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| Sierra Summit Advisors LLC
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|---|---|
| CRD # | 328151 |
| SEC # | 801-128786 |
| CIK # | 0002012614 |
| AUM | 780.8 M (2026-02-27) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 847-652-5070 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 46.0 | ||
| Astera Labs Inc | 44.7 | ||
| Micron Technology Inc | 35.3 | ||
| Alphabet Inc | 31.1 | ||
| Apple Inc | 30.9 | ||
| Marvell Technology Inc | 28.8 | ||
| Robinhood Markets Inc | 24.8 | ||
| Lilly Eli & Co | 23.9 | ||
| Lam Research Corp | 23.0 | ||
| Tesla Motors Inc | 22.8 | ||
| 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) | 135 | 710.3 |
| (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 | 15.6 |
| (h) Charitable organizations | 10 | 35.7 |
| (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 | 6 | 19.2 |
| (n) Other | 0 | 0.0 |
| Total | 484 | 780.8 |
| By Discretionary | ||
| Discretionary | 479 | 777.5 |
| Non-Discretionary | 5 | 3.3 |
| Total | 484 | 780.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 780.8 | |
| Total | 484 | 780.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002012614] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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