Summit Trail Advisors, LLC
Summit Trail Advisors, LLC is an SEC-registered investment adviser headquartered in New York, NY, with an additional office in Harrisburg, PA. Founded in 2015, the firm provides investment advisory and wealth management services primarily to high-net-worth individuals, families, and institutions. With over 100 employees, Summit Trail Advisors specializes in delivering customized financial solutions and investment strategies tailored to clients' unique needs and goals.
Investment Strategy
Summit Trail Advisors employs a client-centric investment approach, offering personalized advisory services based on clients' individual financial objectives and risk tolerance. The firm integrates various asset classes—including traditional equity and fixed income, as well as alternative investments—into bespoke portfolios. Emphasizing independent, unbiased advice, Summit Trail Advisors helps clients navigate complex markets while focusing on long-term capital preservation and growth. The firm does not guarantee future results, noting that different types of investments involve varying degrees of risk.
Latest 13F Filing Activity
Summit Trail Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 1,105 equity positions with a total 13F market value of $6B. The fund increased holdings in Vanguard Index FDS, Ishares TR, Vanguard Tax-managed FDS among other positions. Summit Trail Advisors, LLC reduced exposure to Wisdomtree TR, Vanguard Scottsdale FDS, Invesco Exchange Traded FD T among others.
Top Holdings
Equity Positions (1,105)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
U USFR | WISDOMTREE TR | 19.29% | $1.12B | 22,337,497 | $50.31 | $50.31 | -$252.6M |
V VOO | VANGUARD INDEX FDS | 10.66% | $621.3M | 1,090,394 | $568.03 | $568.03 | +$621.3M |
A AVGO | BROADCOM INC | 3.44% | $200.6M | 727,566 | $51.35 | $275.65 | +$84.1M |
I ISHG | ISHARES TR | 2.88% | $168.1M | 2,195,405 | $76.56 | $76.56 | +$168.1M |
R RSP | INVESCO EXCHANGE TRADED FD T | 2.44% | $142.4M | 783,662 | $157.89 | $181.74 | -$19.7M |
Industry Allocation
Investment Team (44)
| Name | Role | Location | |
|---|---|---|---|
 | Partner | New York, NY , United States | |
B Brandon Woods | Principal | New York, NY , United States | |
 | Partner | Chicago, IL , United States | |
C Cameron Green | Associate | Chicago, IL , United States | |
D Daniela Pedley | Partner | San Francisco, CA , United States | |
D Danielle Louton | Partner | San Francisco, CA , United States | |
 | Principal | Sarasota, FL , United States | |
 | Associate | San Francisco, CA , United States | |
 | Partner | TX , United States | |
 | Partner | Cold Spring Harbor, NY , United States |