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Summit Place Financial Advisors, LLC
Summit Place Financial Advisors, LLC is an SEC-registered investment adviser providing discretionary investment advisory and financial planning services, primarily to high-net-worth individuals, on a fee-only basis.
Investment Strategy
Discretionary investment management and, upon request, financial planning/consulting; primarily invests in equities of large-cap U.S. companies and ETFs.
Latest 13F Filing Activity
Summit Place Financial Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 91 equity positions with a total 13F market value of $199M. The fund increased holdings in Nvidia Corporation, Chipotle Mexican Grill Inc., Ge Vernova Inc. among other positions. Summit Place Financial Advisors, LLC reduced exposure to Unitedhealth Group Inc., Interpublic Group Cos Inc., Target Corp. among others.
Top Holdings
Equity Positions (91)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 4.53% | $9.0M | 56,953 | $16.66 | $157.99 | +$2.9M |
M MSFT | MICROSOFT CORP | 4.32% | $8.6M | 17,266 | $197.90 | $497.41 | +$2.2M |
A AAPL | APPLE INC | 3.63% | $7.2M | 35,176 | $131.34 | $205.17 | -$297.0K |
I IAU | ISHARES GOLD TR | 3.33% | $6.6M | 106,140 | $42.72 | $62.36 | +$533.6K |
N NFLX | NETFLIX INC | 3.01% | $6.0M | 4,466 | $327.92 | $1339.13 | +$1.8M |
Industry Allocation
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