Summit Asset Management, LLC - Q22026 Holdings

Summit Asset Management, LLC holds 183 stocks with a total portfolio value of $ 780.4M as of Q22026. In Q22026, Summit Asset Management, LLC added 16 new positions, increased stakes in 61 stocks, reduced 50 holdings, and fully exited 5 positions. The largest holding is Schwab Strategic Tr (SCHD), representing 8.40% of the total portfolio.