Filed: 5/13/2026ACC: 0001951757-26-000848
📋 What this filing means
SUMMITAS INVESTMENT MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 10 equity positions with a total reported market value of $127.53M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
10
Positions
$127.53M
Total AUM (reported)
963.04K
Total Shares
Allocation by class
S&P 500 ETF SHS$61.49M48.2%
SPDR GLD MINIS$20.36M16.0%
INTER TERM TREAS$10.53M8.3%
INF TECH ETF$9.89M7.8%
VAN FTSE DEV MKT$6.99M5.5%
ENHANCED INTL$5.69M4.5%
CORE MSCI EMKT$5.37M4.2%
Portfolio Concentration
Top 3$92.38M72.4%
4–10$35.15M27.6%
Top 3 weight
72.4%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 963.04K
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
963.04K
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole10
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings10
Rows:
VANGUARD INDEX FDS
SOLEShares102.90K
TypeSH
Market value$61.49M
48.21%
Sole
0.00
Shared
0.00
None
102.90K
WORLD GOLD TR
SOLEShares219.65K
TypeSH
Market value$20.36M
15.96%
Sole
0.00
Shared
0.00
None
219.65K
VANGUARD SCOTTSDALE FDS
SOLEShares176.88K
TypeSH
Market value$10.53M
8.26%
Sole
0.00
Shared
0.00
None
176.88K
VANGUARD WORLD FD
SOLEShares14.17K
TypeSH
Market value$9.89M
7.75%
Sole
0.00
Shared
0.00
None
14.17K
VANGUARD TAX-MANAGED FDS
SOLEShares109.11K
TypeSH
Market value$6.99M
5.48%
Sole
0.00
Shared
0.00
None
109.11K
FIDELITY COVINGTON TRUST
SOLEShares152.95K
TypeSH
Market value$5.69M
4.46%
Sole
0.00
Shared
0.00
None
152.95K
ISHARES INC
SOLEShares76.96K
TypeSH
Market value$5.37M
4.21%
Sole
0.00
Shared
0.00
None
76.96K
VANGUARD INTL EQUITY INDEX F
SOLEShares65.14K
TypeSH
Market value$3.52M
2.76%
Sole
0.00
Shared
0.00
None
65.14K
VANGUARD BD INDEX FDS
SOLEShares38.22K
TypeSH
Market value$1.90M
1.49%
Sole
0.00
Shared
0.00
None
38.22K
APPLE INC
SOLEShares7.07K
TypeSH
Market value$1.79M
1.41%
Sole
0.00
Shared
0.00
None
7.07K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 102.90K | SH | $61.49M 48.21% | 0.00 | 0.00 | 102.90K |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 219.65K | SH | $20.36M 15.96% | 0.00 | 0.00 | 219.65K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 176.88K | SH | $10.53M 8.26% | 0.00 | 0.00 | 176.88K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 14.17K | SH | $9.89M 7.75% | 0.00 | 0.00 | 14.17K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 109.11K | SH | $6.99M 5.48% | 0.00 | 0.00 | 109.11K |
FIDELITY COVINGTON TRUSTSOLE | ENHANCED INTL | 152.95K | SH | $5.69M 4.46% | 0.00 | 0.00 | 152.95K |
ISHARES INCSOLE | CORE MSCI EMKT | 76.96K | SH | $5.37M 4.21% | 0.00 | 0.00 | 76.96K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 65.14K | SH | $3.52M 2.76% | 0.00 | 0.00 | 65.14K |
VANGUARD BD INDEX FDSSOLE | VANGUARD ULTRA | 38.22K | SH | $1.90M 1.49% | 0.00 | 0.00 | 38.22K |
APPLE INCSOLE | COM | 7.07K | SH | $1.79M 1.41% | 0.00 | 0.00 | 7.07K |