What does Summit Asset Management, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Summit Asset Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

SCHWAB STRATEGIC TR

$63M2.1M8.8%

SCHWAB STRATEGIC TR

$42M1.4M5.9%

SCHWAB STRATEGIC TR

$40M1.6M5.6%

SCHWAB STRATEGIC TR

$39M1.3M5.5%

SCHWAB STRATEGIC TR

$38M1.2M5.2%

VANECK ETF TRUST

$37M387K5.2%

VANGUARD SCOTTSDALE FDS

$33M393K4.5%

ISHARES TR

$31M312K4.3%

ISHARES TR

$22M177K3.1%

ISHARES TR

$21M32K2.9%

Filing history loading…