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

Summit Place Financial Advisors, LLC

$208M in tracked AUM across 106 positions as of Q1 2026.

SP
CIK 0001801413 · last filed Mar 31, 2026
Total AUM
$208M
as of Q1 2026
Holdings
106
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

2026Q1Mar 31
$208M▲ 0.9%
106 positionsView →2025Q4Dec 31
$206M▼ 2.7%
98 positionsView →2025Q3Sep 30
$212M▲ 6.8%
101 positionsView →2025Q2Jun 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 positionsLocked2023Q3Sep 30
$141M▼ 9.0%
88 positionsLocked2023Q2Jun 30
$154M▲ 9.6%
90 positionsLocked
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