Summit Asset Management, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Memphis, TN
CIK
0001509974
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 154 417,988 SCHD, SCHM, SCHG, SCHF 13F-HR 2/6/2024 000139834424002124
Q3 2023 150 368,277 SCHD, SCHM, SCHG, SCHF 13F-HR 11/6/2023 000139834423020166
Q2 2023 153 379,432 SCHD, SCHG, SCHM, SCHF 13F-HR 8/7/2023 000139834423014138
Q1 2023 152 363,364 SCHD, SCHM, SCHF, SCHG 13F-HR 5/11/2023 000139834423009552
Q4 2022 151 345,569 SCHD, SCHM, SCHF, SCHG 13F-HR 2/13/2023 000139834423002981
Q3 2022 149 309,362 SCHD, SCHM, SCHG, SCHF 13F-HR 11/7/2022 000139834422021492
Q2 2022 154 323,096 SCHD, SCHM, SCHF, SCHG 13F-HR 8/10/2022 000139834422015138
Q1 2022 158 348,382 SCHD, SCHM, SCHG, SCHF 13F-HR 5/9/2022 000139834422008987
Q4 2021 155 352,653 SCHD, SCHG, SCHM, SCHF 13F-HR 2/11/2022 000139834422002740
Q3 2021 148 319,154 SCHD, SCHM, SCHG, SCHF 13F-HR 11/8/2021 000139834421021042
Q2 2021 145 318,189 SCHD, SCHM, SCHG, SCHF 13F-HR 8/6/2021 000139834421015589
Q1 2021 145 294,467 SCHD, SCHM, SCHG, SCHF 13F-HR 5/7/2021 000139834421009908
Q4 2020 134 273,921 SCHD, SCHG, SCHM, SCHF 13F-HR 2/9/2021 000139834421002671
Q3 2020 127 241,324 SCHD, SCHG, SCHM, SCHF 13F-HR 11/6/2020 000139834420021529
Q2 2020 120 219,642 SCHD, SCHG, SCHM, SCHF 13F-HR 8/7/2020 000139834420015221
Q1 2020 110 185,484 SCHD, SCHG, SCHM, SCHF 13F-HR 5/8/2020 000139834420009668
Q4 2019 123 234,461 SCHD, SCHM, SCHG, SCHF 13F-HR 2/7/2020 000139834420002427
Q3 2019 115 214,711 SCHD, SCHM, SCHG, SCHF 13F-HR 11/6/2019 000139834419019149
Q2 2019 110 210,941 SCHD, SCHM, SCHG, SCHF 13F-HR 8/7/2019 000139834419013626
Q1 2019 111 203,141 SCHD, SCHM, SCHG, SCHF 13F-HR 5/7/2019 000139834419008071
Q4 2018 103 176,666 SCHD, SCHM, SCHG, SCHF 13F-HR 2/7/2019 000139834419002202
Q3 2018 118 215,805 SCHD, SCHM, SCHG, SCHF 13F-HR 11/6/2018 000139834418015962
Q2 2018 112 209,354 SCHD, SCHM, SCHG, SCHZ 13F-HR 8/7/2018 000139834418011290
Q1 2018 107 209,294 SCHD, SCHG, SCHM, SCHZ 13F-HR 5/7/2018 000139834418006945
Q4 2017 108 208,591 SCHD, SCHG, SCHM, SCHV 13F-HR 2/6/2018 000139834418001586
Q3 2017 105 199,509 SCHD, SCHG, SCHV, SCHM 13F-HR 11/9/2017 000139834417014387
Q2 2017 102 188,745 SCHD, SCHG, SCHV, SCHZ 13F-HR 8/7/2017 000139834417009730
Q1 2017 102 172,914 SCHD, SCHV, SCHZ, SCHG 13F-HR 5/8/2017 000139834417005994
Q4 2016 99 160,021 SCHD, SCHZ, SCHV, SCHG 13F-HR 2/6/2017 000139834417001368
Q3 2016 97 162,805 SCHD, SCHG, SCHV, SCHF 13F-HR 11/7/2016 000139834416020376
Q2 2016 95 157,048 SCHD, SCHV, SCHG, SCHF 13F-HR 8/8/2016 000139834416016221
Q1 2016 91 152,838 SCHD, SCHG, SCHV, SCHF 13F-HR 5/5/2016 000139834416012882
Q4 2015 87 147,419 SCHD, SCHG, SCHV, SCHF 13F-HR 2/3/2016 000139834416009509
Q3 2015 93 139,607 SCHD, SCHG, SCHV, JKH 13F-HR 11/4/2015 000139834415007336
Q2 2015 93 146,155 SCHD, SCHG, JKH, SCHV 13F-HR 8/4/2015 000139834415004895
Q1 2015 92 143,566 SCHD, SCHG, JKH, SCHV 13F-HR 5/5/2015 000139834415003025
Q4 2014 87 138,309 SCHD, SCHG, SCHV, JKH 13F-HR 2/6/2015 000139834415000704
Q3 2014 86 130,770 SCHD, SCHG, SCHV, JKH 13F-HR 11/5/2014 000139834414005660
Q2 2014 84 129,949 SCHD, SCHG, SCHV, JKH 13F-HR 8/7/2014 000139834414003950
Q1 2014 84 124,918 SCHD, SCHG, SCHV, JKH 13F-HR 5/6/2014 000139834414002563
Q4 2013 89 126,564 SCHD, SCHG, SCHV, JKH 13F-HR 2/5/2014 000139834414000603