Summit Place Financial Advisors, LLC
•CIK: 1801413•Filing: Q4 2025
**Summit Place Financial Advisors, LLC** manages $206M across a diversified portfolio of 98 positions. The firm maintains significant exposure to technology leaders, with top holdings including AAPL at $9.3M, NVDA at $9.0M, and MSFT at $8.0M. Notable allocations also include commodity and sector plays, evidenced by $8.4M in IAU\* and $5.5M in GEV. This structure suggests a core focus on large-cap growth while tactically incorporating commodity and industrial exposure.
Total AUM
$206.5M
QoQ Performance
-2.7%
Positions
85
Top 10 Concentration
31.3%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL4.5%
NVDA4.4%
IAU*4.1%
MSFT3.9%
GEV2.7%
RTX2.6%
USDU2.5%
GE2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other56.6%
Technology15.9%
Consumer7.4%
Industrial4.9%
Communication3.9%
Financial3.8%
Healthcare2.7%
ETF2.7%
🚪 Exited Positionssold since Q3 2025
+2 more exited positions
Changes from Q3 2025
NEW4 new positions
↑25 increased
↓53 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023