Institutional Fund
Summit Portfolio Management, Ltd.
Las Vegas, NVCIK 21326831 filings on record
Portfolio Value
$155.45M
Q1 2026
Holdings
24
Reported positions
New Buys
0
Opened this quarter
QoQ Change
—
No prior quarter
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- American Centy ETF Tr23.7%
- American Centy ETF Tr11.5%
- American Centy ETF Tr8.9%
- American Centy ETF Tr8.8%
- Ishares Tr7.3%
- American Centy ETF Tr6.5%
- Other33.3%
Portfolio Holdings
24 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | American Centy ETF Tr | 334.0K | $36.89M | 23.7% | +334.0K | First Filing |
| 2 | American Centy ETF Tr | 179.2K | $17.89M | 11.5% | +179.2K | First Filing |
| 3 | American Centy ETF Tr | 171.4K | $13.82M | 8.9% | +171.4K | First Filing |
| 4 | American Centy ETF Tr | 123.3K | $13.71M | 8.8% | +123.3K | First Filing |
| 5 | Ishares Tr | 222.1K | $11.31M | 7.3% | +222.1K | First Filing |
| 6 | American Centy ETF Tr | 118.4K | $10.05M | 6.5% | +118.4K | First Filing |
| 7 | Vanguard Malvern Fds | 200.8K | $10.03M | 6.5% | +200.8K | First Filing |
| 8 | American Centy ETF Tr | 111.3K | $8.33M | 5.4% | +111.3K | First Filing |
| 9 | Dimensional ETF Trust | 146.9K | $7.12M | 4.6% | +146.9K | First Filing |
| 10 | American Centy ETF Tr | 109.0K | $6.54M | 4.2% | +109.0K | First Filing |
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