Summitas Investment Management LLC 13F Holdings · Q2 2026
Summitas Investment Management LLC reported 10 securities worth $134.56M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VOO (50.09%), GLDM (12.37%), VGT (9.74%). Among its top 25 positions this quarter: 4 added, 5 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $67.4M | 50.09% | 98,143 | Trimmed |
| 2 | GLDM | WORLD GOLD TR | $16.6M | 12.37% | 209,626 | Trimmed |
| 3 | VGT | VANGUARD WORLD FD | $13.1M | 9.74% | 109,709 | Added |
| 4 | VGIT | VANGUARD SCOTTSDALE FDS | $9.0M | 6.72% | 153,310 | Trimmed |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | $7.6M | 5.61% | 106,015 | Trimmed |
| 6 | FENI | FIDELITY COVINGTON TRUST | $6.4M | 4.76% | 159,552 | Added |
| 7 | IEMG | ISHARES INC | $5.9M | 4.39% | 71,281 | Trimmed |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | $4.3M | 3.17% | 71,554 | Added |
| 9 | VUSB | VANGUARD BD INDEX FDS | $2.2M | 1.62% | 43,655 | Added |
| 10 | AAPL | APPLE INC | $2.0M | 1.52% | 7,066 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR