Notify me when Summit Rock Advisors, LP files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 1 | $228,447 | +$228,447 | $0 | +$228,447 | KWEB | 13F-HR | 27 Jan 2026, 17:29 |
| Q3 2025 | 0 | $0 | $0 | -$355,442 | -$355,442 | 13F-HR | 03 Nov 2025, 16:59 | |
| Q2 2025 | 1 | $355,442 | +$355,442 | -$143,956,215 | -$143,600,773 | VSS | 13F-HR | 11 Aug 2025, 13:25 |
| Q1 2025 | 2 | $143,956,215 | +$19,401,809 | -$156,627,731 | -$137,225,922 | VTWO, IWP | 13F-HR | 09 May 2025, 16:44 |
| Q4 2024 | 6 | $294,938,423 | +$70,378,632 | -$40,527,602 | +$29,851,030 | VTWO, MTUM, IWP, NVDA, AAPL | 13F-HR | 10 Feb 2025, 14:09 |
| Q3 2024 | 6 | $255,706,534 | +$126,989,314 | -$198,515,315 | -$71,526,001 | VTWO, XLE, IWP, NVDA, AAPL | 13F-HR | 30 Oct 2024, 15:10 |
| Q2 2024 | 7 | $323,484,510 | +$114,362,698 | -$74,278,735 | +$40,083,963 | VWO, VGK, IWP, XLE, AAPL | 13F-HR | 25 Jul 2024, 14:07 |
| Q1 2024 | 9 | $311,795,681 | +$146,755,113 | -$63,626,843 | +$83,128,270 | VWO, IWP, AAPL, NVDA, GOOG | 13F-HR | 08 May 2024, 16:25 |
| Q4 2023 | 3 | $216,872,462 | +$126,776,033 | -$116,587,247 | +$10,188,786 | VWO, IWP, XLE | 13F-HR | 26 Jan 2024, 10:11 |
| Q3 2023 | 3 | $202,702,448 | +$76,628,829 | -$73,381,219 | +$3,247,610 | VEU, IWP, XLE | 13F-HR | 24 Oct 2023, 16:50 |
| Q2 2023 | 3 | $206,066,155 | +$125,806,182 | -$74,568,352 | +$51,237,830 | VEU, QQQ, IWP | 13F-HR | 21 Jul 2023, 14:00 |
| Q1 2023 | 2 | $153,431,748 | +$79,441,448 | -$67,575,277 | +$11,866,171 | VEU, XLE | 13F-HR | 09 May 2023, 09:22 |
| Q4 2022 | 2 | $146,813,922 | +$4,953,616 | -$6,328,000 | -$1,374,384 | XLE, IWN | 13F-HR | 12 Jan 2023, 14:55 |
| Q3 2022 | 5 | $128,130,000 | +$20,721,867 | -$12,258,769 | +$8,463,098 | XLE, IWN, VT, PL, DAWN | 13F-HR | 02 Nov 2022, 15:20 |
| Q2 2022 | 8 | $122,402,000 | +$16,620,973 | -$42,204,069 | -$25,583,096 | XLE, IWN, VT, WMS, DAWN | 13F-HR | 01 Aug 2022, 10:40 |
| Q1 2022 | 8 | $163,485,000 | +$115,590,610 | -$117,404,000 | -$1,813,390 | XLE, IWN, VT, CLOV, PHAT | 13F-HR | 06 May 2022, 12:07 |
| Q4 2021 | 8 | $167,420,000 | +$11,182,350 | -$21,683,028 | -$10,500,678 | VTV, IUSV, IWN, CLOV, PHAT | 13F-HR | 14 Feb 2022, 16:40 |
| Q3 2021 | 5 | $168,577,000 | +$1,556,000 | -$79,288,890 | -$77,732,890 | IWN, IUSV, VTV, CLOV, PHAT | 13F-HR | 26 Oct 2021, 14:49 |
| Q2 2021 | 4 | $252,339,000 | +$165,231,981 | -$210,857,000 | -$45,625,019 | IWN, VTV, IUSV, PHAT | 13F-HR | 12 Aug 2021, 13:06 |
| Q1 2021 | 7 | $294,399,000 | +$92,153,325 | -$97,910,328 | -$5,757,003 | VT, IUSV, VSS, IWM, VTV | 13F-HR | 13 May 2021, 12:34 |
| Q4 2020 | 10 | $286,745,000 | +$212,983,943 | -$156,767,710 | +$56,216,233 | VT, VSS, IUSV, HYG, ICVT | 13F-HR | 12 Feb 2021, 16:21 |
| Q3 2020 | 5 | $216,102,000 | +$123,100,135 | -$20,822,000 | +$102,278,135 | IUSV, ACWI, HYG, GOVT, PHAT | 13F-HR | 09 Nov 2020, 16:11 |
| Q2 2020 | 5 | $107,342,000 | +$48,942,527 | -$39,447,000 | +$9,495,527 | ACWI, HYG, VOO, ICVT, PHAT | 13F-HR | 10 Aug 2020, 11:27 |
| Q1 2020 | 3 | $89,014,000 | +$22,058,221 | -$27,583,728 | -$5,525,507 | ACWI, IUSV, IEMG | 13F-HR | 04 May 2020, 11:21 |
| Q4 2019 | 5 | $121,570,000 | +$62,250,000 | -$56,394,798 | +$5,855,202 | IUSV, ACWI, VOO, TLT, EB | 13F-HR | 07 Feb 2020, 10:52 |
| Q3 2019 | 2 | $107,232,000 | +$45,713,000 | -$19,653,225 | +$26,059,775 | ACWI, VOO | 13F-HR | 29 Oct 2019, 10:08 |
| Q2 2019 | 2 | $81,132,000 | +$29,874,339 | -$20,886,000 | +$8,988,339 | ACWI, IEMG | 13F-HR | 25 Jul 2019, 16:31 |
| Q1 2019 | 3 | $71,139,000 | +$36,104,800 | -$34,059,905 | +$2,044,895 | ACWI, EWJ, IEMG | 13F-HR | 14 May 2019, 16:07 |
| Q4 2018 | 4 | $63,711,000 | +$35,390,000 | -$55,255,965 | -$19,865,965 | EWJ, IEMG, ACWI, HYG | 13F-HR | 06 Feb 2019, 17:42 |
| Q3 2018 | 5 | $90,884,000 | +$47,459,074 | -$102,487,259 | -$55,028,185 | ACWI, IEMG, HYG, IUSV, EFV | 13F-HR | 25 Oct 2018, 08:56 |
| Q2 2018 | 5 | $142,303,000 | +$20,649,473 | -$76,450,869 | -$55,801,396 | IUSV, EFV, IEMG, HYG, ACWI | 13F-HR | 30 Jul 2018, 10:35 |
| Q1 2018 | 8 | $210,258,000 | +$162,479,532 | -$34,832,541 | +$127,646,991 | IEMG, EFV, IUSV, HYG, ACWI | 13F-HR | 09 May 2018, 15:05 |
| Q4 2017 | 3 | $81,716,000 | +$27,902,562 | -$8,242,832 | +$19,659,730 | IEMG, ACWI, HYG | 13F-HR | 31 Jan 2018, 16:39 |
| Q3 2017 | 3 | $59,651,000 | +$26,429,317 | -$2,112,135 | +$24,317,182 | IEMG, ACWI, HYG | 13F-HR | 30 Oct 2017, 16:04 |
| Q2 2017 | 2 | $33,574,000 | +$21,972,584 | -$9,804,000 | +$12,168,584 | IEMG, HYG | 13F-HR | 31 Jul 2017, 14:54 |
| Q1 2017 | 3 | $21,098,000 | +$9,620,609 | -$1,587,925 | +$8,032,684 | ACWI, IEMG, HYG | 13F-HR | 11 May 2017, 19:03 |
| Q4 2016 | 2 | $12,305,000 | $0 | -$32,683,945 | -$32,683,945 | ACWI, HYG | 13F-HR | 03 Feb 2017, 17:06 |
| Q3 2016 | 2 | $45,155,000 | +$15,141,592 | -$8,753,790 | +$6,387,802 | HYG, ACWI | 13F-HR | 01 Nov 2016, 13:19 |
| Q2 2016 | 2 | $37,043,000 | +$13,039,072 | -$298,501 | +$12,740,571 | ACWI, HYG | 13F-HR | 03 Aug 2016, 11:32 |
| Q1 2016 | 2 | $23,959,000 | +$1,949,610 | -$12,176,571 | -$10,226,961 | ACWI, HYG | 13F-HR | 09 May 2016, 12:37 |
| Q4 2015 | 2 | $33,984,000 | $0 | -$23,329,898 | -$23,329,898 | ACWI, HYG | 13F-HR | 26 Jan 2016, 14:09 |
| Q3 2015 | 2 | $56,470,000 | +$13,215,462 | -$15,065,000 | -$1,849,538 | ACWI, HYG | 13F-HR | 22 Oct 2015, 15:14 |
| Q2 2015 | 3 | $62,284,000 | +$2,534,614 | -$7,802,189 | -$5,267,575 | ACWI, IGSB, HYG | 13F-HR | 11 Aug 2015, 08:43 |
| Q1 2015 | 3 | $68,177,000 | +$4,507,800 | -$6,626,083 | -$2,118,283 | ACWI, IGSB, HYG | 13F-HR | 06 May 2015, 06:53 |
| Q4 2014 | 3 | $69,138,000 | +$17,864,332 | -$3,793,787 | +$14,070,545 | ACWI, IGSB, HYG | 13F-HR | 04 Feb 2015, 17:02 |
| Q3 2014 | 3 | $55,598,000 | +$5,786,752 | -$26,766,406 | -$20,979,654 | ACWI, HYG, IGSB | 13F-HR | 06 Nov 2014, 12:07 |
| Q2 2014 | 3 | $78,036,000 | $0 | -$23,628,659 | -$23,628,659 | ACWI, IGSB, HYG | 13F-HR | 01 Aug 2014, 09:57 |
| Q1 2014 | 3 | $99,117,000 | +$11,536,347 | -$46,315,430 | -$34,779,083 | ACWI, IGSB, HYG | 13F-HR | 09 May 2014, 16:12 |
| Q4 2013 | 3 | $132,445,000 | $0 | $0 | $0 | ACWI, HYG, IGSB | 13F-HR | 27 Jan 2014, 11:57 |