Summitas Investment Management

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

  • Top 5 stock holdings are VOO, GLDM, VGT, VGIT, VEA, and represent 84.54% of Summitas Investment Management's stock portfolio.
  • Added to shares of these 4 stocks: VGT (+$11M), VWO, VUSB, FENI.
  • Reduced shares in these 5 stocks: VOO, VGIT, GLDM, IEMG, VEA.
  • Summitas Investment Management was a net buyer of stock by $6.2M.
  • Summitas Investment Management has $135M in assets under management (AUM), dropping by 5.51%.
  • 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 June 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) 50.1 $67M -4% 98k 686.81
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World Gold Tr Spdr Gld Minis (GLDM) 12.4 $17M -4% 210k 79.42
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Vanguard World Inf Tech Etf (VGT) 9.7 $13M +674% 110k 119.52
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 6.7 $9.0M -13% 153k 58.98
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 5.6 $7.6M -2% 106k 71.25
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Fidelity Covington Trust Enhanced Intl (FENI) 4.8 $6.4M +4% 160k 40.13
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Ishares Core Msci Emkt (IEMG) 4.4 $5.9M -7% 71k 82.84
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.2 $4.3M +9% 72k 59.69
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Vanguard Bd Index Fds Vanguard Ultra (VUSB) 1.6 $2.2M +14% 44k 49.78
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Apple (AAPL) 1.5 $2.0M 7.1k 289.36
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Past Filings by Summitas Investment Management

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