Summitas Investment Management as of March 31, 2026
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 | |
| World Gold Tr Spdr Gld Minis (GLDM) | 16.0 | $20M | 220k | 92.69 | |
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 8.3 | $11M | 177k | 59.55 | |
| Vanguard World Inf Tech Etf (VGT) | 7.8 | $9.9M | 14k | 697.72 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 5.5 | $7.0M | 109k | 64.08 | |
| Fidelity Covington Trust Enhanced Intl (FENI) | 4.5 | $5.7M | 153k | 37.20 | |
| Ishares Core Msci Emkt (IEMG) | 4.2 | $5.4M | 77k | 69.75 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 2.8 | $3.5M | 65k | 54.05 | |
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 1.5 | $1.9M | 38k | 49.79 | |
| Apple (AAPL) | 1.4 | $1.8M | 7.1k | 253.79 |
