Summit Asset Management, LLC — 13F holdings

Summit Asset Management, LLC reported 183 holdings worth $780M in its 13F filing for Q2 2026, filed August 6, 2026.

Largest positions

  1. SCHD SCHWAB STRATEGIC TR — $65.6M (8.4%)
  2. SCHG SCHWAB STRATEGIC TR — $48.4M (6.2%)
  3. SCHM SCHWAB STRATEGIC TR — $46.4M (5.9%)
  4. SCHF SCHWAB STRATEGIC TR — $44.5M (5.7%)
  5. SCHV SCHWAB STRATEGIC TR — $42.6M (5.5%)
  6. MOAT VANECK ETF TRUST — $40.7M (5.2%)
  7. VCIT VANGUARD SCOTTSDALE FDS — $34.5M (4.4%)
  8. AGG ISHARES TR — $32.2M (4.1%)
  9. IJR ISHARES TR — $26.1M (3.3%)
  10. IVV ISHARES TR — $23.9M (3.1%)