | 333975 | 8516360 | TAPPALPHA SPY GR |
| VANGUARD MUN BD FDS | 168086 | 8453029 | TAX EXEMPT BD |
| JANUS DETROIT STR TR | 176179 | 8403762 | B-BBB CLO ETF |
| VANGUARD SPECIALIZED FUNDS | 38231 | 8402331 | DIV APP ETF |
| NEOS ETF TRUST | 155897 | 8396628 | NASDAQ 100 HIGH |
| ISHARES TR | 73823 | 8395101 | SP SMCP600VL ETF |
| BANK AMERICA CORP | 152463 | 8385488 | COM |
| SCHWAB STRATEGIC TR | 313878 | 8314617 | US TIPS ETF |
| VANECK ETF TRUST | 473060 | 8293216 | LONG MUNI ETF |
| VANGUARD WORLD FD | 28730 | 8269814 | HEALTH CAR ETF |
| INTUITIVE SURGICAL INC | 14424 | 8168893 | COM NEW |
| CHEVRON CORP NEW | 53378 | 8135312 | COM |
| PROCTER AND GAMBLE CO | 56703 | 8126072 | COM |
| VANGUARD STAR FDS | 106674 | 8047508 | VG TL INTL STK F |
| VANECK ETF TRUST | 93586 | 8026832 | GOLD MINERS ETF |
| MORGAN STANLEY | 45168 | 8018586 | COM NEW |
| INVESCO EXCH TRD SLF IDX FD | 386616 | 7964292 | INVSCO BLSH 28 |
| FIRST TR EXCHANGE TRADED FD | 97378 | 7777578 | INDLS PROD DUR |
| PROSHARES TR | 74450 | 7748027 | S&P 500 DV ARIST |
| PIMCO DYNAMIC INCOME FD | 431615 | 7738727 | SHS |
| STRATEGY INC | 50712 | 7705688 | CL A NEW |
| TJX COS INC NEW | 49558 | 7612623 | COM |
| ISHARES TR | 89782 | 7599115 | CORE MSCI TOTAL |
| CATERPILLAR INC | 12934 | 7409645 | COM |
| ISHARES TR | 37296 | 7407735 | MSCI USA QLT FCT |
| SOUTHERN CO | 84934 | 7406256 | COM |
| J P MORGAN EXCHANGE TRADED F | 111143 | 7383205 | HEDGED EQUITY LA |
| FIRST TR EXCHANGE TRADED FD | 160041 | 7203449 | UTILITIES ALPH |
| VICTORY PORTFOLIOS II | 104195 | 7173614 | VCSHS US LRG CAP |
| URANIUM ENERGY CORP | 612865 | 7158263 | COM |
| VICTORY PORTFOLIOS II | 132155 | 7133107 | VCSHS INTL VOLTY |
| MERCADOLIBRE INC | 3538 | 7125566 | COM |
| FIRST TR EXCHANGE-TRADED FD | 120305 | 7066379 | SHS |
| ISHARES TR | 138510 | 7022438 | 0-5YR INVT GR CP |
| ABBOTT LABS | 55952 | 7010174 | COM |
| BANK NEW YORK MELLON CORP | 60337 | 7004522 | COM |
| PACER FDS TR | 114961 | 6988058 | US CASH COWS 100 |
| ISHARES TR | 53001 | 6974430 | S&P MC 400VL ETF |
| VANGUARD ADMIRAL FDS INC | 33896 | 6943561 | 500 VAL IDX FD |
| VICTORY PORTFOLIOS II | 76159 | 6931161 | VCSHS US 500 VOL |
| SELECT SECTOR SPDR TR | 126416 | 6923827 | STATE STREET FIN |
| UNITEDHEALTH GROUP INC | 20970 | 6922456 | COM |
| RTX CORPORATION | 37656 | 6906082 | COM |
| GLOBAL X FDS | 81687 | 6896684 | GLOBAL X SILVER |
| MASTERCARD INCORPORATED | 12079 | 6895405 | CL A |
| ISHARES TR | 40662 | 6862597 | ISHARES BIOTECH |
| ISHARES TR | 70862 | 6821903 | RUS MID CAP ETF |
| VICTORY PORTFOLIOS II | 133977 | 6811409 | SHORT TRM BD ETF |
| NEOS ETF TRUST | 136156 | 6771038 | NEOS ENH INC 1-3 |
| CAPITAL ONE FINL CORP | 27928 | 6768712 | COM |
| VANGUARD SCOTTSDALE FDS | 121248 | 6765615 | LONG TERM TREAS |
| VANECK ETF TRUST | 54435 | 6760784 | URANIUM AND NUCL |
| ISHARES TR | 136444 | 6725331 | INDIA 50 ETF |
| FS CREDIT OPPORTUNITIES CORP | 1067180 | 6723235 | COMMON STOCK |
| J P MORGAN EXCHANGE TRADED F | 131096 | 6692058 | ULTRA SHT MUNCPL |
| ISHARES TR | 82951 | 6688355 | IBOXX HI YD ETF |
| VANGUARD SCOTTSDALE FDS | 83794 | 6680884 | SHRT TRM CORP BD |
| TEXAS INSTRS INC | 38452 | 6671048 | COM |
| JANUS DETROIT STR TR | 131439 | 6648161 | HENDRSON AAA CL |
| KAYNE ANDERSON ENERGY INFRST | 535710 | 6632084 | COM |
| INVESCO EXCHANGE TRADED FD T | 55163 | 6620123 | S&P MIDCAP 400 |
| LUMEN TECHNOLOGIES INC | 849517 | 6600746 | COM |
| CONSTELLATION ENERGY CORP | 18641 | 6585435 | COM |
| KKR & CO INC | 50842 | 6481310 | COM |
| SELECT SECTOR SPDR TR | 41845 | 6477567 | STATE STREET HEA |
| VANGUARD WORLD FD | 48217 | 6436531 | FINANCIALS ETF |
| MICRON TECHNOLOGY INC | 22281 | 6361631 | COM |
| GE AEROSPACE | 20599 | 6352583 | COM NEW |
| DENISON MINES CORP | 2379247 | 6328797 | COM |
| SSGA ACTIVE TR | 101445 | 6321012 | STATE STREET US |
| J P MORGAN EXCHANGE TRADED F | 129002 | 6316522 | INTL BD OPP ETF |
| LOWES COS INC | 26155 | 6307446 | COM |
| VANGUARD WORLD FD | 8339 | 6285945 | INF TECH ETF |
| ISHARES TR | 65778 | 6193639 | MSCI USA MIN VOL |
| SPDR S&P MIDCAP 400 ETF TR | 10229 | 6193210 | UTSER1 S&PDCRP |
| NUTRIEN LTD | 98423 | 6128284 | COM |
| VANGUARD INDEX FDS | 20147 | 6086647 | SML CP GRW ETF |
| PEPSICO INC | 41332 | 5990317 | COM |
| SCHWAB STRATEGIC TR | 201351 | 5962008 | US LCAP VA ETF |
| FIRST TR EXCHANGE-TRADED FD | 118793 | 5938476 | FST LOW OPPT EFT |
| S&P GLOBAL INC | 11333 | 5922319 | COM |
| MARVELL TECHNOLOGY INC | 67762 | 5758404 | COM |
| SELECT SECTOR SPDR TR | 127446 | 5698111 | STATE STREET ENE |
| VERTIV HOLDINGS CO | 34437 | 5579135 | COM CL A |
| SCHWAB STRATEGIC TR | 223951 | 5576390 | 1 5YR CORP BD |
| MCDONALDS CORP | 18168 | 5552626 | COM |
| BLACKROCK INC | 5158 | 5521172 | COM |
| QUALCOMM INC | 32152 | 5499543 | COM |
| VICTORY PORTFOLIOS II | 115132 | 5452041 | CORE INTERMEDIAT |
| ISHARES TR | 119948 | 5451627 | MSCI INTL QUALTY |
| STRYKER CORPORATION | 15371 | 5415817 | COM |
| ISHARES TR | 52732 | 5407164 | CORE S&P US VLU |
| LAM RESEARCH CORP | 31414 | 5385369 | COM NEW |
| AMPLIFY ETF TR | 194000 | 5367980 | AMPLIFY JUNIOR S |
| AMPHENOL CORP NEW | 39616 | 5363529 | CL A |
| TEMPUS AI INC | 90619 | 5351052 | CL A |
| SPDR INDEX SHS FDS | 113136 | 5295914 | PORTFOLIO EMG MK |
| VANGUARD BD INDEX FDS | 71470 | 5293749 | TOTAL BND MRKT |
| WILLIAMS COS INC | 87620 | 5266865 | COM |
| ISHARES TR | 54480 | 5245319 | JPMORGAN USD EMG |
| VANGUARD SCOTTSDALE FDS | 56499 | 5214893 | VNG RUS1000VAL |
| VANGUARD BD INDEX FDS | 66668 | 5192074 | INTERMED TERM |
| UBER TECHNOLOGIES INC | 63407 | 5180974 | COM |
| NEXTERA ENERGY INC | 64417 | 5171364 | COM |
| COINBASE GLOBAL INC | 22847 | 5166621 | COM CL A |
| VANGUARD MALVERN FDS | 66320 | 5165997 | CORE BD ETF |
| INVESCO EXCH TRADED FD TR II | 331197 | 5111161 | KBW PREM YIELD |
| HONEYWELL INTL INC | 26089 | 5089770 | COM |
| INVESCO EXCH TRD SLF IDX FD | 216443 | 5086420 | BULSHS 2028 MUNI |
| FIRST TR EXCH TRADED FD III | 99428 | 5084246 | MANAGD MUN ETF |
| INVESCO EXCH TRD SLF IDX FD | 214389 | 5073555 | BULSHS 2027 MUNI |
| VERIZON COMMUNICATIONS INC | 124558 | 5073231 | COM |
| CHUBB LIMITED | 16123 | 5047776 | COM |
| AMGEN INC | 15418 | 5046584 | COM |
| SPDR INDEX SHS FDS | 80865 | 5024950 | GLB NAT RESRCE |
| INVESCO EXCH TRD SLF IDX FD | 212019 | 5013184 | BULSHS 2026 MUNI |
| ISHARES TR | 23322 | 5007068 | US AER DEF ETF |
| PHILIP MORRIS INTL INC | 30896 | 5000576 | COM |
| ISHARES TR | 36017 | 4932159 | RUS MD CP GR ETF |
| GE VERNOVA INC | 7522 | 4916369 | COM |
| BOEING CO | 22637 | 4914967 | COM |
| ENTERPRISE PRODS PARTNERS L | 153175 | 4910798 | COM |
| PGIM ETF TR | 95569 | 4898876 | AAA CLO ETF |
| SUNOCO LP/SUNOCO FIN CORP | 93206 | 4884910 | COM UT REP LP |
| INVESCO EXCHANGE TRADED FD T | 65079 | 4884213 | S&P500 QUALITY |
| GOLDMAN SACHS PHYSICAL GOLD | 114399 | 4867677 | UNIT |
| BLACKROCK ETF TRUST II | 99174 | 4827778 | ISHARES HIGH YIE |
| SALESFORCE INC | 18170 | 4820771 | COM |
| DISNEY WALT CO | 42074 | 4817103 | COM |
| FIRST TR EXCHANGE-TRADED FD | 183459 | 4813952 | FT VEST RIS |
| ISHARES SILVER TR | 74580 | 4804418 | ISHARES |
| SHOPIFY INC | 29560 | 4758263 | CL A SUB VTG SHS |
| SEABRIDGE GOLD INC | 160052 | 4735939 | COM |
| AUTOMATIC DATA PROCESSING IN | 18083 | 4682024 | COM |
| SOUTHERN COPPER CORP | 32622 | 4680333 | COM |
| CYBERARK SOFTWARE LTD | 10474 | 4671935 | SHS |
| BITWISE BITCOIN ETF TR | 98145 | 4667776 | SHS BEN INT |
| ISHARES TR | 16568 | 4588407 | RUS TP200 GR ETF |
| ALBEMARLE CORP | 32185 | 4565438 | COM |
| SPDR INDEX SHS FDS | 102495 | 4551818 | PORTFOLIO DEVLPD |
| DELL TECHNOLOGIES INC | 35446 | 4461960 | CL C |
| INTEL CORP | 119915 | 4424847 | COM |
| INVESCO EXCH TRD SLF IDX FD | 223336 | 4408652 | BULSHS 2027 CB |
| ETF SER SOLUTIONS | 145568 | 4382796 | US DIVERSIFIED |
| FIRST TR EXCHNG TRADED FD VI | 219946 | 4370323 | FT ENERGY INCOME |
| EA SERIES TRUST | 129949 | 4323412 | STRIVE SML CAP |
| VICTORY PORTFOLIOS II | 90834 | 4316432 | VICTORYSHARES WE |
| SCHWAB STRATEGIC TR | 173562 | 4229714 | SHT TM US TRES |
| RUNWAY GROWTH FINANCE CORP | 473050 | 4224341 | COM |
| J P MORGAN EXCHANGE TRADED F | 66624 | 4209304 | US QUALTY FCTR |
| EQUITY RESIDENTIAL | 66738 | 4207168 | SH BEN INT |
| SNOWFLAKE INC | 19131 | 4196576 | COM SHS |
| MFS GOVT MKTS INCOME TR | 1362236 | 4120764 | SH BEN INT |
| HARTFORD FDS EXCHANGE TRADED | 114838 | 4107408 | STRATEGIC INCOME |
| FIRST TR EXCHANGE TRADED FD | 63029 | 4085712 | MATERIALS ALPH |
| SELECT SECTOR SPDR TR | 25998 | 4032738 | STATE STREET IND |
| CAPITAL GROUP DIVIDEND VALUE | 91927 | 4011675 | SHS CREATION UNI |
| OREILLY AUTOMOTIVE INC | 43961 | 4009683 | COM |
| PACER FDS TR | 88713 | 3965578 | US SMALL CAP CAS |
| PALO ALTO NETWORKS INC | 21293 | 3922171 | COM |
| CAPITAL GROUP GBL GROWTH EQT | 113065 | 3917708 | SHS CREATION UNI |
| ISHARES TR | 153538 | 3904469 | IBONDS DEC 2029 |
| BRISTOL-MYERS SQUIBB CO | 72151 | 3891803 | COM |
| DEERE & CO | 8307 | 3880865 | COM |
| APPLIED MATLS INC | 15094 | 3878884 | COM |
| WISDOMTREE TR | 43213 | 3864555 | US QTLY DIV GRT |
| FIRST TR EXCHNG TRADED FD VI | 112219 | 3862197 | FT VEST LADDERED |
| FIRST TR EXCH TRADED FD III | 80320 | 3850104 | MUNI HI INCM ETF |
| FIDELITY COVINGTON TRUST | 49410 | 3841124 | MSCI FINLS IDX |
| STRATEGY SHS | 173508 | 3820655 | NS 7HANDL IDX |
| SCHWAB CHARLES CORP | 38134 | 3809953 | COM |
| J P MORGAN EXCHANGE TRADED F | 81671 | 3798039 | INCOME ETF |
| ISHARES TR | 34512 | 3793226 | TIPS BD ETF |
| PARKER-HANNIFIN CORP | 4289 | 3769850 | COM |
| EMERSON ELEC CO | 28165 | 3738038 | COM |
| CAPITAL GROUP INTERNATIONAL | 114864 | 3733076 | SHS |
| LINDE PLC | 8754 | 3732584 | SHS |
| GILEAD SCIENCES INC | 30372 | 3727916 | COM |
| MOSAIC CO NEW | 154708 | 3726916 | COM |
| WESTERN MIDSTREAM PARTNERS L | 94301 | 3724890 | COM UNIT LP INT |
| ISHARES TR | 44878 | 3712779 | MRGSTR MD CP ETF |
| ALTRIA GROUP INC | 62743 | 3684132 | COM |
| SPDR INDEX SHS FDS | 56875 | 3662208 | EURO STOXX 50 |
| WISDOMTREE TR | 25351 | 3654649 | JAPN HEDGE EQT |
| FRANKLIN TEMPLETON ETF TR | 145288 | 3613313 | FRANKLIN DYN MUN |
| SHERWIN WILLIAMS CO | 11088 | 3592980 | COM |
| EQT CORP | 66904 | 3586057 | COM |
| VANGUARD INDEX FDS | 40369 | 3572239 | REAL ESTATE ETF |
| VANECK MERK GOLD ETF | 85746 | 3556744 | GOLD SHS |
| PFIZER INC | 141107 | 3513574 | COM |
| AMERICAN ELEC PWR CO INC | 30322 | 3496422 | COM |
| GLOBAL X FDS | 113828 | 3468553 | CYBRSCURTY ETF |
| WEST PHARMACEUTICAL SVSC INC | 12553 | 3453700 | COM |
| ISHARES TR | 111445 | 3450347 | PFD AND INCM SEC |
| SCHWAB STRATEGIC TR | 130589 | 3450155 | HIGH YIELD BD ET |
| CITIGROUP INC | 29351 | 3424921 | COM NEW |
| SUPER MICRO COMPUTER INC | 116758 | 3417507 | COM NEW |
| UNITED PARCEL SERVICE INC | 34384 | 3410501 | CL B |
| CAPITAL GROUP GROWTH ETF | 76549 | 3404134 | SHS CREATION UNI |
| CAPITAL GRP FIXED INCM ETF T | 149639 | 3387821 | CORE PLUS INCM |
| VANGUARD INDEX FDS | 16109 | 3368714 | EXTEND MKT ETF |
| MORGAN STANLEY ETF TRUST | 66251 | 3337082 | EATON VANCE SHRT |
| ISHARES ETHEREUM TR | 148664 | 3334534 | SHS |
| ISHARES TR | 9719 | 3333397 | S&P 100 ETF |
| UNITED RENTALS INC | 4062 | 3287763 | COM |
| GENESIS ENERGY L P | 210497 | 3283753 | UNIT LTD PARTN |
| WARNER BROS DISCOVERY INC | 112858 | 3252578 | COM SER A |
| TIDAL TRUST II | 54823 | 3232392 | ROUNDHILL GENER |
| PEMBINA PIPELINE CORP | 84812 | 3227945 | COM |
| ANAVEX LIFE SCIENCES CORP | 903392 | 3216076 | COM NEW |
| GLOBAL X FDS | 181998 | 3215907 | NASDAQ 100 COVER |
| AMERICAN CENTY ETF TR | 31499 | 3212234 | US SML CP VALU |
| BARRICK MNG CORP | 73671 | 3208355 | COM SHS |
| CLEANSPARK INC | 316086 | 3198790 | COM NEW |
| PACER FDS TR | 109311 | 3177262 | DATA AND INFRAST |
| NORDSON CORP | 13142 | 3170540 | COM |
| FRONTLINE PLC | 145000 | 3163900 | COM |
| UNION PAC CORP | 13652 | 3158008 | COM |
| ISHARES TR | 38222 | 3152551 | CORE MSCI INTL |
| CINTAS CORP | 16624 | 3126534 | COM |
| J P MORGAN EXCHANGE TRADED F | 65444 | 3111216 | CORE PLUS BD ETF |
| SIMPLIFY EXCHANGE TRADED FUN | 138482 | 3083996 | HIGH YIELD ETF |
| SELECT SECTOR SPDR TR | 34612 | 3080713 | STATE STREET CON |
| ISHARES TR | 21683 | 3067925 | MSCI ACWI ETF |
| ISHARES TR | 10105 | 3043244 | ISHARES SEMICDTR |
| SELECT SECTOR SPDR TR | 25832 | 3040911 | STATE STREET COM |
| CAMBRIA ETF TR | 95934 | 3019043 | GLOBAL VALUE ETF |
| JOURNEY MED CORP | 390419 | 3010130 | COM |
| HARMONY GOLD MINING CO LTD | 150986 | 3004621 | SPONSORED ADR |
| FIDELITY COMWLTH TR | 32666 | 2985673 | NASDAQ COMPSIT |
| FIRST TR EXCHANGE-TRADED FD | 139948 | 2971094 | CORE INVESTMENT |
| CAPITAL GRP FIXED INCM ETF T | 108494 | 2970576 | MUNICIPAL INCOME |
| MEDTRONIC PLC | 30683 | 2968751 | SHS |
| RENAISSANCERE HLDGS LTD | 10546 | 2965211 | COM |
| DYNEX CAP INC | 211048 | 2956782 | COM |
| ISHARES TR | 54606 | 2951455 | MSCI INDIA ETF |
| CASEYS GEN STORES INC | 5340 | 2951234 | COM |
| DELTA AIR LINES INC DEL | 42446 | 2945730 | COM NEW |
| ISHARES TR | 29249 | 2935968 | 0-3 MNTH TREASRY |
| BOSTON SCIENTIFIC CORP | 30764 | 2933356 | COM |
| ISHARES TR | 23444 | 2889701 | S&P 500 GRWT ETF |
| CHENIERE ENERGY INC | 14821 | 2881040 | COM NEW |
| SCHWAB STRATEGIC TR | 100591 | 2864827 | US SML CAP ETF |
| FIRST TR EXCHANGE TRADED FD | 40072 | 2863139 | NASDAQ CYB ETF |
| FIRST TR EXCHANGE TRADED FD | 172025 | 2833247 | ENERGY ALPHADX |
| FREEPORT-MCMORAN INC | 55483 | 2817985 | CL B |
| ISHARES TR | 40193 | 2809889 | MSCI INDIA SM CP |
| SCHWAB STRATEGIC TR | 87957 | 2788238 | LONG TERM US |
| PIMCO ETF TR | 28219 | 2773065 | INV GRD CRP BD |
| GLOBAL X FDS | 37622 | 2763813 | GLOBAL X COPPER |
| EATON CORP PLC | 8653 | 2756079 | SHS |
| SCHWAB STRATEGIC TR | 106922 | 2745240 | MORTGAGE BACKED |
| AGNC INVT CORP | 252691 | 2739172 | COM |
| DBX ETF TR | 28841 | 2730047 | XTRACK MSCI JAPN |
| ISHARES TR | 16241 | 2727565 | CORE S&P US GWT |
| HARTFORD FDS EXCHANGE TRADED | 78876 | 2713128 | TOTAL RTRN ETF |
| ISHARES TR | 61370 | 2712571 | CR 5 10 YR ETF |
| COMMERCE BANCSHARES INC | 51795 | 2710955 | COM |
| SSGA ACTIVE ETF TR | 65627 | 2708411 | STATE STREET BLA |
| AGNICO EAGLE MINES LTD | 15850 | 2687120 | COM |
| TG THERAPEUTICS INC | 90126 | 2686643 | COM |
| CONOCOPHILLIPS | 28647 | 2681671 | COM |
| VANGUARD SCOTTSDALE FDS | 11361 | 2681004 | VNG RUS2000GRW |
| VANGUARD INDEX FDS | 8512 | 2679509 | LARGE CAP ETF |
| CHERRY HILL MTG INVT CORP | 1010876 | 2678821 | COM |
| TRANE TECHNOLOGIES PLC | 6870 | 2673653 | SHS |
| ROPER TECHNOLOGIES INC | 5949 | 2648048 | COM |
| SIMPLIFY EXCHANGE TRADED FUN | 72048 | 2636957 | HEALTH CARE ETF |
| MORGAN STANLEY ETF TRUST | 51153 | 2634392 | EATON VANCE TOTA |
| CVS HEALTH CORP | 32879 | 2609315 | COM |
| GLOBAL NET LEASE INC | 302682 | 2603065 | COM NEW |
| FLEXSHARES TR | 31900 | 2583605 | US QUALITY CAP |
| FIRST TR EXCHANGE TRADED FD | 19810 | 2576840 | CLOUD COMPUTING |
| AFLAC INC | 23306 | 2569981 | COM |
| BROWN & BROWN INC | 32132 | 2560884 | COM |
| ISHARES TR | 12805 | 2556896 | U.S. TECH ETF |
| PROLOGIS INC. | 19959 | 2548018 | COM |
| WISDOMTREE TR | 50599 | 2546121 | FLOATNG RAT TREA |
| FRONTIER COMMUNICATIONS PARE | 66280 | 2523280 | COM |
| CBOE GLOBAL MKTS INC | 10045 | 2521351 | COM |
| CRH PLC | 20184 | 2518952 | ORD |
| GLOBAL X FDS | 56181 | 2517714 | GLOBAL X URANIUM |
| LOCKHEED MARTIN CORP | 5201 | 2515581 | COM |
| ROCKWELL AUTOMATION INC | 6435 | 2503608 | COM |
| T ROWE PRICE ETF INC | 65299 | 2495732 | CAP APPRECIATION |
| PGIM ETF TR | 49966 | 2489110 | PGIM ULTRA SH BD |
| FIRST TR EXCH TRADED FD III | 34685 | 2462312 | LNG/SHT EQUITY |
| TOAST INC | 69314 | 2461333 | CL A |
| ISHARES TR | 17317 | 2442614 | RUS MDCP VAL ETF |
| ANALOG DEVICES INC | 9006 | 2442363 | COM |
| GLOBAL X FDS | 128302 | 2439021 | US PFD ETF |
| SUNCOR ENERGY INC NEW | 54669 | 2425111 | COM |
| SPOTIFY TECHNOLOGY S A | 4150 | 2409656 | SHS |
| VANGUARD WORLD FD | 12967 | 2399335 | UTILITIES ETF |
| INTUIT | 3607 | 2389512 | COM |
| PIMCO ETF TR | 45994 | 2380362 | PREFERRED AND CP |
| FIRST TR EXCHANGE TRAD FD VI | 102063 | 2370929 | FST TR GLB FD |
| ALIBABA GROUP HLDG LTD | 16110 | 2361362 | SPONSORED ADS |
| AMPLIFY ETF TR | 72529 | 2355011 | BLACKSWAN GRWT |
| WASTE MGMT INC DEL | 10661 | 2342414 | COM |
| J P MORGAN EXCHANGE TRADED F | 45871 | 2328707 | ULTRA SHRT ETF |
| ACCENTURE PLC IRELAND | 8653 | 2321705 | SHS CLASS A |
| ETF SER SOLUTIONS | 21166 | 2321059 | DEFIANCE QUANTUM |
| FIRST TR EXCHANGE-TRADED FD | 25059 | 2318259 | CAP STRENGTH ETF |
| PHILLIPS 66 | 17905 | 2310479 | COM |
| VIRTUS ARTIFICIAL INTELLIGEN | 100157 | 2297114 | COM |
| PROFESIONALLY MANAGED PORTFO | 34946 | 2289312 | AKRE FOCUS ETF |
| DIMENSIONAL ETF TRUST | 45625 | 2276680 | INTERNATNAL VAL |
| BADGER METER INC | 13038 | 2273914 | COM |
| ISHARES TR | 51759 | 2264980 | CUR HD EURZN ETF |
| ISHARES TR | 36794 | 2257672 | GLB INFRASTR ETF |
| MFS HIGH INCOME MUN TR | 608800 | 2252560 | SH BEN INT |
| ONEOK INC NEW | 30598 | 2248940 | COM |
| CARLISLE COS INC | 7009 | 2242020 | COM |
| AMERIPRISE FINL INC | 4571 | 2241399 | COM |
| ISHARES TR | 19549 | 2227054 | EAFE GRWTH ETF |
| REPUBLIC SVCS INC | 10477 | 2220447 | COM |
| DIMENSIONAL ETF TRUST | 58161 | 2216529 | INTL CORE EQT MK |
| VANGUARD INTL EQUITY INDEX F | 15364 | 2202058 | FTSE SMCAP ETF |
| DIREXION SHS ETF TR | 114860 | 2194968 | DAILY TSLA 2X SH |
| INVESCO EXCHANGE TRADED FD T | 46623 | 2187543 | RAFI US 1000 ETF |
| US BANCORP DEL | 40374 | 2175377 | COM NEW |
| DUKE ENERGY CORP NEW | 18458 | 2163404 | COM NEW |
| J P MORGAN EXCHANGE TRADED F | 35547 | 2158758 | DIV RTN EM EQT |
| ISHARES TR | 5737 | 2142327 | RUS 1000 ETF |
| FIDELITY WISE ORIGIN BITCOIN | 27905 | 2127192 | SHS |
| METLIFE INC | 26629 | 2102065 | COM |
| REGIONS FINANCIAL CORP NEW | 76605 | 2096187 | COM |
| VANECK ETF TRUST | 39591 | 2090801 | CLO ETF |
| GENERAL DYNAMICS CORP | 6188 | 2083096 | COM |
| FIDELITY COVINGTON TRUST | 28025 | 2081682 | MSCI HLTH CARE I |
| SCHWAB STRATEGIC TR | 69030 | 2075722 | US MID-CAP ETF |
| EXCHANGE TRADED CONCEPTS TRU | 29800 | 2065440 | ROBO GLB ETF |
| BROOKFIELD CORP | 44479 | 2041124 | CL A LTD VT SH |
| WISDOMTREE TR | 34686 | 2035028 | US QUALITY GROW |
| VANGUARD WORLD FD | 10481 | 2029365 | COMM SRVC ETF |
| VIKING THERAPEUTICS INC | 57172 | 2011327 | COM |
| FIRST TR EXCHANGE-TRADED FD | 33274 | 1994101 | FIRST TR ENH NEW |
| JACOBS SOLUTIONS INC | 15049 | 1993393 | COM |
| MARRIOTT INTL INC NEW | 6424 | 1993099 | CL A |
| AB ACTIVE ETFS INC | 78627 | 1988268 | TAX AWARE SHRT |
| NXG CUSHING MIDSTREAM ENERGY | 50867 | 1986340 | COM NEW |
| VANGUARD WHITEHALL FDS | 21982 | 1978423 | INTL HIGH ETF |
| CORNING INC | 22593 | 1978221 | COM |
| PUTNAM MASTER INTER INCOME T | 592051 | 1977450 | SH BEN INT |
| SCHWAB STRATEGIC TR | 94294 | 1969802 | US REIT ETF |
| AMERICAN CENTY ETF TR | 25964 | 1967297 | US LARGE CAP VLU |
| MARSH & MCLENNAN COS INC | 10574 | 1961763 | COM |
| BIOGEN INC | 11139 | 1960353 | COM |
| SCHWAB STRATEGIC TR | 54109 | 1951153 | FUNDAMENTAL EMER |
| EA SERIES TRUST | 96266 | 1948425 | STRIVE ENHANCED |
| SSGA ACTIVE ETF TR | 61862 | 1945560 | STATE STREET MUL |
| CALAMOS ETF TR | 72172 | 1929879 | AUTOCALLABLE INC |
| THERMO FISHER SCIENTIFIC INC | 3306 | 1916949 | COM |
| FIRST TR EXCHANGE-TRADED ALP | 15224 | 1915292 | COM SHS |
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