StockDriftsStockDriftsTop 24 Summit Portfolio Management, LTD. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVUV | AMERICAN CENTY ETF TR | 23.73% | 334.0K | $36.9M | new | $106.23(+16.27%) | 2026-03-31 | |
| AVDV | AMERICAN CENTY ETF TR | 11.51% | 179.2K | $17.9M | new | $96.92(+7.74%) | 2026-03-31 | |
| AVLV | AMERICAN CENTY ETF TR | 8.89% | 171.4K | $13.8M | new | $78.19(+16.17%) | 2026-03-31 | |
| AVUS | AMERICAN CENTY ETF TR | 8.82% | 123.3K | $13.7M | new | $111.48(+14.00%) | 2026-03-31 | |
| FLOT | ISHARES TR | 7.28% | 222.1K | $11.3M | new | $50.91(+0.03%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 6.46% | 118.4K | $10.0M | new | $83.58(+7.59%) | 2026-03-31 | |
| VTIP | VANGUARD MALVERN FDS | 6.45% | 200.8K | $10.0M | new | $49.70(-0.25%) | 2026-03-31 | |
| AVIV | AMERICAN CENTY ETF TR | 5.36% | 111.3K | $8.3M | new | $73.03(+7.38%) | 2026-03-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 4.58% | 146.9K | $7.1M | new | $47.52(+15.41%) | 2026-03-31 | |
| AVES | AMERICAN CENTY ETF TR | 4.21% | 109.0K | $6.5M | new | $59.15(+9.65%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Summit Portfolio Management, LTD. reports $155.45M in US-listed equity holdings across 24 positions in its most recent 13F filing. Its largest disclosed positions are AVUV (23.7%), AVDV (11.5%) and AVLV (8.9%). The top 20 holdings account for 99.39% of reported assets. Figures reflect the Q1 2026 filing.
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Holdings on this page are parsed from Summit Portfolio Management, LTD.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2132683). View Summit Portfolio Management, LTD.’s 13F filings on SEC