Institutional Manager · CIK 0001697729
Summit X, LLC
CHESTERFIELD, MO · File #028-18119
Latest AUM
$0
Positions
1
Top-10 Concentration
0.0%
Filings
8
Portfolio Value Over Time
2023-12
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| EXITED | NVIDIA CORPORATION | 67066G104 | -144,953 | -$22.9M | $0 |
| EXITED | ISHARES TR | 464287200 | -36,430 | -$22.6M | $0 |
| EXITED | BLACKROCK ETF TRUST | 09290C103 | -388,485 | -$21.2M | $0 |
| EXITED | APPLE INC | 037833100 | -101,856 | -$20.9M | $0 |
| EXITED | ISHARES TR | 46432F339 | -110,487 | -$20.2M | $0 |
| EXITED | DIMENSIONAL ETF TRUST | 25434V401 | -282,690 | -$18.9M | $0 |
| EXITED | AMERICAN CENTY ETF TR | 025072349 | -265,049 | -$18.1M | $0 |
| EXITED | VANGUARD SCOTTSDALE FDS | 92206C680 | -163,089 | -$17.8M | $0 |
| EXITED | ISHARES TR | 464288877 | -237,297 | -$15.1M | $0 |
| EXITED | FIDELITY MERRIMACK STR TR | 316188309 | -316,541 | -$14.5M | $0 |
Filing History
- 13F HOLDINGS REPORTQ/E Sep 20251 pos · $0
- 13F HOLDINGS REPORTQ/E Jun 2025285 pos · $536.4M
- 13F HOLDINGS REPORTQ/E Mar 2025240 pos · $475.7M
- 13F HOLDINGS REPORTQ/E Dec 2024218 pos · $450.9M
- 13F HOLDINGS REPORTQ/E Sep 2024212 pos · $411.2M
- 13F HOLDINGS REPORTQ/E Jun 2024235 pos · $445.7M
- 13F HOLDINGS REPORTQ/E Mar 2024207 pos · $390.2M
- 13F HOLDINGS REPORTQ/E Dec 2023181 pos · $315.0M
Top 1 Holdings — Sep 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | N/A | 000000000 | 0 | $0 | 0.00% |