DOSSIER · 13F-HR · Q2 2026

Summitas Investment Management LLC

$135M in tracked AUM across 10 positions as of Q2 2026.

SI
CIK 0002134540 · last filed Jun 30, 2026
Total AUM
$135M
as of Q2 2026
Holdings
10
positions
Whale Score
69
69
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Summitas Investment Management LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$67M98K50.1%
02
GLDM
WORLD GOLD TR
$17M210K12.4%
03
VGT
VANGUARD WORLD FD
$13M110K9.7%
04
VGIT
VANGUARD SCOTTSDALE FDS
$9M153K6.7%
05
VEA
VANGUARD TAX-MANAGED FDS
$8M106K5.6%
06
FENI
FIDELITY COVINGTON TRUST
$6M160K4.8%
07
IEMG
ISHARES INC
$6M71K4.4%
08
VWO
VANGUARD INTL EQUITY INDEX F
$4M72K3.2%
09
VUSB
VANGUARD BD INDEX FDS
$2M44K1.6%
10
AAPL
APPLE INC
$2M7K1.5%

Filing history

2026Q2Jun 30
$135M 5.5%
10 positionsView →
2026Q1Mar 31
$128M 4.0%
10 positionsView →
2025Q4Dec 31
$133M
10 positionsView →