Summitas Investment Management LLC - Portfolio Stock Holdings
Summitas Investment Management LLC disclosed 10 stock positions in a recent SEC 13F filing. $123,822,891 of stock holdings were filed, with the largest holdings including VOO, GLDM, and VGIT. This filing represented positions held on Dec. 31, 2025, and was filed on May 26, 2026.We estimate the fund has a total AUM of $158,600,000 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Dec. 31, 2025No. of Stocks:
10Est. Stock Holding Value:
$123,822,891Top Stock Holdings By Sector
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Portfolio Stock Holdings - Summitas Investment Management LLC
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