account_balance
Investment manager · 13F filer · SEC CIK 2132683
Summit Portfolio Management, LTD.
Reported value$155Mas of Mar 31, 2026
Positions24
Top 10 weight87.3%AVUV alone is 24%
FiledApr 3030 days after quarter end
Portfolio · as of Mar 31, 2026
Where the money is
AVUVAmerican Centy ETF Tr
23.7%
AVDVAmerican Centy ETF Tr
11.5%
AVLVAmerican Centy ETF Tr
8.9%
AVUSAmerican Centy ETF Tr
8.8%
FLOTiShares Tr
7.3%
AVDEAmerican Centy ETF Tr
6.5%
VTIPVanguard Malvern FDS
6.5%
AVIVAmerican Centy ETF Tr
5.4%
DFUVDimensional ETF Trust
4.6%
AVESAmerican Centy ETF Tr
4.2%
AVEMAmerican Centy ETF Tr
2.5%
DFACDimensional ETF Trust
2.3%
AVUVAmerican Centy ETF Tr
23.7%
AVDVAmerican Centy ETF Tr
11.5%
AVLVAmerican Centy ETF Tr
8.9%
AVUSAmerican Centy ETF Tr
8.8%
FLOTiShares Tr
7.3%
AVDEAmerican Centy ETF Tr
6.5%
VTIPVanguard Malvern FDS
6.5%
AVIV5.4%
DFUV
AVES
AVEM
DFAC
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
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%
DFUV Dimensional ETF Trust 4.6%
AVES American Centy ETF Tr 4.2%
AVEM American Centy ETF Tr 2.5%
DFAC Dimensional ETF Trust 2.3%
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