# EDGAR Filing Document

**Accession Number:** 0001954929
**File Stem:** 0001214659-26-005326
**Filing Date:** 2026-4
**Character Count:** 11777
**Document Hash:** 986459e323074e7d046968fa3a38e8dc
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001214659-26-005326.hdr.sgml**: 20260430

**ACCESSION NUMBER**: 0001214659-26-005326

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260430

**DATE AS OF CHANGE**: 20260430

**EFFECTIVENESS DATE**: 20260430

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Summa Corp.
- **CENTRAL INDEX KEY:** 0001954929

**ORGANIZATION NAME:**
- **EIN:** 161231700
- **STATE OF INCORPORATION:** TX
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23625
- **FILM NUMBER:** 26922716

**BUSINESS ADDRESS:**
- **STREET 1:** 25219 KUYKENDAHL RD
- **STREET 2:** SUITE 260
- **CITY:** TOMBALL
- **STATE:** TX
- **ZIP:** 77375
- **BUSINESS PHONE:** 281-362-9977

**MAIL ADDRESS:**
- **STREET 1:** 25219 KUYKENDAHL RD
- **STREET 2:** SUITE 260
- **CITY:** TOMBALL
- **STATE:** TX
- **ZIP:** 77375

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Summa Corp.<br>**Address:** 25219 KUYKENDAHL RD<br>SUITE 260<br>TOMBALL, TX 77375

**Form 13F File Number:** 028-23625

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Rodrigo De La Garza<br>**Title:** Director<br>**Phone:** 281-362-9977

**Signature, Place, and Date of Signing:**

/s/ Rodrigo De La Garza  Tomball, TX  04-29-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 83

**Form 13F Information Table Value Total:** $241911970

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 |  | 521976 | 2400 | SH |  | SOLE |  | 2400 | 0 | 0 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 24914886 | 122474 | SH |  | SOLE |  | 122474 | 0 | 0 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 |  | 511751 | 4079 | SH |  | SOLE |  | 4079 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 1390984 | 4849 | SH |  | SOLE |  | 4849 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 2958417 | 10288 | SH |  | SOLE |  | 10288 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 4442816 | 21332 | SH |  | SOLE |  | 21332 | 0 | 0 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 275257 | 910 | SH |  | SOLE |  | 910 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 3183034 | 12542 | SH |  | SOLE |  | 12542 | 0 | 0 |
| AT INC | COM | 00206R102 |  | 463840 | 6000 | SH |  | SOLE |  | 6000 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 2428586 | 5068 | SH |  | SOLE |  | 5068 | 0 | 0 |
| BITMINE IMMERSION TECNOLOGIE | COM NEW | 09175A206 |  | 474720 | 24000 | SH |  | SOLE |  | 24000 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 765728 | 2474 | SH |  | SOLE |  | 2474 | 0 | 0 |
| CEMEX SA EURO MTN BE 144A | SPON ADR NEW | 151290889 |  | 208551 | 18230 | SH |  | SOLE |  | 18230 | 0 | 0 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 |  | 498215 | 500 | SH |  | SOLE |  | 500 | 0 | 0 |
| DBX ETF TR | XTRACK MSCI EAFE | 233051200 |  | 3876813 | 78478 | SH |  | SOLE |  | 78478 | 0 | 0 |
| DEERE  CO | COM | 244199105 |  | 276017 | 490 | SH |  | SOLE |  | 490 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 |  | 342154 | 372 | SH |  | SOLE |  | 372 | 0 | 0 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 |  | 586520 | 15500 | SH |  | SOLE |  | 15500 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 1119756 | 6600 | SH |  | SOLE |  | 6600 | 0 | 0 |
| FIRST TR EXCHANGE-TRADED FD | SHS | 337345102 |  | 207773 | 962 | SH |  | SOLE |  | 962 | 0 | 0 |
| GOLDMAN SACHS ETF TR | INNOVAT EQ ETF | 38149W820 |  | 2427039 | 35533 | SH |  | SOLE |  | 35533 | 0 | 0 |
| HONEYWELL INTL INC | COM | 438516106 |  | 248633 | 1100 | SH |  | SOLE |  | 1100 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 238940 | 1245 | SH |  | SOLE |  | 1245 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 1036615 | 1796 | SH |  | SOLE |  | 1796 | 0 | 0 |
| ISHARES INC | MSCI EM ASIA ETF | 464286426 |  | 391173 | 4086 | SH |  | SOLE |  | 4086 | 0 | 0 |
| ISHARES INC | MSCI JAPAN ETF | 46434G822 |  | 275697 | 3265 | SH |  | SOLE |  | 3265 | 0 | 0 |
| ISHARES TR | MSCI AC ASIA ETF | 464288182 |  | 529595 | 5500 | SH |  | SOLE |  | 5500 | 0 | 0 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 699854 | 7050 | SH |  | SOLE |  | 7050 | 0 | 0 |
| ISHARES TR | JPMORGAN USD EMG | 464288281 |  | 1143598 | 12175 | SH |  | SOLE |  | 12175 | 0 | 0 |
| ISHARES TR | INTL SEL DIV ETF | 464288448 |  | 374996 | 8811 | SH |  | SOLE |  | 8811 | 0 | 0 |
| ISHARES TR | 7-10 YR TRSY BD | 464287440 |  | 1319649 | 13827 | SH |  | SOLE |  | 13827 | 0 | 0 |
| ISHARES TR | 3 7 YR TREAS BD | 464288661 |  | 982601 | 8285 | SH |  | SOLE |  | 8285 | 0 | 0 |
| ISHARES TR | LATN AMER 40 ETF | 464287390 |  | 204737 | 5764 | SH |  | SOLE |  | 5764 | 0 | 0 |
| ISHARES TR | CORE 1 5 YR USD | 46432F859 |  | 203532 | 4200 | SH |  | SOLE |  | 4200 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 216213 | 331 | SH |  | SOLE |  | 331 | 0 | 0 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 2858691 | 13379 | SH |  | SOLE |  | 13379 | 0 | 0 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 4771416 | 11190 | SH |  | SOLE |  | 11190 | 0 | 0 |
| ISHARES TR | RUS 2000 GRW ETF | 464287648 |  | 390066 | 1243 | SH |  | SOLE |  | 1243 | 0 | 0 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 5428223 | 28300 | SH |  | SOLE |  | 28300 | 0 | 0 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 |  | 1154741 | 13985 | SH |  | SOLE |  | 13985 | 0 | 0 |
| ISHARES TR | 0-5YR INVT GR CP | 46434V100 |  | 747252 | 14800 | SH |  | SOLE |  | 14800 | 0 | 0 |
| ISHARES TR | ISHARES SEMICDTR | 464287523 |  | 368099 | 1120 | SH |  | SOLE |  | 1120 | 0 | 0 |
| ISHARES TR | TIPS BD ETF | 464287176 |  | 709615 | 6430 | SH |  | SOLE |  | 6430 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 738209 | 3020 | SH |  | SOLE |  | 3020 | 0 | 0 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 1117808 | 3800 | SH |  | SOLE |  | 3800 | 0 | 0 |
| MARVELL TECHNOLOGY INC | COM | 573874104 |  | 4160100 | 42000 | SH |  | SOLE |  | 42000 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 861914 | 1725 | SH |  | SOLE |  | 1725 | 0 | 0 |
| MERCK  CO INC | COM | 58933Y105 |  | 644754 | 5360 | SH |  | SOLE |  | 5360 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 556110 | 972 | SH |  | SOLE |  | 972 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 8410633 | 22721 | SH |  | SOLE |  | 22721 | 0 | 0 |
| MSCI INC | COM | 55354G100 |  | 200512 | 372 | SH |  | SOLE |  | 372 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 110760219 | 635093 | SH |  | SOLE |  | 635093 | 0 | 0 |
| OPORTUN FINL CORP | COM | 68376D104 |  | 1829091 | 396766 | SH |  | SOLE |  | 396766 | 0 | 0 |
| ORACLE CORP | COM | 68389X105 |  | 453393 | 3082 | SH |  | SOLE |  | 3082 | 0 | 0 |
| PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 |  | 844788 | 8400 | SH |  | SOLE |  | 8400 | 0 | 0 |
| PIMCO ETF TR | MULTISECTOR BD | 72201R585 |  | 524000 | 20000 | SH |  | SOLE |  | 20000 | 0 | 0 |
| PROCTER  GAMBLE CO | COM | 742718109 |  | 433320 | 3000 | SH |  | SOLE |  | 3000 | 0 | 0 |
| QUALCOMM INC | COM | 747525103 |  | 4378520 | 34000 | SH |  | SOLE |  | 34000 | 0 | 0 |
| REALTY INCOME CORP | COM | 756109104 |  | 642390 | 10500 | SH |  | SOLE |  | 10500 | 0 | 0 |
| SALESFORCE INC | COM | 79466L302 |  | 479929 | 2571 | SH |  | SOLE |  | 2571 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET HEA | 81369Y209 |  | 381186 | 2600 | SH |  | SOLE |  | 2600 | 0 | 0 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 |  | 243290 | 2051 | SH |  | SOLE |  | 2051 | 0 | 0 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 1629939 | 3788 | SH |  | SOLE |  | 3788 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R663 |  | 650186 | 7095 | SH |  | SOLE |  | 7095 | 0 | 0 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 7149188 | 10993 | SH |  | SOLE |  | 10993 | 0 | 0 |
| STATE STR SPDR S MIDCAP 40 | UTSER1 S | 78467Y107 |  | 377916 | 600 | SH |  | SOLE |  | 600 | 0 | 0 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 |  | 1216620 | 3600 | SH |  | SOLE |  | 3600 | 0 | 0 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 491530 | 1000 | SH |  | SOLE |  | 1000 | 0 | 0 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 1880322 | 26141 | SH |  | SOLE |  | 26141 | 0 | 0 |
| VALERO ENERGY CORP | COM | 91913Y100 |  | 1334232 | 5400 | SH |  | SOLE |  | 5400 | 0 | 0 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 1198808 | 4577 | SH |  | SOLE |  | 4577 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 4130266 | 6912 | SH |  | SOLE |  | 6912 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | 92206C813 |  | 523040 | 7000 | SH |  | SOLE |  | 7000 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 753065 | 9500 | SH |  | SOLE |  | 9500 | 0 | 0 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 2126238 | 33181 | SH |  | SOLE |  | 33181 | 0 | 0 |
| VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | 921946885 |  | 656900 | 10000 | SH |  | SOLE |  | 10000 | 0 | 0 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 592400 | 4000 | SH |  | SOLE |  | 4000 | 0 | 0 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 336301 | 482 | SH |  | SOLE |  | 482 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 291057 | 963 | SH |  | SOLE |  | 963 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 1816104 | 14613 | SH |  | SOLE |  | 14613 | 0 | 0 |
| WELLS FARGO  CO | COM | 949746101 |  | 517465 | 6500 | SH |  | SOLE |  | 6500 | 0 | 0 |
| WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 |  | 205891 | 4090 | SH |  | SOLE |  | 4090 | 0 | 0 |
| ZOETIS INC | CL A | 98978V103 |  | 205567 | 1739 | SH |  | SOLE |  | 1739 | 0 | 0 |

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