SUMMITPOINT CAPITAL MANAGEMENT

All Holdings — 2026 Q1

AI Portfolio Summary
In 2026 Q1, SUMMITPOINT CAPITAL MANAGEMENT maintained a portfolio of 35 distinct positions. The most significant new addition to the portfolio was SCHWAB STRATEGIC TR, which now represents 15.63% of the total fund value.
PCA Score Concentration Risk
Risk ENB
Total Positions
35
Quarter
2026 Q1
Top Holding
SCHG (15.6%)
Top 10 Concentration
64.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-35 of 35
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
SCHG
SCHWAB STRATEGI...
ETF 15.63% #1
Prev: #—
9.5 377,469 no change
NEW
377,469 $12,313,045 2026 Q1 13F Filing 2026-03-31 2026-05-07
ACWX
ISHARES TR
ETF 7.68% #2
Prev: #—
8.1 90,132 no change
NEW
90,132 $6,050,542 2026 Q1 13F Filing 2026-03-31 2026-05-07
IEI
ISHARES TR
ETF 6.84% #3
Prev: #—
7.2 45,170 no change
NEW
45,170 $5,391,063 2026 Q1 13F Filing 2026-03-31 2026-05-07
SCHM
SCHWAB STRATEGI...
ETF 5.97% #4
Prev: #—
6.4 156,384 no change
NEW
156,384 $4,702,455 2026 Q1 13F Filing 2026-03-31 2026-05-07
TOTL
SSGA ACTIVE ETF...
ETF 5.83% #5
Prev: #—
6.3 114,083 no change
NEW
114,083 $4,591,842 2026 Q1 13F Filing 2026-03-31 2026-05-07
JAVA
J P MORGAN EXCH...
ETF 5.56% #6
Prev: #—
5.7 61,090 no change
NEW
61,090 $4,381,377 2026 Q1 13F Filing 2026-03-31 2026-05-07
SCHF
SCHWAB STRATEGI...
Bond/Debt 5.40% #7
Prev: #—
5.7 176,820 no change
NEW
176,820 $4,250,754 2026 Q1 13F Filing 2026-03-31 2026-05-07
VOO
VANGUARD INDEX ...
ETF 4.13% #8
Prev: #—
5.2 5,185 no change
NEW
5,185 $3,251,745 2026 Q1 13F Filing 2026-03-31 2026-05-07
JAAA
JANUS DETROIT S...
ETF 4.09% #9
Prev: #—
5.1 63,645 no change
NEW
63,645 $3,219,180 2026 Q1 13F Filing 2026-03-31 2026-05-07
HEFA
ISHARES TR
ETF 3.71% #10
Prev: #—
5.0 70,634 no change
NEW
70,634 $2,921,413 2026 Q1 13F Filing 2026-03-31 2026-05-07
SCHV
SCHWAB STRATEGI...
ETF 3.47% #11
Prev: #—
4.9 92,196 no change
NEW
92,196 $2,729,916 2026 Q1 13F Filing 2026-03-31 2026-05-07
IJK
ISHARES TR
ETF 3.19% #12
Prev: #—
4.8 25,948 no change
NEW
25,948 $2,513,809 2026 Q1 13F Filing 2026-03-31 2026-05-07
SMLF
ISHARES TR
ETF 2.89% #13
Prev: #—
4.7 30,437 no change
NEW
30,437 $2,279,121 2026 Q1 13F Filing 2026-03-31 2026-05-07
EEM
ISHARES TR
ETF 2.53% #14
Prev: #—
4.5 36,387 no change
NEW
36,387 $1,990,745 2026 Q1 13F Filing 2026-03-31 2026-05-07
IBTI
ISHARES TR
Bond/Debt 2.25% #15
Prev: #—
4.4 79,218 no change
NEW
79,218 $1,771,711 2026 Q1 13F Filing 2026-03-31 2026-05-07
IBTJ
ISHARES TR
Bond/Debt 2.24% #16
Prev: #—
4.4 80,283 no change
NEW
80,283 $1,761,805 2026 Q1 13F Filing 2026-03-31 2026-05-07
IBTH
ISHARES TR
Bond/Debt 2.20% #17
Prev: #—
4.4 77,202 no change
NEW
77,202 $1,734,739 2026 Q1 13F Filing 2026-03-31 2026-05-07
IBTG
ISHARES TR
Bond/Debt 2.05% #18
Prev: #—
4.3 70,680 no change
NEW
70,680 $1,616,804 2026 Q1 13F Filing 2026-03-31 2026-05-07
IBMO
ISHARES TR
Bond/Debt 1.50% #19
Prev: #—
4.1 45,990 no change
NEW
45,990 $1,179,045 2026 Q1 13F Filing 2026-03-31 2026-05-07
IBMP
ISHARES TR
Bond/Debt 1.49% #20
Prev: #—
4.1 46,292 no change
NEW
46,292 $1,175,353 2026 Q1 13F Filing 2026-03-31 2026-05-07
IBMQ
ISHARES TR
Bond/Debt 1.49% #21
Prev: #—
4.1 45,927 no change
NEW
45,927 $1,174,583 2026 Q1 13F Filing 2026-03-31 2026-05-07
BOND
PIMCO ETF TR
ETF 1.29% #22
Prev: #—
4.0 10,876 no change
NEW
10,876 $1,012,302 2026 Q1 13F Filing 2026-03-31 2026-05-07
SCHA
SCHWAB STRATEGI...
ETF 1.18% #23
Prev: #—
4.0 32,538 no change
NEW
32,538 $926,672 2026 Q1 13F Filing 2026-03-31 2026-05-07
IUSV
ISHARES TR
ETF 1.14% #24
Prev: #—
4.0 8,755 no change
NEW
8,755 $897,766 2026 Q1 13F Filing 2026-03-31 2026-05-07
IUSG
ISHARES TR
Warrant 0.89% #25
Prev: #—
3.9 4,152 no change
NEW
4,152 $697,248 2026 Q1 13F Filing 2026-03-31 2026-05-07
IWR
ISHARES TR
ETF 0.87% #26
Prev: #—
3.8 7,134 no change
NEW
7,134 $686,833 2026 Q1 13F Filing 2026-03-31 2026-05-07
EMXC
ISHARES INC
ETF 0.81% #27
Prev: #—
3.8 8,739 no change
NEW
8,739 $635,114 2026 Q1 13F Filing 2026-03-31 2026-05-07
IEFA
ISHARES TR
ETF 0.74% #28
Prev: #—
3.8 6,528 no change
NEW
6,528 $584,031 2026 Q1 13F Filing 2026-03-31 2026-05-07
IPAC
ISHARES TR
ETF 0.64% #29
Prev: #—
3.8 6,917 no change
NEW
6,917 $506,357 2026 Q1 13F Filing 2026-03-31 2026-05-07
USRT
ISHARES TR
ETF 0.50% #30
Prev: #—
3.7 6,922 no change
NEW
6,922 $394,275 2026 Q1 13F Filing 2026-03-31 2026-05-07
JBBB
JANUS DETROIT S...
ETF 0.41% #31
Prev: #—
3.7 6,813 no change
NEW
6,813 $324,969 2026 Q1 13F Filing 2026-03-31 2026-05-07
ANGL
VANECK ETF TRUS...
ETF 0.39% #32
Prev: #—
3.7 10,591 no change
NEW
10,591 $311,009 2026 Q1 13F Filing 2026-03-31 2026-05-07
HELO
J P MORGAN EXCH...
Unknown 0.39% #33
Prev: #—
3.7 4,593 no change
NEW
4,593 $305,119 2026 Q1 13F Filing 2026-03-31 2026-05-07
XONE
BONDBLOXX ETF T...
ETF 0.33% #34
Prev: #—
3.6 5,256 no change
NEW
5,256 $260,378 2026 Q1 13F Filing 2026-03-31 2026-05-07
FDX
FEDEX CORP
Industrials 0.28% #35
Prev: #—
3.6 772 no change
NEW
772 $223,000 2026 Q1 13F Filing 2026-03-31 2026-05-07
Showing 1-35 of 35 holdings

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