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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001765536

Summit Financial, LLC

PARSIPPANY, NJ · File #028-19062

Latest AUM
$6.81B
Positions
1,283
Top-10 Concentration
51.3%
Filings
12

Sector Allocation

Technology
8.9%$604.8M
Financials
7.7%$523.0M
Healthcare
2.5%$170.3M
Energy
1.9%$128.2M
Industrials
1.4%$96.2M
Materials
1.1%$78.0M
Utilities
0.3%$21.9M
Real Estate
0.2%$11.4M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD INDEX FDS9229087691,661,237$557.0M16.43%
2VANGUARD INTL EQUITY INDEX F9220427753,339,132$245.6M7.25%
3ISHARES TR464287200230,276$157.7M4.65%
4APPLE INCAAPL531,978$144.6M4.27%
5VANGUARD INDEX FDS922908736243,232$118.7M3.50%
6NVIDIA CORPORATIONNVDA633,764$118.2M3.49%
7MICROSOFT CORPMSFT221,500$107.1M3.16%
8SPDR S&P 500 ETF TRSPY145,586$99.6M2.94%
9VANGUARD INDEX FDS922908363155,474$97.5M2.88%
10VANGUARD INDEX FDS922908744481,837$92.0M2.71%
11INVESCO EXCH TRADED FD TR IIIVZ342,229$86.6M2.55%
12AMAZON COM INCAMZN354,731$81.9M2.42%
13BERKSHIRE HATHAWAY INC DELBRK-A160,739$80.8M2.38%
14J P MORGAN EXCHANGE TRADED F46654Q7161,359,312$73.7M2.18%
15INVESCO QQQ TRIVZ110,418$67.8M2.00%
16PIMCO ETF TR72201R5852,382,094$63.9M1.88%
17PALANTIR TECHNOLOGIES INCPLTR348,961$62.0M1.83%
18JPMORGAN CHASE & CO.VYLD188,270$60.7M1.79%
19ISHARES TR46436E1301,952,145$51.0M1.51%
20TESLA INCTSLA100,594$45.2M1.33%