SEC 13F Intelligence

Managers / Q1 2026

SIERRA SUMMIT ADVISORS LLC

CIK 0002012614 · 602 TYNER WAY, INCLINE VILLAGE, NV, 89451 · 847-652-5070

Reported Value
$688M
Q1 2026
Positions
180
Filings on Record
10
2019–present window
Filed
Apr 27, 2026
original filing

Summary

Sierra Summit Advisors Llc reported $688M in U.S.-listed holdings across 180 positions for Q1 2026.

Its largest position, NVDA, represents 5.8% of the portfolio.

Compared with Q4 2025, the fund opened 57 new positions and exited 48.

Reported Value by Quarter

13F Reported Value
Q4 ’23: $343MQ4 ’23Q1 ’24: $368MQ2 ’24: $403MQ2 ’24Q3 ’24: $435MQ4 ’24: $498MQ4 ’24Q1 ’25: $462MQ2 ’25: $562MQ2 ’25Q3 ’25: $656MQ4 ’25: $652MQ4 ’25Q1 ’26: $688Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 95.5%ETP: 2.9%Other: 1.5%ADR: 0.1%
  • Common Stock · 95.5% · $657M
  • ETP · 2.9% · $20M
  • Other · 1.5% · $10M
  • ADR · 0.1% · $923,890

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$688M180Apr 27, 202613F-HRchanges · EDGAR ↗
Q4 2025$652M171Feb 6, 202613F-HRchanges · EDGAR ↗
Q3 2025$656M177Nov 12, 202513F-HRchanges · EDGAR ↗
Q2 2025$562M177Aug 12, 202513F-HRchanges · EDGAR ↗
Q1 2025$462M177May 12, 202513F-HRchanges · EDGAR ↗
Q4 2024$498M148Feb 13, 202513F-HRchanges · EDGAR ↗
Q3 2024$435M136Nov 13, 202413F-HRchanges · EDGAR ↗
Q2 2024$403M143Aug 9, 202413F-HRchanges · EDGAR ↗
Q1 2024$368M144May 9, 202413F-HRchanges · EDGAR ↗
Q4 2023$343M198Feb 22, 202413F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.