Summit Place Financial Advisors, LLC - Portfolio overview

Summit Place Financial Advisors, LLC has 119 reported holdings in this dataset, with the latest filing dated 2026-05-01.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. IAU - ISHARES GOLD TR, 4.00%
2. AAPL - APPLE INC, 3.99%
3. NVDA - NVIDIA CORPORATION, 3.86%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.