Summit Portfolio Management, LTD. — 13F holdings

Summit Portfolio Management, LTD. reported 24 holdings worth $155M in its 13F filing for Q1 2026, filed April 30, 2026.

Largest positions

  1. AVUV AMERICAN CENTY ETF TR — $36.9M (23.7%)
  2. AVDV AMERICAN CENTY ETF TR — $17.9M (11.5%)
  3. AVLV AMERICAN CENTY ETF TR — $13.8M (8.9%)
  4. AVUS AMERICAN CENTY ETF TR — $13.7M (8.8%)
  5. FLOT ISHARES TR — $11.3M (7.3%)
  6. AVDE AMERICAN CENTY ETF TR — $10.0M (6.5%)
  7. VTIP VANGUARD MALVERN FDS — $10.0M (6.5%)
  8. AVIV AMERICAN CENTY ETF TR — $8.33M (5.4%)
  9. DFUV DIMENSIONAL ETF TRUST — $7.12M (4.6%)
  10. AVES AMERICAN CENTY ETF TR — $6.54M (4.2%)