Summit Asset Management, LLC - Portfolio overview

Summit Asset Management, LLC has 187 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. SCHD - SCHWAB STRATEGIC TR, 8.53%
2. SCHG - SCHWAB STRATEGIC TR, 5.68%
3. SCHF - SCHWAB STRATEGIC TR, 5.41%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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