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
$55.6B
$1.74 Billion 0.31% of portfolio
33,082
Q2 2025 Added 1.7%
$7.95B
$1.68 Billion 0.3% of portfolio
32,353
Q2 2025 Reduced 0.08%
$94.4B
$1.63 Billion 0.29% of portfolio
22,877
Q2 2025 New
$368B
$1.59 Billion 0.28% of portfolio
9,956
Q2 2025 Added 89.31%
$222B
$1.5 Billion 0.27% of portfolio
5,132
Q2 2025 Reduced 5.05%
$70.4B
$1.53 Billion 0.27% of portfolio
24,366
Q2 2025 Added 2.37%
$112B
$1.54 Billion 0.27% of portfolio
5,330
Q2 2025 Reduced 11.51%
$99.2B
$1.54 Billion 0.27% of portfolio
5,572
Q2 2025 Reduced 0.89%
$52.6B
$1.53 Billion 0.27% of portfolio
21,274
Q2 2025 Reduced 0.48%
$203B
$1.49 Billion 0.27% of portfolio
18,883
Q2 2025 Added 76.97%
$1.24T
$1.48 Billion 0.26% of portfolio
8,370
Q3 2024 Added 61.9%
$64.4B
$1.38 Billion 0.25% of portfolio
5,406
Q2 2025 Reduced 4.49%
$86.2B
$1.36 Billion 0.24% of portfolio
4,671
Q2 2025 Reduced 2.22%
Dave Inc
-
$1.29 Billion 0.23% of portfolio
-
Q2 2025 Reduced 40.7%
$420M
$1.3 Billion 0.23% of portfolio
90,511
Q2 2025 New
$35.6B
$1.21 Billion 0.22% of portfolio
17,201
Q2 2025 New
Celestica Inc
-
$1.22 Billion 0.22% of portfolio
-
Q2 2025 Added 13.15%
$119B
$1.24 Billion 0.22% of portfolio
5,199
Q2 2025 New
$9.34B
$1.14 Billion 0.2% of portfolio
4,950
Q2 2025 Reduced 0.42%
$16.3B
$1.1 Billion 0.2% of portfolio
19,709
Q2 2025 Reduced 4.54%
$36.3B
$1.11 Billion 0.2% of portfolio
8,585
Q2 2025 Reduced 8.84%
$466M
$1.13 Billion 0.2% of portfolio
36,736
Q2 2025 Added 30.59%
$218B
$1.09 Billion 0.19% of portfolio
2,803
Q2 2025 New
$282B
$1.05 Billion 0.19% of portfolio
7,380
Q2 2025 Reduced 8.4%
$177B
$1.04 Billion 0.19% of portfolio
5,032
Q2 2025 Added 3.5%
$113B
$1.01 Billion 0.18% of portfolio
2,191
Q2 2025 New
$5.16B
$991 Million 0.18% of portfolio
15,318
Q2 2025 New
$1.19B
$989 Million 0.18% of portfolio
70,663
Q2 2025 New
$306B
$1.03 Billion 0.18% of portfolio
14,556
Q2 2025 Added 3.59%
$108B
$987 Million 0.18% of portfolio
10,769
Q2 2025 Added 2.1%
$3.95T
$977 Million 0.17% of portfolio
1,965
Q2 2025 Reduced 30.61%
$18.7B
$962 Million 0.17% of portfolio
5,104
Q2 2025 Added 1.73%
$25.7B
$964 Million 0.17% of portfolio
1,798
Q2 2025 Reduced 0.22%
$5.48B
$959 Million 0.17% of portfolio
87,418
Q2 2025 New
$7.21B
$928 Million 0.17% of portfolio
12,790
Q2 2025 New
$3.32B
$958 Million 0.17% of portfolio
4,347
Q2 2025 Reduced 14.56%
$28B
$898 Million 0.16% of portfolio
37,922
Q2 2025 Added 3.77%
Talen Energy Corp
-
$889 Million 0.16% of portfolio
-
Q2 2025 Reduced 7.81%
$26.5B
$917 Million 0.16% of portfolio
7,230
Q2 2025 Reduced 2.35%
$1.37B
$906 Million 0.16% of portfolio
9,274
Q2 2025 New
$32.2B
$908 Million 0.16% of portfolio
17,210
Q2 2025 New
$16.7B
$849 Million 0.15% of portfolio
12,317
Q2 2025 Reduced 2.56%
$229B
$815 Million 0.15% of portfolio
5,582
Q2 2025 Reduced 1.59%
$7.44B
$842 Million 0.15% of portfolio
22,475
Q2 2025 New
$15B
$826 Million 0.15% of portfolio
11,481
Q2 2025 Reduced 2.06%
Blackrock Inc
-
$841 Million 0.15% of portfolio
-
Q2 2025 Added 3.62%
$26.4B
$864 Million 0.15% of portfolio
3,704
Q4 2024 Reduced 16.93%
$0
$834 Million 0.15% of portfolio
4,812
Q4 2023 New
$9.71B
$805 Million 0.14% of portfolio
19,995
Q2 2025 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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