Summitas Investment Management LLC

MCKINNEY, TX · CIK 2134540 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyMckinney, TX

$134.6m reported value +5.5% vs Q1 2026

10positions

100.0%in top 10

0 new 3 added 6 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	98,143	$67.4m50.09%	50.09%	Reduced -4.8k	-4,753 -4.6%
2	WORLD GOLD TR SPDR GLD MINIS GLDM	GLDM	209,626	$16.6m12.37%	12.37%	Reduced -10.0k	-10,028 -4.6%
3	VANGUARD WORLD FD INF TECH ETF VGT	VGT	109,709	$13.1m9.74%	9.74%	Reduced -3.7k	-3,651 -3.2%
4	VANGUARD SCOTTSDALE FDS INTER TERM TREAS VGIT	VGIT	153,310	$9.0m6.72%	6.72%	Reduced -23.6k	-23,569 -13.3%
5	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	106,015	$7.6m5.61%	5.61%	Reduced -3.1k	-3,098 -2.8%
6	FIDELITY COVINGTON TRUST ENHANCED INTL FENI	FENI	159,552	$6.4m4.76%	4.76%	Added +6.6k	+6,600 4.3%
7	ISHARES INC CORE MSCI EMKT IEMG	IEMG	71,281	$5.9m4.39%	4.39%	Reduced -5.7k	-5,680 -7.4%
8	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	71,554	$4.3m3.17%	3.17%	Added +6.4k	+6,417 9.8%
9	VANGUARD BD INDEX FDS VANGUARD ULTRA VUSB	VUSB	43,655	$2.2m1.62%	1.62%	Added +5.4k	+5,440 14.2%
10	APPLE INC COM AAPL	AAPL	7,066	$2.0m1.52%	1.52%	Unchanged