account_balance
Investment manager · 13F filer · SEC CIK 2134540
Summitas Investment Management LLC
Reported value$133Mas of Sep 30, 2026
Positions10 0 new, 0 sold out
Top 10 weight100.0%VOO alone is 50%
FiledOct 1616 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
This fund reports 10 stocks.
VOOVanguard Index FDS
50.0%Trimmed −4%
GLDMWorld Gold Trust
12.9%
VGTVanguard World Fd
10.1%Trimmed −3%
VGITVanguard Scottsdale FDS
6.0%Trimmed −8%
VEAVanguard Tax-Managed FDS
5.4%Trimmed −4%
FENIFidelity Covington Trust
4.8%
IEMGiShares Inc
4.3%
VWOVanguard Intl Equity Index F
3.2%
VUSB
VOOVanguard Index FDS
50.0%Trimmed −4%
GLDMWorld Gold Trust
12.9%
VGTVanguard World Fd
10.1%Trimmed −3%
VGITVanguard Scottsdale FDS
6.0%
VEAVanguard Tax-Managed FDS
5.4%
FENI4.8%
IEMG4.3%
VWO3.2%
Box size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 10 as a list
VOO Vanguard Index FDS 50.0% Trimmed −4%
GLDM World Gold Trust 12.9% HeldVGT Vanguard World Fd 10.1% Trimmed −3%
VGIT Vanguard Scottsdale FDS 6.0% Trimmed −8%
VEA Vanguard Tax-Managed FDS 5.4% Trimmed −4%
FENI Fidelity Covington Trust 4.8% Held
IEMG iShares Inc 4.3% Held
VWO Vanguard Intl Equity Index F 3.2% Held
AAPL Apple Inc. 1.8% HeldVUSB Vanguard Bd Index FDS 1.6% Trimmed −5%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
None
arrow_upwardAdded
None
arrow_downwardTrimmed
- VGIT −8%
- VUSB −5%
- VEA −4%
- VOO −4%
remove_circleSold out
None
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