Summit Trail Advisors
$7.9B 13F equity value
1,522 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Summit Trail Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 944,467 | $649M | 8.2% |
| USFR | WISDOMTREE TR | 11,284,922 | $568M | 7.2% |
| AVGO | BROADCOM INC | 761,224 | $288M | 3.6% |
| AAPL | APPLE INC | 718,259 | $208M | 2.6% |
| VEA | VANGUARD TAX-MANAGED FDS | 2,413,619 | $172M | 2.2% |
| NVDA | NVIDIA CORPORATION | 844,790 | $169M | 2.1% |
| GOOGL | ALPHABET INC | 465,896 | $166M | 2.1% |
| RSP | INVESCO EXCHANGE TRADED FD T | 780,301 | $166M | 2.1% |
| GOOG | ALPHABET INC | 403,486 | $143M | 1.8% |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | 1,612,868 | $124M | 1.6% |
Track Summit Trail Advisors's 13F portfolio: $7.9B in reported holdings, 1,522 positions. Top holdings and quarterly changes on SentiSense.
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