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Summit Portfolio Management

Latest statistics and disclosures from Summit Portfolio Management's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002132683

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Positions held by Summit Portfolio Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Summit Portfolio Management

Summit Portfolio Management holds 24 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
American Centy Etf Tr Us Sml Cp Valu (AVUV)	23.7	$37M	334k	110.47	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	11.5	$18M	179k	99.86	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	8.9	$14M	171k	80.61	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	8.8	$14M	123k	111.18	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	7.3	$11M	222k	50.95	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	6.5	$10M	118k	84.84	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	6.5	$10M	201k	49.95	View chart
American Centy Etf Tr International Lr (AVIV)	5.4	$8.3M	111k	74.83	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	4.6	$7.1M	147k	48.46	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	4.2	$6.5M	109k	59.98	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	2.5	$3.9M	49k	80.58	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	2.3	$3.6M	92k	38.86	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	2.2	$3.5M	97k	35.78	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	1.8	$2.8M	70k	39.44	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.7	$2.7M	43k	62.45	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.6	$895k	17k	52.78	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$463k	1.4k	320.91	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$347k	725.00	479.20	View chart
American Centy Etf Tr Avantis Emerging (AVEE)	0.2	$345k	5.4k	63.43	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$342k	526.00	650.34	View chart
NVIDIA Corporation (NVDA)	0.2	$277k	1.6k	174.35	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.2	$263k	7.4k	35.53	View chart
Microsoft Corporation (MSFT)	0.1	$208k	562.00	370.17	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$207k	6.0k	34.55	View chart

Past Filings by Summit Portfolio Management

SEC 13F filings are viewable for Summit Portfolio Management going back to 2026

Summit Portfolio Management 2026 Q1 filed April 30, 2026

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