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Summit Portfolio Management, LTD.

Portfolio Manager
Summit Portfolio Management, LTD.
Performance
0% (N/A)
AUM (13F)
$155.45M
# of Holdings
24
Performance Rank
N/A
Allocation (Top 20)
99.39%

Summit Portfolio Management, LTD. Holdings Map

Top 24 Summit Portfolio Management, LTD. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AVUV
AMERICAN CENTY ETF TR
23.73%334.0K$36.9Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 334.0K shares
$106.23(+16.27%)
2026-03-31
AVDV
AMERICAN CENTY ETF TR
11.51%179.2K$17.9Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 179.2K shares
$96.92(+7.74%)
2026-03-31
AVLV
AMERICAN CENTY ETF TR
8.89%171.4K$13.8Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 171.4K shares
$78.19(+16.17%)
2026-03-31
AVUS
AMERICAN CENTY ETF TR
8.82%123.3K$13.7Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 123.3K shares
$111.48(+14.00%)
2026-03-31
FLOT
ISHARES TR
7.28%222.1K$11.3Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 222.1K shares
$50.91(+0.03%)
2026-03-31
AVDE
AMERICAN CENTY ETF TR
6.46%118.4K$10.0Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 118.4K shares
$83.58(+7.59%)
2026-03-31
VTIP
VANGUARD MALVERN FDS
6.45%200.8K$10.0Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 200.8K shares
$49.70(-0.25%)
2026-03-31
AVIV
AMERICAN CENTY ETF TR
5.36%111.3K$8.3Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 111.3K shares
$73.03(+7.38%)
2026-03-31
DFUV
DIMENSIONAL ETF TRUST
4.58%146.9K$7.1Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 146.9K shares
$47.52(+15.41%)
2026-03-31
AVES
AMERICAN CENTY ETF TR
4.21%109.0K$6.5Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 109.0K shares
$59.15(+9.65%)
2026-03-31

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