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Home > Institutional Investor > Summit Asset Management, Llc > Profile

Instuitional Investor - Summit Asset Management, Llc

Fund Profile
Filing Period:
Fund Name: Summit Asset Management, Llc
Portfolio Value $569,204,940
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,945,979 $53,164,142 9.34%
2.
Schwab Strategic Trust
 FNDF 1,369,929 $38,179,914 6.7%
3.
Schwab Strategic Trust
 FNDF 1,229,842 $34,078,914 5.98%
4.
Vaneck Etf Trust
 367,160 $34,044,926 5.98%
5.
Schwab Strategic Trust
 FNDF 1,510,853 $27,950,788 4.91%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)