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CIK: 0001697729
Total reported value
—
$389.7M
207 檔
26.3%
The Q1 2024 SEC filing reveals that Summit X, LLC held a total portfolio value of $389.7M, covering 207 public equity positions.
During Q1 2024, Summit X, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including IVV, AAPL, QUAL) accounted for 26.3% of total reported equity market value during Q1 2024.
Showing top 200 holdings (of 207 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.72% | -5.81% | EXIT | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.12% | -4.90% | EXIT | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.04% | -3.94% | EXIT | |
| 4 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 3.77% | -3.32% | EXIT | |
| 5 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 3.62% | -3.55% | EXIT | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.99% | -6.12% | EXIT | |
| 7 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.84% | — | +135.70% | |
| 8 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.63% | -1.95% | EXIT | |
| 9 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 2.46% | -2.20% | EXIT | |
| 10 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 2.42% | -3.18% | EXIT | |
| 11 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 2.24% | -4.68% | EXIT | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.16% | -1.71% | EXIT | |
| 13 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.91% | -2.25% | EXIT | |
| 14 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.87% | -0.88% | EXIT | |
| 15 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.72% | -1.72% | EXIT | |
| 16 | MBB | Ishares Mbs ETF | ETF-Other | 1.67% | -1.21% | EXIT | |
| 17 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.60% | -1.26% | EXIT | |
| 18 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.35% | -1.14% | EXIT | |
| 19 | MA | Mastercard Inc - A | Stock-Financials | 1.26% | -1.08% | EXIT | |
| 20 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.22% | -1.58% | EXIT | |
| 21 | BND | Vanguard Total Bond Market | ETF-Other | 1.20% | -0.71% | EXIT | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.15% | -0.99% | EXIT | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.09% | -0.87% | EXIT | |
| 24 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.97% | — | — | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.96% | -1.02% | EXIT | |
| 26 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.83% | -1.23% | EXIT | |
| 27 | ABBV | Abbvie Inc | Stock-Healthcare | 0.80% | -0.73% | EXIT | |
| 28 | HDV | Ishares Core High Dividend E | ETF-Other | 0.77% | -0.49% | EXIT | |
| 29 | IXC | Ishares Global Energy ETF | ETF-Other | 0.71% | — | +22.58% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.69% | -0.63% | EXIT | |
| 31 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.68% | — | +20.88% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.67% | -0.68% | EXIT | |
| 33 | RTX | Rtx CORP | Stock-Industrials | 0.67% | -0.73% | EXIT | |
| 34 | IFRA | Ishares US Infrastructure | ETF-Other | 0.62% | — | +4.64% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.61% | -0.64% | EXIT | |
| 36 | CVS | Cvs Health CORP | Stock-Healthcare | 0.59% | — | +5.09% | |
| 37 | DSL | Doubleline Income Solutions | Stock-Other | 0.59% | — | +0.93% | |
| 38 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.57% | — | +25.40% | |
| 39 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.56% | — | +4.66% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.54% | -1.16% | EXIT | |
| 41 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.52% | -0.48% | EXIT | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.52% | -0.58% | EXIT | |
| 43 | EMR | Emerson Electric Co | Stock-Industrials | 0.51% | — | -1.85% | |
| 44 | HYDB | Ishares High Yield Systemati | ETF-High Yield | 0.51% | -0.56% | EXIT | |
| 45 | FCNCA | First Citizens Bcshs -cl A | Stock-Financials | 0.50% | -0.44% | EXIT | |
| 46 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.46% | — | -58.70% | |
| 47 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.45% | — | -76.39% | |
| 48 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.42% | -0.40% | EXIT | |
| 49 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.42% | — | +2.47% | |
| 50 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.42% | — | -34.93% |
According to official SEC Form 13F filings, Summit X, LLC reported a total U.S. public equity portfolio value of $389.7M across 207 disclosed positions in Q1 2024.
During Q1 2024, Summit X, LLC's top holdings by market value included IVV (9.7%)、AAPL (5.1%)、QUAL (4.0%). The largest single position, IVV, represented 9.7% of total portfolio value.
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In Q1 2024, Summit X, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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