13F Insight
DOSSIER · 13F-HR · Q2 2026

Summit Asset Management, LLC

$780M in tracked AUM across 183 positions as of Q2 2026.

SA
CIK 0001509974 · last filed Jun 30, 2026
Total AUM
$780M
as of Q2 2026
Holdings
183
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Summit Asset Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SCHD
SCHWAB STRATEGIC TR
$66M2.1M8.4%02
SCHG
SCHWAB STRATEGIC TR
$48M1.4M6.2%03
SCHM
SCHWAB STRATEGIC TR
$46M1.3M5.9%04
SCHF
SCHWAB STRATEGIC TR
$45M1.6M5.7%05
SCHV
SCHWAB STRATEGIC TR
$43M1.2M5.5%06
MOAT
VANECK ETF TRUST
$41M391K5.2%07
VCIT
VANGUARD SCOTTSDALE FDS
$34M417K4.4%08
AGG
ISHARES TR
$32M325K4.1%09
IJR
ISHARES TR
$26M176K3.3%10
IVV
ISHARES TR
$24M32K3.1%

Filing history

2026Q2Jun 30
$780M▲ 8.6%
183 positionsView →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 positionsLocked
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