DOSSIER · 13F-HR · Q1 2026

Summit Portfolio Management, LTD.

$155M in tracked AUM across 24 positions as of Q1 2026.

SP
CIK 0002132683 · last filed Mar 31, 2026
Total AUM
$155M
as of Q1 2026
Holdings
24
positions
Whale Score
61
61
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Summit Portfolio Management, LTD. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AVUV
AMERICAN CENTY ETF TR
$37M334K23.7%
02
AVDV
AMERICAN CENTY ETF TR
$18M179K11.5%
03
AVLV
AMERICAN CENTY ETF TR
$14M171K8.9%
04
AVUS
AMERICAN CENTY ETF TR
$14M123K8.8%
05
FLOT
ISHARES TR
$11M222K7.3%
06
AVDE
AMERICAN CENTY ETF TR
$10M118K6.5%
07
VTIP
VANGUARD MALVERN FDS
$10M201K6.5%
08
AVIV
AMERICAN CENTY ETF TR
$8M111K5.4%
09
DFUV
DIMENSIONAL ETF TRUST
$7M147K4.6%
10
AVES
AMERICAN CENTY ETF TR
$7M109K4.2%

Filing history

2026Q1Mar 31
$155M
24 positionsView →