Summit Trail Advisors, LLC - Portfolio overview

Summit Trail Advisors, LLC has 1522 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 8.92%
2. USFR - WISDOMTREE TR, 7.08%
3. AVGO - BROADCOM INC, 3.33%

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.