0002132683-26-000002.txt : 20260430 0002132683-26-000002.hdr.sgml : 20260430 20260430150459 ACCESSION NUMBER: 0002132683-26-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20260331 FILED AS OF DATE: 20260430 DATE AS OF CHANGE: 20260430 EFFECTIVENESS DATE: 20260430 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Summit Portfolio Management, LTD. CENTRAL INDEX KEY: 0002132683 ORGANIZATION NAME: EIN: 880425202 STATE OF INCORPORATION: NV FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-26840 FILM NUMBER: 26924009 BUSINESS ADDRESS: STREET 1: 10091 W PARK RUN DR STREET 2: SUITE 110 CITY: LAS VEGAS STATE: NV ZIP: 89145 BUSINESS PHONE: 702-838-9999 MAIL ADDRESS: STREET 1: 10091 W PARK RUN DR STREET 2: SUITE 110 CITY: LAS VEGAS STATE: NV ZIP: 89145 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0002132683 XXXXXXXX 03-31-2026 03-31-2026 Summit Portfolio Management, LTD.

10091 W PARK RUN DR SUITE 110 LAS VEGAS NV 89145

13F HOLDINGS REPORT 028-26840 000111243 801-46423 N Remington Conte 702-838-9999 Remington Conte Las Vegas NV 04-30-2026 0 24 155448713 false INFORMATION TABLE 2 03_31_2026_13f_audit.xml AMERICAN CENTY ETF TR EMERGING MKT VAL 025072372 6537847 109000 SH SOLE 109000 0 0 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 17891048 179161 SH SOLE 179161 0 0 AMERICAN CENTY ETF TR US EQT ETF 025072885 13706308 123280 SH SOLE 123280 0 0 AMERICAN CENTY ETF TR US SML CP VALU 025072877 36893023 333964 SH SOLE 333964 0 0 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 3918198 48625 SH SOLE 48625 0 0 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 10048883 118445 SH SOLE 118445 0 0 AMERICAN CENTY ETF TR INTERNATIONAL LR 025072364 8327805 111290 SH SOLE 111290 0 0 AMERICAN CENTY ETF TR US LARGE CAP VLU 025072349 13815765 171390 SH SOLE 171390 0 0 AMERICAN CENTY ETF TR AVANTIS EMERGING 025072141 344805 5436 SH SOLE 5436 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 347420 725 SH SOLE 725 0 0 DIMENSIONAL ETF TRUST EMERGING MKTS VA 25434V740 3470147 96986 SH SOLE 96986 0 0 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 7120179 146929 SH SOLE 146929 0 0 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 2684788 42991 SH SOLE 42991 0 0 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 3590742 92402 SH SOLE 92402 0 0 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 895096 16959 SH SOLE 16959 0 0 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 206747 5984 SH SOLE 5984 0 0 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 262567 7390 SH SOLE 7390 0 0 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 2752794 69797 SH SOLE 69797 0 0 ISHARES TR FLTG RATE NT ETF 46429B655 11313753 222056 SH SOLE 222056 0 0 MICROSOFT CORP COM 594918104 208036 562 SH SOLE 562 0 0 NVIDIA CORPORATION COM 67066G104 277387 1591 SH SOLE 1591 0 0 STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 342079 526 SH SOLE 526 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 463389 1444 SH SOLE 1444 0 0 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 10029907 200799 SH SOLE 200799 0 0