Institutional
Summitas Investment Management LLC
CIK 0002134540
$127.5M
Reported AUM
10
Positions
Q1 2026
Period
2026-05-13
Filed
The Brief · Summitas Investment Management LLC · Q1 2026
AI · grounded in 13F
Summitas Investment Management LLC established a new position in VOO valued at $61.49M. The fund also initiated new stakes in GLDM for $20.36M and VGIT for $10.53M. Additional new positions include VGT at $9.89M, VEA at $6.99M, and FENI at $5.69M.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Ticker | Issuer | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $61.5M | 48.21% | +1,928 | +1.9% |
| 2 | GLDM | WORLD GOLD TR | $20.4M | 15.96% | -35,502 | -13.9% |
| 3 | VGIT | VANGUARD SCOTTSDALE FDS | $10.5M | 8.26% | -16,820 | -8.7% |
| 4 | VGT | VANGUARD WORLD FD | $9.9M | 7.75% | +395 | +2.9% |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | $7.0M | 5.48% | -11,795 | -9.8% |
| 6 | FENI | FIDELITY COVINGTON TRUST | $5.7M | 4.46% | +13,446 | +9.6% |
| 7 | IEMG | ISHARES INC | $5.4M | 4.21% | -36,215 | -32.0% |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | $3.5M | 2.76% | +43,791 | +205.1% |
| 9 | VUSB | VANGUARD BD INDEX FDS | $1.9M | 1.49% | -6,314 | -14.2% |
| 10 | AAPL | APPLE INC | $1.8M | 1.41% | -964 | -12.0% |
Source: SEC EDGAR · accession 0001951757-26-000848. 13F discloses long positions only — shorts, foreign equities, and options are excluded.