Summit Asset Management, LLC - Portfolio Stock Holdings
Summit Asset Management, LLC disclosed 187 stock positions in a recent SEC 13F filing. $777,089,043 of stock holdings were filed, with the largest holdings including SCHD, SCHG, and SCHM. This filing represented positions held on June 30, 2026, and was filed on Aug. 6, 2026.We estimate the fund has a total AUM of $1,079,755,571 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
187Est. Stock Holding Value:
$777,089,043Top Stock Holdings By Sector
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Portfolio Stock Holdings - Summit Asset Management, LLC
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