Skip to main content

Summit X, LLC

SEC CIK
0001697729
Latest filing
Nov 13, 2025

Holdings in Q1 2025

Holdings as of Mar 31, 2025, filed May 2, 2025. Long positions only; changes compare share counts with Q4 2024.

Institution overview
Positions
240
+22 vs. Q4 2024
Portfolio value
$475.7M
+$24.7M (+5.5%) vs. Q4 2024
Filed
May 2, 2025
SEC
Holdings of Summit X, LLC in Q1 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
NVDANVIDIA CorpStock268,428$29.1M6.1%+131,577+96.1%AddedHistory
iShares Core S&P 500 ETF464287200ETF49,205$27.6M5.8%−2,340−4.5%Reduced–
AAPLApple Inc.Stock104,995$23.3M4.9%−6,121−5.5%ReducedHistory
ORLYO Reilly Automotive IncStock15,536$22.3M4.7%+7,612+96.1%AddedHistory
iShares MSCI USA Quality Factor ETF46432F339ETF109,686$18.7M3.9%+11,787+12.0%Added–
Dimensional ETF Trust25434V401US EQUI MARK ETF278,931$16.9M3.5%+9,848+3.7%Added–
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW180,918$16.8M3.5%−574−0.3%Reduced–
BlackRock ETF Trust09290C103ISHARES US EQUIT323,556$15.8M3.3%−1,357−0.4%Reduced–
American Centy ETF Tr025072349US LARGE CAP VLU232,326$15.1M3.2%+70,212+43.3%Added–
iShares Tr464288877EAFE VALUE ETF181,685$10.7M2.3%−33,577−15.6%Reduced–
Dimensional ETF Trust25434V872CORE FIXE IN ETF249,151$10.5M2.2%+2,030+0.8%Added–
Fidelity Merrimack STR Tr316188309TOTAL BD ETF203,057$9.27M1.9%−46,158−18.5%Reduced–
iShares Tr464288885EAFE GRWTH ETF81,866$8.19M1.7%−34,692−29.8%Reduced–
MSFTMicrosoft CorpStock21,618$8.12M1.7%−219−1.0%ReducedHistory
iShares Flexible Income Active ETF092528603ETF143,793$7.53M1.6%+3,097+2.2%Added–
iShares Tr464287721U.S. TECH ETF42,837$6.02M1.3%+253+0.6%Added–
American Centy ETF Tr025072885US EQT ETF63,358$5.85M1.2%+4,608+7.8%Added–
iShares Tr464288588MBS ETF61,183$5.74M1.2%−8,618−12.3%Reduced–
XOMExxonMobil Holdings CorpCOM46,376$5.52M1.2%+23,734+104.8%AddedHistory
iShares Inc46434G764MSCI EMRG CHN98,079$5.40M1.1%−29,812−23.3%Reduced–
American Centy ETF Tr025072604AVANTIS EMGMKT88,091$5.30M1.1%+75,046+575.3%Added–
MAMastercard IncStock9,385$5.14M1.1%−370−3.8%ReducedHistory
AMZNAmazon Com IncStock25,401$4.83M1.0%+916+3.7%AddedHistory
PGProcter & Gamble CoStock27,714$4.72M1.0%−174−0.6%ReducedHistory
iShares MSCI USA Momentum Factor ETF46432F396ETF22,230$4.49M0.9%+88+0.4%Added–
iShares Tr46428865310-20 YR TRS ETF43,305$4.49M0.9%+36,908+577.0%Added–
iShares Tr46428743220 YR TR BD ETF45,953$4.18M0.9%−26,251−36.4%Reduced–
GOOGLAlphabet Inc.Stock26,853$4.15M0.9%−1,646−5.8%ReducedHistory
IAUiShares Gold TrustETF63,618$3.75M0.8%+44,911+240.1%AddedHistory
ABBVAbbVie Inc.Stock16,638$3.49M0.7%−813−4.7%ReducedHistory
RTXRTX CorpStock26,203$3.47M0.7%−734−2.7%ReducedHistory
Vanguard Total Bond Market ETF921937835ETF45,738$3.36M0.7%−19,560−30.0%Reduced–
Invesco QQQ Trust Series I46090E103ETF6,892$3.23M0.7%+491+7.7%Added–
VVisa Inc.Stock8,685$3.04M0.6%+534+6.6%AddedHistory
LLYEli Lilly & CoStock3,605$2.98M0.6%−101−2.7%ReducedHistory
WMTWalmart Inc.Stock31,265$2.74M0.6%−2,162−6.5%ReducedHistory
iShares Tr46435G250HIGH YLD SYSTM B56,364$2.65M0.6%−11,672−17.2%Reduced–
MESOMesoblast LtdADR198,163$2.47M0.5%+52,508+36.0%AddedHistory
GILDGilead Sciences, Inc.Stock21,554$2.41M0.5%−901−4.0%ReducedHistory
iShares Core High Dividend ETF46429B663ETF19,270$2.33M0.5%−1,280−6.2%Reduced–
BMYBristol Myers Squibb CoStock37,513$2.29M0.5%−2,042−5.2%ReducedHistory
CRWDCrowdStrike Holdings, Inc.Stock6,183$2.18M0.5%−1,240−16.7%ReducedHistory
UPSUnited Parcel Service IncStock19,677$2.16M0.5%+9,509+93.5%AddedHistory
AEEAmeren CorpCOM21,162$2.12M0.4%+202+1.0%AddedHistory
GLDSPDR Gold TrustETF7,183$2.07M0.4%−184−2.5%ReducedHistory
FCNCAFirst Citizens Bancshares IncCL A1,116$2.07M0.4%−36−3.1%ReducedHistory
MCDMcDonalds CorpStock6,151$1.92M0.4%+50+0.8%AddedHistory
JGHNuveen Global High Income FundSHS144,852$1.89M0.4%+66,534+85.0%AddedHistory
SPYSPDR S&P 500 ETF TrustETF3,323$1.86M0.4%+230+7.4%AddedHistory
iShares Tr464287150CORE S&P TTL STK15,189$1.85M0.4%+1,010+7.1%Added–
GOOGAlphabet Inc.Stock11,594$1.81M0.4%+22+0.2%AddedHistory
BRK.BBerkshire Hathaway IncStock3,397$1.81M0.4%−63−1.8%ReducedHistory
METAMeta Platforms, Inc.Stock3,059$1.76M0.4%+93+3.1%AddedHistory
EMREmerson Electric CoStock15,580$1.71M0.4%−848−5.2%ReducedHistory
American Centy ETF Tr025072562AVANTIS CORE FI41,179$1.70M0.4%+1,454+3.7%Added–
Fidelity MSCI Information Technology Index ETF316092808ETF10,445$1.68M0.4%−97−0.9%Reduced–
American Centy ETF Tr025072877US SML CP VALU18,569$1.62M0.3%+1,814+10.8%Added–
KOCoca Cola CoStock22,214$1.59M0.3%−950−4.1%ReducedHistory
iShares Core MSCI Eafe ETF46432F842ETF20,801$1.57M0.3%−149−0.7%Reduced–
ORCLOracle CorpStock11,178$1.56M0.3%+4,621+70.5%AddedHistory
iShares Tr46435G425ESG AWR MSCI USA12,764$1.56M0.3%−654−4.9%Reduced–
NMZNuveen Municipal High Income Opportunity FundCOM141,890$1.55M0.3%+84,866+148.8%AddedHistory
PANWPalo Alto Networks IncStock9,050$1.54M0.3%+4,625+104.5%AddedHistory
GHYPGIM Global High Yield Fund, Inc.COM113,546$1.52M0.3%+50,082+78.9%AddedHistory
UNHUnitedHealth Group IncStock2,849$1.49M0.3%−344−10.8%ReducedHistory
CMGChipotle Mexican Grill IncCOM29,618$1.49M0.3%−14,937−33.5%ReducedHistory
DSLDoubleLine Income Solutions FundCOM117,205$1.48M0.3%−37,829−24.4%ReducedHistory
AVGOBroadcom Inc.Stock8,615$1.44M0.3%+443+5.4%AddedHistory
J P Morgan Exchange Traded F46641Q647MUNICIPAL ETF27,267$1.36M0.3%−242−0.9%Reduced–
DISWalt Disney CoStock13,633$1.35M0.3%+494+3.8%AddedHistory
PLTRPalantir Technologies Inc.Stock15,826$1.34M0.3%+7,859+98.6%AddedHistory
CMRECostamare Inc.SHS128,990$1.27M0.3%−12,065−8.6%ReducedHistory
CCitigroup IncStock17,842$1.27M0.3%−422−2.3%ReducedHistory
iShares Core S&P Small Cap ETF464287804ETF11,922$1.25M0.3%+104+0.9%Added–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF13,300$1.22M0.3%+4,404+49.5%Added–
PDIPIMCO Dynamic Income FundSHS60,224$1.19M0.3%+17,904+42.3%AddedHistory
iShares Russell 1000 Growth ETF464287614ETF3,290$1.19M0.2%−130−3.8%Reduced–
TSLATesla, Inc.Stock4,557$1.18M0.2%−1,039−18.6%ReducedHistory
PEPPepsiCo IncStock7,814$1.17M0.2%+3,744+92.0%AddedHistory
JPMJPMorgan Chase & CoStock4,738$1.16M0.2%+58+1.2%AddedHistory
iShares MSCI USA Min Vol Factor ETF46429B697ETF12,825$1.16M0.2%+451+3.6%Added–
ENBEnbridge IncStock26,003$1.15M0.2%−436−1.6%ReducedHistory
iShares Russell 1000 Value ETF464287598ETF6,109$1.15M0.2%+90+1.5%Added–
Fidelity Comwlth Tr315912808NASDAQ COMPSIT16,852$1.15M0.2%+8,907+112.1%Added–
Dimensional ETF Trust25434V799INTL CORE EQUITY41,192$1.14M0.2%−11,052−21.2%Reduced–
DALDelta Air Lines, Inc.COM NEW26,098$1.14M0.2%−1,817−6.5%ReducedHistory
CNICanadian National Railway CoStock11,440$1.11M0.2%00.0%UnchangedHistory
KMBKimberly Clark CorpStock7,837$1.11M0.2%−648−7.6%ReducedHistory
CVXChevron CorpStock6,381$1.07M0.2%−729−10.3%ReducedHistory
iShares Tr46435G524INTL DIV GRWTH14,563$1.05M0.2%+633+4.5%Added–
PEverpure, Inc.CL A23,507$1.04M0.2%+23,507NewHistory
iShares Tr46429B291A RATE CP BD ETF21,274$1.01M0.2%+7,635+56.0%Added–
iShares S&P 500 Growth ETF464287309ETF10,804$1.00M0.2%−320−2.9%Reduced–
iShares Core S&P Mid-Cap ETF464287507ETF16,770$978.5K0.2%−126−0.7%Reduced–
Fidelity Covington Trust316092832DIVID ETF RISI19,495$973.8K0.2%+297+1.5%Added–
iShares Core MSCI Emerging Markets ETF46434G103ETF17,237$930.3K0.2%−47,677−73.4%Reduced–
Vanguard S&P 500 ETF922908363ETF1,769$909.0K0.2%+112+6.8%Added–
Fidelity Covington Trust316092329FIDELITY MAGELAN30,274$880.4K0.2%+15,517+105.2%Added–
GERNGeron CorpCOM547,899$871.2K0.2%+164,927+43.1%AddedHistory
JNJJohnson & JohnsonStock5,162$856.0K0.2%+9+0.2%AddedHistory

Sold out since Q4 2024 (8)

Positions held at the end of Q4 2024 that are gone from this filing.

Positions of Summit X, LLC sold out since Q4 2024
SecurityClassShares in Q4 2024Value in Q4 2024% of portfolio in Q4 2024History
ADBEAdobe Inc.Stock911$404.3K0.1%History
Janus Detroit STR Tr47103U845HENDRSON AAA CL7,930$402.1K0.1%–
PRAProassurance CorpCOM24,015$382.1K0.1%History
iShares Tr464288158SHRT NAT MUN ETF2,497$263.4K0.1%–
Schwab Strategic Tr808524672INTERNL DIVID9,102$210.4K<0.1%–
State Street SPDR S&P Biotech ETF78464A870ETF2,306$207.7K<0.1%–
PIMCO ETF Tr72201R866INTER MUN BD ACT3,987$206.2K<0.1%–
EAElectronic Arts Inc.COM1,407$205.8K<0.1%History