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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.73 Billion 0.49% of portfolio
4,952
Q2 2025 Reduced 11.56%
$0
$2.54 Billion 0.45% of portfolio
64,762
Q2 2025 Added 2.35%
$0
$2.32 Billion 0.41% of portfolio
3,755
Q2 2025 Reduced 0.92%
$0
$834 Million 0.15% of portfolio
4,812
Q4 2023 New
$0
$727 Million 0.13% of portfolio
17,553
Q2 2025 Reduced 4.8%
$0
$756 Million 0.13% of portfolio
2,486
Q2 2025 Reduced 1.0%
$0
$693 Million 0.12% of portfolio
1,580
Q2 2025 Reduced 4.01%
$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%
$0
$555 Million 0.1% of portfolio
8,950
Q1 2025 Reduced 3.38%
$0
$577 Million 0.1% of portfolio
8,520
Q2 2025 Added 2.18%
$0
$351 Million 0.06% of portfolio
13,857
Q2 2025 Reduced 5.02%
$0
$223 Million 0.04% of portfolio
2,235
Q2 2025 New
$0
$219 Million 0.04% of portfolio
8,953
Q2 2025 Reduced 2.4%

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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