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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 $6,980,167,826
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 1,054,464 $630,094,857 9.03%
2.
Wisdomtree Tr
 9,927,563 $499,753,541 7.16%
3.
Broadcom Inc.
 AVGO 758,861 $234,875,078 3.36%
4.
Apple Inc.
 AAPL 713,487 $181,075,948 2.59%
5.
Vanguard Tax-Managed Fds
 2,539,753 $162,747,349 2.33%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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