Summitas Investment Management LLC
CIK 2134540
13F portfolio (2026-Q1)
$128M
Positions
10
As reported on this filer's Form 13F for 2026-Q1, filed 2026-05-26. Long positions in SEC Section 13(f) securities; a lagged quarterly snapshot, filed up to 45 days after quarter-end.
| 1 | VOO | VANGUARD INDEX FDS |
| 2 | GLDM | WORLD GOLD TR |
| 3 | VGIT | VANGUARD SCOTTSDALE FDS |
| 4 | VGT | VANGUARD WORLD FD |
| 5 | VEA | VANGUARD TAX-MANAGED FDS |
Top holdings — weights and history with Pro
This 13F filer is outside the free plan's window — the 50 largest filers by portfolio value plus our curated roster of managers. It is in neither group. Unlock everything with Pro — $29.99/moSee it live on AAPL →