Summit X, LLC
Summit X, LLC is a registered investment adviser headquartered in Chesterfield, Missouri, focused on providing wealth management and investment advisory services. The firm is known for serving high-net-worth individuals and families. Summit X, LLC operates under the d/b/a Summit Wealth Strategies, and manages hundreds of client relationships with a focus on personalized investment allocations. It was incorporated in Missouri and is registered with the SEC. The firm is structured as a limited liability company and manages assets exceeding $450 million as of its latest filings. Employee count details specifically for Summit X, LLC are unavailable, but as a boutique wealth advisory, staffing is likely fewer than 50.
Investment Strategy
Summit X, LLC designs and manages diversified portfolios for high-net-worth clients, focusing primarily on direct equity and ETF allocations. Their strategy prioritizes long-term capital appreciation through disciplined asset allocation, risk management, and exposure to both growth and value investment opportunities. The firm takes a research-driven, client-personalized approach, often including both U.S. and global equity exposure, and employs tactical rebalancing based on market conditions.
Top Holdings
Equity Positions (253)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VONG | VANGUARD SCOTTSDALE FDS | 6.64% | $35.6M | 326,178 | $101.14 | $109.20 | +$18.8M |
N NVDA | NVIDIA CORPORATION | 4.28% | $22.9M | 144,953 | $70.46 | $157.99 | -$6.1M |
I IVV | ISHARES TR | 4.22% | $22.6M | 36,430 | $390.09 | $620.90 | -$5.0M |
D DYNF | BLACKROCK ETF TRUST | 3.94% | $21.2M | 388,485 | $46.23 | $54.46 | +$5.4M |
A AAPL | APPLE INC | 3.90% | $20.9M | 101,856 | $57.76 | $205.17 | -$2.4M |