Summit Portfolio Management, LTD. - Portfolio overview

Summit Portfolio Management, LTD. has 24 reported holdings in this dataset, with the latest filing dated 2026-04-30.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AVUV - AMERICAN CENTY ETF TR, 23.73%
2. AVDV - AMERICAN CENTY ETF TR, 11.51%
3. AVLV - AMERICAN CENTY ETF TR, 8.89%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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