StockDriftsStockDriftsTop 50 Summit Place Financial Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.23% | 33.4K | $9.7M | -2.13%(-726) | $123.96(+146.34%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.01% | 45.7K | $9.1M | -4.83%(-2.32K) | $15.71(+1338.54%) | 2026-06-30 | |
| GEV | GE VERNOVA INC | 3.95% | 7.7K | $9.0M | -8.89%(-748) | $157.28(+587.26%) | 2026-06-30 | |
| IAU | ISHARES GOLD TR | 3.33% | 100.6K | $7.6M | +2.36%(+2.32K) | $39.13(+112.06%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.74% | 16.8K | $6.3M | -3.53%(-614) | $203.03(+139.41%) | 2026-06-30 | |
| GE | GE AEROSPACE | 2.54% | 15.5K | $5.8M | -0.58%(-90) | $54.23(+582.87%) | 2026-06-30 | |
| IWM | ISHARES TR | 2.52% | 19.1K | $5.7M | +2.41%(+451) | $196.28(+54.76%) | 2026-06-30 | |
| IJR | ISHARES TR | 2.31% | 35.5K | $5.3M | +3.65%(+1.25K) | $100.87(+48.66%) | 2026-06-30 | |
| USDU | WISDOMTREE TR | 2.24% | 191.3K | $5.1M | +3.58%(+6.61K) | $26.75(-1.38%) | 2026-06-30 | |
| SCHX | SCHWAB STRATEGIC TR | 2.02% | 156.6K | $4.6M | +1.97%(+3.02K) | $14.47(+110.82%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.73% | +75.97% | +11.49% | +72.26% |
| Top 20 Holdings Unweighted | +20.24% | +73.85% | +10.74% | +66.55% |
Summit Place Financial Advisors, LLC reports $228.31M in US-listed equity holdings across 110 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (4.2%), NVDA (4.0%) and GEV (4.0%). The top 20 holdings account for 47.97% of reported assets. Its disclosed equity book has returned +75.97% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Summit Place Financial Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1801413). View Summit Place Financial Advisors, LLC’s 13F filings on SEC