2026 Q1 Portfolio Activity
In 2026 Q1, Summitas Investment Management LLC maintained a portfolio of 10 distinct positions.
Position History
hover any row below to update
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Total Positions
10
Quarter
2026 Q1
Top Holding
VOO (48.2%)
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 Q1
| 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 | 48.21% | — |
#1
Prev: #—
|
9.5 |
—
|
102,896 | — |
NEW
|
102,896 | $61,485,206 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
GLDM
WORLD GOLD TR
|
ETF | 15.96% | — |
#2
Prev: #—
|
9.0 |
—
|
219,654 | — |
NEW
|
219,654 | $20,359,709 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VGIT
VANGUARD SCOTTS...
|
Bond/Debt | 8.26% | — |
#3
Prev: #—
|
7.8 |
—
|
176,879 | — |
NEW
|
176,879 | $10,533,157 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 7.75% | — |
#4
Prev: #—
|
7.1 |
—
|
14,170 | — |
NEW
|
14,170 | $9,886,692 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 5.48% | — |
#5
Prev: #—
|
6.2 |
—
|
109,113 | — |
NEW
|
109,113 | $6,991,961 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
FENI
FIDELITY COVING...
|
Bond/Debt | 4.46% | — |
#6
Prev: #—
|
5.3 |
—
|
152,952 | — |
NEW
|
152,952 | $5,689,814 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IEMG
ISHARES INC
|
ETF | 4.21% | — |
#7
Prev: #—
|
5.2 |
—
|
76,961 | — |
NEW
|
76,961 | $5,368,030 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 2.76% | — |
#8
Prev: #—
|
4.6 |
—
|
65,137 | — |
NEW
|
65,137 | $3,520,655 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VUSB
VANGUARD BD IND...
|
ETF | 1.49% | — |
#9
Prev: #—
|
4.1 |
—
|
38,215 | — |
NEW
|
38,215 | $1,902,540 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
AAPL
APPLE INC
|
Technology | 1.41% | — |
#10
Prev: #—
|
4.1 |
—
|
7,066 | — |
NEW
|
7,066 | $1,793,280 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 |
Showing 1-10 of 10 holdings