Summit Asset Management, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 4, 2025
Value $
$566M
Signature - Title
Lance Wayne Hollingsworth - Chief Investment Officer
Location
Memphis, TN
Summary
This page shows a list of all the recent 13F filings made by Summit Asset Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Summit Asset Management, LLC reported 161 stock holdings with total value $566M as of Q4 2024. Top holdings included SCHD, SCHG, SCHM, MOAT, and SCHF.
Holdings Value