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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.
Latest 13F Filing Activity
Summit X, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 253 equity positions with a total 13F market value of $536M. The fund increased holdings in Vanguard Scottsdale FDS, American Centy Etf TR, Blackrock Etf Trust among other positions. Summit X, LLC reduced exposure to Oreilly Automotive Inc., Nvidia Corporation, Ishares TR among others.
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 |
Industry Allocation
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