Summit Portfolio Management, LTD.
CIK 0002132683 · LAS VEGAS, NV · Quarter end: 2026-03-31 · Filed on: 2026-04-30 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$155.4M
2026 Q1
Positions
24
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
87.3%
Est. Net Flow (Q)
—
2026 Q1
Top Holdings
AVUV
AMERICAN CENTY ETF TR
23.7%
AVDV
AMERICAN CENTY ETF TR
11.5%
AVLV
AMERICAN CENTY ETF TR
8.9%
AVUS
AMERICAN CENTY ETF TR
8.8%
FLOT
ISHARES TR
7.3%
AVDE
AMERICAN CENTY ETF TR
6.5%
VTIP
VANGUARD MALVERN FDS
6.5%
AVIV
AMERICAN CENTY ETF TR
5.4%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.