0001765536-19-000001.txt : 20190208 0001765536-19-000001.hdr.sgml : 20190208 20190208101336 ACCESSION NUMBER: 0001765536-19-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190208 DATE AS OF CHANGE: 20190208 EFFECTIVENESS DATE: 20190208 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Summit Financial, LLC CENTRAL INDEX KEY: 0001765536 IRS NUMBER: 371895248 STATE OF INCORPORATION: NJ FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19062 FILM NUMBER: 19578367 BUSINESS ADDRESS: STREET 1: 4 CAMPUS DRIVE CITY: PARSIPPANY STATE: NJ ZIP: 07054 BUSINESS PHONE: 9732853600 MAIL ADDRESS: STREET 1: 4 CAMPUS DRIVE CITY: PARSIPPANY STATE: NJ ZIP: 07054 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001765536 XXXXXXXX 12-31-2018 12-31-2018 Summit Financial, LLC

4 CAMPUS DRIVE PARSIPPANY NJ 07054

13F HOLDINGS REPORT 028-19062 N James Carson-Zyats 973-285-4361 James Carlson-zyats Parsippany NJ 02-08-2019 0 47 514986 false INFORMATION TABLE 2 Summit13F20181231.xml SUMMIT FINANCIAL 13F VANGUARD INDEX FDS TOTAL STK MKT ETF 922908769 252747566 1980315 SH SOLE 0 0 1980315 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US ETF 922042775 105617534 2317190 SH SOLE 0 0 2317190 VANGUARD INDEX FDS MID-CAP VALUE ETF ETF 922908512 27994139 293871 SH SOLE 0 0 293871 VANGUARD INDEX FDS VALUE ETF ETF 922908744 26569247 271253 SH SOLE 0 0 271253 SPDR INDEX SHS FDS GLB NAT RESRCE ETF 78463X541 21352439 517760 SH SOLE 0 0 517760 VANGUARD INDEX FDS SM CP VAL ETF ETF 922908611 20260149 177627 SH SOLE 0 0 177627 UNITED STS COMMODITY INDEX FD ETF 911717106 14730638 392503 SH SOLE 0 0 392503 VANGUARD WORLD FDS ENERGY ETF ETF 92204A306 10853029 140747 SH SOLE 0 0 140747 ISHARES CORE TOTAL USD BOND MKT ETF 46434V613 3507158 71219 SH SOLE 0 0 71219 VANGUARD TAX MNGD INTL FD FTSE DEV MKT ETF ETF 921943858 2666896 71884 SH SOLE 0 0 71884 ISHARES NATIONAL MUN ETF ETF 464288414 2274751 20862 SH SOLE 0 0 20862 ISHARES CORE GROWTH ALLOCATION ETF ETF 464289867 1944833 47079 SH SOLE 0 0 47079 ISHARES CORE U.S. AGGREGATE BOND ETF ETF 464287226 1604911 15071 SH SOLE 0 0 15071 ISHARES CORE RUSSELL VAL ETF 464287663 1558391 31746 SH SOLE 0 0 31746 VANGUARD BD INDEX FD INC INTERMED TERM ETF 921937819 1454770 17896 SH SOLE 0 0 17896 ISHARES RUSSELL 1000 ETF ETF 464287622 1442931 10404 SH SOLE 0 0 10404 VANGUARD SCOTTSDALE FDS INT-TERM CORP ETF 92206C870 1436084 17331 SH SOLE 0 0 17331 VANGUARD INTL EQUITY INDEX FTSE EMR MKT ETF ETF 922042858 1137916 29867 SH SOLE 0 0 29867 ISHARES TR CORE MSCI TOTAL ETF 46432F834 1053962 20064 SH SOLE 0 0 20064 SCHWAB STRATEGIC TR US LRG CAP ETF ETF 808524201 875501 14665 SH SOLE 0 0 14665 VANGUARD BD INDEX FD INC TOTAL BND MRKT ETF 921937835 784337 9902 SH SOLE 0 0 9902 ISHARES RUS 2000 VAL ETF ETF 464287630 776869 7224 SH SOLE 0 0 7224 ENTERPRISE PRODS PARTNERS L COM MLP 293792107 767220 31201 SH SOLE 0 0 31201 ISHARES RUS 2000 GRW ETF ETF 464287648 722736 4302 SH SOLE 0 0 4302 ENERGY TRANSFER LP COM UT LP MLP 29273V100 697634 52811 SH SOLE 0 0 52811 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP MLP 559080106 668688 11719 SH SOLE 0 0 11719 PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN MLP 726503105 640903 31981 SH SOLE 0 0 31981 MPLX LP MLP 55336V100 638527 21074 SH SOLE 0 0 21074 WESTERN GAS PARTNERS LP COM UNIT LP IN MLP 958254104 637270 15090 SH SOLE 0 0 15090 ISHARES RUSSELL 2000 ETF ETF 464287655 602550 4500 SH SOLE 0 0 4500 JPMORGAN CHASE & CO COM Common Stock 46625H100 547941 5613 SH SOLE 0 0 5613 ANDEAVOR LOGISTICS LP COM Common Stock 03350F106 530731 16335 SH SOLE 0 0 16335 DCP MIDSTREAM LP COM UT LTD PTN MLP 23311P100 529058 19972 SH SOLE 0 0 19972 VANGUARD INDEX FDS REIT ETF ETF 922908553 510552 6847 SH SOLE 0 0 6847 ISHARES INTL AGGREGATE BOND ETF 46435G672 477878 9153 SH SOLE 0 0 9153 EQT MIDSTREAM PRTNRS LP COM UNIT LP MLP 26885B100 477010 11029 SH SOLE 0 0 11029 BUCKEYE PARTNERS L P UNIT LTD PARTN MLP 118230101 451374 15570 SH SOLE 0 0 15570 ISHARES CORE S&P TOTAL US STOCK MARKET ETF ETF 464287150 433817 7643 SH SOLE 0 0 7643 SCHWAB STRATEGIC TR US SML CAP ETF ETF 808524607 397818 6556 SH SOLE 0 0 6556 ISHARES TR TIPS BD ETF ETF 464287176 389202 3554 SH SOLE 0 0 3554 ISHARES TRUST CORE MSCI EAFE ETF ETF 46432F842 376530 6846 SH SOLE 0 0 6846 ISHARES CORE 1-5 YEAR USD BOND ETF ETF 46432F859 366478 7470 SH SOLE 0 0 7470 VANGUARD INDEX FDS GROWTH ETF ETF 922908736 350411 2609 SH SOLE 0 0 2609 VANECK VECTORS ETF TR JP MORGAN MKTS ETF 92189F494 347424 10528 SH SOLE 0 0 10528 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF ETF 464288158 287004 2723 SH SOLE 0 0 2723 VANGUARD INTL EQUITY INDEX FTSE SMCAP ETF ETF 922042718 251170 2653 SH SOLE 0 0 2653 ISHARES S&P 500 VALUE ETF ETF 464287408 242938 2402 SH SOLE 0 0 2402