Summit Trail Advisors, LLC has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $3 Billion distributed in 423 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $1.38B, Invesco S&P 500 Equal Weight E with a value of $162M, Vanguard with a value of $139M, Broadcom Inc. with a value of $116M, and Vanguard Intermediate Term Tre with a value of $110M.
Examining the 13F form we can see an increase of $316M in the current position value, from $2.68B to 3B.
Summit Trail Advisors, LLC is based out at New York, NY
Below you can find more details about Summit Trail Advisors, LLC portfolio as well as his latest detailed transactions.
