account_balance
Investment manager · 13F filer · SEC CIK 2108283
Summitpoint Capital Management
Reported value$94.5Mas of Sep 30, 2026
Positions39 1 new, 1 sold out
Top 10 weight68.6%SCHG alone is 18%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHGSchwab Strategic Tr
18.0%Added +4%
IEIiShares Tr
8.8%Added +7%
ACWXiShares Tr
6.9%Added +9%
JAVAJ P Morgan Exchange Traded F
6.6%Added +5%
SCHMSchwab Strategic Tr
5.5%
TOTLSsga Active ETF Tr
5.2%Added +5%
JAAAJanus Detroit STR Tr
4.8%Added +13%
SMLFiShares Tr
4.6%
VOOVanguard Index FDS
4.5%Added +3%
EEMiShares Tr
3.8%Added +5%
SCHFSchwab Strategic Tr
3.7%
IJKiShares Tr
3.3%
SCHGSchwab Strategic Tr
18.0%Added +4%
IEIiShares Tr
8.8%
ACWXiShares Tr
6.9%+9%
JAVAJ P Morgan Exchange Traded F
6.6%+5%
SCHMSchwab Strategic Tr
5.5%
TOTLSsga Active ETF Tr
5.2%
JAAAJanus Detroit STR Tr
4.8%
SMLFiShares Tr
4.6%
VOOVanguard Index FDS
4.5%
EEM3.8%
SCHF3.7%
IJK3.3%
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
SCHG Schwab Strategic Tr 18.0% Added +4%
IEI iShares Tr 8.8% Added +7%
ACWX iShares Tr 6.9% Added +9%
JAVA J P Morgan Exchange Traded F 6.6% Added +5%
SCHM Schwab Strategic Tr 5.5% Held
TOTL Ssga Active ETF Tr 5.2% Added +5%
JAAA Janus Detroit STR Tr 4.8% Added +13%
SMLF iShares Tr 4.6% Held
VOO Vanguard Index FDS 4.5% Added +3%
EEM iShares Tr 3.8% Added +5%
SCHF Schwab Strategic Tr 3.7% Held
IJK iShares Tr 3.3% Held
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- BCI $218K
arrow_upwardAdded
- SCHB +34%
- JAAA +13%
- ACWX +9%
- USRT +8%
arrow_downwardTrimmed
- BOND −12%
- IBTG −11%
- IBTJ −11%
- IBTH −8%
remove_circleSold out
- PTRB $201K
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