Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SUMMITPOINT CAPITAL MANAGEMENT (CIK 2108283) reported $92.8M across 39 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SCHG ($15.4M, 16.60%), IEI ($8.0M, 8.60%), ACWX ($6.0M, 6.50%), JAVA ($5.9M, 6.33%), SCHM ($5.6M, 6.09%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | $15.4M | 16.60% | 455,079 | Added |
| 2 | IEI | ISHARES TR | $8.0M | 8.60% | 67,929 | Added |
| 3 | ACWX | ISHARES TR | $6.0M | 6.50% | 79,242 | Trimmed |
| 4 | JAVA | J P MORGAN EXCHANGE TRADED F | $5.9M | 6.33% | 73,974 | Added |
| 5 | SCHM | SCHWAB STRATEGIC TR | $5.6M | 6.09% | 153,178 | Trimmed |
| 6 | TOTL | SSGA ACTIVE ETF TR | $5.0M | 5.34% | 125,522 | Added |
| 7 | SMLF | ISHARES TR | $4.6M | 4.96% | 51,604 | Added |
| 8 | JAAA | JANUS DETROIT STR TR | $4.1M | 4.38% | 80,486 | Added |
| 9 | VOO | VANGUARD INDEX FDS | $4.0M | 4.32% | 5,836 | Added |
| 10 | SCHF | SCHWAB STRATEGIC TR | $3.6M | 3.87% | 129,636 | Trimmed |
| 11 | EEM | ISHARES TR | $3.5M | 3.72% | 50,446 | Added |
| 12 | IJK | ISHARES TR | $3.3M | 3.54% | 27,977 | Added |
| 13 | SCHV | SCHWAB STRATEGIC TR | $3.1M | 3.32% | 88,418 | Trimmed |
| 14 | HEFA | ISHARES TR | $3.0M | 3.18% | 62,914 | Trimmed |
| 15 | IBTJ | ISHARES TR | $1.5M | 1.57% | 67,080 | Trimmed |
| 16 | IBTI | ISHARES TR | $1.3M | 1.40% | 58,837 | Trimmed |
| 17 | IBTH | ISHARES TR | $1.2M | 1.32% | 54,718 | Trimmed |
| 18 | IBMO | ISHARES TR | $1.2M | 1.28% | 46,448 | Added |
| 19 | IBMP | ISHARES TR | $1.2M | 1.28% | 46,777 | Added |
| 20 | IBMQ | ISHARES TR | $1.2M | 1.27% | 45,927 | Hold |
| 21 | IBTG | ISHARES TR | $1.1M | 1.17% | 47,500 | Trimmed |
| 22 | SCHA | SCHWAB STRATEGIC TR | $1.1M | 1.14% | 29,352 | Trimmed |
| 23 | IUSV | ISHARES TR | $884,453 | 0.95% | 8,030 | Trimmed |
| 24 | EMXC | ISHARES INC | $801,967 | 0.86% | 7,839 | Trimmed |
| 25 | BOND | PIMCO ETF TR | $768,576 | 0.83% | 8,335 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30