Summit X, LLC

High-turnover trader

Total reported value

—

Reporting period: 2025-09-30 · Number of holdings: 1

Summit X, LLC disclosed 1 holdings in its latest 13F filing for the period ending 2025-09-30, with total reported value of — and a quarterly turnover rate of 100.0%.

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Personality snowflake

Concentration: 0
Portfolio Stability: 100
Momentum/Contrarian: 50
Sector conviction: 0
Diversification: 2
Sizing Uniformity: —

Recent moves

Sold out NVDA
Sold out IVV
Sold out AAPL
Sold out ORLY
Sold out QUAL
Sold out DFUS

Holdings Map

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change	4Q Trend
1	✓	Ikena Oncology INC	Stock-Other	—	—	—

Reported value over time

Sector allocation

Not enough sector-mapped data yet

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2025-09-30	1	—	100
2025-06-30	285	$536.4M	0	1VONG 2NVDA 3IVV Top holdings2025-06-30 1.VONG 2.NVDA 3.IVV 4.DYNF 5.AAPL 6.QUAL 7.DFUS 8.AVLV 9.EFV 10.FBND
2025-03-31	240	$475.7M	100	1NVDA 2IVV 3AAPL Top holdings2025-03-31 1.NVDA 2.IVV 3.AAPL 4.ORLY 5.QUAL 6.DFUS 7.VONG 8.DYNF 9.AVLV 10.EFV
2024-12-31	218	$450.9M	0	1IVV 2AAPL 3VONG Top holdings2024-12-31 1.IVV 2.AAPL 3.VONG 4.NVDA 5.QUAL 6.DFUS 7.DYNF 8.EFV 9.EFG 10.FBND
2024-09-30	212	$411.2M	0	1IVV 2AAPL 3VONG Top holdings2024-09-30 1.IVV 2.AAPL 3.VONG 4.QUAL 5.NVDA 6.DYNF 7.DFUS 8.EFG 9.FBND 10.AVLV
2024-06-30	235	$445.7M	0	1IVV 2AAPL 3VONG Top holdings2024-06-30 1.IVV 2.AAPL 3.VONG 4.NVDA 5.QUAL 6.DYNF 7.DFUS 8.EFG 9.AVLV 10.FBND
2024-03-31	207	$390.2M	0	1IVV 2AAPL 3QUAL Top holdings2024-03-31 1.IVV 2.AAPL 3.QUAL 4.DYNF 5.DFUS 6.NVDA 7.SPYG 8.FBND 9.DFCF 10.AVLV
2023-12-31	190	$351.5M	0	1IVV 2AAPL 3FBND Top holdings2023-12-31 1.IVV 2.AAPL 3.FBND 4.QUAL 5.EFV 6.TLT 7.ORLY 8.MSFT 9.NVDA 10.MBB
2023-09-30	181	$315.0M	0	1IVV 2AAPL 3FBND Top holdings2023-09-30 1.IVV 2.AAPL 3.FBND 4.QUAL 5.EFV 6.EFG 7.TLT 8.ORLY 9.MBB 10.ESGU
2023-06-30	271	$411.8M	0	1IVV 2AAPL 3FBND Top holdings2023-06-30 1.IVV 2.AAPL 3.FBND 4.QUAL 5.EFG 6.MSFT 7.IYW 8.MBB 9.ESGU 10.ORLY
2023-03-31	263	$386.9M	0	1IVV 2AAPL 3FBND Top holdings2023-03-31 1.IVV 2.AAPL 3.FBND 4.QUAL 5.EFG 6.MSFT 7.MBB 8.ESGU 9.EFV 10.IYW
2022-12-31	241	$345.8M	0	1AAPL 2IVV 3ESGU Top holdings2022-12-31 1.AAPL 2.IVV 3.ESGU 4.IWD 5.BND 6.MSFT 7.AGG 8.FBND 9.IWF 10.GOOGL
2022-09-30	246	$339.0M	0	1IVV 2AAPL 3ESGU Top holdings2022-09-30 1.IVV 2.AAPL 3.ESGU 4.FBND 5.GOVT 6.MSFT 7.BND 8.IWD 9.ORLY 10.GOOGL
2022-06-30	243	$345.6M	0	1AAPL 2IVV 3ESGU Top holdings2022-06-30 1.AAPL 2.IVV 3.ESGU 4.IWD 5.BND 6.MSFT 7.AGG 8.FBND 9.IWF 10.GOOGL
2022-03-31	253	$407.3M	0	1AAPL 2IVV 3ESGU Top holdings2022-03-31 1.AAPL 2.IVV 3.ESGU 4.IWD 5.BND 6.MSFT 7.IWF 8.AGG 9.GOOGL 10.AMZN
2021-12-31	258	$429.4M	0	1AAPL 2IVV 3IWD Top holdings2021-12-31 1.AAPL 2.IVV 3.IWD 4.ESGU 5.BND 6.MSFT 7.IWF 8.AGG 9.IEFA 10.FBND
2021-09-30	260	$397.6M	0	1AAPL 2IWD 3IVV Top holdings2021-09-30 1.AAPL 2.IWD 3.IVV 4.ESGU 5.AGG 6.BND 7.IWF 8.MSFT 9.IEFA 10.AMZN
2021-06-30	264	$396.0M	96	1AAPL 2IVV 3IWD Top holdings2021-06-30 1.AAPL 2.IVV 3.IWD 4.ESGU 5.AGG 6.BND 7.AMZN 8.MSFT 9.IWF 10.IEFA
2021-03-31	261	$364.2M	27	1AAPL 2IVV 3IWD Top holdings2021-03-31 1.AAPL 2.IVV 3.IWD 4.ESGU 5.AGG 6.BND 7.AMZN 8.MSFT 9.MA 10.IJR
2020-12-31	250	$339.3M	100	1AAPL 2IVV 3ESGU Top holdings2020-12-31 1.AAPL 2.IVV 3.ESGU 4.IWD 5.AGG 6.BND 7.AMZN 8.MA 9.IEFA 10.ESGE
2020-09-30	449	$6.1M	100	1AMZN 2IVV 3IHI Top holdings2020-09-30 1.AMZN 2.IVV 3.IHI 4.IXN 5.GOOGL 6.MA 7.GOOG 8.BKNG 9.NVDA 10.MSFT
2020-06-30	213	$270.5M	51	1IVV 2AAPL 3ESGU Top holdings2020-06-30 1.IVV 2.AAPL 3.ESGU 4.EFG 5.MA 6.LQD 7.MSFT 8.VLUE 9.GOVT 10.AMZN
2020-03-31	199	$214.3M	51	1IVV 2AAPL 3GOVT Top holdings2020-03-31 1.IVV 2.AAPL 3.GOVT 4.QUAL 5.IEFA 6.MSFT 7.DSL 8.MA 9.ESGU 10.T
2019-12-31	236	$269.1M	21	1IVV 2GOVT 3AAPL Top holdings2019-12-31 1.IVV 2.GOVT 3.AAPL 4.QUAL 5.IEFA 6.T 7.IEMG 8.ITOT 9.DSL 10.USMV
2019-09-30	229	$249.4M	18	1IVV 2IEFA 3GOVT Top holdings2019-09-30 1.IVV 2.IEFA 3.GOVT 4.AAPL 5.T 6.ITOT 7.USMV 8.DSL 9.ABBV 10.IEMG
2019-06-30	236	$244.7M	22	1IVV 2IEFA 3GOVT Top holdings2019-06-30 1.IVV 2.IEFA 3.GOVT 4.ITOT 5.AAPL 6.T 7.DSL 8.ABBV 9.IEMG 10.AGG
2019-03-31	243	$233.6M	49	1IVV 2IEFA 3AAPL Top holdings2019-03-31 1.IVV 2.IEFA 3.AAPL 4.ITOT 5.T 6.DSL 7.FTEC 8.SLQD 9.FDMO 10.ORLY
2018-12-31	205	$173.4M	35	1IVV 2IEFA 3SLQD Top holdings2018-12-31 1.IVV 2.IEFA 3.SLQD 4.AAPL 5.DSL 6.LQD 7.T 8.FDMO 9.FTEC 10.ORLY
2018-09-30	230	$203.7M	22	1IVV 2AAPL 3IEFA Top holdings2018-09-30 1.IVV 2.AAPL 3.IEFA 4.SLQD 5.T 6.FDMO 7.DSL 8.LQD 9.IJH 10.GOOGL
2018-06-30	208	$179.3M	30	1IVV 2IEFA 3AAPL Top holdings2018-06-30 1.IVV 2.IEFA 3.AAPL 4.FDMO 5.DSL 6.T 7.IEMG 8.IJH 9.FBND 10.GOOGL
2018-03-31	183	$166.6M	35	1IVV 2EFAV 3AAPL Top holdings2018-03-31 1.IVV 2.EFAV 3.AAPL 4.IEMG 5.61166W 6.DSL 7.IJH 8.T 9.FBND 10.MA
2017-12-31	181	$157.7M	26	1IVV 2EFAV 3AAPL Top holdings2017-12-31 1.IVV 2.EFAV 3.AAPL 4.61166W 5.T 6.IEMG 7.DSL 8.IJS 9.FBND 10.EEMV
2017-09-30	180	$150.9M	28	1IVV 2EFAV361166W Top holdings2017-09-30 1.IVV 2.EFAV 3.61166W 4.AAPL 5.T 6.DSL 7.IJS 8.EEMV 9.HYG 10.IBB
2017-06-30	181	$140.2M	0	161166W2EFAV 3IVV Top holdings2017-06-30 1.61166W 2.EFAV 3.IVV 4.PDI 5.DSL 6.IJS 7.HYG 8.EEMV 9.IBB 10.GOOGL

Holding changes this quarter

Summit X, LLC's most significant position changes for 2025-09-30: Sold out: Nvidia CORP (NVDA); Sold out: Ishares Core S&p 500 ETF (IVV); Sold out: Apple INC (AAPL); Sold out: O'reilly Automotive INC (ORLY); Sold out: Ishares Msci USA Quality Fac (QUAL).

Position changes disclosed by Summit X, LLC for the quarter ending 2025-09-30, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	NVDA	Nvidia CORP	—	EXIT	Sold out
2	IVV	Ishares Core S&p 500 ETF	—	EXIT	Sold out
3	AAPL	Apple INC	—	EXIT	Sold out
4	ORLY	O'reilly Automotive INC	—	EXIT	Sold out
5	QUAL	Ishares Msci USA Quality Fac	—	EXIT	Sold out
6	DFUS	Dimensional US Eq Mkt ETF	—	EXIT	Sold out
7	VONG	Vanguard Russell 1000 Growth	—	EXIT	Sold out
8	DYNF	Ishrs US E F R A Etf-usd INC	—	EXIT	Sold out
9	AVLV	Avantis US Large Cap Value	—	EXIT	Sold out
10	EFV	Ishares Msci Eafe Value ETF	—	EXIT	Sold out
11	DFCF	Dimensional Core Fixed INC	—	EXIT	Sold out
12	FBND	Fidelity Total Bond ETF	—	EXIT	Sold out
13	EFG	Ishares Msci Eafe Growth ETF	—	EXIT	Sold out
14	MSFT	Microsoft CORP	—	EXIT	Sold out
15	BINC	Ishares Flex I A Etf-usd INC	—	EXIT	Sold out
16	IYW	Ishares Ustechnology ETF	—	EXIT	Sold out
17	AVUS	Avantis U.s. Equity ETF	—	EXIT	Sold out
18	MBB	Ishares Mbs ETF	—	EXIT	Sold out
19	XOM	Exxon Mobil CORP	—	EXIT	Sold out
20	EMXC	Ishares Msci Emr Mrk Ex Chna	—	EXIT	Sold out
21	AVEM	Avantis Emerging Markets Eq	—	EXIT	Sold out
22	MA	Mastercard INC - A	—	EXIT	Sold out
23	AMZN	Amazon.com INC	—	EXIT	Sold out
24	PG	Procter & Gamble Co/the	—	EXIT	Sold out
25	MTUM	Ishares Msci USA Momentum Fa	—	EXIT	Sold out
26	TLH	Ishares 10-20 Year Treasury	—	EXIT	Sold out
27	TLT	Ishares 20+ Year Treasury Bd	—	EXIT	Sold out
28	GOOGL	Alphabet Inc-cl A	—	EXIT	Sold out
29	IAU	Ishares Gold Trust	—	EXIT	Sold out
30	ABBV	Abbvie INC	—	EXIT	Sold out
31	RTX	Rtx CORP	—	EXIT	Sold out
32	BND	Vanguard Total Bond Market	—	EXIT	Sold out
33	QQQ	Invesco Qqq Trust Series 1	—	EXIT	Sold out
34	V	Visa Inc-class A Shares	—	EXIT	Sold out
35	LLY	Eli Lilly & Co	—	EXIT	Sold out
36	WMT	Walmart INC	—	EXIT	Sold out
37	HYDB	Ishares High Yield Systemati	—	EXIT	Sold out
38	MESO	Mesoblast Ltd- Spon Adr	—	EXIT	Sold out
39	GILD	Gilead Sciences INC	—	EXIT	Sold out
40	HDV	Ishares Core High Dividend E	—	EXIT	Sold out
41	BMY	Bristol-myers Squibb Co	—	EXIT	Sold out
42	CRWD	Crowdstrike Holdings INC - A	—	EXIT	Sold out
43	UPS	United Parcel Service-cl B	—	EXIT	Sold out
44	AEE	Ameren Corporation	—	EXIT	Sold out
45	GLD	Spdr Gold Shares	—	EXIT	Sold out
46	FCNCA	First Citizens Bcshs -cl A	—	EXIT	Sold out
47	MCD	Mcdonald's CORP	—	EXIT	Sold out
48	JGH	Nuveen Global High Income	—	EXIT	Sold out
49	SPY	Ss Spdr S&p 500 ETF Trust-us	—	EXIT	Sold out
50	ITOT	Ishares Core S&p Total U.s.	—	EXIT	Sold out

FAQ

What is Summit X, LLC and what type of investor is it?

Summit X, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2025-09-30), the firm manages a tracked equity portfolio valued at approximately —, spread across 1 disclosed positions.

What are Summit X, LLC's largest equity positions?

Based on the latest 13F filing, Summit X, LLC's top holdings by market value are: 1. Ikena Oncology INC — $0.0

What changes did Summit X, LLC make in its most recent portfolio filing?

In the latest quarter, Summit X, LLC took a more defensive posture — trimming 0 positions and completely exiting 50 holdings. The largest of these moves: Sold out: Nvidia CORP (NVDA); Sold out: Ishares Core S&p 500 ETF (IVV); Sold out: Apple INC (AAPL); Sold out: O'reilly Automotive INC (ORLY); Sold out: Ishares Msci USA Quality Fac (QUAL)

What sectors does Summit X, LLC focus on?

Sector breakdown data is not yet available for Summit X, LLC. Check back after the next 13F processing cycle.