Summitpoint Capital Management

Latest statistics and disclosures from Summitpoint Capital Management's latest quarterly 13F-HR filing:

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Positions held by Summitpoint Capital Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Summitpoint Capital Management

Summitpoint Capital Management holds 35 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 15.6 $12M 378k 32.62
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Ishares Tr Msci Acwi Ex Us (ACWX) 7.7 $6.1M 90k 67.13
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Ishares Tr 3 7 Yr Treas Bd (IEI) 6.8 $5.4M 45k 119.35
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 6.0 $4.7M 156k 30.07
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Ssga Active Etf Tr State Street Dou (TOTL) 5.8 $4.6M 114k 40.25
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J P Morgan Exchange Traded F Active Value Etf (JAVA) 5.6 $4.4M 61k 71.72
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 5.4 $4.3M 177k 24.04
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.1 $3.3M 5.2k 627.14
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 4.1 $3.2M 64k 50.58
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Ishares Tr Hdg Msci Eafe (HEFA) 3.7 $2.9M 71k 41.36
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 3.5 $2.7M 92k 29.61
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Ishares Tr S&p Mc 400gr Etf (IJK) 3.2 $2.5M 26k 96.88
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Ishares Tr Us Sml Cap Eqt (SMLF) 2.9 $2.3M 30k 74.88
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Ishares Tr Msci Emg Mkt Etf (EEM) 2.5 $2.0M 36k 54.71
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Ishares Tr Ibonds 28 Trm Ts (IBTI) 2.2 $1.8M 79k 22.36
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Ishares Tr Ibonds 29 Trm Ts (IBTJ) 2.2 $1.8M 80k 21.94
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Ishares Tr Ibonds 27 Trm Ts (IBTH) 2.2 $1.7M 77k 22.47
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Ishares Tr Ibonds 26 Trm Ts (IBTG) 2.1 $1.6M 71k 22.88
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Ishares Tr Ibonds Dec 26 (IBMO) 1.5 $1.2M 46k 25.64
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Ishares Tr Ibonds Dec 27 (IBMP) 1.5 $1.2M 46k 25.39
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Ishares Tr Ibonds Dec 28 (IBMQ) 1.5 $1.2M 46k 25.57
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Pimco Etf Tr Active Bd Etf (BOND) 1.3 $1.0M 11k 93.08
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.2 $927k 33k 28.48
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Ishares Tr Core S&p Us Vlu (IUSV) 1.1 $898k 8.8k 102.54
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Ishares Tr Core S&p Us Gwt (IUSG) 0.9 $697k 4.2k 167.93
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Ishares Tr Rus Mid Cap Etf (IWR) 0.9 $687k 7.1k 96.28
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Ishares Msci Emrg Chn (EMXC) 0.8 $635k 8.7k 72.68
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Ishares Tr Core Msci Eafe (IEFA) 0.7 $584k 6.5k 89.47
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Ishares Tr Core Msci Pac (IPAC) 0.6 $506k 6.9k 73.20
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Ishares Tr Cre U S Reit Etf (USRT) 0.5 $394k 6.9k 56.96
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Janus Detroit Str Tr B-bbb Clo Etf (JBBB) 0.4 $325k 6.8k 47.70
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Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.4 $311k 11k 29.37
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J P Morgan Exchange Traded F Hedged Equity La (HELO) 0.4 $305k 4.6k 66.43
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Bondbloxx Etf Trust Bloomberg One Yr (XONE) 0.3 $260k 5.3k 49.54
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FedEx Corporation (FDX) 0.3 $223k 772.00 288.86
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Past Filings by Summitpoint Capital Management

SEC 13F filings are viewable for Summitpoint Capital Management going back to 2026