Summit Asset Management, LLC - Q42025 Holdings

Summit Asset Management, LLC holds 171 stocks with a total portfolio value of $ 706.72M as of Q42025. In Q42025, Summit Asset Management, LLC added 10 new positions, increased stakes in 66 stocks, reduced 48 holdings, and fully exited 9 positions. The largest holding is Schwab Strategic Tr (SCHD), representing 7.90% of the total portfolio.