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Disclosed positions
Summit Place Financial Advisors, LLC: source evidence dated 2026-07-30T03:59:59.999Z.
- Issuer
- APPLE INC
- Ticker
- AAPL
- Class
- COM
- Reported value
- $9,662,822
- Reported amount
- 33,394
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001801413-26-000003Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
Show the table · 50 rows, 7 columns
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| APPLE INC | AAPL | COM | $9,662,822 | 33,394 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $9,144,913 | 45,704 | SH | None |
| GE VERNOVA INC | GEV | COM | $9,010,013 | 7,669 | SH | None |
| ISHARES GOLD TR | IAU | ISHARES NEW | $7,594,494 | 100,576 | SH | None |
| MICROSOFT CORP | MSFT | COM | $6,266,814 | 16,800 | SH | None |
| GE AEROSPACE | GE | COM NEW | $5,796,742 | 15,511 | SH | None |
| ISHARES TR | IWM | RUSSELL 2000 ETF | $5,747,921 | 19,131 | SH | None |
| ISHARES TR | IJR | CORE S&P SCP ETF | $5,270,373 | 35,536 | SH | None |
| WISDOMTREE TR | USDU | BLMBG US BULL | $5,117,620 | 191,313 | SH | None |
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $4,607,335 | 156,552 | SH | None |
| RTX CORPORATION | RTX | COM | $4,479,969 | 23,612 | SH | None |
| WALMART INC | WMT | COM | $4,413,098 | 38,964 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $4,337,516 | 5,808 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $4,165,622 | 16,402 | SH | None |
| AMAZON COM INC | AMZN | COM | $4,156,650 | 17,440 | SH | None |
| CROWDSTRIKE HLDGS INC | CRWD | CL A | $4,136,982 | 5,421 | SH | None |
| WELLTOWER INC | WELL | COM | $4,009,622 | 17,666 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $3,973,965 | 11,120 | SH | None |
| CORTEVA INC | CTVA | COM | $3,835,452 | 45,288 | SH | None |
| VISA INC | V | COM CL A | $3,795,725 | 11,063 | SH | None |
| ISHARES INC | EWY | MSCI STH KOR ETF | $3,736,967 | 18,509 | SH | None |
| MARTIN MARIETTA MATLS INC | MLM | COM | $3,530,641 | 6,122 | SH | None |
| HARTFORD INSURANCE GROUP INC | HIG | COM | $3,485,939 | 26,305 | SH | None |
| NETFLIX INC. | NFLX | COM | $3,416,847 | 47,855 | SH | None |
| BLACKROCK INC | BLK | COM | $3,194,302 | 3,322 | SH | None |
| DISNEY WALT CO | DIS | COM | $3,025,409 | 31,433 | SH | None |
| GLOBAL X FDS | URA | GLOBAL X URANIUM | $3,021,329 | 69,138 | SH | None |
| TAKE-TWO INTERACTIVE SOFTWAR | TTWO | COM | $2,914,267 | 11,658 | SH | None |
| ALCON AG | ALC | ORD SHS | $2,906,504 | 43,316 | SH | None |
| COSTCO WHOLESALE CORPORATION | COST | COM | $2,824,242 | 3,019 | SH | None |
| DANAHER CORP DEL | DHR | COM | $2,741,960 | 14,395 | SH | None |
| LABCORP HOLDINGS INC | LH | COM SHS | $2,721,600 | 9,720 | SH | None |
| BLACKSTONE INC | BX | COM | $2,682,619 | 22,798 | SH | None |
| INVESCO CURRENCYSHARES EURO | FXE | EURO SHS | $2,681,866 | 25,435 | SH | None |
| SELECT SECTOR SPDR TR | XLK | ST STR TECHN ETF | $2,652,419 | 13,922 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JMST | ULTRA SHT MUNCPL | $2,524,500 | 49,500 | SH | None |
| WARNER BROS DISCOVERY INC | WBD | COM SER A | $2,505,507 | 93,980 | SH | None |
| TOLL BROTHERS INC | TOL | COM | $2,490,205 | 15,115 | SH | None |
| EQUITY RESIDENTIAL | EQR | SH BEN INT | $2,374,980 | 34,962 | SH | None |
| TOAST INC | TOST | CL A | $2,366,647 | 85,070 | SH | None |
| ISHARES INC | IEMG | CORE MSCI EMKT | $2,313,473 | 27,927 | SH | None |
| APA CORPORATION | APA | COM | $2,287,391 | 70,230 | SH | None |
| MATTHEWS ASIA FDS | MCH | CHINA ACTIVE ETF | $2,197,825 | 76,165 | SH | None |
| PROCTER & GAMBLE CO | PG | COM | $2,189,047 | 14,928 | SH | None |
| ISHARES INC | EWW | MSCI MEXICO ETF | $2,036,054 | 27,050 | SH | None |
| SCHWAB STRATEGIC TR | SCHA | US SML CAP ETF | $2,032,674 | 56,260 | SH | None |
| DBX ETF TR | ASHR | XTRACK HRVST CSI | $1,946,416 | 53,094 | SH | None |
| APTIV PLC | APTV | COM SHS | $1,858,893 | 30,285 | SH | None |
| COCA COLA CO | KO | COM | $1,800,048 | 22,149 | SH | None |
| ALIBABA GROUP HLDG LTD | BABA | SPONSORED ADS | $1,795,594 | 18,708 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.