Summit Place Financial Advisors, LLC Portfolio Holdings
Summit Place Financial Advisors, LLC
- $197 Million
- Q3 2025
Summit Place Financial Advisors, LLC has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $197 Million distributed in 101 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $9.43M, Apple Inc. with a value of $9.03M, Microsoft Corp with a value of $8.99M, Ishares Gold Trust with a value of $7.95M, and Wisdomtree Bloomberg U.S. Doll with a value of $5.43M.
Examining the 13F form we can see an increase of $13M in the current position value, from $184M to 197M.
Below you can find more details about Summit Place Financial Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$197 Million
ETFs: $57.1 Million
Technology: $35.5 Million
Communication Services: $17.1 Million
Consumer Defensive: $16.9 Million
Financial Services: $14.6 Million
Consumer Cyclical: $13.8 Million
Industrials: $13.1 Million
Healthcare: $11.3 Million
Other: $17.6 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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