Summit X, LLC historic quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 7 quarters from 2023-12-31 to 2025-09-30, Summit X, LLC opened 69 positions, added to 256, reduced 289 and sold out of 163.
- Q2 2025: Stock VONG; Country of operation —; Class VNG RUS1000GRW; Shares before 180,918.
- Q2 2025: Stock AVEM; Country of operation —; Class AVANTIS EMGMKT; Shares before 88,091.
- Q2 2025: Stock DYNF; Country of operation —; Class ISHARES US EQUIT; Shares before 323,556.
- Q2 2025: Stock FBND; Country of operation —; Class TOTAL BD ETF; Shares before 203,057.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1697729), 7 quarters: Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-13); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-07); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-02); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-07); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-07); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-08). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2017-06-30.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2025 | VONG
VANGUARD SCOTTSDALE FDS | | VNG RUS1000GRW | 180,918 | 326,178 | +145,260 | $16,787,325 | $35,618,692 | +$18,831,367 | 2025-08-07 |
|---|
| Q2 2025 | AVEM
AMERICAN CENTY ETF TR | | AVANTIS EMGMKT | 88,091 | 158,086 | +69,995 | $5,300,365 | $10,834,944 | +$5,534,579 | 2025-08-07 |
|---|
| Q2 2025 | DYNF
BLACKROCK ETF TRUST | | ISHARES US EQUIT | 323,556 | 388,485 | +64,929 | $15,776,621 | $21,156,952 | +$5,380,331 | 2025-08-07 |
|---|
| Q2 2025 | FBND
FIDELITY MERRIMACK STR TR | | TOTAL BD ETF | 203,057 | 316,541 | +113,484 | $9,269,511 | $14,481,940 | +$5,212,429 | 2025-08-07 |
|---|
| Q2 2025 | IYW
ISHARES TR | | U.S. TECH ETF | 42,837 | 62,612 | +19,775 | $6,016,543 | $10,849,145 | +$4,832,602 | 2025-08-07 |
|---|
| Q2 2025 | EFV
ISHARES TR | | EAFE VALUE ETF | 181,685 | 237,297 | +55,612 | $10,708,678 | $15,063,588 | +$4,354,910 | 2025-08-07 |
|---|
| Q2 2025 | BINC
BLACKROCK ETF TRUST II | | ISHARES FLEXIBLE | 143,793 | 201,653 | +57,860 | $7,531,824 | $10,655,244 | +$3,123,420 | 2025-08-07 |
|---|
| Q2 2025 | BND
VANGUARD BD INDEX FDS | | TOTAL BND MRKT | 45,738 | 87,386 | +41,648 | $3,359,542 | $6,434,414 | +$3,074,872 | 2025-08-07 |
|---|
| Q2 2025 | AVLV
AMERICAN CENTY ETF TR | | US LARGE CAP VLU | 232,326 | 265,049 | +32,723 | $15,149,883 | $18,079,059 | +$2,929,176 | 2025-08-07 |
|---|
| Q2 2025 | DFUS
DIMENSIONAL ETF TRUST | | US EQUITY MARKET | 278,931 | 282,690 | +3,759 | $16,869,947 | $18,945,975 | +$2,076,028 | 2025-08-07 |
|---|
| Q2 2025 | QUAL
ISHARES TR | | MSCI USA QLT FCT | 109,686 | 110,487 | +801 | $18,744,302 | $20,199,299 | +$1,454,997 | 2025-08-07 |
|---|
| Q2 2025 | MGC
VANGUARD WORLD FD | | MEGA CAP INDEX | 1,000 | 6,298 | +5,298 | $201,221 | $1,416,194 | +$1,214,973 | 2025-08-07 |
|---|
| Q2 2025 | VOO
VANGUARD INDEX FDS | | S&P 500 ETF SHS | 1,769 | 3,700 | +1,931 | $909,009 | $2,100,968 | +$1,191,959 | 2025-08-07 |
|---|
| Q2 2025 | QQQ
INVESCO QQQ TR | | UNIT SER 1 | 6,892 | 7,847 | +955 | $3,231,474 | $4,328,487 | +$1,097,013 | 2025-08-07 |
|---|
| Q2 2025 | TLT
ISHARES TR | | 20 YR TR BD ETF | 45,953 | 59,367 | +13,414 | $4,183,018 | $5,239,196 | +$1,056,178 | 2025-08-07 |
|---|
| Q2 2025 | BIL
SPDR SERIES TRUST | | BLOOMBERG 1-3 MO | 13,300 | 24,699 | +11,399 | $1,220,103 | $2,265,743 | +$1,045,640 | 2025-08-07 |
|---|
| Q2 2025 | SMH
VANECK ETF TRUST | | SEMICONDUCTR ETF | 1,521 | 4,332 | +2,811 | $321,760 | $1,208,396 | +$886,636 | 2025-08-07 |
|---|
| Q2 2025 | VXUS
VANGUARD STAR FDS | | VG TL INTL STK F | 9,551 | 19,102 | +9,551 | $593,119 | $1,319,758 | +$726,639 | 2025-08-07 |
|---|
| Q2 2025 | MGK
VANGUARD WORLD FD | | MEGA GRWTH IND | 1,250 | 3,000 | +1,750 | $386,099 | $1,098,514 | +$712,415 | 2025-08-07 |
|---|
| Q2 2025 | TLH
ISHARES TR | | 10-20 YR TRS ETF | 43,305 | 49,857 | +6,552 | $4,493,052 | $5,065,475 | +$572,423 | 2025-08-07 |
|---|
| Q2 2025 | FNDF
SCHWAB STRATEGIC TR | | FUNDAMENTAL INTL | 6,612 | 17,789 | +11,177 | $238,962 | $711,888 | +$472,926 | 2025-08-07 |
|---|
| Q2 2025 | VEA
VANGUARD TAX-MANAGED FDS | | VAN FTSE DEV MKT | 6,092 | 12,810 | +6,718 | $309,663 | $730,332 | +$420,669 | 2025-08-07 |
|---|
| Q2 2025 | FTEC
FIDELITY COVINGTON TRUST | | MSCI INFO TECH I | 10,445 | 10,526 | +81 | $1,684,796 | $2,076,129 | +$391,333 | 2025-08-07 |
|---|
| Q2 2025 | VUG
VANGUARD INDEX FDS | | GROWTH ETF | 778 | 1,516 | +738 | $288,465 | $664,832 | +$376,367 | 2025-08-07 |
|---|
| Q2 2025 | VBR
VANGUARD INDEX FDS | | SM CP VAL ETF | 1,823 | 3,646 | +1,823 | $339,610 | $711,012 | +$371,402 | 2025-08-07 |
|---|
| Q2 2025 | DGRW
WISDOMTREE TR | | US QTLY DIV GRT | 4,150 | 8,300 | +4,150 | $331,420 | $695,040 | +$363,620 | 2025-08-07 |
|---|
| Q2 2025 | VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | 1,604 | 2,638 | +1,034 | $440,862 | $802,000 | +$361,138 | 2025-08-07 |
|---|
| Q2 2025 | VYM
VANGUARD WHITEHALL FDS | | HIGH DIV YLD | 2,238 | 4,556 | +2,318 | $288,514 | $607,204 | +$318,690 | 2025-08-07 |
|---|
| Q2 2025 | VGT
VANGUARD WORLD FD | | INF TECH ETF | 377 | 754 | +377 | $204,584 | $500,376 | +$295,792 | 2025-08-07 |
|---|
| Q2 2025 | ITOT
ISHARES TR | | CORE S&P TTL STK | 15,189 | 15,783 | +594 | $1,853,188 | $2,131,391 | +$278,203 | 2025-08-07 |
|---|
| Q2 2025 | SPY
SPDR S&P 500 ETF TR | | TR UNIT | 3,323 | 3,421 | +98 | $1,860,336 | $2,115,997 | +$255,661 | 2025-08-07 |
|---|
| Q2 2025 | VO
VANGUARD INDEX FDS | | MID CAP ETF | 793 | 1,586 | +793 | $205,086 | $443,812 | +$238,726 | 2025-08-07 |
|---|
| Q2 2025 | BALI
BLACKROCK ETF TRUST | | ISHARES ADVANTAG | 10,370 | 17,763 | +7,393 | $298,554 | $534,853 | +$236,299 | 2025-08-07 |
|---|
| Q2 2025 | ESGU
ISHARES TR | | ESG AWR MSCI USA | 12,764 | 13,124 | +360 | $1,555,895 | $1,775,560 | +$219,665 | 2025-08-07 |
|---|
| Q2 2025 | IEFA
ISHARES TR | | CORE MSCI EAFE | 20,801 | 21,319 | +518 | $1,573,444 | $1,779,587 | +$206,143 | 2025-08-07 |
|---|
| Q2 2025 | IVW
ISHARES TR | | S&P 500 GRWT ETF | 10,804 | 10,935 | +131 | $1,002,873 | $1,203,810 | +$200,937 | 2025-08-07 |
|---|
| Q2 2025 | EINC
VANECK ETF TRUST | | ENERGY INCME ET | 2,436 | 4,472 | +2,036 | $243,545 | $441,376 | +$197,831 | 2025-08-07 |
|---|
| Q2 2025 | HIMU
BLACKROCK ETF TRUST II | | ISHARES HIGH YIE | 4,475 | 8,586 | +4,111 | $221,647 | $417,638 | +$195,991 | 2025-08-07 |
|---|
| Q2 2025 | XLF
SELECT SECTOR SPDR TR | | FINANCIAL | 8,832 | 11,901 | +3,069 | $439,922 | $623,260 | +$183,338 | 2025-08-07 |
|---|
| Q2 2025 | DFIC
DIMENSIONAL ETF TRUST | | INTL CORE EQUITY | 41,192 | 42,365 | +1,173 | $1,143,929 | $1,317,118 | +$173,189 | 2025-08-07 |
|---|
| Q2 2025 | FSCO
FS CREDIT OPPORTUNITIES CORP | | COMMON STOCK | 27,829 | 47,658 | +19,829 | $196,194 | $345,996 | +$149,802 | 2025-08-07 |
|---|
| Q2 2025 | IEMG
ISHARES INC | | CORE MSCI EMKT | 17,237 | 17,345 | +108 | $930,308 | $1,041,228 | +$110,920 | 2025-08-07 |
|---|
| Q2 2025 | XLK
SELECT SECTOR SPDR TR | | TECHNOLOGY | 2,171 | 2,192 | +21 | $448,268 | $555,082 | +$106,814 | 2025-08-07 |
|---|
| Q2 2025 | DIA
SPDR DOW JONES INDL AVERAGE | | UT SER 1 | 1,761 | 1,877 | +116 | $740,093 | $827,628 | +$87,535 | 2025-08-07 |
|---|
| Q2 2025 | AIQ
GLOBAL X FDS | | ARTIFICIAL ETF | 7,670 | 8,220 | +550 | $279,033 | $359,134 | +$80,101 | 2025-08-07 |
|---|
| Q2 2025 | EFAV
ISHARES TR | | MSCI EAFE MIN VL | 3,004 | 3,043 | +39 | $202,523 | $255,892 | +$53,369 | 2025-08-07 |
|---|
| Q2 2025 | QLTA
ISHARES TR | | A RATE CP BD ETF | 21,274 | 22,250 | +976 | $1,011,154 | $1,064,412 | +$53,258 | 2025-08-07 |
|---|
| Q2 2025 | IVE
ISHARES TR | | S&P 500 VAL ETF | 3,061 | 3,245 | +184 | $583,238 | $634,119 | +$50,881 | 2025-08-07 |
|---|
| Q2 2025 | SPYG
SPDR SERIES TRUST | | PRTFLO S&P500 GW | 2,827 | 2,844 | +17 | $227,248 | $271,159 | +$43,911 | 2025-08-07 |
|---|
| Q2 2025 | THRO
BLACKROCK ETF TRUST | | ISHARES US THEMA | 8,396 | 8,665 | +269 | $266,073 | $308,283 | +$42,210 | 2025-08-07 |
|---|
| Q2 2025 | XLI
SELECT SECTOR SPDR TR | | INDL | 2,458 | 2,460 | +2 | $322,170 | $362,898 | +$40,728 | 2025-08-07 |
|---|
| Q2 2025 | IWD
ISHARES TR | | RUS 1000 VAL ETF | 6,109 | 6,115 | +6 | $1,149,281 | $1,187,501 | +$38,220 | 2025-08-07 |
|---|
| Q2 2025 | EEMV
ISHARES INC | | MSCI EMERG MRKT | 4,571 | 4,780 | +209 | $266,675 | $300,181 | +$33,506 | 2025-08-07 |
|---|
| Q2 2025 | HYGW
ISHARES TR | | HIGH YLD CORP BD | 10,324 | 11,331 | +1,007 | $324,695 | $346,812 | +$22,117 | 2025-08-07 |
|---|
| Q2 2025 | AGG
ISHARES TR | | CORE US AGGBD ET | 4,004 | 4,018 | +14 | $396,035 | $398,547 | +$2,512 | 2025-08-07 |
|---|
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