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CIK 0002134540 • 4 13F filings • May 13, 2026 – Oct 16, 2026
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=jivedata("summitas-investment-management-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $2.2M | 1.6%Prev: 1.5% | 8,030 SH | Increased+964 SH |
| FIDELITY COVINGTON TRUST | ENHANCED INTL | $5.1M | 3.8%Prev: 4.8% | 139,506 SH | Decreased-20,046 SH |
| ISHARES INC | CORE MSCI EMKT | $7.6M | 5.7%Prev: 4.4% | 113,176 SH | Increased+41,895 SH |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $2.2M | 1.7%Prev: 1.6% | 44,529 SH | Increased+874 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $63.3M | 47.6%Prev: 50.1% | 100,968 SH | Decreased+2,825 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $1.1M | 0.9%Prev: 3.2% | 21,346 SH | Decreased-50,208 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $11.6M | 8.7%Prev: 6.7% | 193,699 SH | Increased+40,389 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $7.6M | 5.7%Prev: 5.6% | 120,908 SH | Decreased+14,893 SH |
| VANGUARD WORLD FD | INF TECH ETF | $10.4M | 7.8%Prev: 9.7% | 13,775 SH | Decreased-95,934 SH |
| WORLD GOLD TR | SPDR GLD MINIS | $21.8M | 16.4%Prev: 12.4% | 255,156 SH | Increased+45,530 SH |
| 13F-HR |
| 0001951757-26-001272 |
| $134.6M |
| View |
| May 13, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000848 | $127.5M | View |