SP

Summit Portfolio Management, LTD.

Sector-focusedLong-term holderQuality / disciplined sizing

Total reported value

$155.4M

Reporting period: 2026-03-31 · Number of holdings: 24

Summit Portfolio Management, LTD. disclosed 24 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $155.4M and a quarterly turnover rate of 0.0%.

Personality snowflake

Concentration
43.19
Portfolio Stability
0
Momentum/Contrarian
50
Sector conviction
100
Diversification
48
Sizing Uniformity
87.11

Recent moves

No holding changes this quarter

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1AVUVAvantis US Small Cap ValueETF-Small Cap23.73%
2AVDVAvantis Intl S/c Value ETFETF-Other11.51%
3AVLVAvantis US Large Cap ValueETF-Large Cap & Growth8.89%
4AVUSAvantis U.s. Equity ETFETF-Other8.82%
5FLOTIshares Floating Rate Bond EETF-Other7.28%
6AVDEAvantis International EquityETF-Other6.46%
7VTIPVanguard Short-term TipsETF-Other6.45%
8AVIVAvantis Int Lrg Cap Val ETFETF-Other5.36%
9DFUVDimensional US Marketwide VaETF-Other4.58%
10AVESAvantis Emerging Markets ValETF-Emerging Markets4.21%
11AVEMAvantis Emerging Markets EqETF-Emerging Markets2.52%
12DFACDimensional US Core Equity 2ETF-Other2.31%
13DFEVDimensional Emrg Mrkt ValETF-Other2.23%
14DISVDimensional International SmETF-Other1.77%
15DFATDimensional US Target ValueETF-Other1.73%
16DFIVDimensional International VaETF-Other0.58%
17VTIVanguard Total Stock Mkt ETFETF-Other0.30%
18BRK-BBerkshire Hathaway Inc-cl BStock-Other0.22%
19AVEEAvantis Em Mkt Sm Cap Eq ETFETF-Other0.22%
20SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth0.22%
21NVDANvidia CORPStock-Tech0.18%
22DFICDimensional International CoETF-Other0.17%
23MSFTMicrosoft CORPStock-Tech0.13%
24DFEMDimensional Emrg Mrkt CoreETF-Other0.13%

Holding changes this quarter

Position changes disclosed by Summit Portfolio Management, LTD. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction

FAQ

What is Summit Portfolio Management, LTD. and what type of investor is it?
Summit Portfolio Management, LTD. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $155.4M, spread across 24 disclosed positions.
What are Summit Portfolio Management, LTD.'s largest equity positions?
Based on the latest 13F filing, Summit Portfolio Management, LTD.'s top holdings by market value are: 1. Avantis US Small Cap Value (AVUV) — $36.9M (23.7%) 2. Avantis Intl S/c Value ETF (AVDV) — $17.9M (11.5%) 3. Avantis US Large Cap Value (AVLV) — $13.8M (8.9%) 4. Avantis U.s. Equity ETF (AVUS) — $13.7M (8.8%) 5. Ishares Floating Rate Bond E (FLOT) — $11.3M (7.3%)
What changes did Summit Portfolio Management, LTD. make in its most recent portfolio filing?
No notable portfolio changes were recorded for Summit Portfolio Management, LTD. in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Summit Portfolio Management, LTD. focus on?
Summit Portfolio Management, LTD. is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 58.3% • Financials: 41.7%