13F Filings History of Summit X, LLC
- Latest 13F filing
- Q2 2025 - 07 Aug 2025
- Latest reported 13F value
- $0
- Largest 13F holdings
-
VONG NVDA IVV DYNF AAPL QUAL DFUS AVLV EFV FBND MSFT IYW
+8 more
AVEM BINC DFCF ORLY BND AVUS WMT V - Form 13F summary
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- Summit X, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Summit X, LLC reported 255 equity holdings with a total reported market value of $536,383,759 for Q2 2025. Top reported holdings included VONG, NVDA, IVV, DYNF, and AAPL.
- Manager signature
- Trish Koontz - Chief Compliance Officer
- Manager location
- Chesterfield, MO
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2025
Latest value
$536,383,759
Quarter delta
$0
Accepted
07 Aug 2025, 16:07
Rows shown
1-25 of 34
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 0 | $0 | $0 | -$536,383,759 | -$536,383,759 | 13F-HR | 13 Nov 2025, 10:46 | |
| Q2 2025 | 255 | $536,383,759 | +$103,380,200 | -$65,573,022 | +$37,807,178 | VONG, NVDA, IVV, DYNF, AAPL | 13F-HR | 07 Aug 2025, 16:07 |
| Q1 2025 | 240 | $475,666,664 | +$68,887,248 | -$28,783,914 | +$40,103,334 | NVDA, IVV, AAPL, ORLY, QUAL | 13F-HR | 02 May 2025, 13:43 |
| Q4 2024 | 218 | $450,926,604 | +$47,852,003 | -$33,988,907 | +$13,863,096 | IVV, AAPL, VONG, NVDA, QUAL | 13F-HR | 07 Feb 2025, 17:14 |
| Q3 2024 | 212 | $409,083,103 | +$1,154,555 | -$34,904,034 | -$33,749,479 | IVV, AAPL, VONG, QUAL, NVDA | 13F-HR | 07 Nov 2024, 12:01 |
| Q2 2024 | 235 | $445,426,289 | +$85,304,596 | -$30,517,453 | +$54,787,143 | IVV, AAPL, VONG, NVDA, QUAL | 13F-HR | 13 Aug 2024, 13:34 |
| Q1 2024 | 207 | $390,240,948 | +$86,806,170 | -$71,841,131 | +$14,965,039 | IVV, AAPL, QUAL, DYNF, DFUS | 13F-HR | 08 May 2024, 10:26 |
| Q4 2023 | 190 | $350,628,035 | +$31,233,018 | -$22,314,834 | +$8,918,184 | IVV, AAPL, FBND, QUAL, EFV | 13F-HR | 08 Feb 2024, 17:13 |
| Q3 2023 | 181 | $314,983,392 | +$38,966,505 | -$119,860,874 | -$80,894,369 | IVV, AAPL, FBND, QUAL, EFV | 13F-HR | 03 Nov 2023, 17:44 |
| Q2 2023 | 271 | $411,788,622 | +$13,422,645 | -$11,369,412 | +$2,053,233 | IVV, AAPL, FBND, QUAL, EFG | 13F-HR | 09 Aug 2023, 18:32 |
| Q1 2023 | 263 | $386,890,647 | +$117,095,379 | -$92,718,653 | +$24,376,726 | IVV, AAPL, FBND, QUAL, EFG | 13F-HR | 10 May 2023, 17:19 |
| Q4 2022 | 241 | $299,269,193 | +$36,745,990 | -$50,286,212 | -$13,540,222 | AAPL, IVV, ESGU, IWD, BND | 13F-HR | 02 Feb 2023, 21:27 |
| Q3 2022 | 246 | $338,960,000 | +$59,304,142 | -$37,409,353 | +$21,894,789 | IVV, AAPL, ESGU, FBND, GOVT | 13F-HR | 01 Nov 2022, 19:57 |
| Q2 2022 | 243 | $345,532,000 | +$25,927,690 | -$22,252,892 | +$3,674,798 | AAPL, IVV, ESGU, IWD, BND | 13F-HR | 12 Aug 2022, 09:11 |
| Q1 2022 | 253 | $407,277,000 | +$37,162,594 | -$36,898,683 | +$263,911 | AAPL, IVV, ESGU, IWD, BND | 13F-HR | 04 May 2022, 21:37 |
| Q4 2021 | 258 | $429,444,000 | +$23,949,555 | -$21,416,882 | +$2,532,673 | AAPL, IVV, IWD, ESGU, BND | 13F-HR | 18 Jan 2022, 18:43 |
| Q3 2021 | 260 | $394,214,000 | +$26,819,880 | -$17,060,395 | +$9,759,485 | AAPL, IWD, IVV, ESGU, AGG | 13F-HR | 19 Oct 2021, 13:26 |
| Q2 2021 | 264 | $395,130,000 | +$20,242,645 | -$12,179,792 | +$8,062,853 | AAPL, IVV, IWD, ESGU, AGG | 13F-HR | 16 Jul 2021, 16:54 |
| Q1 2021 | 261 | $364,182,000 | +$49,600,374 | -$38,886,648 | +$10,713,726 | AAPL, IVV, IWD, ESGU, AGG | 13F-HR | 10 May 2021, 16:58 |
| Q4 2020 | 248 | $338,192,000 | +$10,563,562 | -$4,116,498 | +$6,447,064 | AAPL, IVV, ESGU, IWD, AGG | 13F-HR | 29 Jan 2021, 10:29 |
| Q3 2020 | 447 | $14,364,000 | $0 | $0 | $0 | HBI, DSL, PCI, JGH, GE | 13F-HR | 12 Nov 2020, 17:24 |
| Q2 2020 | 211 | $270,470,000 | +$65,392,933 | -$43,935,428 | +$21,457,505 | IVV, AAPL, ESGU, EFG, MA | 13F-HR | 13 Aug 2020, 17:23 |
| Q1 2020 | 189 | $214,073,000 | +$46,284,549 | -$62,470,498 | -$16,185,949 | IVV, AAPL, GOVT, QUAL, IEFA | 13F-HR | 13 May 2020, 12:28 |
| Q4 2019 | 233 | $268,975,000 | +$25,750,764 | -$22,043,583 | +$3,707,181 | IVV, GOVT, AAPL, QUAL, IEFA | 13F-HR | 23 Jan 2020, 17:11 |
| Q3 2019 | 229 | $249,407,000 | +$18,977,896 | -$20,425,683 | -$1,447,787 | IVV, IEFA, GOVT, AAPL, T | 13F-HR | 15 Oct 2019, 16:19 |