Summit Asset Management, LLC - Q12026 Holdings

Summit Asset Management, LLC holds 172 stocks with a total portfolio value of $ 718.83M as of Q12026. In Q12026, Summit Asset Management, LLC added 7 new positions, increased stakes in 69 stocks, reduced 43 holdings, and fully exited 6 positions. The largest holding is Schwab Strategic Tr (SCHD), representing 8.79% of the total portfolio.