Key facts
- Summit Equities Inc reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q3 2018.
- Latest reported holdings value: $601,267,413.
13F Filings History of Summit Equities Inc
- Latest 13F report
- Q3 2018 - 13 Nov 2018
- Value $
- $601,267,413
- Signature - Title
- James Carson-Zyats - Senior Compliance Examiner
- Location
- Parsippany, NJ
- Summary
- This page shows a list of all the recent 13F filings made by Summit Equities Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Summit Equities Inc reported 40 stock holdings with total value $601,267,413 as of Q3 2018. Top holdings included VTI, VEU, VOE, VTV, and GNR.
Follow Filing Activity
Follow Summit Equities Inc and return when a new 13F portfolio filing changes the record on this page.
This uses the existing product follow flow to surface future filing-backed changes without guessing what they mean. If you create an account from here, we will bring you back after verification.
Holdings Value
Change
- Most recent filing was accepted on 13 Nov 2018, 09:40.
- Reported value moved from $574,601,655 to $601,267,413.
Research use
- This gives a plain-language read of holdings direction before you open full quarter tables.
- Use the filing links below to verify the exact SEC source document.
Evidence
Backed by Form 13F
See Original Filing
Portfolio holdings and changes are grounded in SEC Form 13F filings.
| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2018 | 40 | $601,267,413 | +$6,055,510 | -$1,885,333 | +$4,170,177 | VTI, VEU, VOE, VTV, GNR | 13F-HR | 13 Nov 2018, 09:40 |
| Q2 2018 | 40 | $574,601,655 | +$2,438,354 | -$12,343,619 | -$9,905,265 | VTI, VEU, VOE, VTV, GNR | 13F-HR | 31 Jul 2018, 11:02 |
| Q1 2018 | 37 | $575,282,783 | +$4,969,401 | -$7,824,351 | -$2,854,950 | VTI, VEU, VOE, VTV, GNR | 13F-HR | 11 May 2018, 14:13 |
| Q4 2017 | 37 | $586,641,503 | +$16,977,604 | -$1,857,320 | +$15,120,284 | VTI, VEU, VOE, VTV, GNR | 13F-HR | 20 Feb 2018, 12:36 |
| Q3 2017 | 34 | $543,249,503 | +$35,336,309 | -$1,378,526 | +$33,957,783 | VTI, VEU, VOE, VTV, GNR | 13F-HR | 13 Nov 2017, 17:08 |
| Q2 2017 | 32 | $488,079,000 | +$35,357,369 | -$1,370,237 | +$33,987,132 | VTI, VEU, VOE, VTV, GNR | 13F-HR | 14 Aug 2017, 15:18 |
| Q1 2017 | 25 | $446,407,000 | +$32,872,785 | -$8,882,497 | +$23,990,288 | VTI, VEU, VOE, VTV, GNR | 13F-HR | 09 May 2017, 13:59 |
| Q4 2016 | 25 | $403,090,000 | +$10,694,907 | -$833,381 | +$9,861,526 | VTI, VEU, VOE, VTV, VBR | 13F-HR | 10 Feb 2017, 12:45 |
| Q3 2016 | 21 | $383,138,000 | +$6,645,535 | -$780,670 | +$5,864,865 | VTI, VEU, VOE, VTV, VBR | 13F-HR | 14 Nov 2016, 10:26 |
| Q2 2016 | 21 | $362,276,000 | +$8,617,563 | -$60,895 | +$8,556,668 | VTI, VEU, VOE, VTV, VBR | 13F-HR | 04 Aug 2016, 11:31 |
| Q1 2016 | 21 | $343,884,000 | +$25,550,786 | -$12,713,677 | +$12,837,109 | VTI, VEU, VOE, VTV, VBR | 13F-HR | 06 May 2016, 11:14 |
| Q4 2015 | 25 | $329,083,000 | +$15,064,865 | -$3,431,912 | +$11,632,953 | VTI, VEU, VOE, VTV, VBR | 13F-HR | 17 Feb 2016, 10:28 |
| Q3 2015 | 21 | $306,812,000 | +$12,043,193 | -$581,396 | +$11,461,797 | VTI, VEU, VOE, VTV, VBR | 13F-HR | 16 Nov 2015, 12:53 |
| Q2 2015 | 22 | $330,935,000 | +$31,860,697 | -$2,805,842 | +$29,054,855 | VTI, VEU, VOE, VTV, VDE | 13F-HR | 14 Aug 2015, 12:40 |
| Q1 2015 | 22 | $303,933,000 | +$29,031,765 | -$9,930,908 | +$19,100,857 | VTI, VEU, VTV, VDE, VBR | 13F-HR | 14 May 2015, 21:10 |
| Q4 2014 | 23 | $281,765,000 | +$18,831,647 | -$1,787,878 | +$17,043,769 | VTI, VEU, VTV, VDE, VBR | 13F-HR | 17 Feb 2015, 09:05 |
| Q3 2014 | 20 | $264,162,000 | +$18,075,968 | -$266,000 | +$17,809,968 | VTI, VEU, VDE, VTV, VBR | 13F-HR | 13 Nov 2014, 15:31 |
| Q2 2014 | 21 | $254,209,000 | +$16,375,100 | -$22,221 | +$16,352,879 | VTI, VEU, VDE, VTV, VBR | Restatement | 14 Aug 2014, 13:06 |
| Q1 2014 | 21 | $226,493,000 | $0 | $0 | $0 | VTI, VEU, VDE, VTV, VBR | 13F-HR | 15 May 2014, 17:45 |