CIK 1698478
Summit Trail Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
423
Portfolio Value
$1M+
Latest Report
Mar 31, 2025
Report Periods
2
Holdings
13F filings as of Mar 31, 2025 · Showing 1–50 of 423
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| USFR | WISDOMTREE TR | 27.3M | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 936K | $1M+ | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 2.4M | $1M+ | SH |
| AVGO | BROADCOM INC | 696K | $1M+ | SH |
| VGIT | VANGUARD SCOTTSDALE FDS | 1.9M | $1M+ | SH |
| QUAL | ISHARES TR | 365K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 86K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 418K | $1M+ | SH |
| AON | AON PLC | 111K | $1M+ | SH |
| KBWB | INVESCO EXCH TRADED FD TR II | 673K | $1M+ | SH |
| PPA | INVESCO EXCHANGE TRADED FD T | 329K | $1M+ | SH |
| GOOG | ALPHABET INC | 241K | $1M+ | SH |
| GOOGL | ALPHABET INC | 205K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 351K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 74K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 99K | $1M+ | SH |
| AR | ANTERO RESOURCES CORP | 582K | $1M+ | SH |
| META | META PLATFORMS INC | 40K | $1M+ | SH |
| APO | APOLLO GLOBAL MGMT INC | 164K | $1M+ | SH |
| SPMD | SPDR SER TR | 335K | $1M+ | SH |
| XLV | SELECT SECTOR SPDR TR | 111K | $1M+ | SH |
| MNDY | MONDAY COM LTD | 60K | $1M+ | SH |
| TSLA | TESLA INC | 51K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 14K | $1M+ | SH |
| CRM | SALESFORCE INC | 46K | $1M+ | SH |
| V | VISA INC | 34K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 21K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 20K | $1M+ | SH |
| EPI | WISDOMTREE TR | 249K | $1M+ | SH |
| DDOG | DATADOG INC | 108K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC | 145K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 20K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 84K | $1M+ | SH |
| WCLD | WISDOMTREE TR | 285K | $1M+ | SH |
| COIN | COINBASE GLOBAL INC | 52K | $1M+ | SH |
| IEFA | ISHARES TR | 115K | $1M+ | SH |
| DASH | DOORDASH INC | 47K | $1M+ | SH |
| STIP | ISHARES TR | 80K | $1M+ | SH |
| GLD | SPDR GOLD TR | 28K | $1M+ | SH |
| DLO | DLOCAL LTD | 941K | $1M+ | SH |
| NFLX | NETFLIX INC | 8K | $1M+ | SH |
| ABBV | ABBVIE INC | 36K | $1M+ | SH |
| T | AT&T INC | 229K | $1M+ | SH |
| CSCO | CISCO SYS INC | 103K | $1M+ | SH |
| BKNG | BOOKING HOLDINGS INC | 1K | $1M+ | SH |
| JD | JD.COM INC | 145K | $1M+ | SH |
| MRK | MERCK & CO INC | 61K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 119K | $1M+ | SH |
| MO | ALTRIA GROUP INC | 87K | $1M+ | SH |
| LIN | LINDE PLC | 11K | $1M+ | SH |