Summit Place Financial Advisors, LLC: 13F holdings
CIK 18014132026Q2
| Positions | 110 |
|---|
| Reported value | $228.3m |
|---|
| Filed | 2026-07-29 |
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Change since last quarter
| Positions | 110 (+4 vs prior quarter) |
|---|
| Reported value | $228.3m (+9.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 33,394 | $9.7m | 4.2% |
| NVDA NVIDIA CORPORATION | 45,704 | $9.1m | 4.0% |
| GEV GE VERNOVA INC | 7,669 | $9.0m | 3.9% |
| IAU ISHARES GOLD TR | 100,576 | $7.6m | 3.3% |
| MSFT MICROSOFT CORP | 16,800 | $6.3m | 2.7% |
| GE GE AEROSPACE | 15,511 | $5.8m | 2.5% |
| IWM ISHARES TR | 19,131 | $5.7m | 2.5% |
| IJR ISHARES TR | 35,536 | $5.3m | 2.3% |
| USDU WISDOMTREE TR | 191,313 | $5.1m | 2.2% |
| SCHX SCHWAB STRATEGIC TR | 156,552 | $4.6m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1801413")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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