13F-HR filed by Summitas Investment Management LLC

Summitas Investment Management LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-13, with 10 holding rows worth $127,531,044.

Accession: 0001951757-26-000848
Filer: CIK 2134540
Filed: 2026-05-13
Accepted by EDGAR: acceptance time not in the bulk data set
Ingested: 2026-10-06 09:58:43 UTC
Source: SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 10 entries on the cover page, a total value of $127,531,044 stated on the cover page (in dollars after the unit check, H1), rows summing to $127,531,044 with VALUE read as dollars as filed, 13F file number 028-26904. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filed	CUSIP	Class	Amount	Value	Value read as
Vanguard S&P 500 ETF	922908363	COM	102,896	$61,485,206	dollars as filed
WORLD GOLD TR	98149E303	SPDR GLD MINIS	219,654	$20,359,709	dollars as filed
Vanguard Intermediate-Term Treasury ETF	92206C706	SHS	176,879	$10,533,157	dollars as filed
VGT	92204A702	SHS	14,170	$9,886,692	dollars as filed
Vanguard FTSE Developed Markets ETF	921943858	SHS	109,113	$6,991,961	dollars as filed
Fidelity Enhanced International ETF	31609A404	SHS	152,952	$5,689,814	dollars as filed
iShares Core MSCI Emerging Markets ETF	46434G103	SHS	76,961	$5,368,030	dollars as filed
VWO	922042858	SHS	65,137	$3,520,655	dollars as filed
Vanguard Ultra-Short Bond ETF	92203C303	SHS	38,215	$1,902,540	dollars as filed
Apple Inc	037833100	COM	7,066	$1,793,280	dollars as filed

Amendment chain

Filing	Role	Filed	Accepted	Ingested
13F-HR 0001951757-26-000848	this filing	2026-05-13	acceptance time not in the bulk data set	2026-10-06 09:58:43 UTC