Summit Trail Advisors, LLC Q2 2022 Filing

Filed August 9, 2022

Portfolio Value

$1.6T

Holdings

385

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (385 positions)

#StockSharesValue% PortfolioType
1
USFRWisdomtree Floating Rate Treasury ETF (USFR)
7,931,880$399.2B24.68%
2
VOOVanguard Index FDS S&P 500 ETF (VOO)
599,777$208.9B12.92%
3
VTVVanguard Value ETF (VTV)
644,082$84.9B5.25%
4
IVViShares Core S&P 500
106,685$40.5B2.50%
5
VWOVanguard FTSE Emerging Markets ETF (VWO)
892,524$37.2B2.30%
6
RSPInvesco S&P 500 Equal Weight ETF (RSP)
272,948$36.6B2.27%
7
EXPDExpeditors Intl Wash Inc
357,387$34.8B2.15%
8
AVGOBroadcom Inc
65,224$31.7B1.96%
9
EFAiShares MSCI EAFE ETF (EFA)
473,040$29.6B1.83%
10
AAPLApple Inc Com
210,954$28.8B1.78%
11
DLODlocal Limited
1,039,920$27.3B1.69%
12
KCCAKraneShares California Carbon Allowance (KCCA)
1,043,920$27.1B1.68%
13
GOOGAlphabet Inc Cap STK CL C
10,250$22.4B1.39%
14
SPYSPDR S&P 500 ETF (SPY)
57,598$21.8B1.35%
15
PPAInvesco Exchange-Traded FD Aerospace & Defense ETF (PPA)
267,992$18.8B1.16%
16
VTIVanguard Index FDS Vanguard Total STK MKT ETF (VTI)
99,274$18.7B1.16%
17
IVOLQuadratic Intrst RT VLT ETF (IVOL)
710,309$18.0B1.11%
18
KRBNKraneShares Global Carbon ETF (KRBN)
363,747$17.9B1.11%
19
GOOGLAlphabet Inc Cap STK
8,054$17.6B1.09%
20
AMZNAmazon Com Inc
155,056$16.5B1.02%
21
AGGiShares Core U S Aggregate BD ETF (AGG)
138,680$14.1B0.87%
22
PATHUipath Inc CL A
760,974$13.8B0.86%
23
TNETTrinet Group Inc Com
173,820$13.5B0.83%
24
IWBiShares TR Russell 1000 ETF (IWB)
61,357$12.7B0.79%
25
MSFTMicrosoft Corp Com
48,842$12.5B0.78%
26
ARAntero Res Corp Com
361,150$11.1B0.68%
27
IAU*iShares Gold ETF (IAU)
320,948$11.0B0.68%
28
IJRiShares Core S&P Small Cap
117,527$10.9B0.67%
29
CRWDCrowdstrike HLDGS
62,914$10.6B0.66%
30
DDOGDatadog Inc CL A
109,441$10.4B0.64%
31
APOApollo Global Management Inc CMN
196,642$9.5B0.59%
32
TSLATesla MTRS Inc Com
12,611$8.5B0.53%
33
AQLTiShares TR Core MSCI EAFE ETF
137,046$8.1B0.50%
34
EEMAiShares MSCI Emg Mrkts Asia ETF (EEMA)
112,986$7.7B0.48%
35
IWMiShares TR Russell 2000 Index ETF (IWM)
44,349$7.5B0.46%
36
SNOWSnowflake Inc CL A
43,505$6.0B0.37%
37
INDAiShares MSCI India ETF (INDA)
149,541$5.9B0.36%
38
AQLTiShares TR Select Divid ETF FD
49,905$5.9B0.36%
39
PTONPeloton Interactive
619,406$5.7B0.35%
40
ABNBAirbnb Inc CL A
63,342$5.6B0.35%
41
DASHDoordash Inc CL A
87,752$5.6B0.35%
42
BRK/BBerkshire Hathaway Inc Del CL B New
19,550$5.3B0.33%
43
PLTRPalantir Technologies In Class A
564,482$5.1B0.32%
44
XLFIConsumer Staples Select Sector SPDR ETF (XLP)
70,697$5.1B0.32%
45
XBISPDR S&P Biotech
68,354$5.1B0.31%
46
IJTiShares TR S&P Small-Cap 600 Growth ETF
47,000$5.0B0.31%
47
TOSTToast Inc CL A
381,030$4.9B0.30%
48
NDQInvesco QQQ TR Unit Ser 1
16,140$4.5B0.28%
49
IWFiShares TR Russell 1000 Growth Index FD (IWF)
19,879$4.3B0.27%
50
COINCoinbase Global Inc
92,056$4.3B0.27%
51
CRMSalesforce.Com Inc Com Stock
24,514$4.0B0.25%
52
IWDiShares TR Russell 1000 Value ETF
26,978$3.9B0.24%
53
OSH3EUROak STR Health Inc
234,912$3.9B0.24%
54
OLLIOllies Bargain Outlet HLDGS Inc Com
61,921$3.6B0.22%
55
IGViShares N American Tech Soft (IGV)
13,141$3.5B0.22%
56
TENBTenable HLDGS Inc
67,936$3.1B0.19%
57
RAMPLiveramp Holdings Inc CMN
115,182$3.0B0.18%
58
MAMastercard Inc CL A Com
9,212$2.9B0.18%
59
METAFacebook Inc CL A
18,002$2.9B0.18%
60
SCHPSchwab Strategic TR US TIPS ETF (SCHP)
51,681$2.9B0.18%
61
JPMJP Morgan Chase & Co Com
24,979$2.8B0.17%
62
VBRVanguard Index FDS Vanguard Small-Cap Value ETF
18,729$2.8B0.17%
63
VVVanguard Index FDS (vanguard Large Cap Vipers Formerly Vanguard)
15,723$2.7B0.17%
64
GQ9SPDR Gold TR Gold SHS
15,870$2.7B0.17%
65
SCZiShares TR MSCI EAFE Small Cap ETF
48,945$2.7B0.17%
66
FRGEForge Global Holdings In
254,802$2.7B0.16%
67
HCPHashicorp Inc
90,047$2.7B0.16%
68
DOCUDocusign Inc
43,799$2.5B0.16%
69
MQMarqeta, Inc. CMN
291,860$2.4B0.15%
70
UBERUber Technologies Inc
113,025$2.3B0.14%
71
PFEPfizer Inc Com
42,797$2.2B0.14%
72
VGTVanguard Information Technology ETF
6,761$2.2B0.14%
73
VTVanguard Intl Equity Index FDS Total World Stk Index (VT)
25,531$2.2B0.13%
74
DVADavita Healthcare Partners Inc
26,832$2.1B0.13%
75
NOWServicenow Inc Com
4,507$2.1B0.13%
76
NVDANvidia Corp Com
13,976$2.1B0.13%
77
VLUEiShares Edg MSCI USA Val FCTR ETF
23,147$2.1B0.13%
78
JNJJohnson & Johnson Com
11,795$2.1B0.13%
79
VVisa Inc Com CL A
10,282$2.0B0.13%
80
LZLegalzoom Inc
172,334$1.9B0.12%
81
BWFGBankwell Finl Group Inc Com
60,416$1.9B0.12%
82
COSTCostco Wholesale Corp New Com
3,875$1.9B0.11%
83
OKTAOkta Inc CL A
20,433$1.8B0.11%
84
DOCSDoximity Inc CL A
52,945$1.8B0.11%
85
BXBlackstone Group Inc CL A
19,388$1.8B0.11%
86
SCHWCharles Schwab Corp
27,632$1.7B0.11%
87
PLMKPlum Acquisition Corp I CL A Ord SHS
175,119$1.7B0.11%
88
LBRDKLiberty Broadband Corp Com Ser C
14,200$1.6B0.10%
89
IEMGiShares Inc Core MSCI Emerging Mkts ETF
33,185$1.6B0.10%
90
GRBKGreen Brick Partners
80,679$1.6B0.10%
91
PEPPepsico Inc Com
9,458$1.6B0.10%
92
UNHUnitedhealth Group Inc Com
3,020$1.6B0.10%
93
USMViShares TR MSCI USA Minimum Volatility ETF
21,733$1.5B0.09%
94
ABTAbbott Labs Com
14,007$1.5B0.09%
95
XELBUSDXcel Brands Inc
1,245,838$1.5B0.09%
96
SBACSba Communications Corp New CL A
4,514$1.4B0.09%
97
VBVanguard Small-Cap Index Fund ETF (VB)
8,142$1.4B0.09%
98
SOFISofi Technologies Inc F
260,313$1.4B0.08%
99
QUALIshars Edg MSCI USA QLTY FCTR ETF
12,011$1.3B0.08%
100
SMARGBPSmartsheet Inc
42,482$1.3B0.08%
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