Summit Trail Advisors, LLC: 13F holdings
CIK 16984782026Q2
| Positions | 1,474 |
|---|---|
| Reported value | $7.9bn |
| Filed | 2026-08-11 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VOO VANGUARD INDEX FDS | 944,467 | $648.7m | 8.2% |
| USFR WISDOMTREE TR | 11,284,922 | $568.2m | 7.1% |
| AVGO BROADCOM INC | 761,224 | $287.6m | 3.6% |
| AAPL APPLE INC | 718,259 | $207.8m | 2.6% |
| VEA VANGUARD TAX-MANAGED FDS | 2,413,619 | $172.0m | 2.2% |
| NVDA NVIDIA CORPORATION | 844,790 | $169.0m | 2.1% |
| GOOGL ALPHABET INC | 465,896 | $166.5m | 2.1% |
| RSP INVESCO EXCHANGE TRADED FD T | 780,301 | $166.0m | 2.1% |
| GOOG ALPHABET INC | 403,486 | $142.6m | 1.8% |
| OLLI OLLIES BARGAIN OUTLET HLDGS | 1,612,868 | $124.0m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1698478")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.