Summit Place Financial Advisors
Summit Place Financial Advisors reported 117 stocks worth $221M in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are AAPL (4.4%), NVDA (4.3%) and MSFT (3.6%). Compared with Q2 2026, the fund opened new positions in FXY, PM and EMR, added to CRWD, DIS and LH, trimmed AAPL, NVDA and MSFT and sold out of FXE, RRX and GOOG.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $9.8M | 4.4% | 29K | −4,065 (−12%) | 8 of 8 | |
| 2 |  NVDA Nvidia Corporation | $9.5M | 4.3% | 42K | −3,911 (−9%) | 8 of 8 | |
| 3 |  MSFT Microsoft Corp | $8.1M | 3.6% | 16K | −1,081 (−6%) | 8 of 8 | |
| 4 |  IAU Ishares Gold TR | $7.3M | 3.3% | 94K | −6,815 (−7%) | 8 of 8 | |
| 5 |  GEV GE Vernova Inc | $6.7M | 3.0% | 7,032 | −637 (−8%) | 8 of 8 | |
| 6 |  IWM Ishares TR | $5M | 2.3% | 18K | −1,000 (−5%) | 8 of 8 | |
| 7 |  CRWD Crowdstrike Hldgs Inc | $5M | 2.2% | 19K | +13K (+246%) | 3 of 8 | |
| 8 |  USDU Wisdomtree TR | $4.9M | 2.2% | 181K | −9,875 (−5%) | 8 of 8 | |
| 9 |  SCHX Schwab US Large Cap ETF | $4.7M | 2.1% | 156K | −305 (−0%) | 8 of 8 | |
| 10 |  GE GE Aerospace | $4.4M | 2.0% | 14K | −1,332 (−9%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 FXE Invesco Currencyshares Euro E | $2.7M | 25K |
 RRX Regal Rexnord Corporation | $1.3M | 5,326 |
 GOOG Alphabet Inc | $422K | 1,194 |
 LOW Lowes Cos Inc | $295K | 1,338 |
 AFL Aflac Inc | $262K | 2,238 |
🔒 Free account: see all 7.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 23, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Summit Place Financial Advisors 13F FAQ
What does Summit Place Financial Advisors own?
Summit Place Financial Advisors reported 117 stocks worth $221M in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are AAPL (4.4%), NVDA (4.3%) and MSFT (3.6%). The table above lists every position in the filing (the top 10 without an account).
What did Summit Place Financial Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 14 new positions, 16 added to, 67 trimmed and 7 sold out. New positions include FXY, PM and EMR. It sold all of FXE, RRX and GOOG.
When will Summit Place Financial Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Summit Place Financial Advisors's portfolio worth?
The Q3 2026 filing reports $221M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.