§ 13F · FUND PROFILE
Summit Place Financial Advisors, LLC.
AUM · $228M (13F)Positions · 110Turnover · n/a · Q2Filed · Jul 29, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 33K | $10M | 4.2% | −2% |
| 2 | NVDA | NVIDIA CORPORATION | 46K | $9M | 4.0% | −5% |
| 3 | GEV | GE VERNOVA INC | 8K | $9M | 3.9% | −9% |
| 4 | IAU | ISHARES GOLD TR | 101K | $8M | 3.3% | +2% |
| 5 | MSFT | MICROSOFT CORP | 17K | $6M | 2.7% | −4% |
| 6 | GE | GE AEROSPACE | 16K | $6M | 2.5% | −1% |
| 7 | IWM | ISHARES TR | 19K | $6M | 2.5% | +2% |
| 8 | IJR | ISHARES TR | 36K | $5M | 2.3% | +4% |
| 9 | USDU | WISDOMTREE TR | 191K | $5M | 2.2% | +4% |
| 10 | SCHX | SCHWAB STRATEGIC TR | 157K | $5M | 2.0% | +2% |
§ 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 $228 million in assets. The fund runs a portfolio of 110 positions.
Read the full dossier →