Holdings
Summitas Investment Management LLC
As of Sep 30, 2026, Summitas Investment Management LLC reported 10 positions worth US$133M. Largest: Vanguard S&P 500 ETF, SPDR Gold Minishares Trust and Vanguard Information Technology ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Vanguard S&P 500 ETF | 94,631 | US$66.3M | new | Sep 30, 2026 |
| SPDR Gold Minishares Trust | 208K | US$17.1M | new | Sep 30, 2026 |
| Vanguard Information Technology ETF | 106K | US$13.4M | new | Sep 30, 2026 |
| Vanguard Intermediate-Term Treasury ETF | 141K | US$8.01M | new | Sep 30, 2026 |
| Vanguard FTSE Developed Markets ETF | 102K | US$7.18M | new | Sep 30, 2026 |
| Fidelity Enhanced International ETF | 158K | US$6.3M | new | Sep 30, 2026 |
| iShares Core MSCI Emerging Markets ETF | 70,825 | US$5.75M | new | Sep 30, 2026 |
| Vanguard FTSE Emerging Markets ETF | 71,317 | US$4.23M | new | Sep 30, 2026 |
| Apple Inc | 7,066 | US$2.35M | no change | Sep 30, 2026 |
| Vanguard Ultra-Short Bond ETF | 41,510 | US$2.06M | new | Sep 30, 2026 |