Summit Asset Management, LLC
All 13F Filings
- Location
- Memphis, TN
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 718,827
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/8/2026 | 172 | 718,827 | 13F-HR | Summit Asset Management, LLC |
| Q4 2025 | 2/9/2026 | 171 | 706,722 | 13F-HR | Summit Asset Management, LLC |
| Q3 2025 | 11/6/2025 | 170 | 650,365 | 13F-HR | Summit Asset Management, LLC |
| Q2 2025 | 8/7/2025 | 171 | 613,827 | 13F-HR | Summit Asset Management, LLC |
| Q2 2014 | 8/7/2014 | 84 | 129,949 | 13F-HR | Summit Asset Management, LLC |
| Q1 2014 | 5/6/2014 | 84 | 124,918 | 13F-HR | Summit Asset Management, LLC |
| Q4 2013 | 2/5/2014 | 89 | 126,564 | 13F-HR | Summit Asset Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 184.3 K | 25.6% | 0 | 228 K | -228 K |
| ETFs | 496.8 K | 69.1% | 239.4 K | 0 | 239.4 K |
| Debt | 37.68 K | 5.2% | 672 | 0 | 672 |
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Fund Snapshot
Q1 2026
Latest filed
5/8/2026
Total value ($000)
718,827
Holdings
172
QoQ value change ($000)
12,105
(1.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.