SEC Form 13F

Summit Portfolio Management, LTD. 13F Holdings

Report period2026-03-31
Publicly available2026-05-01
Reported value$155,448,713
Positions24

Largest disclosed positions

IssuerTickerClassReported valueReported amount
AMERICAN CENTY ETF TRAVUVUS SML CP VALU$36,893,023333,964
AMERICAN CENTY ETF TRAVDVINTL SMCP VLU$17,891,048179,161
AMERICAN CENTY ETF TRAVLVUS LARGE CAP VLU$13,815,765171,390
AMERICAN CENTY ETF TRAVUSUS EQT ETF$13,706,308123,280
ISHARES TRFLOTFLTG RATE NT ETF$11,313,753222,056
AMERICAN CENTY ETF TRAVDEINTL EQT ETF$10,048,883118,445
VANGUARD MALVERN FDSVTIPSTRM INFPROIDX$10,029,907200,799
AMERICAN CENTY ETF TRAVIVINTERNATIONAL LR$8,327,805111,290
DIMENSIONAL ETF TRUSTDFUVUS MKTWIDE VALUE$7,120,179146,929
AMERICAN CENTY ETF TRAVESEMERGING MKT VAL$6,537,847109,000

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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