Summitas Investment Management Llc Portfolio Stock Holdings
Summitas Investment Management Llc disclosed 10 stock positions valued at approximately $127.5 million in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, WORLD GOLD TR, and VANGUARD SCOTTSDALE FDS. The filing reflects positions held as of March 31, 2026 and was filed on May 13, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 10
- Portfolio Value
- $127.5M
Holdings by Sector
Summitas Investment Management Llc Portfolio Holdings in Q1 2026
10 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | Other | 48.21% | 102,896 | +1,928 | +1.91% | $61,485,206 |
| WORLD GOLD TR | GLDM | Other | 15.96% | 219,654 | -35,502 | -13.91% | $20,359,709 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 8.26% | 176,879 | -16,820 | -8.68% | $10,533,157 |
| VANGUARD WORLD FD | VGT | Other | 7.75% | 14,170 | +395 | +2.87% | $9,886,692 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 5.48% | 109,113 | -11,795 | -9.76% | $6,991,961 |
| FIDELITY COVINGTON TRUST | FENI | Other | 4.46% | 152,952 | +13,446 | +9.64% | $5,689,814 |
| ISHARES INC | IEMG | Other | 4.21% | 76,961 | -36,215 | -32.00% | $5,368,030 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 2.76% | 65,137 | +43,791 | +205.15% | $3,520,655 |
| VANGUARD BD INDEX FDS | VUSB | Other | 1.49% | 38,215 | -6,314 | -14.18% | $1,902,540 |
| APPLE INC | AAPL | Technology | 1.41% | 7,066 | -964 | -12.00% | $1,793,280 |