Summit Place Financial Advisors, LLC
Annual return '25
+17.2%
SPY '25
+17.7%
Alpha
-0.5ptsvs SPY
Invested
$416.5M
Holdings
110
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR
Carry-forward filing.
Latest filing (2026-03-31) contained only unmappable securities. Holdings shown are carried forward from Q4 2025.
01
$IAU
ISHARES GOLD TR
Held since at least Q1 2024
4.2%
02
$AAPL
APPLE INC
Held since at least Q1 2024
4.2%
03
$NVDA
NVIDIA CORPORATION
Held since at least Q1 2024
4.1%
04
$GEV
GE VERNOVA INC
Held since at least Q1 2024
3.6%
05
$MSFT
MICROSOFT CORP
Held since at least Q1 2024
3.1%
06
$WMT
WALMART INC
Held since at least Q1 2024
2.4%
07
$USDU
WISDOMTREE TR
Held since at least Q1 2024
2.4%
08
$RTX
RTX CORPORATION
Held since at least Q1 2024
2.4%
09
$IWM
ISHARES TR
Held since at least Q1 2024
2.3%
10
$NFLX
NETFLIX INC.
Held since at least Q1 2024
2.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 16:21 UTC.