Summit Asset Management, LLC

CIK: 0001509974SEC EDGAR →

Portfolio Value

$706.7M

Holdings

171

As of

Q4 2025

New Positions

10

Closed Positions

9

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

SCHWAB STRATEGIC TR

2,036,541$55.9M
7.90%
2

SCHWAB STRATEGIC TR

1,399,024$45.6M
6.46%
3

VANECK ETF TRUST

382,063$39.6M
5.60%
4

SCHWAB STRATEGIC TR

1,591,970$38.3M
5.42%
5

SCHWAB STRATEGIC TR

1,260,594$37.9M
5.36%
6

SCHWAB STRATEGIC TR

1,175,473$34.8M
4.92%
7

VANGUARD SCOTTSDALE FDS

382,757$32.1M
4.54%
8

ISHARES TR

286,241$28.6M
4.05%
9

ISHARES TR

31,884$21.8M
3.09%
10

ISHARES TR

174,220$20.9M
2.96%

Quarterly Changes

Top Buys

AGG↑ Increased
$19.5M
IBDT↑ Increased
$18.3M
IBDUNEW
$18.0M
TLHNEW
$16.4M
VCIT↑ Increased
$15.2M

Top Sells

IBDQCLOSED
$16.9M
IBDR↓ Decreased
$16.9M
IEF↓ Decreased
$10.2M
TOTL↓ Decreased
$2.5M
AZO↓ Decreased
$2.1M

New Positions (10)

$18.0M · 769K shares
$16.4M · 161K shares
$539K · 8K shares
$343K · 26K shares
$339K · 8K shares
$259K · 2K shares
$259K · 2K shares
$235K · 12K shares
$232K · 4K shares
$220K · 455 shares

Closed Positions (9)

$16.9M · 671K shares
$1.1M · 97K shares
$568K · 40K shares
$321K · 6K shares
$266K · 2K shares
$259K · 1K shares
$239K · 3K shares
$226K · 484 shares
$206K · 1K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services87$554.5M78.5%
Technology10$35.4M5.0%
Unknown9$30.5M4.3%
Consumer Cyclical11$23.8M3.4%
Industrials19$23.2M3.3%
Healthcare9$12.9M1.8%
Consumer Defensive7$11.7M1.7%
Communication Services6$6.2M0.9%
Energy5$4.6M0.7%
Utilities6$3.0M0.4%
Real Estate2$865K0.1%