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CIK: 0001697729
Total reported value
—
$524.1M
255 檔
23.5%
As reported in its official Q2 2025 Form 13F filing, Summit X, LLC's tracked investment portfolio stood at $524.1M with 255 total positions.
During Q2 2025, 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 VONG, NVDA, IVV) accounted for 23.5% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 255 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 6.64% | -3.53% | EXIT | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.28% | -6.12% | EXIT | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.22% | -5.81% | EXIT | |
| 4 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 3.94% | -3.32% | EXIT | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.90% | -4.90% | EXIT | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.77% | -3.94% | EXIT | |
| 7 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 3.53% | -3.55% | EXIT | |
| 8 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 3.37% | -3.18% | EXIT | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.81% | -2.25% | EXIT | |
| 10 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.70% | -1.95% | EXIT | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.04% | -1.71% | EXIT | |
| 12 | IYW | Ishares Ustechnology ETF | ETF-Tech | 2.02% | -1.26% | EXIT | |
| 13 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.02% | -1.11% | EXIT | |
| 14 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.99% | -1.58% | EXIT | |
| 15 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.94% | -2.20% | EXIT | |
| 16 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.85% | -4.68% | EXIT | |
| 17 | BND | Vanguard Total Bond Market | ETF-Other | 1.20% | -0.71% | EXIT | |
| 18 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.18% | -1.23% | EXIT | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 1.13% | -0.58% | EXIT | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 1.13% | -0.64% | EXIT | |
| 21 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.12% | -1.72% | EXIT | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.05% | -1.02% | EXIT | |
| 23 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.98% | -0.88% | EXIT | |
| 24 | MA | Mastercard Inc - A | Stock-Financials | 0.97% | -1.08% | EXIT | |
| 25 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.94% | -0.94% | EXIT | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.88% | -0.87% | EXIT | |
| 27 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.87% | — | +427.97% | |
| 28 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.82% | -0.46% | EXIT | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.81% | -0.68% | EXIT | |
| 30 | AEE | Ameren Corporation | Stock-Utilities | 0.73% | -0.45% | EXIT | |
| 31 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.71% | -0.99% | EXIT | |
| 32 | RTX | Rtx CORP | Stock-Industrials | 0.70% | -0.73% | EXIT | |
| 33 | IAU | Ishares Gold Trust | ETF-Commodities | 0.68% | -0.79% | EXIT | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.65% | — | +110.30% | |
| 35 | MBB | Ishares Mbs ETF | ETF-Other | 0.63% | -1.21% | EXIT | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.58% | -0.73% | EXIT | |
| 37 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.54% | -0.46% | EXIT | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.49% | -1.16% | EXIT | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.49% | -0.63% | EXIT | |
| 40 | BA | Boeing Co/the | Stock-Industrials | 0.46% | — | +298.92% | |
| 41 | AVGO | Broadcom Inc | Stock-Tech | 0.46% | — | +4.18% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.46% | — | +9.45% | |
| 43 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.44% | -0.51% | EXIT | |
| 44 | CSHI | Neos Enhanced Income 1-3 Mon | ETF-Other | 0.44% | — | — | |
| 45 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.42% | — | +85.71% | |
| 46 | GLD | Spdr Gold Shares | ETF-Commodities | 0.42% | -0.44% | EXIT | |
| 47 | HYDB | Ishares High Yield Systemati | ETF-High Yield | 0.42% | -0.56% | EXIT | |
| 48 | FCNCA | First Citizens Bcshs -cl A | Stock-Financials | 0.41% | -0.44% | EXIT | |
| 49 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.41% | — | — | |
| 50 | MESO | Mesoblast Ltd- Spon Adr | Stock-Other | 0.40% | -0.52% | EXIT |
According to official SEC Form 13F filings, Summit X, LLC reported a total U.S. public equity portfolio value of $524.1M across 255 disclosed positions in Q2 2025.
During Q2 2025, Summit X, LLC's top holdings by market value included VONG (6.6%)、NVDA (4.3%)、IVV (4.2%). The largest single position, VONG, represented 6.6% of total portfolio value.
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In Q2 2025, 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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