Summit Portfolio Management, Ltd. Top Holdings and 13F Report (2026) About Summit Portfolio Management, Ltd.Investment ActivitySummit Portfolio Management, Ltd. has $155.45 million in total holdings as of March 31, 2026.Summit Portfolio Management, Ltd. owns shares of 24 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Largest Holdings Avantis U.S. Small Cap Value ETF $36,893,023Avantis International Small Cap Value ETF $17,891,048Avantis U.S. Large Cap Value ETF $13,815,765Avantis U.S. Equity ETF $13,706,308iShares Floating Rate Bond ETF $11,313,753 Sector AllocationMap of 500 Largest Holdings ofSummit Portfolio Management, Ltd. Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorAVUVAvantis U.S. Small Cap Value ETF$36,893,023333,96423.7%ETFAVDVAvantis International Small Cap Value ETF$17,891,048179,16111.5%ETFAVLVAvantis U.S. Large Cap Value ETF$13,815,765171,3908.9%ETFAVUSAvantis U.S. Equity ETF$13,706,308123,2808.8%ETFFLOTiShares Floating Rate Bond ETF$11,313,753222,0567.3%ETFAVDEAvantis International Equity ETF$10,048,883118,4456.5%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$10,029,907200,7996.5%ManufacturingAVIVAvantis International Large Cap Value ETF$8,327,805111,2905.4%ETFDFUVDimensional US Marketwide Value ETF$7,120,179146,9294.6%ETFAVESAvantis Emerging Markets Value ETF$6,537,847109,0004.2%ETFAVEMAvantis Emerging Markets Equity ETF$3,918,19848,6252.5%ETFDFACDimensional U.S. Core Equity 2 ETF$3,590,74292,4022.3%ETFDFEVDimensional Emerging Markets Value ETF$3,470,14796,9862.2%ETFDISVDimensional International Small Cap Value ETF$2,752,79469,7971.8%ETFDFATDimensional U.S. Targeted Value ETF$2,684,78842,9911.7%ETFDFIVDimensional International Value ETF$895,09616,9590.6%ETFVTIVanguard Total Stock Market ETF$463,3891,4440.3%ETFBRK.BBerkshire Hathaway$347,4207250.2%FinanceAMERICAN CENTY ETF TR$344,8055,4360.2%AVANTIS EMERGINGSPYSPDR S&P 500 ETF Trust$342,0795260.2%FinanceNVDANVIDIA$277,3871,5910.2%Computer and TechnologyDFICDimensional International Core Equity 2 ETF$262,5677,3900.2%ETFMSFTMicrosoft$208,0365620.1%Computer and TechnologyDFEMDimensional Emerging Markets Core Equity 2 ETF$206,7475,9840.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
