0001765536-19-000002.txt : 20190514
0001765536-19-000002.hdr.sgml : 20190514
20190514095624
ACCESSION NUMBER: 0001765536-19-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190331
FILED AS OF DATE: 20190514
DATE AS OF CHANGE: 20190514
EFFECTIVENESS DATE: 20190514
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: 19820822
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
03-31-2019
03-31-2019
Summit Financial, LLC
4 CAMPUS DRIVE
PARSIPPANY
NJ
07054
13F HOLDINGS REPORT
028-19062
N
James Carson-Zyats
Senior Compliance Examiner
973-285-4361
James Carlson-Zyats
Parsippanny
NJ
05-14-2019
0
51
582773
false
INFORMATION TABLE
2
Summit13F20190331.xml
VANGUARD INDEX FDS TOTAL STK MKT
ETF
922908769
285773689
1974803
SH
SOLE
0
0
1974803
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US
ETF
922042775
117579467
2344556
SH
SOLE
0
0
2344556
VANGUARD INDEX FDS MID-CAP VALUE ETF
ETF
922908512
31666357
292120
SH
SOLE
0
0
292120
VANGUARD INDEX FDS VALUE ETF
ETF
922908744
29062684
268192
SH
SOLE
0
0
268192
SPDR INDEX SHS FDS GLB NAT RESRCE
ETF
78463X541
25150557
544031
SH
SOLE
0
0
544031
VANGUARD INDEX FDS SM CP VAL ETF
ETF
922908611
22993542
177806
SH
SOLE
0
0
177806
UNITED STS COMMODITY INDEX FD
ETF
911717106
15964274
412194
SH
SOLE
0
0
412194
VANGUARD WORLD FDS ENERGY ETF
ETF
92204A306
13281028
148591
SH
SOLE
0
0
148591
ISHARES CORE TOTAL USD BOND MKT
ETF
46434V613
3891980
76917
SH
SOLE
0
0
76917
ISHARES NATIONAL MUN ETF
ETF
464288414
3146611
28299
SH
SOLE
0
0
28299
VANGUARD TAX MNGD INTL FD FTSE DEV MKT ETF
ETF
921943858
3094465
75392
SH
SOLE
0
0
75392
ISHARES CORE GROWTH ALLOCATION ETF
ETF
464289867
2108643
47173
SH
SOLE
0
0
47173
ISHARES CORE RUSSELL VAL
ETF
464287663
1927831
35160
SH
SOLE
0
0
35160
VANGUARD SCOTTSDALE FDS INT-TERM CORP
ETF
92206C870
1860098
21412
SH
SOLE
0
0
21412
VANGUARD BD INDEX FD INC INTERMED TERM
ETF
921937819
1849694
22039
SH
SOLE
0
0
22039
ISHARES CORE U.S. AGGREGATE BOND ETF
ETF
464287226
1651378
15141
SH
SOLE
0
0
15141
ISHARES RUSSELL 1000 ETF
ETF
464287622
1544627
9819
SH
SOLE
0
0
9819
VANGUARD INTL EQUITY INDEX FTSE EMR MKT ETF
ETF
922042858
1468219
34546
SH
SOLE
0
0
34546
SCHWAB STRATEGIC TR US LRG CAP ETF
ETF
808524201
1026725
15186
SH
SOLE
0
0
15186
VANGUARD BD INDEX FD INC TOTAL BND MRKT
ETF
921937835
909378
11202
SH
SOLE
0
0
11202
ENTERPRISE PRODS PARTNERS L COM
MLP
293792107
887093
30484
SH
SOLE
0
0
30484
ISHARES RUS 2000 VAL ETF
ETF
464287630
850008
7089
SH
SOLE
0
0
7089
ISHARES RUS 2000 GRW ETF
ETF
464287648
846031
4302
SH
SOLE
0
0
4302
ENERGY TRANSFER LP COM UT LP
MLP
29273V100
798471
51950
SH
SOLE
0
0
51950
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN
MLP
726503105
765851
31246
SH
SOLE
0
0
31246
ISHARES TR CORE MSCI TOTAL
ETF
46432F834
762575
13132
SH
SOLE
0
0
13132
WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT
MLP
958669103
711496
22688
SH
SOLE
0
0
22688
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP
MLP
559080106
699120
11531
SH
SOLE
0
0
11531
ISHARES RUSSELL 2000 ETF
ETF
464287655
693664
4531
SH
SOLE
0
0
4531
MPLX LP COM UNIT REP LTD
MLP
55336V100
682127
20740
SH
SOLE
0
0
20740
VANGUARD INDEX FDS REIT ETF
ETF
922908553
668951
7645
SH
SOLE
0
0
7645
DCP MIDSTREAM LP COM UT LTD PTN
MLP
23311P100
648901
19634
SH
SOLE
0
0
19634
ANDEAVOR LOGISTICS LP COM
Common Stock
03350F106
570723
16186
SH
SOLE
0
0
16186
JPMORGAN CHASE & CO COM
Common Stock
46625H100
568204
5613
SH
SOLE
0
0
5613
ISHARES TR MODERT ALLOC ETF
ETF
464289875
552932
14528
SH
SOLE
0
0
14528
BUCKEYE PARTNERS L P UNIT LTD PARTN
MLP
118230101
520746
15307
SH
SOLE
0
0
15307
SCHWAB STRATEGIC TR US SML CAP ETF
ETF
808524607
506783
7247
SH
SOLE
0
0
7247
EQT MIDSTREAM PRTNRS LP COM UNIT LP
MLP
26885B100
499601
10821
SH
SOLE
0
0
10821
ISHARES INTL AGGREGATE BOND
ETF
46435G672
492460
9208
SH
SOLE
0
0
9208
ISHARES TR TIPS BD ETF
ETF
464287176
437007
3865
SH
SOLE
0
0
3865
ISHARES TRUST CORE MSCI EAFE ETF
ETF
46432F842
418523
6887
SH
SOLE
0
0
6887
SCHWAB STRATEGIC TR US LRG CAP VALUE ETF
ETF
808524409
411097
7510
SH
SOLE
0
0
7510
VANGUARD INDEX FDS GROWTH ETF
ETF
922908736
409161
2609
SH
SOLE
0
0
2609
VANGUARD INDEX FDS MID-CAP ETF
ETF
922908629
397434
2464
SH
SOLE
0
0
2464
ISHARES CORE 1-5 YEAR USD BOND ETF
ETF
46432F859
374228
7506
SH
SOLE
0
0
7506
ISHARES CORE S&P TOTAL US STOCK MARKET ETF
ETF
464287150
318094
4939
SH
SOLE
0
0
4939
VANECK VECTORS ETF TR JP MORGAN MKTS
ETF
92189H300
299640
8982
SH
SOLE
0
0
8982
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
ETF
464288158
289416
2730
SH
SOLE
0
0
2730
VANGUARD INTL EQUITY INDEX FTSE SMCAP ETF
ETF
922042718
289393
2779
SH
SOLE
0
0
2779
ALPS ETF TR ALERIAN MLP
MLP
00162Q866
248802
24806
SH
SOLE
0
0
24806
ISHARES TR JPMORGAN USD EMG
ETF
464288281
203611
1850
SH
SOLE
0
0
1850