Summit Place Financial Advisors, LLC
All 13F Filings
- Location
- Summit, NJ
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 221,130
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/23/2026 | 117 | 221,130 | 13F-HR | Summit Place Financial Advisors, LLC |
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 159.6 K | 72.2% | 0 | 4.157 K | -4.157 K |
| ETFs | 61.04 K | 27.6% | 0 | 3.347 K | -3.347 K |
| Debt | 542 | 0.2% | 324 | 0 | 324 |
Swipe for more columns
Fund Snapshot
Q3 2026
Latest filed
10/23/2026
Total value ($000)
221,130
Holdings
117
QoQ value change ($000)
-7,179
(-3.1%)
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.