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CIK: 0001697729
Total reported value
—
$468.0M
240 檔
25.9%
In Q1 2025, Summit X, LLC's U.S. equity holdings reached a combined market value of $468.0M, distributed across 240 disclosed stock positions.
In Q1 2025, Summit X, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, IVV, AAPL) accounted for 25.9% of total reported equity market value during Q1 2025.
Showing top 200 holdings (of 240 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.12% | -6.12% | EXIT | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.81% | -5.81% | EXIT | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.90% | -4.90% | EXIT | |
| 4 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 4.68% | -4.68% | EXIT | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.94% | -3.94% | EXIT | |
| 6 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 3.55% | -3.55% | EXIT | |
| 7 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 3.53% | -3.53% | EXIT | |
| 8 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 3.32% | -3.32% | EXIT | |
| 9 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 3.18% | -3.18% | EXIT | |
| 10 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.25% | -2.25% | EXIT | |
| 11 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 2.20% | -2.20% | EXIT | |
| 12 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.95% | -1.95% | EXIT | |
| 13 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.72% | -1.72% | EXIT | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.71% | -1.71% | EXIT | |
| 15 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.58% | -1.58% | EXIT | |
| 16 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.26% | -1.26% | EXIT | |
| 17 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.23% | -1.23% | EXIT | |
| 18 | MBB | Ishares Mbs ETF | ETF-Other | 1.21% | -1.21% | EXIT | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 1.16% | -1.16% | EXIT | |
| 20 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.14% | -1.14% | EXIT | |
| 21 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.11% | -1.11% | EXIT | |
| 22 | MA | Mastercard Inc - A | Stock-Financials | 1.08% | -1.08% | EXIT | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.02% | -1.02% | EXIT | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.99% | -0.99% | EXIT | |
| 25 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.94% | -0.94% | EXIT | |
| 26 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.94% | -0.94% | EXIT | |
| 27 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.88% | -0.88% | EXIT | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.87% | -0.87% | EXIT | |
| 29 | IAU | Ishares Gold Trust | ETF-Commodities | 0.79% | -0.79% | EXIT | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.73% | -0.73% | EXIT | |
| 31 | RTX | Rtx CORP | Stock-Industrials | 0.73% | -0.73% | EXIT | |
| 32 | BND | Vanguard Total Bond Market | ETF-Other | 0.71% | -0.71% | EXIT | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.68% | -0.68% | EXIT | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.64% | -0.64% | EXIT | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.63% | -0.63% | EXIT | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.58% | -0.58% | EXIT | |
| 37 | HYDB | Ishares High Yield Systemati | ETF-High Yield | 0.56% | -0.56% | EXIT | |
| 38 | MESO | Mesoblast Ltd- Spon Adr | Stock-Other | 0.52% | -0.52% | EXIT | |
| 39 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.51% | -0.51% | EXIT | |
| 40 | HDV | Ishares Core High Dividend E | ETF-Other | 0.49% | -0.49% | EXIT | |
| 41 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.48% | -0.48% | EXIT | |
| 42 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.46% | -0.46% | EXIT | |
| 43 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.46% | -0.46% | EXIT | |
| 44 | AEE | Ameren Corporation | Stock-Utilities | 0.45% | -0.45% | EXIT | |
| 45 | GLD | Spdr Gold Shares | ETF-Commodities | 0.44% | -0.44% | EXIT | |
| 46 | FCNCA | First Citizens Bcshs -cl A | Stock-Financials | 0.44% | -0.44% | EXIT | |
| 47 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.40% | -0.40% | EXIT | |
| 48 | JGH | Nuveen Global High Income | Stock-Other | 0.40% | -0.40% | EXIT | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.39% | -0.39% | EXIT | |
| 50 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.39% | -0.39% | EXIT |
According to official SEC Form 13F filings, Summit X, LLC reported a total U.S. public equity portfolio value of $468.0M across 240 disclosed positions in Q1 2025.
During Q1 2025, Summit X, LLC's top holdings by market value included NVDA (6.1%)、IVV (5.8%)、AAPL (4.9%). The largest single position, NVDA, represented 6.1% of total portfolio value.
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Top New Position Initiated
NVDA
市值: $29.1M
In Q1 2025, Summit X, LLC made 50 total portfolio adjustments, initiating 50 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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