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Summit Investment Advisory Services

Latest statistics and disclosures from Summit Investment Advisory Services's latest quarterly 13F-HR filing:

Top 5 stock holdings are CGDV, CGGR, CGUS, INCM, DGRO, and represent 62.14% of Summit Investment Advisory Services's stock portfolio.
Added to shares of these 10 stocks: INCM, CGUS, CGGR, PYLD, ENTG, VXUS, GLD, QQQ, AIRR, IJK.
Started 6 new stock positions in ENTG, QQQ, IJK, VXUS, AIRR, GLD.
Reduced shares in these 10 stocks: EVT, DGRO, , SPYG, SDVY, MGK, IJR, KOMP, IVE, IVW.
Sold out of its position in ETW.
Summit Investment Advisory Services was a net buyer of stock by $5.2M.
Summit Investment Advisory Services has $251M in assets under management (AUM), dropping by 9.19%.
Central Index Key (CIK): 0001914395

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Portfolio Holdings for Summit Investment Advisory Services

Summit Investment Advisory Services holds 76 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Capital Group Dividend Value Shs Creation Uni (CGDV)	16.3	$41M		971k	42.03	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	14.5	$36M		826k	43.92	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	11.1	$28M	+4%	704k	39.54	View chart
Franklin Templeton Etf Tr Income Focus Etf (INCM)	10.7	$27M	+6%	971k	27.74	View chart
Ishares Tr Core Div Grwth (DGRO)	9.6	$24M		354k	68.08	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	4.7	$12M		146k	80.65	View chart
Fidelity Covington Trust Enhanced Small (FESM)	4.6	$12M		318k	36.56	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	3.4	$8.5M		70k	120.72	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.4	$6.1M		19k	328.18	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.6	$3.9M		27k	145.65	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	1.3	$3.2M	-4%	31k	104.51	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.3	$3.2M		15k	206.51	View chart
Vanguard Index Fds Growth Etf (VUG)	1.2	$3.0M	+3%	6.2k	479.59	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.1	$2.7M		42k	65.26	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.9	$2.3M		25k	95.14	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.8	$2.0M		23k	88.96	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.7	$1.9M		2.8k	666.25	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.7	$1.9M	-6%	49k	38.02	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.7	$1.8M		33k	55.33	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.7	$1.8M	+3%	7.1k	254.29	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.6	$1.6M	+5%	28k	57.19	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$1.5M		7.8k	186.50	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.5	$1.2M	+7%	16k	78.34	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$1.2M	+14%	4.1k	293.70	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$1.2M	-5%	9.7k	118.82	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.5	$1.1M	+65%	43k	26.84	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.4	$1.1M	+2%	37k	29.62	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.4	$1.0M	+16%	23k	45.31	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.4	$969k		11k	86.30	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$916k		1.4k	669.33	View chart
Vanguard World Mega Grwth Ind (MGK)	0.3	$876k	-7%	2.2k	402.40	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.3	$810k		21k	39.61	View chart
Eaton Vance Tax Managed Diversified Eq. (ETY)	0.3	$768k		48k	15.90	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.3	$743k		7.7k	96.55	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.3	$736k	+5%	16k	46.32	View chart
Spdr Series Trust S&p Kensho New (KOMP)	0.3	$731k	-5%	12k	62.26	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$599k	-4%	2.8k	215.79	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$583k	+4%	952.00	612.65	View chart
Vanguard World Mega Cap Index (MGC)	0.2	$524k		2.1k	244.09	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$511k		2.1k	241.90	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.2	$510k	+2%	5.5k	93.36	View chart
Eaton V.Tax-Advantaged Dividend Inc Fund (EVT)	0.2	$477k	-38%	20k	24.45	View chart
Etf Ser Solutions Vident Us Equity (VUSE)	0.2	$441k		6.6k	66.42	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$409k		873.00	468.41	View chart
Davis Fundamental Etf Tr Select Us Eqty (DUSA)	0.2	$401k		8.4k	47.90	View chart
Microsoft Corporation (MSFT)	0.1	$376k		726.00	518.18	View chart
Apple (AAPL)	0.1	$346k	+3%	1.4k	254.63	View chart
NVIDIA Corporation (NVDA)	0.1	$345k		1.8k	186.60	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$345k		7.3k	46.93	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$341k		7.4k	46.24	View chart
Entegris (ENTG)	0.1	$336k	NEW	3.6k	92.46	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$323k	NEW	4.4k	73.46	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$318k	-2%	3.8k	82.58	View chart
Medtronic SHS (MDT)	0.1	$313k	-5%	3.3k	95.24	View chart
Public Service Enterprise (PEG)	0.1	$309k		3.7k	83.46	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$297k		11k	26.34	View chart
Ark Etf Tr Genomic Rev Etf (ARKG)	0.1	$287k	-6%	10k	27.77	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$285k		1.4k	203.59	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$275k		2.9k	93.64	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$273k		542.00	502.74	View chart
Etf Ser Solutions Vident Internati (VIDI)	0.1	$271k		8.4k	32.09	View chart
Spdr Series Trust S&p 400 Mdcp Val (MDYV)	0.1	$267k	-5%	3.2k	83.40	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$267k		1.4k	194.43	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$266k		1.0k	256.46	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$265k	NEW	746.00	355.47	View chart
Eaton Vance Tax Managed Buy Write Opport (ETV)	0.1	$252k	+2%	18k	14.25	View chart
Boston Scientific Corporation (BSX)	0.1	$247k		2.5k	97.63	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$236k	+4%	791.00	297.67	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$228k	+5%	5.3k	42.79	View chart
Spdr Series Trust Bloomberg 3-12 M (BILS)	0.1	$226k		2.3k	99.52	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$225k		2.4k	93.37	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$225k	NEW	374.00	600.37	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$221k	NEW	2.3k	96.69	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$203k	NEW	2.1k	95.91	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.1	$139k	+2%	15k	9.10	View chart
Aberdeen Income Cred Strat (ACP)	0.0	$58k		10k	5.80	View chart

Past Filings by Summit Investment Advisory Services

SEC 13F filings are viewable for Summit Investment Advisory Services going back to 2022

Summit Investment Advisory Services 2025 Q3 restated filed Nov. 7, 2025
Summit Investment Advisory Services 2025 Q2 restated filed Nov. 7, 2025
Summit Investment Advisory Services 2025 Q3 filed Nov. 3, 2025
Summit Investment Advisory Services 2025 Q2 filed Aug. 5, 2025
Summit Investment Advisory Services 2025 Q1 filed April 11, 2025
Summit Investment Advisory Services 2024 Q4 filed Jan. 21, 2025
Summit Investment Advisory Services 2024 Q3 filed Oct. 16, 2024
Summit Investment Advisory Services 2024 Q2 filed July 15, 2024
Summit Investment Advisory Services 2024 Q1 filed April 18, 2024
Summit Investment Advisory Services 2023 Q4 filed Jan. 18, 2024
Summit Investment Advisory Services 2023 Q3 filed Oct. 10, 2023
Summit Investment Advisory Services 2023 Q2 filed July 26, 2023
Summit Investment Advisory Services 2023 Q1 filed April 17, 2023
Summit Investment Advisory Services 2022 Q4 filed Feb. 2, 2023

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