Summitas Investment Management LLC has filed its Form 13F-HR, disclosing its equity portfolio as of September 30, 2026. The report lists a total of 10 positions held by the firm.
The largest holding in the portfolio is World Gold Trust Services SPDR Gold MiniShares Trust (Ticker: GLDM), which accounts for 170,971,200 shares. This position represents the entirety of the firm's equity assets.
The remainder of the portfolio is composed entirely of exchange-traded funds (ETFs). The top ETF holdings include:
- Vanguard Scottsdale Funds Intermediate Term Treasuries (Ticker: VGIT)
- Vanguard World Fund Information Technology ETF (Ticker: VGT)
- Vanguard Index Funds S&P 500 ETF Shares (Ticker: VOO)
- Vanguard Bond Index Funds Vanguard Ultra-Short Bond ETF (Ticker: VUSB)
- ISHARES Inc Core MSCI Emerging Markets Stock ETF (Ticker: EEM)
- Fidelity Covington Trust Enhanced International Equity ETF (Ticker: FCNTX)
- Vanguard Tax-Managed Funds Van FTSE Developed Markets ETF (Ticker: VTV)
- Vanguard International Equity Index FTSE Emerging Markets ETF (Ticker: VWO)
- Apple Inc Common Stock (Ticker: AAPL)
The filing was signed by John Shao, the Chief Compliance Officer for the firm, and was submitted on October 16, 2026.
