Institutions / Summit Asset Management, LLC
Summit Asset Management, LLC
CIK 1509974 · Institution · as of Dec 31, 2025
Portfolio value
$706.72M
Positions
171
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 171 →
| Company | Value | % of portfolio |
|---|---|---|
| Schwab Strategic Tr | $55.86M | 7.9% |
| Schwab Strategic Tr | $45.64M | 6.5% |
| VanEck ETF Trust | $39.57M | 5.6% |
| Schwab Strategic Tr | $38.27M | 5.4% |
| Schwab Strategic Tr | $37.91M | 5.4% |
| Schwab Strategic Tr | $34.81M | 4.9% |
| Vanguard Scottsdale Fds | $32.06M | 4.5% |
| iShares Tr | $28.59M | 4.0% |
| iShares Tr | $21.84M | 3.1% |
| iShares Tr | $20.94M | 3.0% |
| Warren E. Buffett | $18.90M | 2.7% |
| WisdomTree Tr | $18.65M | 2.6% |
| iShares Tr | $18.55M | 2.6% |
| iShares Tr | $18.52M | 2.6% |
| Schwab Strategic Tr | $18.01M | 2.5% |
| iShares Tr | $17.99M | 2.5% |
| iShares Tr | $16.41M | 2.3% |
| Apple Inc. | $11.59M | 1.6% |
| NVIDIA Corp | $11.13M | 1.6% |
| iShares Tr | $9.35M | 1.3% |
| Microsoft Corp | $8.83M | 1.2% |
| Amazon.com Inc | $8.45M | 1.2% |
| iShares Tr | $8.28M | 1.2% |
| Autozone Inc | $6.89M | 1.0% |
| SPDR Dow Jones Indl Average | $6.08M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.