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SUMMIT ASSET MANAGEMENT, LLC
SUMMIT ASSET MANAGEMENT, LLC
Latest filing: 2026-06-30
SUMMIT ASSET MANAGEMENT, LLC runs SUMMIT ASSET MANAGEMENT, LLC and currently holds 183 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $780.40M. Their top holdings are SCHD, SCHG, SCHM, SCHF, SCHV. The top five represent 31.7% of reported portfolio weight. SUMMIT ASSET MANAGEMENT, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, SUMMIT ASSET MANAGEMENT, LLC initiated 2 new positions. They added to 40 existing positions. They trimmed 29 positions. Their current best-performing preview position is LRCX with returns of +102.81%.
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183 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 SCHD SCHWAB STRATEGIC TR | 8.40% | $15.67 | $35.11 | +124.06% | Added +0.37% |
 SCHG SCHWAB STRATEGIC TR | 6.21% | $7.41 | $35.30 | +376.38% | Trimmed -0.85% |
 SCHM SCHWAB STRATEGIC TR | 5.95% | $17.91 | $36.15 | +101.81% | Trimmed -0.77% |
 SCHF SCHWAB STRATEGIC TR | 5.70% | $16.90 | $28.46 | +68.37% | Trimmed -0.73% |
 SCHV SCHWAB STRATEGIC TR | 5.46% | $20.22 | $34.94 | +72.77% | Trimmed -0.62% |
 MOAT VANECK ETF TRUST | 5.21% | $71.92 | $114.42 | +59.09% | Added +1.10% |
 VCIT VANGUARD SCOTTSDALE FDS | 4.42% | $82.09 | $81.05 | -1.27% | Added +6.06% |
 AGG ISHARES TR | 4.12% | $99.60 | $97.36 | -2.25% | Added +4.19% |
 IJR ISHARES TR | 3.34% | $78.33 | $147.28 | +88.02% | Trimmed -0.44% |
 IVV ISHARES TR | 3.06% | $510.37 | $769.30 | +50.73% | Held |
Showing 1-10 of 183