Summit Place Financial Advisors, LLC
All 13F Filings
- Location
- Summit, NJ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 228,309
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/29/2026 | 110 | 228,309 | 13F-HR | Summit Place Financial Advisors, LLC |
| Q1 2026 | 5/1/2026 | 106 | 208,244 | 13F-HR | Summit Place Financial Advisors, LLC |
| Q4 2025 | 2/2/2026 | 98 | 206,471 | 13F-HR | Summit Place Financial Advisors, LLC |
| Q3 2025 | 10/23/2025 | 101 | 212,197 | 13F-HR | Summit Place Financial Advisors, LLC |
| Q2 2025 | 7/24/2025 | 91 | 198,725 | 13F-HR | Summit Place Financial Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 163.7 K | 71.7% | 10.7 K | 0 | 10.7 K |
| ETFs | 64.39 K | 28.2% | 9.148 K | 0 | 9.148 K |
| Debt | 218 | 0.1% | 218 | 0 | 218 |
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Fund Snapshot
Q2 2026
Latest filed
7/29/2026
Total value ($000)
228,309
Holdings
110
QoQ value change ($000)
20,065
(9.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.