SEC Form 13F

Summitas Investment Management LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$134,558,527
Positions10

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$67,405,25098,143
WORLD GOLD TRGLDMSPDR GLD MINIS$16,648,480209,626
VANGUARD WORLD FDVGTINF TECH ETF$13,112,400109,709
VANGUARD SCOTTSDALE FDSVGITINTER TERM TREAS$9,042,248153,310
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$7,553,569106,015
FIDELITY COVINGTON TRUSTFENIENHANCED INTL$6,402,822159,552
ISHARES INCIEMGCORE MSCI EMKT$5,904,91871,281
VANGUARD INTL EQUITY INDEX FVWOFTSE EMR MKT ETF$4,271,05871,554
VANGUARD BD INDEX FDSVUSBVANGUARD ULTRA$2,173,16443,655
APPLE INCAAPLCOM$2,044,6187,066

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page