Summitas Investment Management LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed May 26, 2026), Summitas Investment Management LLC reported 10 stock positions worth $132.9 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 47.6% of the portfolio, followed by SPDR Gold Minishares Trust (GLDM, 16.4%) and Vanguard Intermediate-Term T (VGIT, 8.7%).
- Most Recent 13F
- Q2 2026
- Location
- MCKINNEY, TX
- CIK
- 0002134540
- Portfolio Value
- $132.9M (Q4 2025)
- SEC Filing
- 0001951757-26-000891 ↗ filed May 26, 2026
Holdings Value
Holdings 10 stocks · $132.9M
| VOO Vanguard S&P 500 ETF | 47.64% | 100,968 | $63.3M | — |
| GLDM SPDR Gold Minishares Trust | 16.39% | 255,156 | $21.8M | — |
| VGIT Vanguard Intermediate-Term T | 8.73% | 193,699 | $11.6M | — |
| VGT Vanguard Info Tech ETF | 7.81% | 13,775 | $10.4M | — |
| IEMG iShares Core MSCI Emerging | 5.72% | 113,176 | $7.6M | — |
| VEA Vanguard Ftse Developed ETF | 5.68% | 120,908 | $7.6M | — |
| FENI Fidelity Enhanced Intl ETF | 3.84% | 139,506 | $5.1M | — |
| VUSB Vanguard Ultra Short Bond Et | 1.67% | 44,529 | $2.2M | — |
| AAPL Apple Inc. | 1.64% | 8,030 | $2.2M | — |
| VWO Vanguard Ftse Emerging Marke | 0.86% | 21,346 | $1.1M | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.