13F Insight
DOSSIER · 13F-HR · Q3 2026

Summit Place Financial Advisors, LLC

$221M in tracked AUM across 117 positions as of Q3 2026.

SP
CIK 0001801413 · last filed Sep 30, 2026
Total AUM
$221M
as of Q3 2026
Holdings
117
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Summit Place Financial Advisors, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$10M29K4.4%02
NVDA
NVIDIA CORPORATION
$10M42K4.3%03
MSFT
MICROSOFT CORP
$8M16K3.6%04
IAU
ISHARES GOLD TR
$7M94K3.3%05
GEV
GE VERNOVA INC
$7M7K3.0%06
IWM
ISHARES TR
$5M18K2.3%07
CRWD
CROWDSTRIKE HLDGS INC
$5M19K2.2%08
USDU
WISDOMTREE TR
$5M181K2.2%09
SCHX
SCHWAB STRATEGIC TR
$5M156K2.1%10
GE
GE AEROSPACE
$4M14K2.0%

Filing history

2026Q3Sep 30
$221M▼ 3.1%
117 positionsView →2026Q2Jun 30
$228M▲ 9.6%
110 positionsView →2026Q1Mar 31
$208M▲ 0.9%
106 positionsView →2025Q4Dec 31
$206M▼ 2.7%
98 positionsView →2025Q3Sep 30
$212M▲ 6.8%
101 positionsLocked2025Q2Jun 30
$199M▲ 12.2%
91 positionsLocked2025Q1Mar 31
$177M▲ 0.8%
92 positionsLocked2024Q4Dec 31
$176M▼ 1.9%
90 positionsLocked2024Q3Sep 30
$179M▲ 6.0%
91 positionsLocked2024Q2Jun 30
$169M▼ 0.9%
88 positionsLocked2024Q1Mar 31
$171M▲ 11.6%
91 positionsLocked2023Q4Dec 31
$153M▲ 8.8%
87 positionsLocked
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