Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Summit Asset Management, LLC (CIK 1509974) reported $718.8M across 171 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHD ($63.2M, 8.79%), SCHG ($42.1M, 5.85%), SCHF ($40.1M, 5.57%), SCHM ($39.3M, 5.46%), SCHV ($37.6M, 5.23%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB STRATEGIC TR | $63.2M | 8.79% | 2.1M | Added |
| 2 | SCHG | SCHWAB STRATEGIC TR | $42.1M | 5.85% | 1.4M | Added |
| 3 | SCHF | SCHWAB STRATEGIC TR | $40.1M | 5.57% | 1.6M | Added |
| 4 | SCHM | SCHWAB STRATEGIC TR | $39.3M | 5.46% | 1.3M | Added |
| 5 | SCHV | SCHWAB STRATEGIC TR | $37.6M | 5.23% | 1.2M | Added |
| 6 | MOAT | VANECK ETF TRUST | $37.4M | 5.21% | 386,988 | Added |
| 7 | VCIT | VANGUARD SCOTTSDALE FDS | $32.5M | 4.53% | 393,087 | Added |
| 8 | AGG | ISHARES TR | $30.9M | 4.31% | 311,757 | Added |
| 9 | IJR | ISHARES TR | $22.0M | 3.06% | 176,664 | Added |
| 10 | IVV | ISHARES TR | $20.8M | 2.90% | 31,893 | Added |
| 11 | SCHY | SCHWAB STRATEGIC TR | $19.3M | 2.68% | 608,034 | Added |
| 12 | IBDT | ISHARES TR | $18.7M | 2.61% | 739,662 | Added |
| 13 | IBDS | ISHARES TR | $18.7M | 2.60% | 772,155 | Added |
| 14 | IHDG | WISDOMTREE TR | $18.5M | 2.58% | 384,949 | Added |
| 15 | IBDU | ISHARES TR | $18.1M | 2.52% | 778,230 | Added |
| 16 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $18.0M | 2.51% | 37,583 | Trimmed |
| 17 | TLH | ISHARES TR | $17.5M | 2.43% | 173,713 | Added |
| 18 | AAPL | APPLE INC | $11.1M | 1.55% | 43,795 | Added |
| 19 | NVDA | NVIDIA CORPORATION | $10.5M | 1.46% | 60,056 | Added |
| 20 | IEF | ISHARES TR | $9.0M | 1.26% | 94,687 | Trimmed |
| 21 | AMZN | AMAZON COM INC | $8.7M | 1.21% | 41,740 | Added |
| 22 | EFA | ISHARES TR | $8.4M | 1.17% | 86,515 | Added |
| 23 | MSFT | MICROSOFT CORP | $7.5M | 1.04% | 20,268 | Added |
| 24 | AZO | AUTOZONE INC | $6.9M | 0.96% | 2,046 | Added |
| 25 | WMT | WALMART INC | $6.0M | 0.84% | 48,584 | Added |
Source: SEC Form 13F filings · as of 2026-03-31