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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) |
|---|
| CIK | Period |
|---|---|
| 0002012614 |
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Nvidia Corp | 34.5 | |
| Apple Inc | 23.1 | |
| Alphabet Inc | 17.5 | |
| Robinhood Markets Inc | 17.2 | |
| Tesla Motors Inc | 16.6 | |
| Amazon Com Inc | 16.6 | |
| GE Vernova Inc | 16.2 | |
| Facebook Inc | 16.0 | |
| Citigroup Inc | 15.1 | |
| Reddit Inc | 13.1 | |
| Spotify Technology Sa | 13.0 | |
| Netflix Inc | 13.0 | |
| Palo Alto Networks Inc | 12.8 | |
| Lilly Eli & Co | 12.7 | |
| Intuitive Surgical Inc | 12.5 | |
| Shopify Inc | 12.0 | |
| Snowflake Inc | 11.6 | |
| GS Acquisition Holdings Corp | 11.3 | |
| Baidu Inc | 11.1 | |
| MercadoLibre Inc | 10.9 | |
| Quanta Services Inc | 10.7 | |
| First Solar Inc | 10.7 | |
| Astera Labs Inc | 10.0 | |
| Priceline Com Inc | 9.6 | |
| Corebridge Financial Inc | 9.6 | |
| Alibaba Group Holding Ltd | 9.5 | |
| Lam Research Corp | 9.0 | |
| UAL Corp /DE/ | 8.4 | |
| Arista Networks Inc | 7.9 | |
| Qualcomm Inc/DE | 7.7 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($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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|---|---|---|
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AL | 0.6 |
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