# EDGAR Filing Document

**Accession Number:** 0001801413
**File Stem:** 0001801413-23-000001
**Filing Date:** 2023-1
**Character Count:** 11733
**Document Hash:** 08711bbcba90d5a2f7d6685f3e67d67f
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001801413-23-000001.hdr.sgml**: 20230127

**ACCESSION NUMBER**: 0001801413-23-000001

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230127

**DATE AS OF CHANGE**: 20230126

**EFFECTIVENESS DATE**: 20230127

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Summit Place Financial Advisors, LLC
- **CENTRAL INDEX KEY:** 0001801413
- **IRS NUMBER:** 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:** 23558949

**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:** 12-31-2022

**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  01-26-2023<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:** 82

**Form 13F Information Table Value Total:** $121430870

      (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 |  | 2395837 | 21822 | SH |  | SOLE |  | 21822 | 0 | 0 |
| ABRDN ETFS | BBRG ALL COMD K1 | 003261104 |  | 2411268 | 109305 | SH |  | SOLE |  | 109305 | 0 | 0 |
| ACTIVISION BLIZZARD INC | COM | 00507V109 |  | 807603 | 10550 | SH |  | SOLE |  | 10550 | 0 | 0 |
| ADOBE SYSTEMS INCORPORATED | COM | 00724F101 |  | 2026247 | 6021 | SH |  | SOLE |  | 6021 | 0 | 0 |
| ALCON AG | ORD SHS | H01301128 |  | 2211492 | 32261 | SH |  | SOLE |  | 32261 | 0 | 0 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 |  | 2675734 | 30375 | SH |  | SOLE |  | 30375 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 2338140 | 27835 | SH |  | SOLE |  | 27835 | 0 | 0 |
| AMGEN INC | COM | 031162100 |  | 399738 | 1522 | SH |  | SOLE |  | 1522 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 4118911 | 31701 | SH |  | SOLE |  | 31701 | 0 | 0 |
| BALLARD PWR SYS INC NEW | COM | 058586108 |  | 444991 | 92900 | SH |  | SOLE |  | 92900 | 0 | 0 |
| BLACKSTONE INC | COM | 09260D107 |  | 1644792 | 22170 | SH |  | SOLE |  | 22170 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 559130 | 1000 | SH |  | SOLE |  | 1000 | 0 | 0 |
| CARNIVAL CORP | COMMON STOCK | 143658300 |  | 1469120 | 182273 | SH |  | SOLE |  | 182273 | 0 | 0 |
| CHEVRON CORP NEW | COM | 166764100 |  | 1362150 | 7589 | SH |  | SOLE |  | 7589 | 0 | 0 |
| CHEWY INC | CL A | 16679L109 |  | 2008772 | 54174 | SH |  | SOLE |  | 54174 | 0 | 0 |
| COCA COLA CO | COM | 191216100 |  | 1065913 | 16757 | SH |  | SOLE |  | 16757 | 0 | 0 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 885000 | 7500 | SH |  | SOLE |  | 7500 | 0 | 0 |
| CORTEVA INC | COM | 22052L104 |  | 1008959 | 17165 | SH |  | SOLE |  | 17165 | 0 | 0 |
| CVS HEALTH CORP | COM | 126650100 |  | 2059219 | 22097 | SH |  | SOLE |  | 22097 | 0 | 0 |
| DBX ETF TR | XTRACK HRVST CSI | 233051879 |  | 3295124 | 117599 | SH |  | SOLE |  | 117599 | 0 | 0 |
| DISNEY WALT CO | COM | 254687106 |  | 2352971 | 27083 | SH |  | SOLE |  | 27083 | 0 | 0 |
| ELECTRONIC ARTS INC | COM | 285512109 |  | 436794 | 3575 | SH |  | SOLE |  | 3575 | 0 | 0 |
| ELEVANCE HEALTH INC | COM | 036752103 |  | 269309 | 525 | SH |  | SOLE |  | 525 | 0 | 0 |
| EQUITY RESIDENTIAL | SH BEN INT | 29476L107 |  | 1292100 | 21900 | SH |  | SOLE |  | 21900 | 0 | 0 |
| ETF SER SOLUTIONS | US GLB JETS | 26922A842 |  | 574486 | 33635 | SH |  | SOLE |  | 33635 | 0 | 0 |
| GENERAL ELECTRIC CO | COM NEW | 369604301 |  | 1205235 | 14384 | SH |  | SOLE |  | 14384 | 0 | 0 |
| HERSHEY CO | COM | 427866108 |  | 2239977 | 9673 | SH |  | SOLE |  | 9673 | 0 | 0 |
| HUBSPOT INC | COM | 443573100 |  | 913651 | 3160 | SH |  | SOLE |  | 3160 | 0 | 0 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 |  | 2780189 | 27100 | SH |  | SOLE |  | 27100 | 0 | 0 |
| INVESCO ACTIVELY MANAGED ETF | VAR RATE INVT | 46090A879 |  | 247100 | 10000 | SH |  | SOLE |  | 10000 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1000 | 46137V613 |  | 620600 | 4000 | SH |  | SOLE |  | 4000 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S EQL TEC | 46137V282 |  | 629561 | 2591 | SH |  | SOLE |  | 2591 | 0 | 0 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 2654333 | 76737 | SH |  | SOLE |  | 76737 | 0 | 0 |
| ISHARES INC | MSCI SINGPOR ETF | 46434G780 |  | 924888 | 49170 | SH |  | SOLE |  | 49170 | 0 | 0 |
| ISHARES INC | MSCI STH KOR ETF | 464286772 |  | 839293 | 14860 | SH |  | SOLE |  | 14860 | 0 | 0 |
| ISHARES INC | MSCI ISRAEL ETF | 464286632 |  | 202124 | 3610 | SH |  | SOLE |  | 3610 | 0 | 0 |
| ISHARES TR | GL CLEAN ENE ETF | 464288224 |  | 2196899 | 110675 | SH |  | SOLE |  | 110675 | 0 | 0 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 1730303 | 18283 | SH |  | SOLE |  | 18283 | 0 | 0 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 2891942 | 16586 | SH |  | SOLE |  | 16586 | 0 | 0 |
| ISHARES TR | FLTG RATE NT ETF | 46429B655 |  | 970362 | 19280 | SH |  | SOLE |  | 19280 | 0 | 0 |
| ISHARES TR | PFD AND INCM SEC | 464288687 |  | 310643 | 10175 | SH |  | SOLE |  | 10175 | 0 | 0 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 330095 | 1568 | SH |  | SOLE |  | 1568 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 46641Q837 |  | 284738 | 5680 | SH |  | SOLE |  | 5680 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 2764573 | 15650 | SH |  | SOLE |  | 15650 | 0 | 0 |
| LITHIUM AMERS CORP NEW | COM NEW | 53680Q207 |  | 747104 | 39425 | SH |  | SOLE |  | 39425 | 0 | 0 |
| LOWES COS INC | COM | 548661107 |  | 266583 | 1338 | SH |  | SOLE |  | 1338 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 4590395 | 19141 | SH |  | SOLE |  | 19141 | 0 | 0 |
| MISSION PRODUCE INC | COM | 60510V108 |  | 768779 | 66160 | SH |  | SOLE |  | 66160 | 0 | 0 |
| MONOLITHIC PWR SYS INC | COM | 609839105 |  | 1753906 | 4960 | SH |  | SOLE |  | 4960 | 0 | 0 |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 |  | 2359335 | 9155 | SH |  | SOLE |  | 9155 | 0 | 0 |
| NETAPP INC | COM | 64110D104 |  | 1487987 | 24775 | SH |  | SOLE |  | 24775 | 0 | 0 |
| NETFLIX INC | COM | 64110L106 |  | 2863580 | 9711 | SH |  | SOLE |  | 9711 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1939862 | 13274 | SH |  | SOLE |  | 13274 | 0 | 0 |
| OMEGA HEALTHCARE INVS INC | COM | 681936100 |  | 898173 | 32135 | SH |  | SOLE |  | 32135 | 0 | 0 |
| PAYPAL HLDGS INC | COM | 70450Y103 |  | 1481376 | 20800 | SH |  | SOLE |  | 20800 | 0 | 0 |
| PEPSICO INC | COM | 713448108 |  | 2237293 | 12384 | SH |  | SOLE |  | 12384 | 0 | 0 |
| PFIZER INC | COM | 717081103 |  | 448350 | 8750 | SH |  | SOLE |  | 8750 | 0 | 0 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 1733998 | 11441 | SH |  | SOLE |  | 11441 | 0 | 0 |
| RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 |  | 2617259 | 25934 | SH |  | SOLE |  | 25934 | 0 | 0 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 642710 | 14343 | SH |  | SOLE |  | 14343 | 0 | 0 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 |  | 1344608 | 33192 | SH |  | SOLE |  | 33192 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 2014067 | 44608 | SH |  | SOLE |  | 44608 | 0 | 0 |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 |  | 2545755 | 36110 | SH |  | SOLE |  | 36110 | 0 | 0 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 |  | 320606 | 2360 | SH |  | SOLE |  | 2360 | 0 | 0 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 |  | 379542 | 3050 | SH |  | SOLE |  | 3050 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 1934856 | 5059 | SH |  | SOLE |  | 5059 | 0 | 0 |
| SPDR S MIDCAP 400 ETF TR | UTSER1 S | 78467Y107 |  | 345376 | 780 | SH |  | SOLE |  | 780 | 0 | 0 |
| SPDR SER TR | BLOOMBERG INVT | 78468R200 |  | 1823400 | 60000 | SH |  | SOLE |  | 60000 | 0 | 0 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 |  | 586204 | 7425 | SH |  | SOLE |  | 7425 | 0 | 0 |
| STARBUCKS CORP | COM | 855244109 |  | 2253130 | 22713 | SH |  | SOLE |  | 22713 | 0 | 0 |
| SWEETGREEN INC | COM CL A | 87043Q108 |  | 188411 | 21985 | SH |  | SOLE |  | 21985 | 0 | 0 |
| SYSCO CORP | COM | 871829107 |  | 998361 | 13059 | SH |  | SOLE |  | 13059 | 0 | 0 |
| TARGET CORP | COM | 87612E106 |  | 300465 | 2016 | SH |  | SOLE |  | 2016 | 0 | 0 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 766110 | 1445 | SH |  | SOLE |  | 1445 | 0 | 0 |
| UNIVERSAL HLTH SVCS INC | CL B | 913903100 |  | 2660708 | 18885 | SH |  | SOLE |  | 18885 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 714977 | 2035 | SH |  | SOLE |  | 2035 | 0 | 0 |
| VANGUARD WORLD FDS | HEALTH CAR ETF | 92204A504 |  | 275336 | 1110 | SH |  | SOLE |  | 1110 | 0 | 0 |
| VENTAS INC | COM | 92276F100 |  | 220745 | 4900 | SH |  | SOLE |  | 4900 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 2381137 | 11461 | SH |  | SOLE |  | 11461 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 2422057 | 17082 | SH |  | SOLE |  | 17082 | 0 | 0 |
| WELLTOWER INC | COM | 95040Q104 |  | 1719049 | 26225 | SH |  | SOLE |  | 26225 | 0 | 0 |
| WISDOMTREE TR | BLMBG US BULL | 97717W471 |  | 3548974 | 136237 | SH |  | SOLE |  | 136237 | 0 | 0 |

---