Summit Portfolio Management, LTD. 13F Holdings · Q1 2026

Name: Summit Portfolio Management 13F Holdings, Q1 2026: 24 Securities, $155M
Creator: ko.io

Summit Portfolio Management, LTD. reported 24 securities worth $155.45M in its SEC 13F filing for Q1 2026 (period ended 2026-03-31). Top holdings: AVUV (23.73%), AVDV (11.51%), AVLV (8.89%). Among its top 25 positions this quarter: 24 new.

Rank	Ticker	Company	Value	% Portfolio	Shares	Action
1	AVUV	AMERICAN CENTY ETF TR	$36.9M	23.73%	333,964	New
2	AVDV	AMERICAN CENTY ETF TR	$17.9M	11.51%	179,161	New
3	AVLV	AMERICAN CENTY ETF TR	$13.8M	8.89%	171,390	New
4	AVUS	AMERICAN CENTY ETF TR	$13.7M	8.82%	123,280	New
5	FLOT	ISHARES TR	$11.3M	7.28%	222,056	New
6	AVDE	AMERICAN CENTY ETF TR	$10.0M	6.46%	118,445	New
7	VTIP	VANGUARD MALVERN FDS	$10.0M	6.45%	200,799	New
8	AVIV	AMERICAN CENTY ETF TR	$8.3M	5.36%	111,290	New
9	DFUV	DIMENSIONAL ETF TRUST	$7.1M	4.58%	146,929	New
10	AVES	AMERICAN CENTY ETF TR	$6.5M	4.21%	109,000	New
11	AVEM	AMERICAN CENTY ETF TR	$3.9M	2.52%	48,625	New
12	DFAC	DIMENSIONAL ETF TRUST	$3.6M	2.31%	92,402	New
13	DFEV	DIMENSIONAL ETF TRUST	$3.5M	2.23%	96,986	New
14	DISV	DIMENSIONAL ETF TRUST	$2.8M	1.77%	69,797	New
15	DFAT	DIMENSIONAL ETF TRUST	$2.7M	1.73%	42,991	New
16	DFIV	DIMENSIONAL ETF TRUST	$895,096	0.58%	16,959	New
17	VTI	VANGUARD INDEX FDS	$463,389	0.30%	1,444	New
18	AVEE	AMERICAN CENTY ETF TR	$344,805	0.22%	5,436	New
19	BRKB	BERKSHIRE HATHAWAY INC DEL	$347,420	0.22%	725	New
20	SPY	STATE STR SPDR S&P 500 ETF T	$342,079	0.22%	526	New
21	NVDA	NVIDIA CORPORATION	$277,387	0.18%	1,591	New
22	DFIC	DIMENSIONAL ETF TRUST	$262,567	0.17%	7,390	New
23	DFEM	DIMENSIONAL ETF TRUST	$206,747	0.13%	5,984	New
24	MSFT	MICROSOFT CORP	$208,036	0.13%	562	New

Source: SEC Form 13F filings · as of 2026-03-31

Every position in this 13F-HR, with its change from the prior quarter.

13F holdings, latest quarter

SourceSEC EDGAR13F-HR