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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, INCM, DGRO, CGUS, and represent 62.13% of Summit Investment Advisory Services's stock portfolio.
Added to shares of these 10 stocks: INCM (+$21M), CGDV, MDT, FESM, MINO, AAPL, NVDA, VO, CGXU, MSFT.
Started 2 new stock positions in ACP, MDT.
Reduced shares in these 10 stocks: JIRE, CGGR, HDV, SPMD, IVW, DGRO, IVE, VBK, IJK, SPSM.
Sold out of its positions in IJK, HDV, JIRE, VBK.
Summit Investment Advisory Services was a net buyer of stock by $17M.
Summit Investment Advisory Services has $204M in assets under management (AUM), dropping by 5.19%.
Central Index Key (CIK): 0001914395

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Positions held by Summit Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Summit Investment Advisory Services

Summit Investment Advisory Services holds 68 positions in its portfolio as reported in the March 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	$33M		931k	35.64	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	13.0	$26M	-4%	772k	34.25	View chart
Franklin Templeton Etf Tr Income Focus Etf (INCM)	11.5	$24M	+936%	885k	26.63	View chart
Ishares Tr Core Div Grwth (DGRO)	11.0	$22M		362k	61.78	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	10.4	$21M		634k	33.40	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	4.6	$9.5M		139k	68.01	View chart
Fidelity Covington Trust Enhanced Small (FESM)	4.3	$8.7M	+3%	294k	29.48	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	3.2	$6.5M	-5%	70k	92.83	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.5	$5.1M		19k	274.84	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.7	$3.4M		28k	122.01	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.5	$3.0M	-10%	16k	190.58	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	1.3	$2.6M	-4%	32k	80.37	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.2	$2.4M	-2%	42k	58.35	View chart
Ishares Tr Msci Usa Min Vol (USMV)	1.1	$2.3M		25k	93.66	View chart
Vanguard Index Fds Growth Etf (VUG)	1.1	$2.2M	-2%	6.0k	370.83	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.9	$1.8M		55k	33.50	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.9	$1.8M		23k	79.86	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.8	$1.6M		32k	51.07	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.8	$1.6M		2.8k	559.41	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.7	$1.5M		6.6k	221.74	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$1.4M	-6%	7.9k	172.73	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.6	$1.3M	-23%	25k	51.18	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$1.1M	-3%	10k	104.57	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.5	$952k	+24%	21k	44.73	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$930k	+17%	3.6k	258.62	View chart
Eaton V.Tax-Advantaged Dividend Inc Fund (EVT)	0.4	$851k		37k	23.27	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.4	$834k		13k	65.76	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.4	$766k	-12%	21k	36.29	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$764k	-7%	1.4k	562.03	View chart
Vanguard World Mega Grwth Ind (MGK)	0.4	$725k	-2%	2.3k	308.91	View chart
Eaton Vance Tax Managed Diversified Eq. (ETY)	0.3	$668k		47k	14.26	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.3	$654k		7.7k	85.06	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.3	$617k	-20%	15k	40.76	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.3	$617k	+27%	25k	24.48	View chart
Spdr Ser Tr S&p Kensho New (KOMP)	0.3	$585k	-4%	13k	46.49	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.3	$573k	+12%	12k	47.58	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$566k		2.9k	193.97	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.2	$495k	-4%	5.4k	92.48	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$481k		935.00	513.88	View chart
Apple (AAPL)	0.2	$451k	+54%	2.0k	222.13	View chart
Vanguard World Mega Cap Index (MGC)	0.2	$440k		2.2k	201.38	View chart
Microsoft Corporation (MSFT)	0.2	$431k	+44%	1.1k	375.48	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$423k		2.1k	199.48	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.2	$378k	+22%	14k	26.35	View chart
Etf Ser Solutions Vident Us Equity (VUSE)	0.2	$375k		6.6k	56.65	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.2	$371k		7.1k	51.94	View chart
NVIDIA Corporation (NVDA)	0.2	$341k	+83%	3.1k	108.39	View chart
Davis Fundamental Etf Tr Select Us Eqty (DUSA)	0.2	$338k		8.0k	42.32	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$337k	+16%	633.00	532.58	View chart
First Tr Value Line Divid In SHS (FVD)	0.2	$328k		7.4k	44.59	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$315k		873.00	361.09	View chart
Public Service Enterprise (PEG)	0.2	$311k	+2%	3.8k	82.30	View chart
Medtronic SHS (MDT)	0.1	$290k	NEW	3.2k	89.86	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$281k		4.0k	69.81	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$266k	-4%	3.0k	89.64	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$263k		1.4k	188.16	View chart
Boston Scientific Corporation (BSX)	0.1	$261k	+2%	2.6k	100.88	View chart
Etf Ser Solutions Vident Internati (VIDI)	0.1	$253k		9.7k	26.04	View chart
Spdr Ser Tr Bloomberg 3-12 M (BILS)	0.1	$250k		2.5k	99.49	View chart
Ark Etf Tr Genomic Rev Etf (ARKG)	0.1	$250k	-21%	12k	20.76	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$249k	-25%	11k	22.08	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.1	$243k	-4%	3.2k	77.06	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$233k	-13%	1.4k	170.91	View chart
Eaton Vance Tax Managed Buy Write Opport (ETV)	0.1	$224k	+2%	17k	13.21	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$209k	-7%	1.0k	202.20	View chart
Eaton Vance Tax-Managed Global Buy-Write (ETW)	0.1	$180k	+2%	22k	8.25	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.1	$119k	+2%	15k	8.14	View chart
Aberdeen Income Cred Strat (ACP)	0.0	$59k	NEW	10k	5.89	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 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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