account_balance
Investment manager · 13F filer · SEC CIK 1801413
Summit Place Financial Advisors, LLC
Reported value$221Mas of Sep 30, 2026
Positions117 14 new, 7 sold out
Top 10 weight29.6%AAPL alone is 4%
FiledOct 2323 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
4.4%Trimmed −12%
NVDANVIDIA Corp
4.3%Trimmed −9%
MSFTMicrosoft Corp
3.6%Trimmed −6%
IAUiShares Gold Trust
3.3%Trimmed −7%
GEVGE Vernova Inc.
3.0%Trimmed −8%
IWMiShares Tr
2.3%Trimmed −5%
CRWDCrowdStrike Holdings, Inc.
2.2%Trimmed −14%
USDUWisdomtree Tr
2.2%Trimmed −5%
SCHXSchwab Strategic Tr
2.1%
GEGeneral Electric Co
2.0%Trimmed −9%
SPYSPDR S&P 500 ETF Trust
2.0%
RTXRTX Corp
1.8%Trimmed −7%
AAPLApple Inc.
4.4%Trimmed −12%
NVDANVIDIA Corp
4.3%Trimmed −9%
MSFTMicrosoft Corp
3.6%−6%
IAUiShares Gold Trust
3.3%−7%
GEVGE Vernova Inc.
3.0%−8%
IWMiShares Tr
2.3%
CRWDCrowdStrike Holdings, Inc.
2.2%
USDUWisdomtree Tr
2.2%
SCHXSchwab Strategic Tr
2.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 4.4% Trimmed −12%NVDA NVIDIA Corp 4.3% Trimmed −9%MSFT Microsoft Corp 3.6% Trimmed −6%IAU iShares Gold Trust 3.3% Trimmed −7%GEV GE Vernova Inc. 3.0% Trimmed −8%
IWM iShares Tr 2.3% Trimmed −5%
CRWD CrowdStrike Holdings, Inc. 2.2% Trimmed −14%USDU Wisdomtree Tr 2.2% Trimmed −5%
SCHX Schwab Strategic Tr 2.1% Held
GE General Electric Co 2.0% Trimmed −9%SPY SPDR S&P 500 ETF Trust 2.0% HeldRTX RTX Corp 1.8% Trimmed −7%What changed
Biggest moves since Jun 30, 2026
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