2026 Q2 Portfolio Activity
In 2026 Q2, Summitas Investment Management LLC maintained a portfolio of 10 distinct positions. They heavily accumulated shares in VANGUARD WORLD FD, increasing the position by 674.2%.
Position History
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Total Positions
10
Quarter
2026 Q2
Top Holding
VOO (50.1%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-10 of 10
Summitas Investment Management LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VOO
VANGUARD INDEX ...
|
ETF | 50.09% | 48.21% |
#1
Prev: #1
|
6.5 |
—
|
-4,753 | -4.6% |
P
S
|
98,143 | $67,405,250 |
$595.81
+19.0%
|
2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
GLDM
WORLD GOLD TR
|
ETF | 12.37% | 15.96% |
#2
Prev: #2
|
6.0 |
—
|
-10,028 | -4.6% |
P
S
|
209,626 | $16,648,480 |
$92.69
-1.6%
|
2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
VGT
VANGUARD WORLD ...
|
ETF | 9.74% | 7.75% |
#3
1
Prev: #4
|
7.9 |
—
|
95,539 | 674.2% |
P
S
|
109,709 | $13,112,400 |
$115.33
+5.7%
|
2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
VGIT
VANGUARD SCOTTS...
|
Bond/Debt | 6.72% | 8.26% |
#4
1
Prev: #3
|
3.7 |
—
|
-23,569 | -13.3% |
P
S
|
153,310 | $9,042,248 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 5.61% | 5.48% |
#5
Prev: #5
|
3.2 |
—
|
-3,098 | -2.8% |
P
S
|
106,015 | $7,553,569 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
FENI
FIDELITY COVING...
|
Bond/Debt | 4.76% | 4.46% |
#6
Prev: #6
|
2.4 |
—
|
6,600 | 4.3% |
P
S
|
159,552 | $6,402,822 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IEMG
ISHARES INC
|
ETF | 4.39% | 4.21% |
#7
Prev: #7
|
2.3 |
—
|
-5,680 | -7.4% |
P
S
|
71,281 | $5,904,918 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 3.17% | 2.76% |
#8
Prev: #8
|
3.3 |
—
|
6,417 | 9.9% |
P
S
|
71,554 | $4,271,058 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VUSB
VANGUARD BD IND...
|
ETF | 1.62% | 1.49% |
#9
Prev: #9
|
2.6 |
—
|
5,440 | 14.2% |
P
S
|
43,655 | $2,173,164 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AAPL
APPLE INC
|
Technology | 1.52% | 1.41% |
#10
Prev: #10
|
1.6 |
—
|
no change | no change |
P
S
|
7,066 | $2,044,618 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-10 of 10 holdings