Summit Investment Advisory Services

Summit Investment Advisory Services as of March 31, 2026

Portfolio Holdings for Summit Investment Advisory Services

Summit Investment Advisory Services holds 81 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Capital Group Dividend Value Shs Creation Uni (CGDV) 15.6 $42M 989k 42.54
Capital Group Growth Etf Shs Creation Uni (CGGR) 13.9 $37M 930k 40.19
Franklin Templeton Etf Tr Income Focus Etf (INCM) 10.7 $29M 1.0M 28.75
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 9.3 $25M 851k 29.49
Ishares Tr Core Div Grwth (DGRO) 8.7 $23M 332k 70.18
Capital Group Core Equity Et Shs Creation Uni (CGUS) 6.9 $19M 482k 38.42
Fidelity Covington Trust Enhanced Small (FESM) 4.5 $12M 321k 38.00
Spdr Series Trust State Street Spd (SPTM) 3.5 $9.4M 119k 79.06
Ishares Tr S&p 500 Grwt Etf (IVW) 2.8 $7.7M 68k 113.11
Vanguard Index Fds Total Stk Mkt (VTI) 2.2 $6.1M 19k 320.82
Ishares Tr Core S&p Ttl Stk (ITOT) 1.4 $3.8M 27k 142.43
Ishares Tr S&p 500 Val Etf (IVE) 1.2 $3.2M 15k 211.15
Spdr Series Trust State Street Spd (SPYG) 1.1 $2.9M 30k 97.91
Ishares Tr Core S&p Mcp Etf (IJH) 1.0 $2.8M 42k 67.53
Vanguard Index Fds Growth Etf (VUG) 1.0 $2.7M 6.2k 436.76
Ishares Tr Msci Usa Min Vol (USMV) 0.8 $2.2M 23k 92.74
Vanguard Index Fds Small Cp Etf (VB) 0.7 $1.9M 7.2k 261.92
First Tr Exchange Traded Smid Risng Etf (SDVY) 0.7 $1.9M 48k 39.43
Spdr Series Trust State Street Spd (SPYV) 0.7 $1.8M 33k 56.58
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.7 $1.8M 2.8k 650.42
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.6 $1.7M 20k 87.84
Spdr Series Trust State Street Spd (SPMD) 0.6 $1.7M 28k 59.22
Vanguard Index Fds Value Etf (VTV) 0.6 $1.5M 7.9k 196.19
Pimco Etf Tr Multisector Bd (PYLD) 0.5 $1.5M 56k 26.20
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $1.5M 12k 124.31
Bluerock Pvt Real Estate (BPRE) 0.5 $1.3M 79k 16.61
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $1.2M 4.3k 287.18
Spdr Series Trust State Street Spd (SPYM) 0.4 $1.2M 15k 76.54
Pimco Etf Tr Muni Income Opp (MINO) 0.4 $1.1M 25k 45.17
Ishares Tr Core S&p500 Etf (IVV) 0.3 $905k 1.4k 653.19
Ishares Tr Hdg Msci Eafe (HEFA) 0.3 $851k 20k 42.49
Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $780k 8.0k 97.23
Vanguard World Mega Grwth Ind (MGK) 0.3 $780k 2.1k 367.35
Ark Etf Tr Innovation Etf (ARKK) 0.3 $763k 11k 67.59
Spdr Series Trust State Street Spd (SPSM) 0.3 $732k 15k 48.32
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $673k 1.1k 597.34
Spdr Series Trust State Street Spd (KOMP) 0.2 $654k 11k 58.48
Capital Group Equity Etf Tr Us Small And Mid (CGMM) 0.2 $654k 22k 29.36
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $584k 2.7k 215.07
Eaton Vance Tax Managed Diversified Eq. (ETY) 0.2 $575k 42k 13.79
Ishares Tr Russell 2000 Etf (IWM) 0.2 $524k 2.1k 247.94
Vanguard World Mega Cap Index (MGC) 0.2 $507k 2.1k 236.35
Pimco Etf Tr Active Bd Etf (BOND) 0.2 $502k 5.4k 92.28
Eaton V.Tax-Advantaged Dividend Inc Fund (EVT) 0.2 $481k 20k 24.55
Davis Fundamental Etf Tr Select Us Eqty (DUSA) 0.2 $427k 8.4k 50.74
Alps Etf Tr Alerian Mlp (AMLP) 0.2 $426k 8.1k 52.64
Entegris (ENTG) 0.2 $426k 3.6k 117.24
Etf Ser Solutions Vident Us Equity (VUSE) 0.2 $417k 6.6k 62.81
Medtronic SHS (MDT) 0.1 $381k 4.4k 86.65
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $372k 873.00 426.40
NVIDIA Corporation (NVDA) 0.1 $370k 2.1k 174.41
Spdr Gold Tr Gold Shs (GLD) 0.1 $353k 821.00 430.29
Capital Group Dividend Growe Shs Etf (CGDG) 0.1 $352k 9.8k 35.90
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $344k 4.5k 77.11
Ishares Tr Core Msci Total (IXUS) 0.1 $333k 3.8k 86.64
Apple (AAPL) 0.1 $316k 1.2k 253.69
Microsoft Corporation (MSFT) 0.1 $315k 851.00 370.33
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $314k 3.1k 102.24
Etf Ser Solutions Vident Internati (VIDI) 0.1 $312k 8.6k 36.12
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $299k 1.4k 213.67
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $289k 11k 25.64
First Tr Exchange Traded Rba Indl Etf (AIRR) 0.1 $289k 2.6k 110.79
Public Service Enterprise (PEG) 0.1 $273k 3.4k 80.95
Spdr Series Trust State Street Spd (XNTK) 0.1 $268k 1.1k 255.16
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $264k 1.4k 191.77
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $264k 457.00 576.57
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $263k 11k 24.75
Exchange Traded Concepts Tru Robo Glb Etf (ROBO) 0.1 $260k 3.8k 68.43
Eaton Vance Tax Managed Buy Write Opport (ETV) 0.1 $252k 19k 13.67
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $249k 1.0k 240.00
Spdr Series Trust State Street Spd (MDYV) 0.1 $247k 2.9k 85.14
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.1 $247k 2.7k 92.76
Ark Etf Tr Genomic Rev Etf (ARKG) 0.1 $245k 9.3k 26.42
Spdr Index Shs Fds State Street Spd (SPDW) 0.1 $243k 5.3k 45.65
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $240k 793.00 302.14
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $238k 496.00 479.20
Ishares Tr Msci Eafe Etf (EFA) 0.1 $234k 2.4k 97.13
Spdr Series Trust State Street Spd (BILS) 0.1 $225k 2.3k 99.44
Wisdomtree Tr Chinadiv Ex Fi (CXSE) 0.1 $202k 5.3k 37.82
Vanguard Admiral Fds Midcp 400 Grth (IVOG) 0.1 $200k 1.6k 125.04
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.1 $138k 16k 8.66