Summit Portfolio Management, LTD.

Wealth advisor Mechanical CIK 2132683
League rank
#2297
in Wealth advisor · #5568 overall
Long book
$155.4M
Q1 2026
Positions
24
Top-10 weight
87%
concentration
Last quarter
+9.5%
SPY +14.8%
Turnover
—
of book per quarter

Strategy in plain words

auto-generated from filings

Summit Portfolio Management, LTD. is a wealth-management firm allocating client money, running a $155.4M US long book across 24 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Current anchor positions: AVANTIS US SMALL CAP VALUE, AVANTIS INTL S/C VALUE ETF, AVANTIS US LARGE CAP VALUE, AVANTIS U.S. EQUITY ETF, ISHARES FLOATING RATE BOND E.

Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.

Sector allocation

Technology
58%
Financials
42%

Long book by quarter

$155.4M
Q1 2026

What does Summit Portfolio own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
BRK/B BERKSHIRE HATHAWAY INC-CL BFinancials725$347K0.2%Held
NVDA NVIDIA CORPTechnology1.6K$277K0.2%Held
MSFT MICROSOFT CORPTechnology562$208K0.1%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRApr 30, 202624$155.4M canonicalSEC ↗

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