Summit Portfolio Management

Summit Portfolio Management as of March 31, 2026

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