Summitas Investment Management LLC
CIK: 2134540SEC EDGAR →
Portfolio Value
$57.1B
Holdings
10
As of
Q1 2026
New Positions
10
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | WORLD GOLD TR | 255,156 | $21.8B | 38.15% |
| 2 | VANGUARD SCOTTSDALE FDS | 193,699 | $11.6B | 20.33% |
| 3 | ISHARES INC | 113,176 | $7.6B | 13.32% |
| 4 | VANGUARD TAX-MANAGED FDS | 120,908 | $7.6B | 13.23% |
| 5 | FIDELITY COVINGTON TRUST | 139,506 | $5.1B | 8.94% |
| 6 | VANGUARD BD INDEX FDS | 44,529 | $2.2B | 3.89% |
| 7 | VANGUARD INTL EQUITY INDEX F | 21,346 | $1.1B | 2.01% |
| 8 | VANGUARD INDEX FDS | 100,968 | $63.3M | 0.11% |
| 9 | VANGUARD WORLD FD | 13,775 | $10.4M | 0.02% |
| 10 | APPLE INC | 8,030 | $2.2M | 0.00% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 8 | $35.3B | 61.8% |
| Technology | 2 | $21.8B | 38.2% |