Notify me when Summit X, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 0 | $0 | $0 | -$536M | -$536M | 13F-HR | 11/13/2025, 10:46 AM | |
| Q2 2025 | 255 | $536M | +$103M | -$65.6M | +$37.8M | VONG, NVDA, IVV, DYNF, AAPL | 13F-HR | 8/7/2025, 04:07 PM |
| Q1 2025 | 240 | $476M | +$68.9M | -$28.8M | +$40.1M | NVDA, IVV, AAPL, ORLY, QUAL | 13F-HR | 5/2/2025, 01:43 PM |
| Q4 2024 | 218 | $451M | +$47.9M | -$34M | +$13.9M | IVV, AAPL, VONG, NVDA, QUAL | 13F-HR | 2/7/2025, 05:14 PM |
| Q3 2024 | 212 | $409M | +$1.15M | -$34.9M | -$33.7M | IVV, AAPL, VONG, QUAL, NVDA | 13F-HR | 11/7/2024, 12:01 PM |
| Q2 2024 | 235 | $445M | +$85.3M | -$30.5M | +$54.8M | IVV, AAPL, VONG, NVDA, QUAL | 13F-HR | 8/13/2024, 01:34 PM |
| Q1 2024 | 207 | $390M | +$86.8M | -$71.8M | +$15M | IVV, AAPL, QUAL, DYNF, DFUS | 13F-HR | 5/8/2024, 10:26 AM |
| Q4 2023 | 190 | $351M | +$31.2M | -$22.3M | +$8.92M | IVV, AAPL, FBND, QUAL, EFV | 13F-HR | 2/8/2024, 05:13 PM |
| Q3 2023 | 181 | $315M | +$39M | -$120M | -$80.9M | IVV, AAPL, FBND, QUAL, EFV | 13F-HR | 11/3/2023, 05:44 PM |
| Q2 2023 | 271 | $412M | +$13.4M | -$11.4M | +$2.05M | IVV, AAPL, FBND, QUAL, EFG | 13F-HR | 8/9/2023, 06:32 PM |
| Q1 2023 | 263 | $387M | +$117M | -$92.7M | +$24.4M | IVV, AAPL, FBND, QUAL, EFG | 13F-HR | 5/10/2023, 05:19 PM |
| Q4 2022 | 241 | $299M | +$36.7M | -$50.3M | -$13.5M | AAPL, IVV, ESGU, IWD, BND | 13F-HR | 2/2/2023, 09:27 PM |
| Q3 2022 | 246 | $339M | +$59.3M | -$37.4M | +$21.9M | IVV, AAPL, ESGU, FBND, GOVT | 13F-HR | 11/1/2022, 07:57 PM |
| Q2 2022 | 243 | $346M | +$25.9M | -$22.3M | +$3.67M | AAPL, IVV, ESGU, IWD, BND | 13F-HR | 8/12/2022, 09:11 AM |
| Q1 2022 | 253 | $407M | +$37.2M | -$36.9M | +$264K | AAPL, IVV, ESGU, IWD, BND | 13F-HR | 5/4/2022, 09:37 PM |
| Q4 2021 | 258 | $429M | +$23.9M | -$21.4M | +$2.53M | AAPL, IVV, IWD, ESGU, BND | 13F-HR | 1/18/2022, 06:43 PM |
| Q3 2021 | 260 | $394M | +$26.8M | -$17.1M | +$9.76M | AAPL, IWD, IVV, ESGU, AGG | 13F-HR | 10/19/2021, 01:26 PM |
| Q2 2021 | 264 | $395M | +$20.2M | -$12.2M | +$8.06M | AAPL, IVV, IWD, ESGU, AGG | 13F-HR | 7/16/2021, 04:54 PM |
| Q1 2021 | 261 | $364M | +$49.6M | -$38.9M | +$10.7M | AAPL, IVV, IWD, ESGU, AGG | 13F-HR | 5/10/2021, 04:58 PM |
| Q4 2020 | 248 | $338M | +$10.6M | -$4.12M | +$6.45M | AAPL, IVV, ESGU, IWD, AGG | 13F-HR | 1/29/2021, 10:29 AM |
| Q3 2020 | 447 | $14.4M | $0 | $0 | HBI, DSL, PCI, JGH, GE | 13F-HR | 11/12/2020, 05:24 PM | |
| Q2 2020 | 211 | $270M | +$65.4M | -$43.9M | +$21.5M | IVV, AAPL, ESGU, EFG, MA | 13F-HR | 8/13/2020, 05:23 PM |
| Q1 2020 | 189 | $214M | +$46.3M | -$62.5M | -$16.2M | IVV, AAPL, GOVT, QUAL, IEFA | 13F-HR | 5/13/2020, 12:28 PM |
| Q4 2019 | 233 | $269M | +$25.8M | -$22M | +$3.71M | IVV, GOVT, AAPL, QUAL, IEFA | 13F-HR | 1/23/2020, 05:11 PM |
| Q3 2019 | 229 | $249M | +$19M | -$20.4M | -$1.45M | IVV, IEFA, GOVT, AAPL, T | 13F-HR | 10/15/2019, 04:19 PM |
| Q2 2019 | 236 | $244M | +$25.4M | -$19.7M | +$5.71M | IVV, IEFA, GOVT, ITOT, AAPL | 13F-HR | 8/13/2019, 10:56 AM |
| Q1 2019 | 236 | $233M | +$58M | -$24M | +$34M | IVV, IEFA, AAPL, ITOT, T | 13F-HR | 5/10/2019, 08:17 PM |
| Q4 2018 | 204 | $169M | +$22.6M | -$31.4M | -$8.74M | IVV, IEFA, SLQD, AAPL, DSL | 13F-HR | 2/13/2019, 01:21 PM |
| Q3 2018 | 221 | $202M | +$25.4M | -$11.7M | +$13.7M | IVV, AAPL, IEFA, SLQD, T | 13F-HR | 11/1/2018, 04:06 PM |
| Q2 2018 | 207 | $179M | +$30M | -$19.7M | +$10.3M | IVV, IEFA, AAPL, FDMO, DSL | Restatement | 9/21/2018, 08:59 PM |
| Q1 2018 | 183 | $167M | +$33.3M | -$20.8M | +$12.5M | IVV, EFAV, AAPL, IEMG, MON | 13F-HR | 5/23/2018, 10:14 AM |
| Q4 2017 | 176 | $157M | +$18.1M | -$13.9M | +$4.25M | IVV, EFAV, MON, AAPL, T | 13F-HR | 1/23/2018, 02:41 PM |
| Q3 2017 | 180 | $151M | +$23.1M | -$15.8M | +$7.23M | IVV, EFAV, MON, AAPL, T | 13F-HR | 10/17/2017, 03:40 PM |
| Q2 2017 | 181 | $140M | $0 | $0 | MON, EFAV, IVV, PDI, DSL | 13F-HR | 8/14/2017, 09:35 AM |