# EDGAR Filing Document

**Accession Number:** 0001801413
**File Stem:** 0001729428-25-000009
**Filing Date:** 2025-7
**Character Count:** 12629
**Document Hash:** 93941ff1eb27bb5a5da5fa1f696ba89d
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001729428-25-000009.hdr.sgml**: 20250724

**ACCESSION NUMBER**: 0001729428-25-000009

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250724

**DATE AS OF CHANGE**: 20250724

**EFFECTIVENESS DATE**: 20250724

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Summit Place Financial Advisors, LLC
- **CENTRAL INDEX KEY:** 0001801413

**ORGANIZATION NAME:**
- **EIN:** 263103087
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-19782
- **FILM NUMBER:** 251146696

**BUSINESS ADDRESS:**
- **STREET 1:** 18 BANK STREET
- **STREET 2:** SUITE 202
- **CITY:** SUMMIT
- **STATE:** NJ
- **ZIP:** 07901
- **BUSINESS PHONE:** 908-517-5880

**MAIL ADDRESS:**
- **STREET 1:** 18 BANK STREET
- **STREET 2:** SUITE 202
- **CITY:** SUMMIT
- **STATE:** NJ
- **ZIP:** 07901

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Summit Place Financial Advisors LLC<br>**Address:** 18 BANK STREET<br>SUITE 202<br>SUMMIT, NJ 07901

**Form 13F File Number:** 028-19782

**CRD Number (if applicable):** 000147984

**SEC File Number (if applicable):** 801-96169

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Elizabeth Miller<br>**Title:** Managing Member  CCO<br>**Phone:** 908-517-5880

**Signature, Place, and Date of Signing:**

Elizabeth Miller  Summit, NJ  07-23-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 91

**Form 13F Information Table Value Total:** $198725011

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABS | COM | 002824100 |  | 1399741 | 10291 | SH |  | SOLE |  | 10291 | 0 | 0 |
| ADDUS HOMECARE CORP | COM | 006739106 |  | 867957 | 7535 | SH |  | SOLE |  | 7535 | 0 | 0 |
| ALCON AG | ORD SHS | H01301128 |  | 2908649 | 32948 | SH |  | SOLE |  | 32948 | 0 | 0 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 |  | 314146 | 2770 | SH |  | SOLE |  | 2770 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 2013822 | 11427 | SH |  | SOLE |  | 11427 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 208256 | 1174 | SH |  | SOLE |  | 1174 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 3973372 | 18111 | SH |  | SOLE |  | 18111 | 0 | 0 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 233604 | 732 | SH |  | SOLE |  | 732 | 0 | 0 |
| AMGEN INC | COM | 031162100 |  | 226998 | 813 | SH |  | SOLE |  | 813 | 0 | 0 |
| ANDERSONS INC | COM | 034164103 |  | 832085 | 22642 | SH |  | SOLE |  | 22642 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 7217046 | 35176 | SH |  | SOLE |  | 35176 | 0 | 0 |
| BLACKROCK INC | COM | 09290D101 |  | 3704902 | 3531 | SH |  | SOLE |  | 3531 | 0 | 0 |
| BLACKSTONE INC | COM | 09260D107 |  | 3495919 | 23372 | SH |  | SOLE |  | 23372 | 0 | 0 |
| BOSTON BEER INC | CL A | 100557107 |  | 324568 | 1701 | SH |  | SOLE |  | 1701 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 2546455 | 9238 | SH |  | SOLE |  | 9238 | 0 | 0 |
| CARLISLE COS INC | COM | 142339100 |  | 3119145 | 8353 | SH |  | SOLE |  | 8353 | 0 | 0 |
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 |  | 2594579 | 46208 | SH |  | SOLE |  | 46208 | 0 | 0 |
| COCA COLA CO | COM | 191216100 |  | 1693401 | 23935 | SH |  | SOLE |  | 23935 | 0 | 0 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 1065658 | 11875 | SH |  | SOLE |  | 11875 | 0 | 0 |
| CORTEVA INC | COM | 22052L104 |  | 3356280 | 45033 | SH |  | SOLE |  | 45033 | 0 | 0 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 2549511 | 2575 | SH |  | SOLE |  | 2575 | 0 | 0 |
| DBX ETF TR | XTRACK HRVST CSI | 233051879 |  | 1285108 | 46663 | SH |  | SOLE |  | 46663 | 0 | 0 |
| DIGITAL RLTY TR INC | COM | 253868103 |  | 498061 | 2857 | SH |  | SOLE |  | 2857 | 0 | 0 |
| DISNEY WALT CO | COM | 254687106 |  | 4126892 | 33279 | SH |  | SOLE |  | 33279 | 0 | 0 |
| ELEVANCE HEALTH INC | COM | 036752103 |  | 210816 | 542 | SH |  | SOLE |  | 542 | 0 | 0 |
| EQUITY RESIDENTIAL | SH BEN INT | 29476L107 |  | 1859350 | 27550 | SH |  | SOLE |  | 27550 | 0 | 0 |
| EVERCORE INC | CLASS A | 29977A105 |  | 1343079 | 4974 | SH |  | SOLE |  | 4974 | 0 | 0 |
| GE AEROSPACE | COM NEW | 369604301 |  | 4420254 | 17173 | SH |  | SOLE |  | 17173 | 0 | 0 |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 36266G107 |  | 2762675 | 37298 | SH |  | SOLE |  | 37298 | 0 | 0 |
| GE VERNOVA INC | COM | 36828A101 |  | 5960875 | 11265 | SH |  | SOLE |  | 11265 | 0 | 0 |
| GLOBAL X FDS | GLOBAL X URANIUM | 37954Y871 |  | 2826726 | 72835 | SH |  | SOLE |  | 72835 | 0 | 0 |
| HARTFORD INSURANCE GROUP INC | COM | 416515104 |  | 3496537 | 27560 | SH |  | SOLE |  | 27560 | 0 | 0 |
| HERSHEY CO | COM | 427866108 |  | 2393663 | 14424 | SH |  | SOLE |  | 14424 | 0 | 0 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 |  | 4646378 | 25325 | SH |  | SOLE |  | 25325 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S EQL TEC | 46137V282 |  | 691629 | 16960 | SH |  | SOLE |  | 16960 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | 46137V613 |  | 845400 | 20000 | SH |  | SOLE |  | 20000 | 0 | 0 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 6618890 | 106140 | SH |  | SOLE |  | 106140 | 0 | 0 |
| ISHARES INC | MSCI SINGPOR ETF | 46434G780 |  | 2306389 | 88776 | SH |  | SOLE |  | 88776 | 0 | 0 |
| ISHARES INC | MSCI STH KOR ETF | 464286772 |  | 1896035 | 26415 | SH |  | SOLE |  | 26415 | 0 | 0 |
| ISHARES INC | MSCI MEXICO ETF | 464286822 |  | 1085235 | 17920 | SH |  | SOLE |  | 17920 | 0 | 0 |
| ISHARES INC | MSCI ISRAEL ETF | 464286632 |  | 333029 | 3510 | SH |  | SOLE |  | 3510 | 0 | 0 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 3525179 | 16336 | SH |  | SOLE |  | 16305 | 0 | 31 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 3826531 | 35013 | SH |  | SOLE |  | 35013 | 0 | 0 |
| ISHARES TR | FLTG RATE NT ETF | 46429B655 |  | 202039 | 3960 | SH |  | SOLE |  | 3960 | 0 | 0 |
| ISHARES TR | RUSSELL 3000 ETF | 464287689 |  | 272025 | 775 | SH |  | SOLE |  | 775 | 0 | 0 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 231587 | 682 | SH |  | SOLE |  | 682 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | BETABULDRS JAPAN | 46641Q217 |  | 2074572 | 33580 | SH |  | SOLE |  | 33580 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 |  | 1604932 | 31668 | SH |  | SOLE |  | 31668 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 2961599 | 19389 | SH |  | SOLE |  | 19389 | 0 | 0 |
| LOWES COS INC | COM | 548661107 |  | 305071 | 1375 | SH |  | SOLE |  | 1375 | 0 | 0 |
| MARTIN MARIETTA MATLS INC | COM | 573284106 |  | 3422825 | 6235 | SH |  | SOLE |  | 6235 | 0 | 0 |
| MATTHEWS ASIA FDS | CHINA ACTIVE ETF | 577125834 |  | 1545076 | 63070 | SH |  | SOLE |  | 63070 | 0 | 0 |
| MCDONALDS CORP | COM | 580135101 |  | 213576 | 731 | SH |  | SOLE |  | 731 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 205189 | 278 | SH |  | SOLE |  | 278 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 8588470 | 17266 | SH |  | SOLE |  | 17266 | 0 | 0 |
| MONOLITHIC PWR SYS INC | COM | 609839105 |  | 1026858 | 1404 | SH |  | SOLE |  | 1404 | 0 | 0 |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 |  | 3785108 | 9002 | SH |  | SOLE |  | 9002 | 0 | 0 |
| NETFLIX INC | COM | 64110L106 |  | 5980555 | 4466 | SH |  | SOLE |  | 4466 | 0 | 0 |
| NIKE INC | CL B | 654106103 |  | 2409322 | 33915 | SH |  | SOLE |  | 33915 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 8998004 | 56953 | SH |  | SOLE |  | 56953 | 0 | 0 |
| OMEGA HEALTHCARE INVS INC | COM | 681936100 |  | 957664 | 26130 | SH |  | SOLE |  | 26130 | 0 | 0 |
| PEPSICO INC | COM | 713448108 |  | 1629770 | 12343 | SH |  | SOLE |  | 12343 | 0 | 0 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 2256491 | 14163 | SH |  | SOLE |  | 14163 | 0 | 0 |
| REGAL REXNORD CORPORATION | COM | 758750103 |  | 400090 | 2760 | SH |  | SOLE |  | 2760 | 0 | 0 |
| RTX CORPORATION | COM | 75513E101 |  | 4678753 | 32042 | SH |  | SOLE |  | 32042 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 3842734 | 157231 | SH |  | SOLE |  | 157231 | 0 | 0 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 961874 | 40364 | SH |  | SOLE |  | 40364 | 0 | 0 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 |  | 1357978 | 53675 | SH |  | SOLE |  | 53675 | 0 | 0 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 |  | 1832372 | 7236 | SH |  | SOLE |  | 7236 | 0 | 0 |
| SL GREEN RLTY CORP | COM | 78440X887 |  | 1313209 | 21215 | SH |  | SOLE |  | 21215 | 0 | 0 |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 |  | 205784 | 467 | SH |  | SOLE |  | 467 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 3409205 | 5518 | SH |  | SOLE |  | 5515 | 0 | 3 |
| SPDR S MIDCAP 400 ETF TR | UTSER1 S | 78467Y107 |  | 441854 | 780 | SH |  | SOLE |  | 780 | 0 | 0 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 |  | 547881 | 714 | SH |  | SOLE |  | 714 | 0 | 0 |
| STARBUCKS CORP | COM | 855244109 |  | 370363 | 4042 | SH |  | SOLE |  | 4042 | 0 | 0 |
| SWEETGREEN INC | COM CL A | 87043Q108 |  | 726590 | 48830 | SH |  | SOLE |  | 48830 | 0 | 0 |
| SYSCO CORP | COM | 871829107 |  | 325985 | 4304 | SH |  | SOLE |  | 4304 | 0 | 0 |
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 |  | 1593825 | 6563 | SH |  | SOLE |  | 6563 | 0 | 0 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 290756 | 932 | SH |  | SOLE |  | 932 | 0 | 0 |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 921932505 |  | 220873 | 557 | SH |  | SOLE |  | 557 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 1414647 | 2490 | SH |  | SOLE |  | 2407 | 0 | 83 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 231120 | 760 | SH |  | SOLE |  | 760 | 0 | 0 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 |  | 409761 | 1650 | SH |  | SOLE |  | 1650 | 0 | 0 |
| VENTAS INC | COM | 92276F100 |  | 372585 | 5900 | SH |  | SOLE |  | 5900 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 3717817 | 10471 | SH |  | SOLE |  | 10471 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 4265341 | 43622 | SH |  | SOLE |  | 43622 | 0 | 0 |
| WARNER BROS DISCOVERY INC | COM SER A | 934423104 |  | 1252440 | 109288 | SH |  | SOLE |  | 109288 | 0 | 0 |
| WELLTOWER INC | COM | 95040Q104 |  | 3695712 | 24040 | SH |  | SOLE |  | 24040 | 0 | 0 |
| WISDOMTREE TR | BLMBG US BULL | 97717W471 |  | 5548065 | 215292 | SH |  | SOLE |  | 215292 | 0 | 0 |
| YUM BRANDS INC | COM | 988498101 |  | 2013025 | 13585 | SH |  | SOLE |  | 13585 | 0 | 0 |
| ZOETIS INC | CL A | 98978V103 |  | 3008814 | 19293 | SH |  | SOLE |  | 19293 | 0 | 0 |

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