account_balance

Investment manager · 13F filer · SEC CIK 1509974

Summit Asset Management, LLC

Reported value$777Mas of Sep 30, 2026
Positions183 9 new, 9 sold out
Top 10 weight51.7%SCHD alone is 9%
FiledNov 536 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SCHD Schwab Strategic Tr 8.6% Held
SCHG Schwab Strategic Tr 6.6% Held
SCHF Schwab Strategic Tr 5.7% Held
SCHM Schwab Strategic Tr 5.5% Held
MOAT Vaneck ETF Trust 5.3% Held
SCHV Schwab Strategic Tr 5.2% Held
VCIT Vanguard Scottsdale FDS 4.3% Added +3%
AGG iShares Tr 4.1% Added +5%
IVV iShares Tr 3.1% Held
IJR iShares Tr 3.1% Held
IHDG Wisdomtree Tr 2.5% Held
IBDS iShares Tr 2.5% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 5, 2026, compared with the Aug 6, 2026 filing
add_circleNew
arrow_upwardAdded
  • AGG +5%
  • VCIT +3%
  • TLH +3%
  • USIG +3%
arrow_downwardTrimmed
  • RTX −14%
  • VGK −8%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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