Investor
Summit Portfolio Management, LTD.
CIK 0002132683 · filed 2026-04-30 · SEC filing
13F book
$155.4M
Positions
24
Largest name
23.7%
American Centy Etf Tr
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| American Centy Etf Tr | — | 334K | $36.9M | 23.7% | — | Held |
| American Centy Etf Tr | — | 179.2K | $17.9M | 11.5% | — | Held |
| American Centy Etf Tr | — | 171.4K | $13.8M | 8.9% | — | Held |
| American Centy Etf Tr | — | 123.3K | $13.7M | 8.8% | — | Held |
| Ishares Tr | — | 222.1K | $11.3M | 7.3% | — | Held |
| American Centy Etf Tr | — | 118.4K | $10M | 6.5% | — | Held |
| Vanguard Malvern Fds | — | 200.8K | $10M | 6.5% | — | Held |
| American Centy Etf Tr | — | 111.3K | $8.33M | 5.4% | — | Held |
| Dimensional Etf Trust | — | 146.9K | $7.12M | 4.6% | — | Held |
| American Centy Etf Tr | — | 109K | $6.54M | 4.2% | — | Held |
| American Centy Etf Tr | — | 48.6K | $3.92M | 2.5% | — | Held |
| Dimensional Etf Trust | — | 92.4K | $3.59M | 2.3% | — | Held |
| Dimensional Etf Trust | — | 97K | $3.47M | 2.2% | — | Held |
| Dimensional Etf Trust | — | 69.8K | $2.75M | 1.8% | — | Held |
| Dimensional Etf Trust | — | 43K | $2.68M | 1.7% | — | Held |
| Dimensional Etf Trust | — | 17K | $895.1K | 0.6% | — | Held |
| Vanguard Index Fds | — | 1.44K | $463.4K | 0.3% | — | Held |
| Berkshire Hathaway Inc Del | — | 725 | $347.4K | 0.2% | — | Held |
| American Centy Etf Tr | — | 5.44K | $344.8K | 0.2% | — | Held |
| Spdr S&P 500 Etf Tr | — | 526 | $342.1K | 0.2% | — | Held |
| Nvidia Corp | NVDA | 1.59K | $277.4K | 0.2% | — | Held |
| Dimensional Etf Trust | — | 7.39K | $262.6K | 0.2% | — | Held |
| Microsoft Corp | MSFT | 562 | $208K | 0.1% | — | Held |
| Dimensional Etf Trust | — | 5.98K | $206.7K | 0.1% | — | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.