0001765536-19-000004.txt : 20191104 0001765536-19-000004.hdr.sgml : 20191104 20191104150420 ACCESSION NUMBER: 0001765536-19-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191104 DATE AS OF CHANGE: 20191104 EFFECTIVENESS DATE: 20191104 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: 191189400 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 09-30-2019 09-30-2019 Summit Financial, LLC

4 CAMPUS DRIVE PARSIPPANY NJ 07054

13F HOLDINGS REPORT 028-19062 N Shant Tashjian 973-285-3646 Shant Tashjian Parsippany NJ 11-04-2019 0 44 590246 false INFORMATION TABLE 2 Summit13F20190930.xml SUMMIT FINANCIAL VANGUARD INDEX FDS TOTAL STK MKT ETF 922908769 296556713 1963952 SH SOLE 0 0 1963952 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US ETF 922042775 126738304 2539846 SH SOLE 0 0 2539846 VANGUARD INDEX FDS MID-CAP VALUE ETF ETF 922908512 33989696 300794 SH SOLE 0 0 300794 VANGUARD INDEX FDS VALUE ETF ETF 922908744 30472369 273001 SH SOLE 0 0 273001 VANGUARD INDEX FDS SM CP VAL ETF ETF 922908611 23681985 183795 SH SOLE 0 0 183795 SPDR INDEX SHS FDS GLB NAT RESRCE ETF 78463X541 17884972 415254 SH SOLE 0 0 415254 UNITED STS COMMODITY INDEX FD ETF 911717106 12457759 347649 SH SOLE 0 0 347649 VANGUARD WORLD FDS ENERGY ETF ETF 92204A306 9623398 122292 SH SOLE 0 0 122292 ISHARES CORE TOTAL USD BOND MKT ETF 46434V613 4712535 89917 SH SOLE 0 0 89917 VANGUARD TAX MNGD INTL FD FTSE DEV MKT ETF ETF 921943858 3522980 85759 SH SOLE 0 0 85759 ISHARES NATIONAL MUN ETF ETF 464288414 2916890 25564 SH SOLE 0 0 25564 ISHARES CORE RUSSELL VAL ETF 464287663 2569766 44460 SH SOLE 0 0 44460 VANGUARD SCOTTSDALE FDS INT-TERM CORP ETF 92206C870 2017296 22110 SH SOLE 0 0 22110 VANGUARD BD INDEX FD INC INTERMED TERM ETF 921937819 2000917 22738 SH SOLE 0 0 22738 ISHARES RUSSELL 1000 ETF ETF 464287622 1830014 11122 SH SOLE 0 0 11122 SCHWAB STRATEGIC TR US LRG CAP ETF ETF 922042858 1746368 24621 SH SOLE 0 0 24621 ISHARES CORE S&P TOTAL US STOCK MARKET ETF ETF 464287150 1576768 23509 SH SOLE 0 0 23509 VANGUARD INTL EQUITY INDEX FTSE EMR MKT ETF ETF 808524201 1404981 34898 SH SOLE 0 0 34898 VANGUARD BD INDEX FD INC TOTAL BND MRKT ETF 921937835 971958 11512 SH SOLE 0 0 11512 ISHARES TR CORE MSCI TOTAL ETF 922908769 899257 15569 SH SOLE 0 0 15569 ISHARES RUS 2000 GRW ETF ETF 922042775 829124 4302 SH SOLE 0 0 4302 BUCKEYE PARTNERS L P UNIT LTD PARTN ETF 922908512 759627 18487 SH SOLE 0 0 18487 ISHARES RUS 2000 VAL ETF ETF 922908744 721595 6043 SH SOLE 0 0 6043 ENTERPRISE PRODS PARTNERS L COM ETF 922908611 704088 24636 SH SOLE 0 0 24636 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP ETF 78463X541 696985 10517 SH SOLE 0 0 10517 ISHARES RUSSELL 2000 ETF ETF 911717106 681787 4505 SH SOLE 0 0 4505 JPMORGAN CHASE & CO COM ETF 92204A306 658593 5596 SH SOLE 0 0 5596 ENERGY TRANSFER LP COM UT LP ETF 46434V613 623616 47677 SH SOLE 0 0 47677 SCHWAB STRATEGIC TR US SML CAP ETF ETF 921943858 618296 8867 SH SOLE 0 0 8867 PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN ETF 464288414 596902 28766 SH SOLE 0 0 28766 PHILLIPS 66 PARTNERS LP COM UNIT REP INT ETF 464287663 565181 9982 SH SOLE 0 0 9982 DCP MIDSTREAM LP COM UT LTD PTN ETF 92206C870 557434 21268 SH SOLE 0 0 21268 MPLX LP COM UNIT REP LTD ETF 921937819 556736 19876 SH SOLE 0 0 19876 WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT ETF 464287622 535021 21495 SH SOLE 0 0 21495 VANGUARD INDEX FDS REIT ETF ETF 808524201 495462 5313 SH SOLE 0 0 5313 ISHARES CORE U.S. AGGREGATE BOND ETF ETF 464287150 444003 3923 SH SOLE 0 0 3923 EQT MIDSTREAM PRTNRS LP COM UNIT LP ETF 922042858 431308 13190 SH SOLE 0 0 13190 VANGUARD INDEX FDS MID-CAP ETF ETF 921937835 412966 2464 SH SOLE 0 0 2464 VANGUARD INDEX FDS GROWTH ETF ETF 46432F834 409880 2465 SH SOLE 0 0 2465 SPDR SERIES TRUST BLOOMBERG BRCLYS ETF 464287648 353840 3254 SH SOLE 0 0 3254 VANGUARD INTL EQUITY INDEX FTSE SMCAP ETF MLP 118230101 294364 2887 SH SOLE 0 0 2887 ISHARES TR TIPS BD ETF ETF 464287630 288023 2477 SH SOLE 0 0 2477 ISHARES TR JPMORGAN USD EMG MLP 293792107 225680 1991 SH SOLE 0 0 1991 VANECK VECTORS ETF TR JP MORGAN MKTS MLP 559080106 210276 6372 SH SOLE 0 0 6372