Institutions / Summit Place Financial Advisors, LLC
Summit Place Financial Advisors, LLC
CIK 1801413 · Institution · as of Dec 31, 2025
Portfolio value
$206.47M
Positions
98
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 98 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $9.26M | 4.5% |
| NVIDIA Corp | $9.04M | 4.4% |
| iShares Gold Tr | $8.44M | 4.1% |
| Microsoft Corp | $8.04M | 3.9% |
| GE Vernova Inc. | $5.49M | 2.7% |
| RTX Corp | $5.34M | 2.6% |
| WisdomTree Tr | $5.19M | 2.5% |
| General Electric Co | $4.82M | 2.3% |
| Walmart Inc. | $4.70M | 2.3% |
| iShares Tr | $4.39M | 2.1% |
| Amazon.com Inc | $4.25M | 2.1% |
| iShares Tr | $4.25M | 2.1% |
| Schwab Strategic Tr | $4.14M | 2.0% |
| Netflix Inc | $4.08M | 2.0% |
| SPDR S&P 500 ETF Tr | $3.97M | 1.9% |
| Johnson & Johnson | $3.96M | 1.9% |
| Welltower, Inc. | $3.92M | 1.9% |
| Martin Marietta Materials Inc | $3.86M | 1.9% |
| Alphabet Inc. | $3.74M | 1.8% |
| Visa Inc | $3.69M | 1.8% |
| Walt Disney Co | $3.64M | 1.8% |
| Hartford Insurance Group, Inc. | $3.59M | 1.7% |
| BlackRock, Inc. | $3.55M | 1.7% |
| Motorola Solutions, Inc. | $3.53M | 1.7% |
| Blackstone Inc | $3.37M | 1.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.