Summit Asset Management, LLC: 13F holdings
CIK 15099742026Q2
| Positions | 183 |
|---|---|
| Reported value | $780.4m |
| Filed | 2026-08-06 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SCHD SCHWAB STRATEGIC TR | 2,068,062 | $65.6m | 8.4% |
| SCHG SCHWAB STRATEGIC TR | 1,431,690 | $48.4m | 6.2% |
| SCHM SCHWAB STRATEGIC TR | 1,259,073 | $46.4m | 5.9% |
| SCHF SCHWAB STRATEGIC TR | 1,607,026 | $44.5m | 5.7% |
| SCHV SCHWAB STRATEGIC TR | 1,224,848 | $42.6m | 5.5% |
| MOAT VANECK ETF TRUST | 391,235 | $40.7m | 5.2% |
| VCIT VANGUARD SCOTTSDALE FDS | 416,901 | $34.5m | 4.4% |
| AGG ISHARES TR | 324,822 | $32.2m | 4.1% |
| IJR ISHARES TR | 175,893 | $26.1m | 3.3% |
| IVV ISHARES TR | 31,893 | $23.9m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1509974")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.