Summitas Investment Management LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Summitas Investment Management LLC reported 10 stock positions worth $134.6 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 50.1% of the portfolio, followed by SPDR Gold Minishares Trust (GLDM, 12.4%) and Vanguard Info Tech ETF (VGT, 9.7%). Compared with Q1 2026, it added to 3 and reduced 6. The biggest buy was Vanguard Ftse Emerging Marke (VWO, shares +10%) and the biggest sale SPDR Gold Minishares Trust (GLDM, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- MCKINNEY, TX
- CIK
- 0002134540
- Portfolio Value
- $134.6M (Q2 2026)
- SEC Filing
- 0001951757-26-001272 ↗ filed Aug 14, 2026
Holdings Value
Holdings 10 stocks · $134.6M
| VOO Vanguard S&P 500 ETF | 50.09% | 98,143 | $67.4M | Reduce -4.6% |
| GLDM SPDR Gold Minishares Trust | 12.37% | 209,626 | $16.6M | Reduce -4.6% |
| VGT Vanguard Info Tech ETF | 9.74% | 109,709 | $13.1M | Reduce -3.2% |
| VGIT Vanguard Intermediate-Term T | 6.72% | 153,310 | $9.0M | Reduce -13.3% |
| VEA Vanguard Ftse Developed ETF | 5.61% | 106,015 | $7.6M | Reduce -2.8% |
| FENI Fidelity Enhanced Intl ETF | 4.76% | 159,552 | $6.4M | Add +4.3% |
| IEMG iShares Core MSCI Emerging | 4.39% | 71,281 | $5.9M | Reduce -7.4% |
| VWO Vanguard Ftse Emerging Marke | 3.17% | 71,554 | $4.3M | Add +9.8% |
| VUSB Vanguard Ultra Short Bond Et | 1.61% | 43,655 | $2.2M | Add +14.2% |
| AAPL Apple Inc. | 1.52% | 7,066 | $2.0M | No change |
Portfolio Sells Q1 2026 → Q2 2026
| GLDM SPDR Gold Minishares Trust | Reduce -4.6% | 12.37% | −3.59 |
| VGIT Vanguard Intermediate-Term T | Reduce -13.3% | 6.72% | −1.54 |
| VEA Vanguard Ftse Developed ETF | Reduce -2.8% | 5.61% | +0.13 |
| IEMG iShares Core MSCI Emerging | Reduce -7.4% | 4.39% | +0.18 |
| VOO Vanguard S&P 500 ETF | Reduce -4.6% | 50.09% | +1.88 |
| VGT Vanguard Info Tech ETF | Reduce -3.2% | 9.74% | +1.99 |