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John Shao

Summitas Investment Management Llc

Assets Managed
$127.531M
Holdings
10
Last Quarter
2026 - Q1
Filed Date
1mo 17d ago
Growth Rate
0%(2Q avg: 0%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Summitas Investment Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 10 positions.

Assets under management

The assets under management (AUM) of Summitas Investment Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 127.531M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by John Shao, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
New Position
48.22%
$61.485M
102,896 shares@ $597.55 avg price
GLDM
Spdr Gold Minishares Trust
Recent Activity
New Position
15.97%
$20.36M
219,654 shares@ $92.69 avg price
VGIT
Vanguard Intermediate-term T
Recent Activity
New Position
8.26%
$10.533M
176,879 shares@ $59.56 avg price
VGT
Vanguard Info Tech Etf
Recent Activity
New Position
7.76%
$9.887M
14,170 shares@ $697.72 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
New Position
5.49%
$6.992M
109,113 shares@ $64.08 avg price
FENI
Fidelity Enhanced Int Etf
Recent Activity
New Position
4.47%
$5.69M
152,952 shares@ $37.2 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
New Position
4.21%
$5.368M
76,961 shares@ $69.76 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
New Position
2.77%
$3.521M
65,137 shares@ $54.06 avg price
VUSB
Vanguard Ultra Short Bond Et
Recent Activity
New Position
1.5%
$1.903M
38,215 shares@ $49.79 avg price
AAPL
Apple Inc
Recent Activity
New Position
1.41%
$1.793M
7,066 shares@ $253.79 avg price

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