0001765536-20-000004.txt : 20200504 0001765536-20-000004.hdr.sgml : 20200504 20200504113012 ACCESSION NUMBER: 0001765536-20-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200504 DATE AS OF CHANGE: 20200504 EFFECTIVENESS DATE: 20200504 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: 20843450 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 03-31-2020 03-31-2020 Summit Financial, LLC

4 CAMPUS DRIVE PARSIPPANY NJ 07054

13F HOLDINGS REPORT 028-19062 N Nella Zelensky 973-285-3622 Nella Zelensky Parsippany NJ 05-04-2020 0 43 455000 false INFORMATION TABLE 2 Summit13F20200331.xml VANGUARD INDEX FDS TOTAL STK MKT ETF 922908769 242662721 1882420 SH SOLE 0 0 1882420 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US ETF 922042775 104011661 2535633 SH SOLE 0 0 2535633 VANGUARD INDEX FDS MID-CAP VALUE ETF ETF 922908512 23875355 293706 SH SOLE 0 0 293706 VANGUARD INDEX FDS VALUE ETF ETF 922908744 23494506 263805 SH SOLE 0 0 263805 VANGUARD INDEX FDS SM CP VAL ETF ETF 922908611 16121485 181548 SH SOLE 0 0 181548 SPDR INDEX SHS FDS GLB NAT RESRCE ETF 78463X541 12066890 390009 SH SOLE 0 0 390009 ISHARES CORE TOTAL USD BOND MKT ETF 46434V613 4590887 87445 SH SOLE 0 0 87445 VANGUARD TAX MNGD INTL FD FTSE DEV MKT ETF ETF 921943858 3051910 91539 SH SOLE 0 0 91539 ISHARES NATIONAL MUN ETF ETF 464288414 2971043 26290 SH SOLE 0 0 26290 SCHWAB STRATEGIC TR US LRG CAP ETF ETF 808524201 2641713 43130 SH SOLE 0 0 43130 ISHARES CORE RUSSELL VAL ETF 464287663 2153229 46627 SH SOLE 0 0 46627 VANGUARD BD INDEX FD INC INTERMED TERM ETF 921937819 1818582 20358 SH SOLE 0 0 20358 VANGUARD SCOTTSDALE FDS INT-TERM CORP ETF 92206C870 1713352 19673 SH SOLE 0 0 19673 ISHARES CORE S&P TOTAL US STOCK MARKET ETF ETF 464287150 1670729 29203 SH SOLE 0 0 29203 VANGUARD INTL EQUITY INDEX FTSE EMR MKT ETF ETF 922042858 1225136 36517 SH SOLE 0 0 36517 ISHARES TR CORE MSCI TOTAL ETF 46432F834 939466 19984 SH SOLE 0 0 19984 ISHARES CORE GROWTH ALLOCATION ETF ETF 464289867 932649 22539 SH SOLE 0 0 22539 VANGUARD BD INDEX FD INC TOTAL BND MRKT ETF 921937835 896516 10504 SH SOLE 0 0 10504 ISHARES CORE U.S. AGGREGATE BOND ETF ETF 464287226 693976 6015 SH SOLE 0 0 6015 ISHARES RUS 2000 GRW ETF ETF 464287648 680447 4302 SH SOLE 0 0 4302 ISHARES RUSSELL 1000 ETF ETF 464287622 637068 4501 SH SOLE 0 0 4501 VANGUARD INDEX FDS GROWTH ETF ETF 922908736 614174 3920 SH SOLE 0 0 3920 ISHARES RUSSELL 2000 ETF ETF 464287655 547463 4783 SH SOLE 0 0 4783 JPMORGAN CHASE & CO COM COM 46625H100 503808 5596 SH SOLE 0 0 5596 ISHARES RUS 2000 VAL ETF ETF 464287630 494805 6032 SH SOLE 0 0 6032 SCHWAB STRATEGIC TR US SML CAP ETF ETF 808524607 494283 9594 SH SOLE 0 0 9594 VANGUARD INDEX FDS REIT ETF ETF 922908553 391807 5609 SH SOLE 0 0 5609 SPDR SERIES TRUST BLOOMBERG BRCLYS ETF 78468R622 344664 3638 SH SOLE 0 0 3638 VANGUARD INDEX FDS MID-CAP ETF ETF 922908629 324386 2464 SH SOLE 0 0 2464 VANGUARD WORLD FDS INF TECH ETF ETF 92204A702 316367 1493 SH SOLE 0 0 1493 ISHARES TR TIPS BD ETF ETF 464287176 295672 2507 SH SOLE 0 0 2507 SELECT SECTOR SPDR TR SBI CONS STPLS ETF 81369Y308 259634 4767 SH SOLE 0 0 4767 VANGUARD INTL EQUITY INDEX FTSE SMCAP ETF ETF 922042718 230019 2940 SH SOLE 0 0 2940 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP MLP 559080106 210425 5767 SH SOLE 0 0 5767 ISHARES TR JPMORGAN USD EMG ETF 464288281 206412 2135 SH SOLE 0 0 2135 SHRT NAT MUN ETF ETF 464288158 201699 1897 SH SOLE 0 0 1897 ENTERPRISE PRODS PARTNERS L COM MLP 293792107 194536 13604 SH SOLE 0 0 13604 MPLX LP COM UNIT REP LTD MLP 55336V100 125675 10815 SH SOLE 0 0 10815 ENERGY TRANSFER LP COM UT LP MLP 29273V100 121956 26512 SH SOLE 0 0 26512 NUSTAR ENERGY LP UNIT COM MLP 67058H102 105768 12313 SH SOLE 0 0 12313 PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN MLP 726503105 82753 15673 SH SOLE 0 0 15673 DCP MIDSTREAM LP COM UT LTD PTN MLP 23311P100 47563 11686 SH SOLE 0 0 11686 WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT MLP 958669103 37445 11557 SH SOLE 0 0 11557