# Summit Portfolio Management, LTD.

> Institutional holdings reported to the SEC as of Q1 2026 on Form 13F. CIK 2132683. Source: https://holderbook.com/funds/2132683-summit-portfolio-management-ltd/

- Reported value: $155.4M
- Positions: 24
- Weight of the ten largest: 87.3%
- Filed: 2026-04-30

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | [AVUV](https://holderbook.com/stocks/AVUV/) | $36.9M | 333,964 | 23.7% | 1 |
| AMERICAN CENTY ETF TR | [AVDV](https://holderbook.com/stocks/AVDV/) | $17.9M | 179,161 | 11.5% | 1 |
| AMERICAN CENTY ETF TR | [AVLV](https://holderbook.com/stocks/AVLV/) | $13.8M | 171,390 | 8.9% | 1 |
| AMERICAN CENTY ETF TR | [AVUS](https://holderbook.com/stocks/AVUS/) | $13.7M | 123,280 | 8.8% | 1 |
| ISHARES TR | [FLOT](https://holderbook.com/stocks/FLOT/) | $11.3M | 222,056 | 7.3% | 1 |
| AMERICAN CENTY ETF TR | [AVDE](https://holderbook.com/stocks/AVDE/) | $10.0M | 118,445 | 6.5% | 1 |
| VANGUARD MALVERN FDS | [VTIP](https://holderbook.com/stocks/VTIP/) | $10.0M | 200,799 | 6.5% | 1 |
| AMERICAN CENTY ETF TR | [AVIV](https://holderbook.com/stocks/AVIV/) | $8.3M | 111,290 | 5.4% | 1 |
| DIMENSIONAL ETF TRUST | [DFUV](https://holderbook.com/stocks/DFUV/) | $7.1M | 146,929 | 4.6% | 1 |
| AMERICAN CENTY ETF TR | [AVES](https://holderbook.com/stocks/AVES/) | $6.5M | 109,000 | 4.2% | 1 |
| AMERICAN CENTY ETF TR | [AVEM](https://holderbook.com/stocks/AVEM/) | $3.9M | 48,625 | 2.5% | 1 |
| DIMENSIONAL ETF TRUST | [DFAC](https://holderbook.com/stocks/DFAC/) | $3.6M | 92,402 | 2.3% | 1 |
| DIMENSIONAL ETF TRUST | [DFEV](https://holderbook.com/stocks/DFEV/) | $3.5M | 96,986 | 2.2% | 1 |
| DIMENSIONAL ETF TRUST | [DISV](https://holderbook.com/stocks/DISV/) | $2.8M | 69,797 | 1.8% | 1 |
| DIMENSIONAL ETF TRUST | [DFAT](https://holderbook.com/stocks/DFAT/) | $2.7M | 42,991 | 1.7% | 1 |
| DIMENSIONAL ETF TRUST | [DFIV](https://holderbook.com/stocks/DFIV/) | $895.1K | 16,959 | 0.6% | 1 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $463.4K | 1,444 | 0.3% | 1 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $347.4K | 725 | 0.2% | 1 |
| AMERICAN CENTY ETF TR | [AVEE](https://holderbook.com/stocks/AVEE/) | $344.8K | 5,436 | 0.2% | 1 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $342.1K | 526 | 0.2% | 1 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $277.4K | 1,591 | 0.2% | 1 |
| DIMENSIONAL ETF TRUST | [DFIC](https://holderbook.com/stocks/DFIC/) | $262.6K | 7,390 | 0.2% | 1 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $208.0K | 562 | 0.1% | 1 |
| DIMENSIONAL ETF TRUST | [DFEM](https://holderbook.com/stocks/DFEM/) | $206.7K | 5,984 | 0.1% | 1 |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q1 2026 | $155.4M | 24 |