Summit Portfolio Management, LTD.

Est. AUM

$155.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	AMERICAN CENTY ETF TR	US SML CP VALU	$36.9M	333964	23.73%	SOLE
2	AMERICAN CENTY ETF TR	INTL SMCP VLU	$17.9M	179161	11.51%	SOLE
3	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$13.8M	171390	8.89%	SOLE
4	AMERICAN CENTY ETF TR	US EQT ETF	$13.7M	123280	8.82%	SOLE
5	ISHARES TR	FLTG RATE NT ETF	$11.3M	222056	7.28%	SOLE
6	AMERICAN CENTY ETF TR	INTL EQT ETF	$10.0M	118445	6.46%	SOLE
7	VANGUARD MALVERN FDS	STRM INFPROIDX	$10.0M	200799	6.45%	SOLE
8	AMERICAN CENTY ETF TR	INTERNATIONAL LR	$8.3M	111290	5.36%	SOLE
9	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$7.1M	146929	4.58%	SOLE
10	AMERICAN CENTY ETF TR	EMERGING MKT VAL	$6.5M	109000	4.21%	SOLE
11	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$3.9M	48625	2.52%	SOLE
12	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$3.6M	92402	2.31%	SOLE
13	DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$3.5M	96986	2.23%	SOLE
14	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$2.8M	69797	1.77%	SOLE
15	DIMENSIONAL ETF TRUST	US TARGETED VLU	$2.7M	42991	1.73%	SOLE
16	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$895K	16959	0.58%	SOLE
17	VANGUARD INDEX FDS	TOTAL STK MKT	$463K	1444	0.30%	SOLE
18	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$347K	725	0.22%	SOLE
19	AMERICAN CENTY ETF TR	AVANTIS EMERGING	$345K	5436	0.22%	SOLE
20	STATE STR SPDR S&P 500 ETF T	TR UNIT	$342K	526	0.22%	SOLE
21	NVIDIA CORPORATION	COM	$277K	1591	0.18%	SOLE
22	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$263K	7390	0.17%	SOLE
23	MICROSOFT CORP	COM	$208K	562	0.13%	SOLE
24	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$207K	5984	0.13%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.