Summitas Investment Management LLC Q1 2026 Filing

Filed May 26, 2026

Portfolio Value

$57.1B

Holdings

10

Report Date

Q1 2026

Filing Type

13F-HR

All Holdings (10 positions)

#	Stock	Shares	Value	% Portfolio	Type
1	GLDMWORLD GOLD TR	255,156	$21.8B	38.15%
2	VGITVANGUARD SCOTTSDALE FDS	193,699	$11.6B	20.33%
3	IEMGISHARES INC	113,176	$7.6B	13.32%
4	VEAVANGUARD TAX-MANAGED FDS	120,908	$7.6B	13.23%
5	FENIFIDELITY COVINGTON TRUST	139,506	$5.1B	8.94%
6	VUSBVANGUARD BD INDEX FDS	44,529	$2.2B	3.89%
7	VWOVANGUARD INTL EQUITY INDEX F	21,346	$1.1B	2.01%
8	VOOVANGUARD INDEX FDS	100,968	$63.3M	0.11%
9	VGTVANGUARD WORLD FD	13,775	$10.4M	0.02%
10	AAPLAPPLE INC	8,030	$2.2M	0.00%