HoldingsChannel.com
Summit Asset Management LLC Top Holdings
As of  06/30/2022, below is a summary of the Summit Asset Management LLC top holdings by largest position size, as per the latest 13f filing made by Summit Asset Management LLC. In the Summit Asset Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Summit Asset Management LLC in that top holding, then the share count change between reporting periods, and finally the Summit Asset Management LLC top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 533,992 +43,332 $38,250
     SCHD533,992+43,332$38,250
SCHWAB STRATEGIC TR 346,424 +5,903 $21,731
     SCHM346,424+5,903$21,731
SCHWAB STRATEGIC TR 591,222 +53,731 $18,594
     SCHF591,222+53,731$18,594
SCHWAB STRATEGIC TR 318,399 -13,597 $18,464
     SCHG318,399-13,597$18,464
SCHWAB STRATEGIC TR 261,756 -12,576 $16,339
     SCHV261,756-12,576$16,339
ISHARES TR (IJR) 149,870 +3,799 $13,850
     IJR149,870+3,799$13,850
WISDOMTREE TR 366,531 -10,108 $13,716
     IHDG366,531-10,108$13,716
BERKSHIRE HATHAWAY INC DEL      $12,513
     BRK.B35,345+16$9,650
     BRK.A700UNCH$2,863
VANECK ETF TRUST (MOAT) 189,816 +127,998 $12,097
     MOAT189,816+127,998$12,097
SCHWAB STRATEGIC TR 519,094 +461,129 $11,674
     SCHY519,094+461,129$11,674
ISHARES TR (IBDP) 348,100 +348,100 $8,615
     IBDP348,100+348,100$8,615
ISHARES TR (IBDQ) 346,908 +346,908 $8,569
     IBDQ346,908+346,908$8,569
ISHARES TR (IBDO) 341,439 +341,439 $8,567
     IBDO341,439+341,439$8,567
VANGUARD INTL EQUITY INDEX F (VGK) 119,323 -58,707 $6,303
     VGK119,323-58,707$6,303
APPLE INC 44,426 -1,607 $6,074
     AAPL44,426-1,607$6,074
SPDR DOW JONES INDL AVERAGE (DIA) 17,968 -22,242 $5,531
     DIA17,968-22,242$5,531
MICROSOFT CORP 14,728 +434 $3,782
     MSFT14,728+434$3,782
AUTOZONE INC 1,667 UNCH $3,583
     AZO1,667UNCH$3,583
ISHARES TR (IMCG) 66,302 -2,067 $3,444
     IMCG66,302-2,067$3,444
PROCTER AND GAMBLE CO 22,777 -119 $3,275
     PG22,777-119$3,275
DBX ETF TR (DBEU) 95,541 -258,347 $2,996
     DBEU95,541-258,347$2,996
IDEXX LABS INC 7,894 UNCH $2,769
     IDXX7,894UNCH$2,769
JOHNSON & JOHNSON 14,768 -62 $2,622
     JNJ14,768-62$2,622
ISHARES TR (FLOT) 50,701 -1,452 $2,531
     FLOT50,701-1,452$2,531
WALMART INC 18,560 -447 $2,257
     WMT18,560-447$2,257
AMAZON COM INC 20,920 +19,876 $2,222
     AMZN20,920+19,876$2,222
EXXON MOBIL CORP 25,717 -273 $2,202
     XOM25,717-273$2,202
T ROWE PRICE ETF INC (TCHP) 97,835 +11,360 $2,149
     TCHP97,835+11,360$2,149
FEDEX CORP 8,586 +496 $1,947
     FDX8,586+496$1,947
PROGRESSIVE CORP 15,850 -216 $1,843
     PGR15,850-216$1,843
UNION PAC CORP 6,991 -91 $1,491
     UNP6,991-91$1,491
COCA COLA CO 21,561 -175 $1,356
     KO21,561-175$1,356
PFIZER INC 24,868 -345 $1,304
     PFE24,868-345$1,304
MID AMER APT CMNTYS INC 7,390 +85 $1,291
     MAA7,390+85$1,291
SCHWAB STRATEGIC TR 32,000 -27,344 $1,248
     SCHA32,000-27,344$1,248
TJX COS INC NEW 22,104 -36 $1,235
     TJX22,104-36$1,235
VISA INC 6,123 -8 $1,206
     V6,123-8$1,206
PEPSICO INC 6,901 UNCH $1,150
     PEP6,901UNCH$1,150
SCHWAB STRATEGIC TR 22,964 -6,165 $1,130
     SCHO22,964-6,165$1,130
ISHARES TR (IVV) 2,962 -264 $1,123
     IVV2,962-264$1,123
VANGUARD BD INDEX FDS (VUSB) 21,305 -17,180 $1,048
     VUSB21,305-17,180$1,048
NEXTERA ENERGY INC 13,465 +805 $1,043
     NEE13,465+805$1,043
SPDR S&P 500 ETF TR (SPY) 2,730 -170 $1,030
     SPY2,730-170$1,030
ISHARES TR (AGG) 10,023 -630 $1,019
     AGG10,023-630$1,019
ALPHABET INC 448 -19 $980
     GOOG448-19$980
EXPEDITORS INTL WASH INC 9,960 UNCH $971
     EXPD9,960UNCH$971
NVIDIA CORPORATION 6,316 +1,789 $958
     NVDA6,316+1,789$958
HOME DEPOT INC 3,410 +138 $935
     HD3,410+138$935
PIMCO ETF TR (MINT) 9,266 -7,357 $918
     MINT9,266-7,357$918
VANGUARD INDEX FDS (VTI) 4,605 UNCH $869
     VTI4,605UNCH$869

See Full List: All Stocks Held By Summit Asset Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Summit Asset Management LLC

Size ($ in 1000's)
At 06/30/2022: $323,096
At 03/31/2022: $348,382

Summit Asset Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Summit Asset Management LLC 13F filings. Link to 13F filings: SEC filings

Summit Asset Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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