Summit Trail Advisors, LLC - Q42025 Holdings

Summit Trail Advisors, LLC holds 1302 stocks with a total portfolio value of $ 5.78B as of Q42025. In Q42025, Summit Trail Advisors, LLC added 50 new positions, increased stakes in 538 stocks, reduced 647 holdings, and fully exited 78 positions. The largest holding is Vanguard Index Fds (VOO), representing 10.55% of the total portfolio.