Summit Place Financial Advisors, LLC

Institutional manager (13F) · CIK 1801413

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $172M

#	Issuer	Value	Shares
1	ISHARES GOLD TR	$9M	98,254
2	APPLE INC	$9M	34,120
3	NVIDIA CORPORATION	$8M	48,026
4	GE VERNOVA INC	$7M	8,417
5	MICROSOFT CORP	$6M	17,414
6	WALMART INC	$5M	39,525
7	WISDOMTREE TR	$5M	184,703
8	RTX CORPORATION	$5M	25,197
9	ISHARES TR	$5M	18,680
10	NETFLIX INC.	$4M	46,660
11	GE AEROSPACE	$4M	15,601
12	ISHARES TR	$4M	34,286
13	JOHNSON & JOHNSON	$4M	16,252
14	SCHWAB STRATEGIC TR	$4M	153,527
15	CORTEVA INC	$4M	46,410
16	AMAZON COM INC	$4M	18,386
17	WELLTOWER INC	$4M	19,096
18	STATE STR SPDR S&P 500 ETF T	$4M	5,773
19	MARTIN MARIETTA MATLS INC	$4M	5,972
20	HARTFORD INSURANCE GROUP INC	$3M	25,740
21	GLOBAL X FDS	$3M	71,063
22	ALPHABET INC	$3M	11,817
23	VISA INC	$3M	10,718
24	BLACKROCK INC	$3M	3,317
25	DISNEY WALT CO	$3M	30,558
26	ISHARES INC	$3M	23,467
27	COSTCO WHOLESALE CORPORATION	$3M	2,873
28	APA CORPORATION	$3M	67,055
29	WARNER BROS DISCOVERY INC	$3M	96,089
30	ALCON AG	$3M	34,626
31	INVESCO CURRENCYSHARES EURO	$3M	23,895
32	TAKE-TWO INTERACTIVE SOFTWAR	$2M	11,988
33	BLACKSTONE INC	$2M	20,573
34	CROWDSTRIKE HLDGS INC	$2M	5,882
35	PROCTER & GAMBLE CO	$2M	14,594
36	TOAST INC	$2M	78,550
37	LABCORP HOLDINGS INC	$2M	7,795
38	TOLL BROTHERS INC	$2M	14,315
39	MATTHEWS ASIA FDS	$2M	73,845
40	BROADCOM INC	$2M	6,185
41	ALIBABA GROUP HLDG LTD	$2M	15,223
42	ISHARES INC	$2M	25,105
43	DANAHER CORP DEL	$2M	9,710
44	SELECT SECTOR SPDR TR	$2M	13,822
45	MOTOROLA SOLUTIONS INC	$2M	4,110
46	APTIV PLC	$2M	25,605
47	PHILLIPS 66	$2M	9,626
48	DOW HLDGS INC	$2M	41,575
49	EQUITY RESIDENTIAL	$2M	28,662
50	DBX ETF TR	$2M	50,834

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.