Summit Asset Management, LLC
All holdings · as of Dec 31, 2025
| 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% |
| ISHARES TR | $5.62M | 0.8% |
| Walmart Inc. | $5.31M | 0.8% |
| IDEXX LABORATORIES INC /DE | $5.21M | 0.7% |
| ISHARES TR | $4.61M | 0.7% |
| SSGA ACTIVE ETF TR | $4.38M | 0.6% |
| BERKSHIRE HATHAWAY INC DEL | $3.77M | 0.5% |
| JPMORGAN CHASE & CO | $3.74M | 0.5% |
| RTX Corp | $3.51M | 0.5% |
| Alphabet Inc. | $3.13M | 0.4% |
| INVESCO QQQ TR | $3.05M | 0.4% |
| VICTORY PORTFOLIOS II | $3.02M | 0.4% |
| EXXON MOBIL CORP | $2.92M | 0.4% |
| JOHNSON & JOHNSON | $2.86M | 0.4% |
| T ROWE PRICE ETF INC | $2.72M | 0.4% |
| PROCTER & GAMBLE Co | $2.68M | 0.4% |
| BANK OF AMERICA CORP /DE | $2.68M | 0.4% |
| HOME DEPOT, INC. | $2.68M | 0.4% |
| Johnson Controls International plc | $2.52M | 0.4% |
| EMERSON ELECTRIC CO | $2.38M | 0.3% |
| FedEx Corp | $2.27M | 0.3% |
| Rockwell Automation Inc | $2.23M | 0.3% |
| TJX Cos Inc/The | $2.21M | 0.3% |
| VANGUARD INTL EQUITY INDEX F | $2.12M | 0.3% |
| ISHARES TR | $1.92M | 0.3% |
| DEERE & CO | $1.91M | 0.3% |