Summit Trail Advisors
$7.0B Assets Reported
1,498 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 1,054,464 | $630M | 9.0% |
| USFR | WISDOMTREE TR | 9,927,563 | $500M | 7.2% |
| AVGO | BROADCOM INC | 758,861 | $235M | 3.4% |
| AAPL | APPLE INC | 713,487 | $181M | 2.6% |
| VEA | VANGUARD TAX-MANAGED FDS | 2,539,753 | $163M | 2.3% |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | 1,602,150 | $147M | 2.1% |
| NVDA | NVIDIA CORPORATION | 835,005 | $146M | 2.1% |
| RSP | INVESCO EXCHANGE TRADED FD T | 723,923 | $139M | 2.0% |
| GOOGL | ALPHABET INC | 465,004 | $134M | 1.9% |
| GOOG | ALPHABET INC | 400,862 | $115M | 1.6% |
Track Summit Trail Advisors's 13F portfolio: $7.0B in reported holdings, 1,498 positions. Top holdings, AUM, and quarterly changes on SentiSense.