Summit Asset Management, LLC
Annual return '25
+15.3%
SPY '25
+17.7%
Alpha
-2.4ptsvs SPY
Invested
$718.8M
Holdings
171
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 2 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SCHD
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 2.04M shares)
8.8%
02
$SCHG
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 1.40M shares)
5.9%
03
$SCHF
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 1.59M shares)
5.6%
04
$SCHM
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 1.26M shares)
5.5%
05
$SCHV
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 1.18M shares)
5.2%
06
$MOAT
VANECK ETF TRUST
Q1 2026: Exited (was 382.1k shares)
5.2%
07
$VCIT
VANGUARD SCOTTSDALE FDS
Q1 2026: Exited (was 382.8k shares)
4.5%
08
$AGG
ISHARES TR
Q1 2026: Exited (was 286.2k shares)
4.3%
09
$IJR
ISHARES TR
Q1 2026: Exited (was 174.2k shares)
3.1%
10
$IVV
ISHARES TR
Q1 2026: Sold 4.5% (31.9k → 30.5k shares)
2.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:56 UTC.