Summitas Investment Management LLC: 13F holdings
CIK 21345402026Q2
| Positions | 10 |
|---|
| Reported value | $134.6m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 10 (+0 vs prior quarter) |
|---|
| Reported value | $134.6m (+5.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 98,143 | $67.4m | 50.1% |
| GLDM WORLD GOLD TR | 209,626 | $16.6m | 12.4% |
| VGT VANGUARD WORLD FD | 109,709 | $13.1m | 9.7% |
| VGIT VANGUARD SCOTTSDALE FDS | 153,310 | $9.0m | 6.7% |
| VEA VANGUARD TAX-MANAGED FDS | 106,015 | $7.6m | 5.6% |
| FENI FIDELITY COVINGTON TRUST | 159,552 | $6.4m | 4.8% |
| IEMG ISHARES INC | 71,281 | $5.9m | 4.4% |
| VWO VANGUARD INTL EQUITY INDEX F | 71,554 | $4.3m | 3.2% |
| VUSB VANGUARD BD INDEX FDS | 43,655 | $2.2m | 1.6% |
| AAPL APPLE INC | 7,066 | $2.0m | 1.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2134540")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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