Summit X, LLC
CIK: 0001697729SEC EDGAR →
Portfolio Value
$536K
Holdings
255
As of
Q2 2025
New Positions
30
Closed Positions
15
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS | 326,178 | $36K | 6.64% |
| 2 | NVIDIA CORPORATION | 144,953 | $23K | 4.28% |
| 3 | ISHARES TR | 36,430 | $23K | 4.22% |
| 4 | BLACKROCK ETF TRUST | 388,485 | $21K | 3.95% |
| 5 | APPLE INC | 101,856 | $21K | 3.90% |
| 6 | ISHARES TR | 110,487 | $20K | 3.77% |
| 7 | DIMENSIONAL ETF TRUST | 282,690 | $19K | 3.53% |
| 8 | AMERICAN CENTY ETF TR | 265,049 | $18K | 3.37% |
| 9 | ISHARES TR | 237,297 | $15K | 2.81% |
| 10 | FIDELITY MERRIMACK STR TR | 316,541 | $14K | 2.70% |
Quarterly Changes
Top Buys
New Positions (30)
$2K · 48K shares
$2K · 24K shares
$1K · 26K shares
$1K · 21K shares
$877 · 9K shares
$564 · 3K shares
$462 · 5K shares
$452 · 4K shares
$347 · 7K shares
$342 · 11K shares
$341 · 4K shares
$273 · 3K shares
$260 · 3K shares
$251 · 8K shares
$249 · 5K shares
$248 · 5K shares
$240 · 2K shares
$239 · 812 shares
$233 · 3K shares
$231 · 2K shares
$230 · 1K shares
$228 · 708 shares
$213 · 2K shares
$213 · 552 shares
$209 · 2K shares
$206 · 5K shares
$206 · 24K shares
$202 · 832 shares
$200 · 3K shares
$28 · 11K shares
Closed Positions (15)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 120 | $333K | 62.1% |
| Technology | 34 | $75K | 13.9% |
| Consumer Cyclical | 12 | $23K | 4.3% |
| Healthcare | 22 | $22K | 4.2% |
| Industrials | 19 | $22K | 4.0% |
| Unknown | 12 | $20K | 3.7% |
| Consumer Defensive | 7 | $14K | 2.7% |
| Communication Services | 10 | $13K | 2.5% |
| Energy | 12 | $8K | 1.4% |
| Utilities | 5 | $5K | 1.0% |
| Basic Materials | 2 | $680 | 0.1% |