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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 | $2.0M | 1.5%Prev: 1.4% | 7,066 SH | Increased |
| FIDELITY COVINGTON TRUST | ENHANCED INTL | $6.4M | 4.8%Prev: 4.5% | 159,552 SH | Increased+6,600 SH |
| ISHARES INC | CORE MSCI EMKT | $5.9M | 4.4%Prev: 4.2% | 71,281 SH | Increased-5,680 SH |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $2.2M | 1.6%Prev: 1.5% | 43,655 SH | Increased+5,440 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $67.4M | 50.1%Prev: 48.2% | 98,143 SH | Increased-4,753 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $4.3M | 3.2%Prev: 2.8% | 71,554 SH | Increased+6,417 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $9.0M | 6.7%Prev: 8.3% | 153,310 SH | Decreased-23,569 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $7.6M | 5.6%Prev: 5.5% | 106,015 SH | Increased-3,098 SH |
| VANGUARD WORLD FD | INF TECH ETF | $13.1M | 9.7%Prev: 7.8% | 109,709 SH | Increased+95,539 SH |
| WORLD GOLD TR | SPDR GLD MINIS | $16.6M | 12.4%Prev: 16.0% | 209,626 SH | Decreased-10,028 SH |
| 13F-HR |
| 0001951757-26-001272 |
| $134.6M |
| View |
| May 13, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000848 | $127.5M | View |