Summitas Investment Management LLC
Summitas Investment Management LLC reported 10 holdings worth US$133M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 16, 2026
Summitas Investment Management LLC reported 10 holdings worth US$133M as of Sep 30, 2026. Largest: Vanguard S&P 500 ETF, SPDR Gold Minishares Trust and Vanguard Information Technology ETF. Filed Oct 16, 2026 (Form 13F).
- Holdings
- 10
- Value as reported
- US$133M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Vanguard S&P 500 ETF | 94,631 | US$66.3M | 50.0% |
| SPDR Gold Minishares Trust | 208K | US$17.1M | 12.9% |
| Vanguard Information Technology ETF | 106K | US$13.4M | 10.1% |
| Vanguard Intermediate-Term Treasury ETF | 141K | US$8.01M | 6.0% |
| Vanguard FTSE Developed Markets ETF | 102K | US$7.18M | 5.4% |
| Fidelity Enhanced International ETF | 158K | US$6.3M | 4.8% |
| iShares Core MSCI Emerging Markets ETF | 70,825 | US$5.75M | 4.3% |
| Vanguard FTSE Emerging Markets ETF | 71,317 | US$4.23M | 3.2% |
| Apple Inc | 7,066 | US$2.35M | 1.8% |
| Vanguard Ultra-Short Bond ETF | 41,510 | US$2.06M | 1.6% |
Source
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