§ 13F · FUND PROFILE
Summit Place Financial Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $198.7T (13F)Positions · 91Turnover · — · Q4Filed · Feb 2, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 2, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 34K | $9.3T | 4.5% | −4% |
| 2 | NVDA | NVIDIA CORPORATION | 48K | $9.0T | 4.4% | −4% |
| 3 | IAU | ISHARES GOLD TR | 104K | $8.4T | 4.1% | −5% |
| 4 | MSFT | MICROSOFT CORP | 17K | $8.0T | 3.9% | −4% |
| 5 | GEV | GE VERNOVA INC | 8K | $5.5T | 2.7% | −8% |
| 6 | RTX | RTX CORPORATION | 29K | $5.3T | 2.6% | −5% |
| 7 | USDU | WISDOMTREE TR | 201K | $5.2T | 2.5% | −2% |
| 8 | GE | GE AEROSPACE | 16K | $4.8T | 2.3% | −6% |
| 9 | WMT | WALMART INC | 42K | $4.7T | 2.3% | −3% |
| 10 | IWM | ISHARES TR | 18K | $4.4T | 2.1% | +7% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SUMMIT SIGNAL
AC read
Summit Place Financial Advisors, LLC is a Other fund managing $198725.0 trillion in assets. The fund runs a portfolio of 91 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed