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Sierra Summit Advisors LLC
Sierra Summit Advisors LLC is a Nevada-based, partner-owned investment management and advisory firm headquartered in Incline Village, Nevada. Founded in 2023 by Joseph and Denise Seminetta, the firm specializes in providing investment management services to high-net-worth individuals and institutional clients. As of 2025, the firm reports assets under management (AUM) of approximately $562 million and has rapidly expanded its portfolio holdings since inception.
Investment Strategy
Sierra Summit Advisors LLC employs a diversified, active investment strategy focused on U.S. equities. The firm manages a broad portfolio with positions across sectors, including leading technology, consumer, and industrial companies. Investment decisions are based on fundamental analysis combined with market trend evaluations, with an emphasis on long-term capital appreciation. The firm is opportunistic in adjusting holdings and initiating new positions, as evidenced by frequent portfolio rebalancing and sector shifts based on prevailing market conditions.
Latest 13F Filing Activity
Sierra Summit Advisors LLC filed their most recent 13F report on Jun 30, 2025 disclosing 176 equity positions with a total 13F market value of $562M. The fund increased holdings in Reddit Inc., Spotify Technology S A, Shopify Inc. among other positions. Sierra Summit Advisors LLC reduced exposure to Blackstone Inc., Sofi Technologies Inc., Docusign Inc. among others.
Top Holdings
Equity Positions (176)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 6.14% | $34.5M | 218,216 | $61.03 | $157.99 | +$10.8M |
A AAPL | APPLE INC | 4.11% | $23.1M | 112,642 | $195.60 | $205.17 | -$1.6M |
| ALPHABET INC | 3.12% | $17.5M | 99,547 | $148.84 | $176.23 | +$1.9M | |
H HOOD | ROBINHOOD MKTS INC | 3.07% | $17.2M | 184,159 | $41.62 | $93.63 | +$8.9M |
T TSLA | TESLA INC | 2.95% | $16.6M | 52,123 | $291.70 | $317.66 | +$4.3M |
Industry Allocation
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