§ 13F · FUND PROFILE
Summitas Investment Management LLC.
AUM · $135M (13F)Positions · 10Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 98K | $67M | — | −5% |
| 2 | GLDM | WORLD GOLD TR | 210K | $17M | — | −5% |
| 3 | VGT | VANGUARD WORLD FD | 110K | $13M | — | +674% |
| 4 | VGIT | VANGUARD SCOTTSDALE FDS | 153K | $9M | — | −13% |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | 106K | $8M | — | −3% |
| 6 | FENI | FIDELITY COVINGTON TRUST | 160K | $6M | — | +4% |
| 7 | IEMG | ISHARES INC | 71K | $6M | — | −7% |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | 72K | $4M | — | +10% |
| 9 | VUSB | VANGUARD BD INDEX FDS | 44K | $2M | — | +14% |
| 10 | AAPL | APPLE INC | 7K | $2M | — | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SUMMITAS SIGNAL
AC read
Summitas Investment Management LLC is a institutional fund managing $135 million in assets. The fund runs a focused portfolio of just 10 positions.
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