Summit Trail Advisors, LLC - Q12026 Holdings

Summit Trail Advisors, LLC holds 1440 stocks with a total portfolio value of $ 6.98B as of Q12026. In Q12026, Summit Trail Advisors, LLC added 195 new positions, increased stakes in 955 stocks, reduced 248 holdings, and fully exited 57 positions. The largest holding is Vanguard Index Fds (VOO), representing 9.03% of the total portfolio.