Summit Asset Management, LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationmemphis, TN
- CIK0001509974
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
166 | $577.72 M | SCHD, SCHG, MOAT, SCHM | 13F-HR | May 6, 2025 | 000139834425008723 | ||
161 | $569.21 M | SCHD, SCHG, SCHM, MOAT | 13F-HR | Feb 4, 2025 | 000139834425001793 | ||
166 | $532.42 M | SCHD, SCHG, MOAT, SCHF | 13F-HR | Nov 6, 2024 | 000139834424020030 | ||
156 | $483.08 M | SCHD, SCHG, SCHM, SCHF | 13F-HR | Aug 5, 2024 | 000139834424013661 | ||
158 | $466.14 M | SCHD, SCHM, SCHG, SCHF | 13F-HR | May 6, 2024 | 000139834424008688 | ||
154 | $417.99 M | SCHD, SCHM, SCHG, SCHF | 13F-HR | Feb 6, 2024 | 000139834424002124 | ||
150 | $368.28 M | SCHD, SCHM, SCHG, SCHF | 13F-HR | Nov 6, 2023 | 000139834423020166 | ||
153 | $379.43 M | SCHD, SCHG, SCHM, SCHF | 13F-HR | Aug 7, 2023 | 000139834423014138 | ||
152 | $363.37 M | SCHD, SCHM, SCHF, SCHG | 13F-HR | May 12, 2023 | 000139834423009552 | ||
151 | $345.57 M | SCHD, SCHM, SCHF, SCHG | 13F-HR | Feb 13, 2023 | 000139834423002981 | ||
149 | $309.36 M | SCHD, SCHM, SCHG, SCHF | 13F-HR | Nov 7, 2022 | 000139834422021492 | ||
154 | $323.10 M | SCHD, SCHM, SCHF, SCHG | 13F-HR | Aug 10, 2022 | 000139834422015138 | ||
158 | $348.38 M | SCHD, SCHM, SCHG, SCHF | 13F-HR | May 9, 2022 | 000139834422008987 | ||
155 | $352.65 M | SCHD, SCHG, SCHM, SCHF | 13F-HR | Feb 11, 2022 | 000139834422002740 | ||
148 | $319.15 M | SCHD, SCHM, SCHG, SCHF | 13F-HR | Nov 8, 2021 | 000139834421021042 | ||
145 | $318.19 M | SCHD, SCHM, SCHG, SCHF | 13F-HR | Aug 6, 2021 | 000139834421015589 | ||
145 | $294.47 M | SCHD, SCHM, SCHG, SCHF | 13F-HR | May 7, 2021 | 000139834421009908 | ||
134 | $273.92 M | SCHD, SCHG, SCHM, SCHF | 13F-HR | Feb 9, 2021 | 000139834421002671 | ||
127 | $241.32 M | SCHD, SCHG, SCHM, SCHF | 13F-HR | Nov 6, 2020 | 000139834420021529 | ||
120 | $219.64 M | SCHD, SCHG, SCHM, SCHF | 13F-HR | Aug 7, 2020 | 000139834420015221 | ||
110 | $185.48 M | SCHD, SCHG, SCHM, SCHF | 13F-HR | May 8, 2020 | 000139834420009668 | ||
123 | $234.46 M | SCHD, SCHM, SCHG, SCHF | 13F-HR | Feb 7, 2020 | 000139834420002427 | ||
115 | $214.71 M | SCHD, SCHM, SCHG, SCHF | 13F-HR | Nov 6, 2019 | 000139834419019149 | ||
110 | $210.94 M | SCHD, SCHM, SCHG, SCHF | 13F-HR | Aug 7, 2019 | 000139834419013626 | ||
111 | $203.14 M | SCHD, SCHM, SCHG, SCHF | 13F-HR | May 7, 2019 | 000139834419008071 | ||
103 | $176.67 M | SCHD, SCHM, SCHG, SCHF | 13F-HR | Feb 7, 2019 | 000139834419002202 | ||
118 | $215.81 M | SCHD, SCHM, SCHG, SCHF | 13F-HR | Nov 6, 2018 | 000139834418015962 | ||
112 | $209.35 M | SCHD, SCHM, SCHG, SCHZ | 13F-HR | Aug 7, 2018 | 000139834418011290 | ||
107 | $209.29 M | SCHD, SCHG, SCHM, SCHZ | 13F-HR | May 7, 2018 | 000139834418006945 | ||
108 | $208.59 M | SCHD, SCHG, SCHM, SCHV | 13F-HR | Feb 6, 2018 | 000139834418001586 | ||
105 | $199.51 M | SCHD, SCHG, SCHV, SCHM | 13F-HR | Nov 9, 2017 | 000139834417014387 | ||
102 | $188.75 M | SCHD, SCHG, SCHV, SCHZ | 13F-HR | Aug 7, 2017 | 000139834417009730 | ||
102 | $172.91 M | SCHD, SCHV, SCHZ, SCHG | 13F-HR | May 8, 2017 | 000139834417005994 | ||
99 | $160.02 M | SCHD, SCHZ, SCHV, SCHG | 13F-HR | Feb 6, 2017 | 000139834417001368 | ||
97 | $162.81 M | SCHD, SCHG, SCHV, SCHF | 13F-HR | Nov 7, 2016 | 000139834416020376 | ||
95 | $157.05 M | SCHD, SCHV, SCHG, SCHF | 13F-HR | Aug 8, 2016 | 000139834416016221 | ||
91 | $152.84 M | SCHD, SCHG, SCHV, SCHF | 13F-HR | May 5, 2016 | 000139834416012882 | ||
87 | $147.42 M | SCHD, SCHG, SCHV, SCHF | 13F-HR | Feb 3, 2016 | 000139834416009509 | ||
93 | $139.61 M | SCHD, SCHG, SCHV, IMCG | 13F-HR | Nov 4, 2015 | 000139834415007336 | ||
93 | $146.16 M | SCHD, SCHG, IMCG, SCHV | 13F-HR | Aug 4, 2015 | 000139834415004895 | ||
92 | $143.57 M | SCHD, SCHG, IMCG, SCHV | 13F-HR | May 5, 2015 | 000139834415003025 | ||
87 | $138.31 M | SCHD, SCHG, SCHV, IMCG | 13F-HR | Feb 6, 2015 | 000139834415000704 | ||
86 | $130.77 M | SCHD, SCHG, SCHV, IMCG | 13F-HR | Nov 5, 2014 | 000139834414005660 | ||
84 | $129.95 M | SCHD, SCHG, SCHV, IMCG | 13F-HR | Aug 7, 2014 | 000139834414003950 | ||
84 | $124.92 M | SCHD, SCHG, SCHV, IMCG | 13F-HR | May 6, 2014 | 000139834414002563 | ||
89 | $126.56 M | SCHD, SCHG, SCHV, IMCG | 13F-HR | Feb 5, 2014 | 000139834414000603 |