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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Sierra Summit Advisors LLC
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| CRD # | 328151 |
| SEC # | 801-128786 |
| CIK # | 0002012614 |
| AUM | $637.6 M (2025-03-27) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 847-652-5070 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 34.5 | ||
| Apple Inc | 23.1 | ||
| Alphabet Inc | 17.5 | ||
| Robinhood Markets Inc | 17.2 | ||
| Tesla Motors Inc | 16.6 | ||
| Amazon Com Inc | 16.6 | ||
| GE Vernova Inc | 16.2 | ||
| Facebook Inc | 16.0 | ||
| Citigroup Inc | 15.1 | ||
| Reddit Inc | 13.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 115 | 579.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 13.5 |
| (h) Charitable organizations | 7 | 28.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 16.0 |
| (n) Other | 0 | 0.0 |
| Total | 401 | 637.6 |
| By Discretionary | ||
| Discretionary | 396 | 634.8 |
| Non-Discretionary | 5 | 2.8 |
| Total | 401 | 637.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 637.6 | |
| Total | 401 | 637.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002012614] |
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