13F Insight
DOSSIER · 13F-HR · Q1 2026

Summit Place Financial Advisors, LLC

Summit Place Financial's hedge fund based in Chicago, IL — $208M in tracked AUM across 106 positions as of Q1 2026.

SP
Summit Place Financial·Chicago, IL·Hedge Fund
CIK 0001801413 · last filed Mar 31, 2026
Total AUM
$208M
▼ 9.3%
vs prior
Holdings
106
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
Top sector
Tech
52% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Summit Place Financial Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IAU
ISHARES GOLD TR
$9M98K4.2%
02
AAPL
APPLE INC
$9M34K4.2%
03
NVDA
NVIDIA CORPORATION
$8M48K4.0%
04
GEV
GE VERNOVA INC
$7M8K3.5%
05
MSFT
MICROSOFT CORP
$6M17K3.1%
06
WMT
WALMART INC
$5M40K2.4%
07
USDU
WISDOMTREE TR
$5M185K2.3%
08
RTX
RTX CORPORATION
$5M25K2.3%
09
IWM
ISHARES TR
$5M19K2.2%
10
NFLX
NETFLIX INC.
$4M47K2.2%

Filing history

Filing history loading…