Summit Place Financial Advisors, LLC
Summit Place Financial Advisors, LLC reported 110 positions worth $228.3M as of June 30, 2026 (13F filed July 29, 2026). Largest holding: AAPL (4.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AAPL | SH | $9.7M | 4.23% | 33,394 | — | — | |
| ▸ 2 | NVDA | SH | $9.1M | 4.01% | 45,704 | — | — | |
| ▸ 3 | GEV | SH | $9.0M | 3.95% | 7,669 | — | — | |
| ▸ 4 | IAU | SH | $7.6M | 3.33% | 100,576 | — | — | |
| ▸ 5 | MSFT | SH | $6.3M | 2.74% | 16,800 | — | — | |
| ▸ 6 | GE | SH | $5.8M | 2.54% | 15,511 | — | — | |
| ▸ 7 | IWM | SH | $5.7M | 2.52% | 19,131 | — | — | |
| ▸ 8 | IJR | SH | $5.3M | 2.31% | 35,536 | — | — | |
| ▸ 9 | USDU | SH | $5.1M | 2.24% | 191,313 | — | — | |
| ▸ 10 | SCHX | SH | $4.6M | 2.02% | 156,552 | — | — |
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Frequently Asked Questions
What stocks does Summit Place Financial Advisors, LLC hold as of Q2 2026?
Summit Place Financial Advisors, LLC reported 110 positions worth $228.3M in its Q2 2026 13F filing. Largest positions: AAPL (4.2%), NVDA (4.0%), GEV (3.9%), IAU (3.3%) and MSFT (2.7%).
What did Summit Place Financial Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Summit Place Financial Advisors, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.