Summit Place Financial Advisors, LLC - Q12026 Holdings
Summit Place Financial Advisors, LLC holds 106 stocks with a total portfolio value of $ 208.24M as of Q12026. In Q12026, Summit Place Financial Advisors, LLC added 17 new positions, increased stakes in 30 stocks, reduced 48 holdings, and fully exited 9 positions. The largest holding is Ishares Gold Tr (IAU), representing 4.16% of the total portfolio.
Company Name
Shares
Value
%
Status
Δ
Ticker
Avg Price
Price
Options