Summit Trail Advisors, LLC — 13F holdings

Summit Trail Advisors, LLC reported 1,474 holdings worth $7.95B in its 13F filing for Q2 2026, filed August 11, 2026.

Largest positions

  1. VOO VANGUARD INDEX FDS — $649M (8.2%)
  2. USFR WISDOMTREE TR — $568M (7.1%)
  3. AVGO BROADCOM INC — $288M (3.6%)
  4. AAPL APPLE INC — $208M (2.6%)
  5. VEA VANGUARD TAX-MANAGED FDS — $172M (2.2%)
  6. NVDA NVIDIA CORPORATION — $169M (2.1%)
  7. GOOGL ALPHABET INC — $166M (2.1%)
  8. RSP INVESCO EXCHANGE TRADED FD T — $166M (2.1%)
  9. GOOG ALPHABET INC — $143M (1.8%)
  10. OLLI OLLIES BARGAIN OUTLET HLDGS — $124M (1.6%)