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The Analysis of Summit Portfolio Management, LTD.'s Holdings & P&L

Currently, Summit Portfolio Management, LTD. holds 24 types of securities in its portfolio with a total value $155.4M. In the most recent quarter, they have increased their positions in AVUV (+334.0K shares, valued at $36.9M), AVDV (+179.2K shares, valued at $17.9M), AVLV (+171.4K shares, valued at $13.8M); initiated new positions in AVUV (+334.0K shares, valued at $36.9M), AVDV (+179.2K shares, valued at $17.9M), AVLV (+171.4K shares, valued at $13.8M).

1M P&L

+2.0M+1.17%

3M P&L

+5.7M+3.49%

HY P&L

+14.0M+8.99%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A154.6M

99.7%

2Semiconductors277.4K

0.2%

3Software - Infrastructure208.0K

0.1%

Top Industries by Stock Count

1N/A21 stocks

91.3%

2Software - Infrastructure1 stocks

4.3%

3Semiconductors1 stocks

4.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AVUV AMERICAN CENTY ETF TR334.0K sharesnew addition2026-03-312026-04-30

AVDV AMERICAN CENTY ETF TR179.2K sharesnew addition2026-03-312026-04-30

AVLV AMERICAN CENTY ETF TR171.4K sharesnew addition2026-03-312026-04-30

AVUS AMERICAN CENTY ETF TR123.3K sharesnew addition2026-03-312026-04-30

FLOT ISHARES TR222.1K sharesnew addition2026-03-312026-04-30

AVDE AMERICAN CENTY ETF TR118.4K sharesnew addition2026-03-312026-04-30

VTIP VANGUARD MALVERN FDS200.8K sharesnew addition2026-03-312026-04-30

AVIV AMERICAN CENTY ETF TR111.3K sharesnew addition2026-03-312026-04-30

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DFUV DIMENSIONAL ETF TRUST146.9K sharesnew addition2026-03-312026-04-30

AVES AMERICAN CENTY ETF TR109.0K sharesnew addition2026-03-312026-04-30

AVEM AMERICAN CENTY ETF TR48.6K sharesnew addition2026-03-312026-04-30

DFAC DIMENSIONAL ETF TRUST92.4K sharesnew addition2026-03-312026-04-30

DFEV DIMENSIONAL ETF TRUST97.0K sharesnew addition2026-03-312026-04-30

DISV DIMENSIONAL ETF TRUST69.8K sharesnew addition2026-03-312026-04-30

DFAT DIMENSIONAL ETF TRUST43.0K sharesnew addition2026-03-312026-04-30

DFIV DIMENSIONAL ETF TRUST17.0K sharesnew addition2026-03-312026-04-30

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VTI VANGUARD INDEX FDS1.4K sharesnew addition2026-03-312026-04-30

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL725 sharesnew addition2026-03-312026-04-30

AVEE AMERICAN CENTY ETF TR5.4K sharesnew addition2026-03-312026-04-30

SPY STATE STR SPDR S&P 500 ETF T526 sharesnew addition2026-03-312026-04-30

NVDA NVIDIA CORPORATION1.6K sharesnew addition2026-03-312026-04-30

DFIC DIMENSIONAL ETF TRUST7.4K sharesnew addition2026-03-312026-04-30

MSFT MICROSOFT CORP562 sharesnew addition2026-03-312026-04-30

DFEM DIMENSIONAL ETF TRUST6.0K sharesnew addition2026-03-312026-04-30

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AVUV

AMERICAN CENTY ETF TR

New

Shares334.0K

Event2026-03-31

Filed2026-04-30

AVDV

AMERICAN CENTY ETF TR

New

Shares179.2K

Event2026-03-31

Filed2026-04-30

AVLV

AMERICAN CENTY ETF TR

New

Shares171.4K

Event2026-03-31

Filed2026-04-30

AVUS

AMERICAN CENTY ETF TR

New

Shares123.3K

Event2026-03-31

Filed2026-04-30

FLOT

ISHARES TR

New

Shares222.1K

Event2026-03-31

Filed2026-04-30

AVDE

AMERICAN CENTY ETF TR

New

Shares118.4K

Event2026-03-31

Filed2026-04-30

VTIP

VANGUARD MALVERN FDS

New

Shares200.8K

Event2026-03-31

Filed2026-04-30

AVIV

AMERICAN CENTY ETF TR

New

Shares111.3K

Event2026-03-31

Filed2026-04-30

DFUV

DIMENSIONAL ETF TRUST

New

Shares146.9K

Event2026-03-31

Filed2026-04-30

AVES

AMERICAN CENTY ETF TR

New

Shares109.0K

Event2026-03-31

Filed2026-04-30

AVEM

AMERICAN CENTY ETF TR

New

Shares48.6K

Event2026-03-31

Filed2026-04-30

DFAC

DIMENSIONAL ETF TRUST

New

Shares92.4K

Event2026-03-31

Filed2026-04-30

DFEV

DIMENSIONAL ETF TRUST

New

Shares97.0K

Event2026-03-31

Filed2026-04-30

DISV

DIMENSIONAL ETF TRUST

New

Shares69.8K

Event2026-03-31

Filed2026-04-30

DFAT

DIMENSIONAL ETF TRUST

New

Shares43.0K

Event2026-03-31

Filed2026-04-30

DFIV

DIMENSIONAL ETF TRUST

New

Shares17.0K

Event2026-03-31

Filed2026-04-30

VTI

VANGUARD INDEX FDS

New

Shares1.4K

Event2026-03-31

Filed2026-04-30

BERKSHIRE HATHAWAY INC DEL

New

Shares725

Event2026-03-31

Filed2026-04-30

AVEE

AMERICAN CENTY ETF TR

New

Shares5.4K

Event2026-03-31

Filed2026-04-30

SPY

STATE STR SPDR S&P 500 ETF T

New

Shares526

Event2026-03-31

Filed2026-04-30

NVDA

NVIDIA CORPORATION

New

Shares1.6K

Event2026-03-31

Filed2026-04-30

DFIC

DIMENSIONAL ETF TRUST

New

Shares7.4K

Event2026-03-31

Filed2026-04-30

MSFT

MICROSOFT CORP

New

Shares562

Event2026-03-31

Filed2026-04-30

DFEM

DIMENSIONAL ETF TRUST

New

Shares6.0K

Event2026-03-31

Filed2026-04-30

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available