Sierra Summit Advisors LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 174 distinct positions held by the firm, managed by Managing Member Chad Whiteley.
The portfolio is diversified across various sectors, with technology stocks comprising a significant portion of the holdings. Major positions include NVIDIA Corporation, which is held at 230,976 shares, and Micron Technology, held at 35,581 shares. Other notable technology holdings include Marvell Technology (101,267 shares), Teradyne (36,453 shares), and LAM Research (53,888 shares). The firm also holds substantial positions in consumer and industrial sectors, such as Robinhood Markets (238,234 shares), Shopify (129,129 shares), and Tyson Foods (29,458 shares).
In addition to individual equities, the filing reveals significant exposure to exchange-traded funds (ETFs). The firm holds shares in the Vanguard S&P 500 ETF (933,001 shares), the iShares Core S&P 500 ETF (285,663 shares), and the SPDR S&P 500 ETF Trust (3,726,700 shares). Other ETFs held include the iShares Global Energy ETF (4,182,225 shares) and the Schwab Strategic US Small Cap ETF (450,784 shares).
The filing details the total number of shares for each position, with no specific dollar values or transaction dates provided in the information table. The report was signed by Chad Whiteley on October 20, 2026.
