Summit Place Financial Advisors, LLC - Portfolio Stock Holdings
Summit Place Financial Advisors, LLC disclosed 124 stock positions in a recent SEC 13F filing. $221,129,759 of stock holdings were filed, with the largest holdings including AAPL, NVDA, and MSFT. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $300,404,815 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
124Est. Stock Holding Value:
$221,129,759Top Stock Holdings By Sector
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Portfolio Stock Holdings - Summit Place Financial Advisors, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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