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Home > Institutional Investor > Summit Trail Advisors, Llc > Profile

Instuitional Investor - Summit Trail Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Summit Trail Advisors, Llc
Portfolio Value $7,949,014,668
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 944,467 $648,669,629 8.16%
2.
Wisdomtree Tr
 11,284,922 $568,195,840 7.15%
3.
Broadcom Inc.
 AVGO 761,224 $287,552,491 3.62%
4.
Apple Inc.
 AAPL 718,259 $207,835,556 2.61%
5.
Vanguard Tax-Managed Fds
 2,413,619 $171,970,334 2.16%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.