Summit Asset Management, LLC
Summit Asset Management, LLC reported 183 positions worth $780.4M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: SCHD (8.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SCHD | SH | $65.6M | 8.40% | 2,068,062 | — | — | |
| ▸ 2 | SCHG | SH | $48.4M | 6.21% | 1,431,690 | — | — | |
| ▸ 3 | SCHM | SH | $46.4M | 5.95% | 1,259,073 | — | — | |
| ▸ 4 | SCHF | SH | $44.5M | 5.70% | 1,607,026 | — | — | |
| ▸ 5 | SCHV | SH | $42.6M | 5.46% | 1,224,848 | — | — | |
| ▸ 6 | MOAT | SH | $40.7M | 5.21% | 391,235 | — | — | |
| ▸ 7 | VCIT | SH | $34.5M | 4.42% | 416,901 | — | — | |
| ▸ 8 | AGG | SH | $32.2M | 4.12% | 324,822 | — | — | |
| ▸ 9 | IJR | SH | $26.1M | 3.34% | 175,893 | — | — | |
| ▸ 10 | IVV | SH | $23.9M | 3.06% | 31,893 | — | — |
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Frequently Asked Questions
What stocks does Summit Asset Management, LLC hold as of Q2 2026?
Summit Asset Management, LLC reported 183 positions worth $780.4M in its Q2 2026 13F filing. Largest positions: SCHD (8.4%), SCHG (6.2%), SCHM (5.9%), SCHF (5.7%) and SCHV (5.5%).
What did Summit Asset Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Summit Asset Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.