Sierra Summit Advisors LLC Portfolio Holdings

Sierra Summit Advisors LLC

  • $562 Billion
  • Q2 2025

Sierra Summit Advisors LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $562 Billion distributed in 177 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $34.5B, Apple Inc. with a value of $23.1B, Alphabet Inc. with a value of $17.5B, Robinhood Markets, Inc. with a value of $17.2B, and Tesla, Inc. with a value of $16.6B.

Examining the 13F form we can see an increase of $100B in the current position value, from $462B to 562B.

Sierra Summit Advisors LLC is based out at Incline Village, NV

Below you can find more details about Sierra Summit Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $562 Billion
Technology: $157 Billion
Consumer Cyclical: $82.2 Billion
Communication Services: $76.5 Billion
Financial Services: $53.4 Billion
Industrials: $49.4 Billion
Healthcare: $39.3 Billion
ETFs: $13.8 Billion
Utilities: $10.5 Billion
Other: $16 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$34.5B
$798 Million 0.14% of portfolio
7,662
Q2 2025 Reduced 0.13%
$4.34B
$763 Million 0.14% of portfolio
17,045
Q2 2025 Reduced 8.46%
$2.76B
$804 Million 0.14% of portfolio
41,662
Q2 2025 New
$684B
$774 Million 0.14% of portfolio
3,539
Q2 2025 Reduced 31.68%
$6.1B
$801 Million 0.14% of portfolio
10,271
Q2 2025 New
$6.82B
$763 Million 0.14% of portfolio
4,229
Q2 2025 Reduced 14.08%
$245B
$786 Million 0.14% of portfolio
2,520
Q2 2025 Reduced 15.69%
$4.43B
$754 Million 0.13% of portfolio
4,567
Q2 2025 Added 8.87%
$0
$727 Million 0.13% of portfolio
17,553
Q2 2025 Reduced 4.8%
Root Inc
-
$708 Million 0.13% of portfolio
-
Q2 2025 New
$5.93B
$748 Million 0.13% of portfolio
7,261
Q2 2025 Added 14.02%
$4.78B
$729 Million 0.13% of portfolio
7,801
Q2 2025 Reduced 0.79%
$3.04B
$735 Million 0.13% of portfolio
12,868
Q2 2025 Added 9.13%
$0
$756 Million 0.13% of portfolio
2,486
Q2 2025 Reduced 1.0%
$57.5B
$754 Million 0.13% of portfolio
7,262
Q2 2025 Reduced 1.9%
$4.49B
$720 Million 0.13% of portfolio
11,561
Q2 2025 New
$423B
$729 Million 0.13% of portfolio
1
Q1 2025 New
$904M
$662 Million 0.12% of portfolio
12,086
Q2 2025 New
$15.7B
$698 Million 0.12% of portfolio
19,360
Q2 2025 New
$11.8B
$694 Million 0.12% of portfolio
15,424
Q2 2025 Added 11.27%
Rigel Pharmaceuticals Inc
-
$698 Million 0.12% of portfolio
-
Q2 2025 New
$0
$693 Million 0.12% of portfolio
1,580
Q2 2025 Reduced 4.01%
$150B
$689 Million 0.12% of portfolio
2,305
Q4 2024 Reduced 6.87%
$2.75B
$649 Million 0.12% of portfolio
23,370
Q2 2025 New
$2.3B
$661 Million 0.12% of portfolio
7,546
Q2 2025 New
$4.21B
$665 Million 0.12% of portfolio
5,969
Q2 2025 Added 28.61%
$3.11B
$655 Million 0.12% of portfolio
4,244
Q2 2025 New
$8.11B
$665 Million 0.12% of portfolio
2,965
Q2 2025 Reduced 21.46%
$9.53B
$687 Million 0.12% of portfolio
13,787
Q2 2025 Reduced 23.52%
$173M
$649 Million 0.12% of portfolio
65,331
Q2 2025 Added 3.26%
$600M
$663 Million 0.12% of portfolio
27,401
Q2 2025 Reduced 24.68%
Priority Technology Hldgs In
-
$688 Million 0.12% of portfolio
-
Q2 2025 New
$30.9B
$697 Million 0.12% of portfolio
4,135
Q2 2025 New
$1.41B
$675 Million 0.12% of portfolio
4,438
Q2 2025 New
$15.9B
$640 Million 0.11% of portfolio
3,890
Q2 2025 Reduced 10.06%
Landbridge Company LLC
-
$632 Million 0.11% of portfolio
-
Q2 2025 New
$4.15B
$613 Million 0.11% of portfolio
17,232
Q2 2025 New
$0
$641 Million 0.11% of portfolio
5,864
Q2 2025 Reduced 3.17%
$0
$633 Million 0.11% of portfolio
9,414
Q2 2025 Added 1.75%
$232B
$592 Million 0.11% of portfolio
2,170
Q2 2025 Added 0.56%
$4.76B
$640 Million 0.11% of portfolio
6,419
Q2 2025 Reduced 1.28%
$5.28B
$535 Million 0.1% of portfolio
11,647
Q2 2025 New
$95.8B
$586 Million 0.1% of portfolio
4,965
Q2 2025 Added 0.96%
Nutex Health Inc
-
$562 Million 0.1% of portfolio
-
Q2 2025 New
$0
$555 Million 0.1% of portfolio
8,950
Q1 2025 Reduced 3.38%
$207B
$586 Million 0.1% of portfolio
4,729
Q2 2025 Reduced 3.07%
$0
$577 Million 0.1% of portfolio
8,520
Q2 2025 Added 2.18%
$2.09B
$580 Million 0.1% of portfolio
26,715
Q2 2025 Added 0.9%
$65.4B
$527 Million 0.09% of portfolio
5,000
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 177
  • Current Value $562 Billion
  • Prior Value $462 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 45 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 73 stocks
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