Summit Place Financial Advisors, LLC
All holdings · as of Dec 31, 2025
| 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% |
| Corteva, Inc. | $3.36M | 1.6% |
| GE HealthCare Technologies Inc. | $3.12M | 1.5% |
| GLOBAL X FDS | $3.10M | 1.5% |
| Warner Bros. Discovery, Inc. | $3.02M | 1.5% |
| ALCON AG | $2.81M | 1.4% |
| HERSHEY CO | $2.79M | 1.4% |
| COSTCO WHOLESALE CORP /NEW | $2.62M | 1.3% |
| ISHARES INC | $2.53M | 1.2% |
| ISHARES INC | $2.41M | 1.2% |
| J P MORGAN EXCHANGE TRADED F | $2.30M | 1.1% |
| Broadcom Inc. | $2.28M | 1.1% |
| INVESCO CURRENCYSHARES EURO | $2.20M | 1.1% |
| PROCTER & GAMBLE Co | $2.12M | 1.0% |
| TAKE TWO INTERACTIVE SOFTWARE INC | $2.11M | 1.0% |
| SELECT SECTOR SPDR TR | $2.00M | 1.0% |
| ISHARES INC | $1.79M | 0.9% |
| MATTHEWS ASIA FDS | $1.77M | 0.9% |
| J P MORGAN EXCHANGE TRADED F | $1.75M | 0.8% |
| Toll Brothers Incorporated | $1.74M | 0.8% |
| EQUITY RESIDENTIAL | $1.73M | 0.8% |
| DBX ETF TR | $1.69M | 0.8% |
| COCA COLA CO | $1.67M | 0.8% |
| NIKE, Inc. | $1.65M | 0.8% |
| Evercore Inc | $1.61M | 0.8% |
| VANGUARD INDEX FDS | $1.54M | 0.7% |