Q2 2026 13F · SEC CIK 2134540
Summitas Investment Management LLC
Wealth managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $134.6M
- Reported positions
- 10
- Holdings vs S&P 500, 3 yrs
- —
- Assets under management
- $158.6M
Summitas Investment Management LLC is a wealth manager that reported 10 positions worth $134.6M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Vanguard S&p 500 ETF (VOO, 50.1%), World Gold Tr (GLDM, 12.4%), Vanguard Info Tech (VGT, 9.7%).
Summitas Investment Management LLC holdings all 10 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| VOOVanguard S&p 500 ETF | 50.1% | -4.6% | $67.4M |
| GLDMWorld Gold Tr | 12.4% | -4.6% | $16.6M |
| VGTVanguard Info Tech | 9.7% | +674.2% | $13.1M |
| VGITVanguard Intermediate Treasury ETF | 6.7% | -13.3% | $9.0M |
| VEAVanguard Tax-Managed Fds | 5.6% | -2.8% | $7.6M |
| FENIFidelity Enhanced International ETF | 4.8% | +4.3% | $6.4M |
| IEMGIshares | 4.4% | -7.4% | $5.9M |
| VWOVanguard Intl Equity Index F | 3.2% | +9.9% | $4.3M |
| VUSBVanguard Bd Index Fds | 1.6% | +14.2% | $2.2M |
| AAPLApple Inc | 1.5% | +0.0% | $2.0M |
What Summitas Investment Management LLC bought and sold in Q2 2026, against Q1 2026.
New positions
No new positions among the largest holdings.
Added to
- VGT Vanguard Info Tech+674.2% shares
- VUSB Vanguard Bd Index Fds+14.2% shares
- VWO Vanguard Intl Equity Index F+9.9% shares
Reduced
- VGIT Vanguard Intermediate Treasury ETF-13.3% shares
- IEMG Ishares-7.4% shares
Sold out
Nothing sold out.
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- —
- 3 years
- —
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $134.6M | 10 |
| Q1 2026 | $127.5M | 10 |
| Q4 2025 | $132.9M | 10 |
Questions about Summitas Investment Management LLC's portfolio
What stocks does Summitas Investment Management LLC own?
Summitas Investment Management LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 10 positions worth $134.6M. The largest are Vanguard S&p 500 ETF (VOO) at 50.1%, World Gold Tr (GLDM) at 12.4%, Vanguard Info Tech (VGT) at 9.7%, Vanguard Intermediate Treasury ETF (VGIT) at 6.7% and Vanguard Tax-Managed Fds (VEA) at 5.6%.
What did Summitas Investment Management LLC buy last quarter?
In Q2 2026, Summitas Investment Management LLC added Vanguard Info Tech (VGT) (+674.2% shares), Vanguard Bd Index Fds (VUSB) (+14.2% shares) and Vanguard Intl Equity Index F (VWO) (+9.9% shares), compared with its Q1 2026 filing.
What did Summitas Investment Management LLC sell last quarter?
In Q2 2026, Summitas Investment Management LLC Vanguard Intermediate Treasury ETF (VGIT) (-13.3% shares) and Ishares (IEMG) (-7.4% shares), compared with its Q1 2026 filing.
When is Summitas Investment Management LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. Summitas Investment Management LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Summitas Investment Management LLC manage?
Summitas Investment Management LLC reported $158.6M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $134.6M.