First seen by DFX
Sep 13, 2026
date not stated
Summit Trail Advisors, LLC: OUTSOURCED_FAMILY_OFFICE -> OUTSOURCED_FAMILY_OFFICE (Summit Trail Advisors is a roughly $10bn employee-owned RIA with offices in 11 cities that positions itself as the outsourced family office for many ultra-high-net-worth clients.)
First seen by DFX
Sep 12, 2026
date not stated
Summit Trail Advisors, LLC: OUTSOURCED_FAMILY_OFFICE -> OUTSOURCED_FAMILY_OFFICE (the office describes itself as a outsourced family office (cited))
First seen by DFX
Sep 12, 2026
date not stated
Summit Trail Advisors, LLC found on the SEC adviser roster (services_description)
Summit Trail Advisors, LLC reported $6,980,167,826 across 1441 13(f) positions for the quarter ended 2026-03-31
Summit Trail Advisors, LLC reduced M & T Bk Corp 16,382 -> 10,811 shares ($3,300,547 -> $2,234,832)
Summit Trail Advisors, LLC reduced Ishares Tr 139,341 -> 59,212 shares ($9,196,495 -> $3,998,590)
Summit Trail Advisors, LLC reduced Ishares Inc 117,280 -> 80,202 shares ($7,883,549 -> $5,594,072)
Summit Trail Advisors, LLC reduced Select Sector Spdr Tr 94,387 -> 67,002 shares ($14,641,377 -> $10,836,294)
Summit Trail Advisors, LLC reduced Ishares Tr 222,236 -> 165,030 shares ($19,881,221 -> $14,940,164)
Summit Trail Advisors, LLC reduced Kilroy Realty Corp 79,382 -> 40,243 shares ($3,009,030 -> $1,135,255)
Summit Trail Advisors, LLC reduced DOW Hldgs Inc 80,988 -> 52,997 shares ($1,893,495 -> $2,207,344)
Summit Trail Advisors, LLC reduced Monday Com Ltd 15,878 -> 5,815 shares ($2,342,958 -> $401,875)
Summit Trail Advisors, LLC reduced Edwards Lifesciences Corp 43,004 -> 30,314 shares ($3,666,091 -> $2,427,545)
Summit Trail Advisors, LLC reduced Epam Sys Inc 10,941 -> 8,014 shares ($2,241,592 -> $1,085,096)
Summit Trail Advisors, LLC reduced Vanguard Scottsdale Fds 69,581 -> 15,652 shares ($8,471,461 -> $1,716,868)
Summit Trail Advisors, LLC reduced SBA Communications Corp 14,267 -> 10,392 shares ($2,759,681 -> $1,788,568)
Summit Trail Advisors, LLC opened a $2,144,946 position in CCC Intelligent Solutions Hl (357,491 shares)
Summit Trail Advisors, LLC reduced Schwab Strategic Tr 129,571 -> 24,102 shares ($3,554,144 -> $739,437)
Summit Trail Advisors, LLC reduced Genpact Limited 67,625 -> 37,530 shares ($3,163,479 -> $1,397,978)
Summit Trail Advisors, LLC opened a $3,126,209 position in Sify Technologies Ltd (244,426 shares)
Summit Trail Advisors, LLC reduced Simon Ppty Group Inc New 41,974 -> 30,279 shares ($7,769,842 -> $5,647,992)
Summit Trail Advisors, LLC reduced Spdr Gold Tr 32,988 -> 12,506 shares ($13,073,372 -> $5,381,207)
Summit Trail Advisors, LLC reduced Berkshire Hathaway Inc Del 8 -> 6 shares ($6,038,400 -> $4,308,840)
Summit Trail Advisors, LLC opened a $24,830,160 position in Star Group LP (2,022,000 shares)
Summit Trail Advisors, LLC reduced Taiwan Semiconductor Manufac 7,974 -> 3,878 shares ($2,429,574 -> $1,310,666)
Summit Trail Advisors, LLC reduced Allegro Microsystems Inc 92,506 -> 50,223 shares ($2,440,308 -> $1,583,531)
Summit Trail Advisors, LLC reduced Archer Daniels Midland Co 35,066 -> 20,927 shares ($2,015,965 -> $1,521,174)
Summit Trail Advisors, LLC reduced Transunion 25,220 -> 18,411 shares ($2,162,618 -> $1,273,859)
Summit Trail Advisors, LLC reduced Arrow Electrs Inc 29,286 -> 11,633 shares ($3,226,731 -> $1,668,289)
Summit Trail Advisors, LLC opened a $3,912,683 position in Astrazeneca Plc (20,119 shares)
Summit Trail Advisors, LLC reduced Azenta Inc 63,351 -> 45,859 shares ($2,107,054 -> $969,001)
Summit Trail Advisors, LLC opened a $5,255,348 position in Ferguson Enterprises Inc (22,530 shares)
Summit Trail Advisors, LLC reduced Vanguard Index Fds 14,617 -> 8,487 shares ($4,601,432 -> $2,536,340)
Summit Trail Advisors, LLC reduced Vanguard Scottsdale Fds 252,724 -> 89,436 shares ($14,842,455 -> $5,235,559)
Summit Trail Advisors, LLC reduced Ishares Tr 14,034 -> 9,630 shares ($2,951,886 -> $2,057,736)
Summit Trail Advisors, LLC opened a $2,161,839 position in Blackrock Muniholdings Fd in (191,652 shares)
Summit Trail Advisors, LLC opened a $3,019,500 position in Broadcom Inc (300 shares)
Summit Trail Advisors, LLC reduced Zoom Communications Inc 35,990 -> 26,872 shares ($3,105,577 -> $2,160,240)
Summit Trail Advisors, LLC reduced Ishares Tr 28,054 -> 12,109 shares ($2,965,027 -> $969,328)
Summit Trail Advisors, LLC reduced Idex Corp 13,525 -> 8,990 shares ($2,406,638 -> $1,704,055)