Sign In
test

Elizabeth Miller

Summit Place Financial Advisors, Llc

Assets Managed
$208.244M
Holdings
106
Last Quarter
2026 - Q1
Filed Date
2mo 1d ago
Growth Rate
0.86%(2Q avg: -0.91%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Summit Place Financial Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 106 positions.

Assets under management

The assets under management (AUM) of Summit Place Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 208.244M in assets, with a quarterly growth rate of 0.86% and a 2-quarter average growth rate of -0.91%. The portfolio is managed by Elizabeth Miller, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IAU
Ishares Gold Trust
Recent Activity
Decreased -5.52%
4.16%
$8.662M
98,254 shares@ $88.17 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.19%
4.16%
$8.659M
34,120 shares@ $253.79 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -0.9%
4.03%
$8.376M
48,026 shares@ $174.4 avg price
GEV
Ge Vernova Inc
Recent Activity
Increased 0.26%
3.53%
$7.347M
8,417 shares@ $872.91 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 4.81%
3.1%
$6.446M
17,414 shares@ $370.18 avg price
WMT
Walmart Inc
Recent Activity
Decreased -6.34%
2.36%
$4.912M
39,525 shares@ $124.29 avg price
USDU
Wisdomtree Bbg Usd Bullish
Recent Activity
Decreased -8.12%
2.34%
$4.863M
184,703 shares@ $26.33 avg price
RTX
Rtx Corp
Recent Activity
Decreased -13.49%
2.34%
$4.861M
25,197 shares@ $192.91 avg price
IWM
Ishares Russell 2000 Etf
Recent Activity
Increased 4.74%
2.23%
$4.633M
18,680 shares@ $248.01 avg price
NFLX
Netflix Inc
Recent Activity
Increased 7.27%
2.16%
$4.486M
46,660 shares@ $96.15 avg price

1-10 of 106