Summit Asset Management, LLC

Institutional manager (13F) · CIK 1509974

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $643M

#	Issuer	Value	Shares
1	SCHWAB STRATEGIC TR	$63M	2,060,404
2	SCHWAB STRATEGIC TR	$42M	1,443,974
3	SCHWAB STRATEGIC TR	$40M	1,618,896
4	SCHWAB STRATEGIC TR	$39M	1,268,811
5	SCHWAB STRATEGIC TR	$38M	1,232,457
6	VANECK ETF TRUST	$37M	386,988
7	VANGUARD SCOTTSDALE FDS	$33M	393,087
8	ISHARES TR	$31M	311,757
9	ISHARES TR	$22M	176,664
10	ISHARES TR	$21M	31,893
11	SCHWAB STRATEGIC TR	$19M	608,034
12	ISHARES TR	$19M	739,662
13	ISHARES TR	$19M	772,155
14	WISDOMTREE TR	$19M	384,949
15	ISHARES TR	$18M	778,230
16	BERKSHIRE HATHAWAY INC DEL	$18M	37,583
17	ISHARES TR	$17M	173,713
18	APPLE INC	$11M	43,795
19	NVIDIA CORPORATION	$10M	60,056
20	ISHARES TR	$9M	94,687
21	AMAZON COM INC	$9M	41,740
22	ISHARES TR	$8M	86,515
23	MICROSOFT CORP	$8M	20,268
24	AUTOZONE INC	$7M	2,046
25	WALMART INC	$6M	48,584
26	ISHARES TR	$6M	135,870
27	STATE STR SPDR DOW JONES IND	$6M	12,270
28	ISHARES TR	$5M	57,377
29	IDEXX LABS INC	$4M	7,706
30	EXXON MOBIL CORP	$4M	24,078
31	RTX CORPORATION	$4M	19,076
32	BERKSHIRE HATHAWAY INC DEL	$4M	5
33	JPMORGAN CHASE & CO	$3M	11,588
34	JOHNSON & JOHNSON	$3M	13,121
35	VICTORY PORTFOLIOS II	$3M	80,851
36	VANGUARD TAX-MANAGED FDS	$3M	46,371
37	INVESCO QQQ TR	$3M	5,025
38	PROCTER & GAMBLE CO	$3M	19,761
39	ALPHABET INC	$3M	9,859
40	FEDEX CORP	$3M	7,914
41	ISHARES TR	$3M	53,281
42	JOHNSON CONTROLS INTERNATION	$3M	20,500
43	HOME DEPOT INC	$3M	8,025
44	T ROWE PRICE ETF INC	$2M	54,499
45	BANK AMERICA CORP	$2M	48,673
46	EMERSON ELEC CO	$2M	17,940
47	DEERE & CO	$2M	4,103
48	TJX COS INC NEW	$2M	14,126
49	HONEYWELL INTL INC	$2M	9,576
50	ROCKWELL AUTOMATION INC	$2M	5,744

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.