Summit Trail Advisors, LLC
Summit Trail Advisors, LLC reported 1,474 positions worth $7.95B as of June 30, 2026 (13F filed August 11, 2026). Largest holding: VOO (8.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VOO | SH | $648.7M | 8.16% | 944,467 | — | — | |
| ▸ 2 | USFR | SH | $568.2M | 7.15% | 11,284,922 | — | — | |
| ▸ 3 | AVGO | SH | $287.6M | 3.62% | 761,224 | — | — | |
| ▸ 4 | AAPL | SH | $207.8M | 2.61% | 718,259 | — | — | |
| ▸ 5 | VEA | SH | $172.0M | 2.16% | 2,413,619 | — | — | |
| ▸ 6 | NVDA | SH | $169.0M | 2.13% | 844,790 | — | — | |
| ▸ 7 | GOOGL | SH | $166.5M | 2.09% | 465,896 | — | — | |
| ▸ 8 | RSP | SH | $166.0M | 2.09% | 780,301 | — | — | |
| ▸ 9 | GOOG | SH | $142.6M | 1.79% | 403,486 | — | — | |
| ▸ 10 | OLLI | SH | $124.0M | 1.56% | 1,612,868 | — | — |
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Frequently Asked Questions
What stocks does Summit Trail Advisors, LLC hold as of Q2 2026?
Summit Trail Advisors, LLC reported 1474 positions worth $7.95B in its Q2 2026 13F filing. Largest positions: VOO (8.2%), USFR (7.1%), AVGO (3.6%), AAPL (2.6%) and VEA (2.2%).
What did Summit Trail Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Summit Trail Advisors, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.