Q3 2026 13F · SEC CIK 2134540
Summitas Investment Management LLC
Wealth managerFiled 2026-10-16 for Q3 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $132.7M
- 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 $132.7M in its Q3 2026 13F, filed 2026-10-16. Its largest holdings were Vanguard Index Fds (VOO, 50.0%), World Gold Tr (GLDM, 12.9%), Vanguard World Fd (VGT, 10.1%).
Summitas Investment Management LLC holdings all 10 positions.
Weights are shares of the filer's total reported 13F value, compared with Q2 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 Index Fds | 50.0% | -3.6% | $66.3M |
| GLDMWorld Gold Tr | 12.9% | -0.8% | $17.1M |
| VGTVanguard World Fd | 10.1% | -3.1% | $13.4M |
| VGITVanguard Scottsdale Fds | 6.0% | -7.8% | $8.0M |
| VEAVanguard Ftse Developed Markets Index Fu | 5.4% | -4.0% | $7.2M |
| FENIFidelity Covington Trust | 4.8% | -1.0% | $6.3M |
| IEMGIshares Inc | 4.3% | -0.6% | $5.7M |
| VWOVanguard Intl Equity Index F | 3.2% | -0.3% | $4.2M |
| AAPLApple Inc | 1.8% | +0.0% | $2.4M |
| VUSBVanguard Bd Index Fds | 1.6% | -4.9% | $2.1M |
What Summitas Investment Management LLC bought and sold in Q3 2026, against Q2 2026.
New positions
No new positions among the largest holdings.
Added to
No position grew by more than 5%.
Reduced
- VGIT Vanguard Scottsdale Fds-7.8% shares
Sold out
Nothing sold out.
Share counts compared with the Q2 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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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 |
|---|---|---|
| Q3 2026 | $132.7M | 10 |
| 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 Q3 2026 and filed Oct 16, 2026, lists 10 positions worth $132.7M. The largest are Vanguard Index Fds (VOO) at 50.0%, World Gold Tr (GLDM) at 12.9%, Vanguard World Fd (VGT) at 10.1%, Vanguard Scottsdale Fds (VGIT) at 6.0% and Vanguard Ftse Developed Markets Index Fu (VEA) at 5.4%.
What did Summitas Investment Management LLC buy last quarter?
Summitas Investment Management LLC opened no new positions and grew none by more than 5% among its largest holdings in Q3 2026.
What did Summitas Investment Management LLC sell last quarter?
In Q3 2026, Summitas Investment Management LLC Vanguard Scottsdale Fds (VGIT) (-7.8% shares), compared with its Q2 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 Dec 31, 2026 is due by Feb 14, 2027; 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 $132.7M.