Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Summit Portfolio Management, LTD. (CIK 2132683) reported $155.4M across 24 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AVUV ($36.9M, 23.73%), AVDV ($17.9M, 11.51%), AVLV ($13.8M, 8.89%), AVUS ($13.7M, 8.82%), FLOT ($11.3M, 7.28%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVUV | AMERICAN CENTY ETF TR | $36.9M | 23.73% | 333,964 | New |
| 2 | AVDV | AMERICAN CENTY ETF TR | $17.9M | 11.51% | 179,161 | New |
| 3 | AVLV | AMERICAN CENTY ETF TR | $13.8M | 8.89% | 171,390 | New |
| 4 | AVUS | AMERICAN CENTY ETF TR | $13.7M | 8.82% | 123,280 | New |
| 5 | FLOT | ISHARES TR | $11.3M | 7.28% | 222,056 | New |
| 6 | AVDE | AMERICAN CENTY ETF TR | $10.0M | 6.46% | 118,445 | New |
| 7 | VTIP | VANGUARD MALVERN FDS | $10.0M | 6.45% | 200,799 | New |
| 8 | AVIV | AMERICAN CENTY ETF TR | $8.3M | 5.36% | 111,290 | New |
| 9 | DFUV | DIMENSIONAL ETF TRUST | $7.1M | 4.58% | 146,929 | New |
| 10 | AVES | AMERICAN CENTY ETF TR | $6.5M | 4.21% | 109,000 | New |
| 11 | AVEM | AMERICAN CENTY ETF TR | $3.9M | 2.52% | 48,625 | New |
| 12 | DFAC | DIMENSIONAL ETF TRUST | $3.6M | 2.31% | 92,402 | New |
| 13 | DFEV | DIMENSIONAL ETF TRUST | $3.5M | 2.23% | 96,986 | New |
| 14 | DISV | DIMENSIONAL ETF TRUST | $2.8M | 1.77% | 69,797 | New |
| 15 | DFAT | DIMENSIONAL ETF TRUST | $2.7M | 1.73% | 42,991 | New |
| 16 | DFIV | DIMENSIONAL ETF TRUST | $895,096 | 0.58% | 16,959 | New |
| 17 | VTI | VANGUARD INDEX FDS | $463,389 | 0.30% | 1,444 | New |
| 18 | AVEE | AMERICAN CENTY ETF TR | $344,805 | 0.22% | 5,436 | New |
| 19 | BRKB | BERKSHIRE HATHAWAY INC DEL | $347,420 | 0.22% | 725 | New |
| 20 | SPY | STATE STR SPDR S&P 500 ETF T | $342,079 | 0.22% | 526 | New |
| 21 | NVDA | NVIDIA CORPORATION | $277,387 | 0.18% | 1,591 | New |
| 22 | DFIC | DIMENSIONAL ETF TRUST | $262,567 | 0.17% | 7,390 | New |
| 23 | MSFT | MICROSOFT CORP | $208,036 | 0.13% | 562 | New |
| 24 | DFEM | DIMENSIONAL ETF TRUST | $206,747 | 0.13% | 5,984 | New |
Source: SEC Form 13F filings · as of 2026-03-31