0001765536-20-000003.txt : 20200211 0001765536-20-000003.hdr.sgml : 20200211 20200211155905 ACCESSION NUMBER: 0001765536-20-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200211 DATE AS OF CHANGE: 20200211 EFFECTIVENESS DATE: 20200211 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: 20596458 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 12-31-2019 12-31-2019 Summit Financial, LLC

4 CAMPUS DRIVE PARSIPPANY NJ 07054

13F HOLDINGS REPORT 028-19062 N Nella Zelensky 973-285-3622 Nella Zelensky Parsippany NJ 02-11-2020 0 46 588836 false INFORMATION TABLE 2 Summit13F20191231.xml SUMMIT FINANCIAL VANGUARD INDEX FDS TOTAL STK MKT ETF 922908769 307378868 1878614 SH SOLE 0 0 1878614 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US ETF 922042775 132406868 2463384 SH SOLE 0 0 2463384 VANGUARD INDEX FDS MID-CAP VALUE ETF ETF 922908512 34567226 290018 SH SOLE 0 0 290018 VANGUARD INDEX FDS VALUE ETF ETF 922908744 31586365 263549 SH SOLE 0 0 263549 VANGUARD INDEX FDS SM CP VAL ETF ETF 922908611 24386890 177916 SH SOLE 0 0 177916 SPDR INDEX SHS FDS GLB NAT RESRCE ETF 78463X541 17802286 385748 SH SOLE 0 0 385748 ISHARES CORE TOTAL USD BOND MKT ETF 46434V613 4015738 77063 SH SOLE 0 0 77063 VANGUARD TAX MNGD INTL FD FTSE DEV MKT ETF ETF 921943858 3900191 88520 SH SOLE 0 0 88520 ISHARES NATIONAL MUN ETF ETF 464288414 3314865 29101 SH SOLE 0 0 29101 SCHWAB STRATEGIC TR US LRG CAP ETF ETF 808524201 3189535 41525 SH SOLE 0 0 41525 ISHARES CORE RUSSELL VAL ETF 464287663 2634705 41807 SH SOLE 0 0 41807 VANGUARD SCOTTSDALE FDS INT-TERM CORP MF 92206C870 1717553 18806 SH SOLE 0 0 18806 VANGUARD BD INDEX FD INC INTERMED TERM ETF 921937819 1687324 19346 SH SOLE 0 0 19346 VANGUARD INTL EQUITY INDEX FTSE EMR MKT ETF ETF 922042858 1605455 36102 SH SOLE 0 0 36102 ISHARES CORE S&P TOTAL US STOCK MARKET ETF ETF 464287150 1464850 20152 SH SOLE 0 0 20152 ISHARES CORE GROWTH ALLOCATION ETF ETF 464289867 1078249 22539 SH SOLE 0 0 22539 ISHARES RUS 2000 VAL ETF ETF 464287630 946220 7359 SH SOLE 0 0 7359 ISHARES RUS 2000 GRW ETF ETF 464287648 921574 4302 SH SOLE 0 0 4302 VANGUARD BD INDEX FD INC TOTAL BND MRKT ETF 921937835 918854 10957 SH SOLE 0 0 10957 ISHARES TR CORE MSCI TOTAL ETF 46432F834 819046 13232 SH SOLE 0 0 13232 JPMORGAN CHASE & CO COM COM 46625H100 780082 5596 SH SOLE 0 0 5596 ISHARES RUSSELL 1000 ETF ETF 464287622 768329 4306 SH SOLE 0 0 4306 ISHARES RUSSELL 2000 ETF ETF 464287655 748000 4515 SH SOLE 0 0 4515 SCHWAB STRATEGIC TR US SML CAP ETF ETF 808524607 718277 9496 SH SOLE 0 0 9496 UNITED STS COMMODITY INDEX FD ETF 911717106 632355 17137 SH SOLE 0 0 17137 ENTERPRISE PRODS PARTNERS L COM MLP 293792107 632084 22446 SH SOLE 0 0 22446 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP MLP 559080106 601355 9565 SH SOLE 0 0 9565 PHILLIPS 66 PARTNERS LP COM UNIT REP INT MLP 718549207 560168 9088 SH SOLE 0 0 9088 ENERGY TRANSFER LP COM UT LP MLP 29273V100 544309 42425 SH SOLE 0 0 42425 NUSTAR ENERGY LP UNIT COM MLP 67058H102 528452 20443 SH SOLE 0 0 20443 VANGUARD WORLD FDS ENERGY ETF ETF 92204A306 528393 6484 SH SOLE 0 0 6484 VANGUARD INDEX FDS GROWTH ETF ETF 922908736 512710 2814 SH SOLE 0 0 2814 PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN MLP 726503105 499486 27161 SH SOLE 0 0 27161 DCP MIDSTREAM LP COM UT LTD PTN MLP 23311P100 487244 19896 SH SOLE 0 0 19896 VANGUARD INDEX FDS REIT ETF ETF 922908553 486841 5247 SH SOLE 0 0 5247 VANGUARD INDEX FDS MID-CAP ETF ETF 922908629 439036 2464 SH SOLE 0 0 2464 MPLX LP COM UNIT REP LTD MLP 55336V100 413516 16242 SH SOLE 0 0 16242 SPDR SERIES TRUST BLOOMBERG BRCLYS ETF 78468R622 386129 3525 SH SOLE 0 0 3525 WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT MLP 958669103 383782 19491 SH SOLE 0 0 19491 ISHARES CORE U.S. AGGREGATE BOND ETF ETF 464287226 332179 2956 SH SOLE 0 0 2956 EQT MIDSTREAM PRTNRS LP COM UNIT LP MLP 26885B100 330952 11065 SH SOLE 0 0 11065 VANGUARD INTL EQUITY INDEX FTSE SMCAP ETF ETF 922042718 312540 2813 SH SOLE 0 0 2813 ISHARES TR TIPS BD ETF ETF 464287176 258702 2219 SH SOLE 0 0 2219 ISHARES TR JPMORGAN USD EMG ETF 464288281 244586 2135 SH SOLE 0 0 2135 VANECK VECTORS ETF TR JP MORGAN MKTS ETF 92189H300 241269 7061 SH SOLE 0 0 7061 ALPS ETF TR ALERIAN MLP ETF 00162Q866 122068 14361 SH SOLE 0 0 14361