Summitas Investment Management

Latest statistics and disclosures from Summitas Investment Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VOO, GLDM, VGIT, VGT, VEA, and represent 85.67% of Summitas Investment Management's stock portfolio.
  • Added to shares of these 4 stocks: VWO, VOO, FENI, VGT.
  • Reduced shares in these 6 stocks: GLDM, IEMG, VGIT, VEA, VUSB, AAPL.
  • Summitas Investment Management was a net seller of stock by $-3.8M.
  • Summitas Investment Management has $128M in assets under management (AUM), dropping by -4.05%.
  • Central Index Key (CIK): 0002134540

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Portfolio Holdings for Summitas Investment Management

Summitas Investment Management holds 10 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 48.2 $62M 103k 597.55
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World Gold Tr Spdr Gld Minis (GLDM) 16.0 $20M -13% 220k 92.69
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 8.3 $11M -8% 177k 59.55
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Vanguard World Inf Tech Etf (VGT) 7.8 $9.9M +2% 14k 697.72
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 5.5 $7.0M -9% 109k 64.08
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Fidelity Covington Trust Enhanced Intl (FENI) 4.5 $5.7M +9% 153k 37.20
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Ishares Core Msci Emkt (IEMG) 4.2 $5.4M -31% 77k 69.75
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.8 $3.5M +205% 65k 54.05
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Vanguard Bd Index Fds Vanguard Ultra (VUSB) 1.5 $1.9M -14% 38k 49.79
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Apple (AAPL) 1.4 $1.8M -12% 7.1k 253.79
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Past Filings by Summitas Investment Management

SEC 13F filings are viewable for Summitas Investment Management going back to 2026