StockDriftsStockDriftsTop 50 Summit Trail Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 9.03% | 1.05M | $630.1M | +8.39%(+81.63K) | $401.65(+71.23%) | 2026-03-31 | |
| USFR | WISDOMTREE TR | 7.16% | 9.93M | $499.8M | +15.49%(+1.33M) | $50.30(+0.24%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 3.36% | 758.9K | $234.9M | +4.34%(+31.59K) | $59.95(+633.63%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.59% | 713.5K | $181.1M | +22.46%(+130.87K) | $185.99(+60.33%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.33% | 2.54M | $162.7M | +25.04%(+508.61K) | $53.24(+32.53%) | 2026-03-31 | |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | 2.11% | 1.60M | $147.5M | +6174.58%(+1.58M) | $101.13(-22.13%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.09% | 835.0K | $145.6M | +42.16%(+247.63K) | $126.82(+85.88%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 1.99% | 723.9K | $138.9M | +8.16%(+54.60K) | $162.66(+25.21%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 1.92% | 465.0K | $133.7M | +84.28%(+212.67K) | $205.66(+95.02%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 1.65% | 400.9K | $115.0M | +50.03%(+133.68K) | $174.52(+127.58%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.07% | +37.04% |
| Top 20 Holdings Unweighted | +22.28% | +82.84% |
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