Summit Investment Advisory Services, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 4, 2026, for the 2025 Q4 period, Summit Investment Advisory Services, LLC held in its portfolio 73 assets valued at $264,956,149 (i.e. $264.96M).
The most valuable assets in the portfolio included: CAPITAL GROUP DIVIDEND VALUE ($43.89M), CAPITAL GROUP GROWTH ETF ($38.21M), and CAPITAL GROUP CORE EQUITY ET ($29.56M).
The chart below shows the top 10 valuable assets, and the table below shows the top 73 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Summit Investment Advisory Services, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| CAPITAL GROUP DIVIDEND VALUE | 1005641 | 43886165 | SHS CREATION UNI |
| CAPITAL GROUP GROWTH ETF | 859208 | 38208996 | SHS CREATION UNI |
| CAPITAL GROUP CORE EQUITY ET | 734676 | 29556025 | SHS CREATION UNI |
| FRANKLIN TEMPLETON ETF TR | 1000830 | 28063293 | INCOME FOCUS ETF |
| ISHARES TR | 349101 | 24234581 | CORE DIV GRWTH |
| SPDR SERIES TRUST | 291284 | 22547974 | STATE STREET SPD |
| FIDELITY COVINGTON TRUST | 328309 | 12403496 | ENHANCED SMALL |
| ISHARES TR | 69830 | 8607279 | S&P 500 GRWT ETF |
| VANGUARD INDEX FDS | 18846 | 6318644 | TOTAL STK MKT |
| ISHARES TR | 26804 | 3985525 | CORE S&P TTL STK |
| ISHARES TR | 15657 | 3320334 | S&P 500 VAL ETF |
| VANGUARD INDEX FDS | 6244 | 3046125 | GROWTH ETF |
| ISHARES TR | 41611 | 2746337 | CORE S&P MCP ETF |
| ISHARES TR | 24090 | 2268291 | MSCI USA MIN VOL |
| WISDOMTREE TR | 21715 | 1941950 | US QTLY DIV GRT |
| SPDR S&P 500 ETF TR | 2820 | 1923204 | TR UNIT |
| FIRST TR EXCHANGE-TRADED FD | 48146 | 1844947 | SMID RISNG ETF |
| VANGUARD INDEX FDS | 7135 | 1840498 | SMALL CP ETF |
| VANGUARD INDEX FDS | 7857 | 1500629 | VALUE ETF |
| ISHARES TR | 11735 | 1410318 | CORE S&P SCP ETF |
| PIMCO ETF TR | 50830 | 1356131 | MULTISECTOR BD |
| BLUEROCK PVT REAL ESTATE FD | 87096 | 1306440 | COM |
| VANGUARD INDEX FDS | 4192 | 1216604 | MID CAP ETF |
| CAPITAL GROUP INTL FOCUS EQT | 37268 | 1101280 | SHS CREATION UNI |
| PIMCO ETF TR | 22922 | 1038814 | MUNI INCOME OPP |
| ISHARES TR | 1391 | 952526 | CORE S&P500 ETF |
| VANGUARD WORLD FD | 2177 | 898604 | MEGA GRWTH IND |
| ARK ETF TR | 11282 | 867812 | INNOVATION ETF |
| ISHARES TR | 20261 | 837978 | HDG MSCI EAFE |
| ISHARES TR | 8020 | 772121 | RUS MID CAP ETF |
| EATON VANCE TAX-MANAGED DIVE | 49073 | 752773 | COM |
| VANGUARD SPECIALIZED FUNDS | 3029 | 665672 | DIV APP ETF |
| PIMCO ETF TR | 6667 | 620573 | ACTIVE BD ETF |
| VANGUARD INDEX FDS | 910 | 570693 | S&P 500 ETF SHS |
| VANGUARD WORLD FD | 2147 | 539261 | MEGA CAP INDEX |
| ISHARES TR | 2114 | 520259 | RUSSELL 2000 ETF |
| EATON VANCE TAX ADVT DIV INC | 19456 | 489899 | COM |
| ETF SER SOLUTIONS | 6637 | 438292 | VIDENT US EQUITY |
| DAVIS FUNDAMENTAL ETF TR | 8422 | 430642 | SELECT US EQTY |
| MEDTRONIC PLC | 4391 | 421799 | SHS |
| ISHARES TR | 873 | 413191 | RUS 1000 GRW ETF |
| MICROSOFT CORP | 851 | 411727 | COM |
| APPLE INC | 1443 | 392164 | COM |
| NVIDIA CORPORATION | 2100 | 391681 | COM |
| ALPS ETF TR | 7988 | 375575 | ALERIAN MLP |
| FIRST TR EXCHANGE-TRADED FD | 7381 | 340096 | SHS |
| VANGUARD STAR FDS | 4457 | 336230 | VG TL INTL STK F |
| ISHARES TR | 3848 | 325695 | CORE MSCI TOTAL |
| ISHARES TR | 3063 | 314037 | CORE S&P US VLU |
| SPDR GOLD TR | 786 | 311501 | GOLD SHS |
| ENTEGRIS INC | 3632 | 305996 | COM |
| SCHWAB STRATEGIC TR | 11280 | 303545 | US LRG CAP ETF |
| PUBLIC SVC ENTERPRISE GRP IN | 3701 | 297190 | COM |
| ISHARES TR | 1399 | 294266 | RUS 1000 VAL ETF |
| ETF SER SOLUTIONS | 8620 | 290567 | VIDENT INTERNATI |
| INVESCO QQQ TR | 456 | 280334 | UNIT SER 1 |
| CAPITAL GROUP DIVIDEND GROWE | 7839 | 279383 | SHS ETF |
| FIRST TR EXCHANGE-TRADED FD | 2957 | 273557 | CAP STRENGTH ETF |
| BERKSHIRE HATHAWAY INC DEL | 544 | 273441 | CL B NEW |
| ISHARES TR | 1375 | 273052 | MSCI USA QLT FCT |
| ISHARES TR | 1038 | 259894 | MSCI USA MMENTM |
| EATON VANCE TAX-MANAGED BUY- | 18068 | 259462 | COM |
| SCHWAB STRATEGIC TR | 10643 | 255858 | INTL EQTY ETF |
| ARK ETF TR | 8775 | 254216 | GENOMIC REV ETF |
| BOSTON SCIENTIFIC CORP | 2532 | 241426 | COM |
| VANGUARD INDEX FDS | 793 | 239484 | SML CP GRW ETF |
| SPDR INDEX SHS FDS | 5383 | 239040 | PORTFOLIO DEVLPD |
| CAPITAL GROUP EQUITY ETF TR | 8257 | 238132 | US SMALL AND MID |
| FIRST TR EXCHANGE TRADED FD | 2409 | 236870 | RBA INDL ETF |
| ISHARES TR | 2408 | 231240 | MSCI EAFE ETF |
| ALPHABET INC | 681 | 213699 | CAP STK CL C |
| ISHARES TR | 2086 | 202131 | S&P MC 400GR ETF |
| EATON VANCE TAX-MANAGED GLOB | 15602 | 148685 | COM |
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