Summit Place Financial Advisors, LLC has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The firm reported ownership of 117 distinct securities, with a total value of approximately $221.3 million.
The portfolio is diversified across various sectors, with notable positions including NVIDIA Corporation, which holds 4,179,386 shares, and Microsoft Corporation, which holds 8,062,383 shares. Other significant holdings include Alphabet Inc. Class A (1,049,000 shares), Costco Wholesale Corporation (3,001,000 shares), and Johnson & Johnson (1,485,400 shares).
The filing also lists substantial positions in exchange-traded funds (ETFs). WisdomTree Bloomberg US Large Cap Bull 3X ETF is the largest holding, with 1,814,380 shares. Other major ETF positions include ISHARES GOLD TR (937,610 shares), SCHWAB STRATEGIC TR US LRG CAP ETF (1,562,470 shares), and SCHWAB STRATEGIC TR US BRD MKT ETF (590,290 shares).
The top individual stock positions, excluding ETFs, include Walmart Inc. (3,570,912 shares), Broadcom Inc. (1,064,808 shares), and Coca-Cola Co. (2,229,500 shares).
