Top 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 |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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