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Home > Institutional Investor > Summit Asset Management, Llc > 13F Holdings

Instuitional Investor - Summit Asset Management, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 2,068,062 $65,578,239 8.4%
2.
Schwab Strategic Trust
 SCHD 1,431,690 $48,448,380 6.21%
3.
Schwab Strategic Trust
 SCHD 1,259,073 $46,422,029 5.95%
4.
Schwab Strategic Trust
 SCHD 1,607,026 $44,514,626 5.7%
5.
Schwab Strategic Trust
 SCHD 1,224,848 $42,636,949 5.46%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.