Summit Trail Advisors, LLC Q3 2022 Filing

Filed November 10, 2022

Portfolio Value

$1.8T

Holdings

377

Report Date

Q3 2022

Filing Type

13F-HR

All Holdings (377 positions)

#StockSharesValue% PortfolioType
1
USFRWisdomtree Floating Rate Treasury ETF (USFR)
14,467,635$727.4B39.34%
2
VOOVanguard Index FDS S&P 500 ETF (VOO)
596,761$196.8B10.64%
3
VTVVanguard Value ETF (VTV)
398,360$49.2B2.66%
4
IVViShares Core S&P 500
107,138$38.4B2.08%
5
KCCAKraneShares California Carbon Allowance (KCCA)
1,718,159$37.8B2.05%
6
RSPInvesco S&P 500 Equal Weight ETF (RSP)
254,565$32.4B1.75%
7
VWOVanguard FTSE Emerging Markets ETF (VWO)
882,684$32.2B1.74%
8
EXPDExpeditors Intl Wash Inc
357,510$31.6B1.71%
9
AAPLApple Inc Com
216,701$29.9B1.62%
10
AVGOBroadcom Inc
65,457$29.1B1.57%
11
XLVHealth Care Select SPDR (XLV)
183,185$22.2B1.20%
12
EFAiShares MSCI EAFE ETF (EFA)
391,110$21.9B1.18%
13
DLODlocal Limited
1,039,920$21.3B1.15%
14
SPYSPDR S&P 500 ETF (SPY)
57,820$20.7B1.12%
15
PPAInvesco Exchange-Traded FD Aerospace & Defense ETF (PPA)
296,257$19.1B1.03%
16
GOOGAlphabet Inc Cap STK CL C
194,347$18.7B1.01%
17
XBISPDR S&P Biotech (XBI)
225,694$17.9B0.97%
18
AMZNAmazon Com Inc
154,373$17.4B0.94%
19
VTIVanguard Index FDS Vanguard Total STK MKT ETF (VTI)
95,182$17.1B0.92%
20
IVOLQuadratic Intrst RT VLT ETF (IVOL)
704,294$15.6B0.84%
21
GOOGLAlphabet Inc Cap STK
162,792$15.6B0.84%
22
AGGiShares Core U S Aggregate BD ETF (AGG)
154,481$14.9B0.80%
23
TNETTrinet Group Inc Com
167,720$11.9B0.65%
24
ARAntero Res Corp Com
361,245$11.0B0.60%
25
TSLATesla MTRS Inc Com
41,297$11.0B0.59%
26
XLFIConsumer Staples Select Sector SPDR ETF (XLP)
163,588$10.9B0.59%
27
MSFTMicrosoft Corp Com
45,988$10.7B0.58%
28
CRWDCrowdstrike HLDGS
63,025$10.4B0.56%
29
PATHUipath Inc CL A
818,378$10.3B0.56%
30
IAU*iShares Gold ETF (IAU)
320,790$10.1B0.55%
31
DDOGDatadog Inc CL A
109,543$9.7B0.53%
32
IWBiShares TR Russell 1000 ETF (IWB)
47,536$9.4B0.51%
33
IJRiShares Core S&P Small Cap
97,917$8.5B0.46%
34
APOApollo Global Management Inc CMN
179,637$8.4B0.45%
35
IWMiShares TR Russell 2000 Index ETF (IWM)
46,982$7.7B0.42%
36
SNOWSnowflake Inc CL A
43,617$7.4B0.40%
37
XLUUtilities Select Sector SPDR ETF (XLU)
110,362$7.2B0.39%
38
TOSTToast Inc CL A
381,107$6.4B0.34%
39
ABNBAirbnb Inc CL A
58,065$6.1B0.33%
40
COINCoinbase Global Inc
92,073$5.9B0.32%
41
OSH3EUROak STR Health Inc
233,925$5.7B0.31%
42
BRK/BBerkshire Hathaway Inc Del CL B New
20,889$5.6B0.30%
43
AQLTiShares TR Select Divid ETF FD
48,316$5.2B0.28%
44
PLTRPalantir Technologies In Class A
563,666$4.6B0.25%
45
EEMAiShares MSCI Emg Mrkts Asia ETF (EEMA)
79,080$4.5B0.25%
46
DASHDoordash Inc CL A
87,473$4.3B0.23%
47
PTONPeloton Interactive
618,903$4.3B0.23%
48
NDQInvesco QQQ TR Unit Ser 1
15,985$4.3B0.23%
49
IWFiShares TR Russell 1000 Growth Index FD (IWF)
19,879$4.2B0.23%
50
HCPHashicorp Inc
127,126$4.1B0.22%
51
UDMYUdemy Inc
334,106$4.0B0.22%
52
INDAiShares MSCI India ETF (INDA)
95,284$3.9B0.21%
53
CRMSalesforce.Com Inc Com Stock
23,915$3.4B0.19%
54
SCHPSchwab Strategic TR US TIPS ETF (SCHP)
60,686$3.1B0.17%
55
OLLIOllies Bargain Outlet HLDGS Inc Com
59,490$3.1B0.17%
56
IGViShares N American Tech Soft (IGV)
12,214$3.1B0.17%
57
UBERUber Technologies Inc
107,745$2.9B0.15%
58
AQLTiShares TR Core MSCI EAFE ETF
50,215$2.6B0.14%
59
VOVanguard Mid-Cap ETF
13,882$2.6B0.14%
60
VVVanguard Index FDS (vanguard Large Cap Vipers Formerly Vanguard)
15,723$2.6B0.14%
61
JPMJP Morgan Chase & Co Com
23,783$2.5B0.13%
62
TENBTenable HLDGS Inc
67,901$2.4B0.13%
63
SCZiShares TR MSCI EAFE Small Cap ETF
48,170$2.4B0.13%
64
DOCUDocusign Inc
43,681$2.3B0.13%
65
GQ9SPDR Gold TR Gold SHS
14,463$2.2B0.12%
66
DVADavita Healthcare Partners Inc
26,915$2.2B0.12%
67
VTVanguard Intl Equity Index FDS Total World Stk Index (VT)
27,703$2.2B0.12%
68
RAMPLiveramp Holdings Inc CMN
115,182$2.1B0.11%
69
VGTVanguard Information Technology ETF
6,553$2.0B0.11%
70
MQMarqeta, Inc. CMN
281,312$2.0B0.11%
71
ITOTiShares TR Core S&P Total U S STK MKT ETF
24,577$2.0B0.11%
72
MAMastercard Inc CL A Com
6,829$1.9B0.11%
73
JNJJohnson & Johnson Com
11,096$1.8B0.10%
74
COSTCostco Wholesale Corp New Com
3,804$1.8B0.10%
75
UNHUnitedhealth Group Inc Com
3,461$1.7B0.09%
76
GRBKGreen Brick Partners
80,679$1.7B0.09%
77
METAFacebook Inc CL A
12,562$1.7B0.09%
78
PFEPfizer Inc Com
38,764$1.7B0.09%
79
NOWServicenow Inc Com
4,429$1.7B0.09%
80
PEPPepsico Inc Com
10,023$1.6B0.09%
81
SCHWCharles Schwab Corp
22,424$1.6B0.09%
82
XELBUSDXcel Brands Inc
1,681,740$1.6B0.09%
83
DOCSDoximity Inc CL A
52,860$1.6B0.09%
84
NVDANvidia Corp Com
12,877$1.6B0.08%
85
VVisa Inc Com CL A
8,486$1.5B0.08%
86
BWFGBankwell Finl Group Inc Com
51,795$1.5B0.08%
87
LZLegalzoom Inc
172,334$1.5B0.08%
88
SMARGBPSmartsheet Inc
42,515$1.5B0.08%
89
BXBlackstone Group Inc CL A
17,422$1.5B0.08%
90
USMViShares TR MSCI USA Minimum Volatility ETF
21,733$1.4B0.08%
91
XOMExxon Mobil Corp Com
16,314$1.4B0.08%
92
CSCOCisco Systems Inc
35,577$1.4B0.08%
93
GLREGreenlight Capital Re LTD CL A
190,869$1.4B0.08%
94
CPNGCoupang, LLC CMN
83,772$1.4B0.08%
95
VBVanguard Small-Cap Index Fund ETF (VB)
8,132$1.4B0.08%
96
BILLBill.Com Holdings, Inc. CMN
10,420$1.4B0.07%
97
HDHome Depot Inc Com
4,961$1.4B0.07%
98
IJKiShares TR S&P Midcap 400 Growth ETF
20,706$1.3B0.07%
99
SBACSba Communications Corp New CL A
4,493$1.3B0.07%
100
SOFISofi Technologies Inc F
260,734$1.3B0.07%
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