13FBOX
Summitas Investment Management LLC · 13F Holdings
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Summitas Investment Management LLC

No.8498 Data as of 2026Q2
Latest AUM (Q2 2026)
$134.6M
QoQ Change Q1 2026
+$7.0M+5.5%
Holdings
10
New Buys
0
Adds
4
Reduces
5
Exits
0
Unchanged
1
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
VVANGUARD INDEX FDSVOO
50.09%48.21%$67.4M98,143$61.5M102,896-4,753-4.62%Reduce
WWORLD GOLD TRGLD
12.37%15.96%$16.6M209,626$20.4M219,654-10,028-4.57%Reduce
VVANGUARD WORLD FDVGT
9.74%7.75%$13.1M109,709$9.9M14,170+95,539+674.23%Add
VVANGUARD SCOTTSDALE FDSVGIT
6.72%8.26%$9.0M153,310$10.5M176,879-23,569-13.32%Reduce
VVANGUARD FTSEVEA
5.61%5.48%$7.6M106,015$7.0M109,113-3,098-2.84%Reduce
FFIDELITY COVINGTON TRUSTFENI
4.76%4.46%$6.4M159,552$5.7M152,952+6,600+4.32%Add
IISHARES INCIEMG
4.39%4.21%$5.9M71,281$5.4M76,961-5,680-7.38%Reduce
VVANGUARD FSTEVWO
3.17%2.76%$4.3M71,554$3.5M65,137+6,417+9.85%Add
VVANGUARD BD INDEX FDSVUSB
1.62%1.49%$2.2M43,655$1.9M38,215+5,440+14.24%Add
APPLE INCAAPL
1.52%1.41%$2.0M7,066$1.8M7,06600.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow