SUMMIT SECURITIES GROUP LLC - Portfolio overview

SUMMIT SECURITIES GROUP LLC has 1136 reported holdings in this dataset, with the latest filing dated 2026-04-30.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Energy.

Largest reported holdings by portfolio allocation

1. QQQ - INVESCO QQQ TR, 11.96%
2. NVDA - NVIDIA CORPORATION, 7.57%
3. AVGO - BROADCOM INC, 5.38%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.