Summit Investment Advisory Services, LLC - Portfolio overview

Summit Investment Advisory Services, LLC has 86 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. CGDV - CAPITAL GROUP DIVIDEND VALUE, 15.52%
2. CGGR - CAPITAL GROUP GROWTH ETF, 13.79%
3. INCM - FRANKLIN TEMPLETON ETF TR, 10.63%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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