0001765536-19-000003.txt : 20190801 0001765536-19-000003.hdr.sgml : 20190801 20190801125549 ACCESSION NUMBER: 0001765536-19-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190801 DATE AS OF CHANGE: 20190801 EFFECTIVENESS DATE: 20190801 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: 19991916 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 06-30-2019 06-30-2019 Summit Financial, LLC

4 CAMPUS DRIVE PARSIPPANY NJ 07054

13F HOLDINGS REPORT 028-19062 N James Carlson-Zyats 973-285-4361 James Carlson-Zyats Parsippany NJ 08-01-2019 0 44 592684 false INFORMATION TABLE 2 Summit13F20190630.xml SUMMIT FINANCIAL VANGUARD INDEX FDS TOTAL STK MKT ETF 922908769 295508037 1968872 SH SOLE 0 0 1968872 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US ETF 922042775 128369821 2517549 SH SOLE 0 0 2517549 VANGUARD INDEX FDS MID-CAP VALUE ETF ETF 922908512 33423169 298565 SH SOLE 0 0 298565 VANGUARD INDEX FDS VALUE ETF ETF 922908744 30274858 271233 SH SOLE 0 0 271233 VANGUARD INDEX FDS SM CP VAL ETF ETF 922908611 23891452 181988 SH SOLE 0 0 181988 SPDR INDEX SHS FDS GLB NAT RESRCE ETF 78463X541 19312607 421029 SH SOLE 0 0 421029 UNITED STS COMMODITY INDEX FD ETF 911717106 13004530 351759 SH SOLE 0 0 351759 VANGUARD WORLD FDS ENERGY ETF ETF 92204A306 10544633 124025 SH SOLE 0 0 124025 ISHARES CORE TOTAL USD BOND MKT ETF 46434V613 4342422 84025 SH SOLE 0 0 84025 VANGUARD TAX MNGD INTL FD FTSE DEV MKT ETF ETF 921943858 3219261 77182 SH SOLE 0 0 77182 ISHARES NATIONAL MUN ETF ETF 464288414 3185494 28168 SH SOLE 0 0 28168 ISHARES CORE RUSSELL VAL ETF 464287663 2465069 43514 SH SOLE 0 0 43514 VANGUARD SCOTTSDALE FDS INT-TERM CORP ETF 92206C870 1994782 22201 SH SOLE 0 0 22201 VANGUARD BD INDEX FD INC INTERMED TERM ETF 921937819 1976401 22849 SH SOLE 0 0 22849 ISHARES RUSSELL 1000 ETF ETF 464287622 1798667 11049 SH SOLE 0 0 11049 VANGUARD INTL EQUITY INDEX FTSE EMR MKT ETF ETF 922042858 1529490 35963 SH SOLE 0 0 35963 ISHARES CORE S&P TOTAL US STOCK MARKET ETF ETF 464287150 1368756 20543 SH SOLE 0 0 20543 SCHWAB STRATEGIC TR US LRG CAP ETF ETF 808524201 1363205 19335 SH SOLE 0 0 19335 VANGUARD BD INDEX FD INC TOTAL BND MRKT ETF 921937835 962698 11589 SH SOLE 0 0 11589 ISHARES RUS 2000 GRW ETF ETF 464287648 864143 4302 SH SOLE 0 0 4302 BUCKEYE PARTNERS L P UNIT LTD PARTN MLP 118230101 784968 19122 SH SOLE 0 0 19122 ISHARES TR CORE MSCI TOTAL ETF 46432F834 783409 13360 SH SOLE 0 0 13360 ENTERPRISE PRODS PARTNERS L COM ETF 293792107 739802 25625 SH SOLE 0 0 25625 ISHARES RUS 2000 VAL ETF MLP 464287630 728302 6044 SH SOLE 0 0 6044 PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN MLP 726503105 724039 29735 SH SOLE 0 0 29735 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP ETF 559080106 703606 10994 SH SOLE 0 0 10994 ISHARES RUSSELL 2000 ETF MLP 464287655 699750 4500 SH SOLE 0 0 4500 ENERGY TRANSFER LP COM UT LP MLP 29273V100 695819 49419 SH SOLE 0 0 49419 ANDEAVOR LOGISTICS LP COM ETF 03350F106 678101 18665 SH SOLE 0 0 18665 WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT MLP 958669103 666465 21660 SH SOLE 0 0 21660 DCP MIDSTREAM LP COM UT LTD PTN ETF 23311P100 649859 22179 SH SOLE 0 0 22179 MPLX LP COM UNIT REP LTD MLP 55336V100 640234 19889 SH SOLE 0 0 19889 JPMORGAN CHASE & CO COM Common Stock 46625H100 627533 5613 SH SOLE 0 0 5613 EQT MIDSTREAM PRTNRS LP COM UNIT LP Common Stock 26885B100 591507 13239 SH SOLE 0 0 13239 SCHWAB STRATEGIC TR US SML CAP ETF ETF 808524607 542478 7564 SH SOLE 0 0 7564 VANGUARD INDEX FDS REIT ETF MLP 922908553 472572 5357 SH SOLE 0 0 5357 VANGUARD INDEX FDS MID-CAP ETF ETF 922908629 413289 2464 SH SOLE 0 0 2464 VANGUARD INDEX FDS GROWTH ETF MLP 922908736 403773 2465 SH SOLE 0 0 2465 ISHARES CORE U.S. AGGREGATE BOND ETF ETF 464287226 362368 3254 SH SOLE 0 0 3254 VANECK VECTORS ETF TR JP MORGAN MKTS ETF 92189H300 342003 9856 SH SOLE 0 0 9856 VANGUARD INTL EQUITY INDEX FTSE SMCAP ETF ETF 922042718 294473 2798 SH SOLE 0 0 2798 ISHARES TR TIPS BD ETF ETF 464287176 275783 2388 SH SOLE 0 0 2388 SPDR SERIES TRUST BLOOMBERG BRCLYS ETF 78468R622 245660 2255 SH SOLE 0 0 2255 ISHARES TR JPMORGAN USD EMG ETF 464288281 218536 1929 SH SOLE 0 0 1929