DOSSIER · 13F-HR · Q3 2026

Summitas Investment Management LLC

$133M in tracked AUM across 10 positions as of Q3 2026.

SI
CIK 0002134540 · last filed Sep 30, 2026
Total AUM
$133M
as of Q3 2026
Holdings
10
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Summitas Investment Management LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$66M95K50.0%
02
GLDM
WORLD GOLD TR
$17M208K12.9%
03
VGT
VANGUARD WORLD FD
$13M106K10.1%
04
VGIT
VANGUARD SCOTTSDALE FDS
$8M141K6.0%
05
VEA
VANGUARD TAX-MANAGED FDS
$7M102K5.4%
06
FENI
FIDELITY COVINGTON TRUST
$6M158K4.8%
07
IEMG
ISHARES INC
$6M71K4.3%
08
VWO
VANGUARD INTL EQUITY INDEX F
$4M71K3.2%
09
AAPL
APPLE INC
$2M7K1.8%
10
VUSB
VANGUARD BD INDEX FDS
$2M42K1.6%

Filing history

2026Q3Sep 30
$133M▼ 1.4%
10 positionsView →
2026Q2Jun 30
$135M▲ 5.5%
10 positionsView →
2026Q1Mar 31
$128M▼ 4.0%
10 positionsView →
2025Q4Dec 31
$133M—
10 positionsView →