Summitas Investment Management LLC - Portfolio overview

Summitas Investment Management LLC has 10 reported holdings in this dataset, with the latest filing dated 2026-05-26.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 47.64%
2. GLDM - WORLD GOLD TR, 16.39%
3. VGIT - VANGUARD SCOTTSDALE FDS, 8.73%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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