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 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