Summitas Investment Management LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 13, 2026), Summitas Investment Management LLC reported 10 stock positions worth $127.5 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 48.2% of the portfolio, followed by SPDR Gold Minishares Trust (GLDM, 16.0%) and Vanguard Intermediate-Term T (VGIT, 8.3%). Compared with Q4 2025, it added to 4 and reduced 6. The biggest buy was Vanguard Ftse Emerging Marke (VWO, shares +205%) and the biggest sale iShares Core MSCI Emerging (IEMG, shares −32%).
- Most Recent 13F
- Q3 2026
- Location
- MCKINNEY, TX
- CIK
- 0002134540
- Portfolio Value
- $127.5M (Q1 2026)
- SEC Filing
- 0001951757-26-000848 ↗ filed May 13, 2026
Holdings Value
Holdings 10 stocks · $127.5M
| VOO Vanguard S&P 500 ETF | 48.21% | 102,896 | $61.5M | Add +1.9% |
| GLDM SPDR Gold Minishares Trust | 15.96% | 219,654 | $20.4M | Reduce -13.9% |
| VGIT Vanguard Intermediate-Term T | 8.26% | 176,879 | $10.5M | Reduce -8.7% |
| VGT Vanguard Info Tech ETF | 7.75% | 14,170 | $9.9M | Add +2.9% |
| VEA Vanguard Ftse Developed ETF | 5.48% | 109,113 | $7.0M | Reduce -9.8% |
| FENI Fidelity Enhanced Intl ETF | 4.46% | 152,952 | $5.7M | Add +9.6% |
| IEMG iShares Core MSCI Emerging | 4.21% | 76,961 | $5.4M | Reduce -32.0% |
| VWO Vanguard Ftse Emerging Marke | 2.76% | 65,137 | $3.5M | Add +205.2% |
| VUSB Vanguard Ultra Short Bond Et | 1.49% | 38,215 | $1.9M | Reduce -14.2% |
| AAPL Apple Inc. | 1.41% | 7,066 | $1.8M | Reduce -12.0% |
Portfolio Sells Q4 2025 → Q1 2026
| IEMG iShares Core MSCI Emerging | Reduce -32.0% | 4.21% | −1.51 |
| VGIT Vanguard Intermediate-Term T | Reduce -8.7% | 8.26% | −0.47 |
| GLDM SPDR Gold Minishares Trust | Reduce -13.9% | 15.96% | −0.42 |
| AAPL Apple Inc. | Reduce -12.0% | 1.41% | −0.24 |
| VEA Vanguard Ftse Developed ETF | Reduce -9.8% | 5.48% | −0.20 |
| VUSB Vanguard Ultra Short Bond Et | Reduce -14.2% | 1.49% | −0.18 |