Summit Portfolio Management, LTD.

Portfolio Overview

Summit Portfolio Management, LTD. disclosed 24 positions worth $155.4M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 24 new positions and exited 0. The portfolio is most concentrated in Other (99.5% of disclosed assets). All figures are sourced directly from Summit Portfolio Management, LTD.’s Form 13F-HR filing with the SEC under CIK 2132683.

• AMERICAN CENTY ETF TR

  —

  Quality

  $36.9M333,964 sh

• AMERICAN CENTY ETF TR

  —

  Quality

  $17.9M179,161 sh

• AMERICAN CENTY ETF TR

  —

  Quality

  $13.8M171,390 sh

• AMERICAN CENTY ETF TR

  —

  Quality

  $13.7M123,280 sh

• ISHARES TR

  —

  Quality

  $11.3M222,056 sh

• AMERICAN CENTY ETF TR

  —

  Quality

  $10.0M118,445 sh

• VANGUARD MALVERN FDS

  —

  Quality

  $10.0M200,799 sh

• AMERICAN CENTY ETF TR

  —

  Quality

  $8.3M111,290 sh

• DIMENSIONAL ETF TRUST

  —

  Quality

  $7.1M146,929 sh

• AMERICAN CENTY ETF TR

  —

  Quality

  $6.5M109,000 sh

Showing top 10 of 24 holdings.

Full Holdings — Summit Portfolio Management, LTD. (Q1 2026)

All 24 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	—	AMERICAN CENTY ETF TR	$36.9M	23.7%	NEW	—
2	—	AMERICAN CENTY ETF TR	$17.9M	11.5%	NEW	—
3	—	AMERICAN CENTY ETF TR	$13.8M	8.9%	NEW	—
4	—	AMERICAN CENTY ETF TR	$13.7M	8.8%	NEW	—
5	—	ISHARES TR	$11.3M	7.3%	NEW	—
6	—	AMERICAN CENTY ETF TR	$10.0M	6.5%	NEW	—
7	—	VANGUARD MALVERN FDS	$10.0M	6.5%	NEW	—
8	—	AMERICAN CENTY ETF TR	$8.3M	5.4%	NEW	—
9	—	DIMENSIONAL ETF TRUST	$7.1M	4.6%	NEW	—
10	—	AMERICAN CENTY ETF TR	$6.5M	4.2%	NEW	—
11	—	AMERICAN CENTY ETF TR	$3.9M	2.5%	NEW	—
12	—	DIMENSIONAL ETF TRUST	$3.6M	2.3%	NEW	—
13	—	DIMENSIONAL ETF TRUST	$3.5M	2.2%	NEW	—
14	—	DIMENSIONAL ETF TRUST	$2.8M	1.8%	NEW	—
15	—	DIMENSIONAL ETF TRUST	$2.7M	1.7%	NEW	—
16	—	DIMENSIONAL ETF TRUST	$895,096	0.6%	NEW	—
17	—	VANGUARD INDEX FDS	$463,389	0.3%	NEW	—
18	$BRK.B	BERKSHIRE HATHAWAY INC	$347,420	0.2%	NEW	73.6
19	—	AMERICAN CENTY ETF TR	$344,805	0.2%	NEW	—
20	$SPY	SPDR S&P 500 ETF TRUST	$342,079	0.2%	NEW	—
21	$NVDA	NVIDIA CORP	$277,387	0.2%	NEW	85.9
22	—	DIMENSIONAL ETF TRUST	$262,567	0.2%	NEW	—
23	$MSFT	MICROSOFT CORP	$208,036	0.1%	NEW	79.7
24	—	DIMENSIONAL ETF TRUST	$206,747	0.1%	NEW	—