13F Insight
DOSSIER · 13F-HR · Q1 2026

Summit Asset Management, LLC

$719M in tracked AUM across 172 positions as of Q1 2026.

SA
CIK 0001509974 · last filed Mar 31, 2026
Total AUM
$719M
as of Q1 2026
Holdings
172
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · 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.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SCHD
SCHWAB STRATEGIC TR
$63M2.1M8.8%02
SCHG
SCHWAB STRATEGIC TR
$42M1.4M5.9%03
SCHF
SCHWAB STRATEGIC TR
$40M1.6M5.6%04
SCHM
SCHWAB STRATEGIC TR
$39M1.3M5.5%05
SCHV
SCHWAB STRATEGIC TR
$38M1.2M5.2%06
MOAT
VANECK ETF TRUST
$37M387K5.2%07
VCIT
VANGUARD SCOTTSDALE FDS
$33M393K4.5%08
AGG
ISHARES TR
$31M312K4.3%09
IJR
ISHARES TR
$22M177K3.1%10
IVV
ISHARES TR
$21M32K2.9%

Filing history

2026Q1Mar 31
$719M▲ 1.7%
172 positionsView →2025Q4Dec 31
$707M▲ 8.7%
171 positionsView →2025Q3Sep 30
$650M▲ 6.0%
170 positionsView →2025Q2Jun 30
$614M▲ 6.3%
171 positionsLocked2025Q1Mar 31
$578M▲ 1.5%
166 positionsLocked2024Q4Dec 31
$569M▲ 6.9%
161 positionsLocked2024Q3Sep 30
$532M▲ 10.2%
166 positionsLocked2024Q2Jun 30
$483M▲ 3.6%
156 positionsLocked2024Q1Mar 31
$466M▲ 11.5%
158 positionsLocked2023Q4Dec 31
$418M▲ 13.5%
154 positionsLocked2023Q3Sep 30
$368M▼ 2.9%
150 positionsLocked2023Q2Jun 30
$379M▲ 4.4%
153 positionsLocked
Showing 12 of 55