Summit Investment Advisory Services, LLC

Est. AUM

$269.2M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$42.1M	989127	15.63%	SOLE
2	CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$37.4M	930119	13.89%	SOLE
3	FRANKLIN TEMPLETON ETF TR	INCOME FOCUS ETF	$28.8M	1002091	10.70%	SOLE
4	CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$25.1M	850782	9.32%	SOLE
5	ISHARES TR	CORE DIV GRWTH	$23.3M	331991	8.66%	SOLE
6	CAPITAL GROUP CORE EQUITY ET	SHS CREATION UNI	$18.5M	482381	6.88%	SOLE
7	FIDELITY COVINGTON TRUST	ENHANCED SMALL	$12.2M	321361	4.54%	SOLE
8	SPDR SERIES TRUST	STATE STREET SPD	$9.4M	118567	3.48%	SOLE
9	ISHARES TR	S&P 500 GRWT ETF	$7.7M	67756	2.85%	SOLE
10	VANGUARD INDEX FDS	TOTAL STK MKT	$6.1M	18876	2.25%	SOLE
11	ISHARES TR	CORE S&P TTL STK	$3.8M	26830	1.42%	SOLE
12	ISHARES TR	S&P 500 VAL ETF	$3.2M	15253	1.20%	SOLE
13	SPDR SERIES TRUST	STATE STREET SPD	$2.9M	29752	1.08%	SOLE
14	ISHARES TR	CORE S&P MCP ETF	$2.8M	41581	1.04%	SOLE
15	VANGUARD INDEX FDS	GROWTH ETF	$2.7M	6220	1.01%	SOLE
16	ISHARES TR	MSCI USA MIN VOL	$2.2M	23437	0.81%	SOLE
17	VANGUARD INDEX FDS	SMALL CP ETF	$1.9M	7247	0.71%	SOLE
18	FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$1.9M	47979	0.70%	SOLE
19	SPDR SERIES TRUST	STATE STREET SPD	$1.8M	32535	0.68%	SOLE
20	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.8M	2822	0.68%	SOLE
21	WISDOMTREE TR	US QTLY DIV GRT	$1.7M	19728	0.64%	SOLE
22	SPDR SERIES TRUST	STATE STREET SPD	$1.7M	28120	0.62%	SOLE
23	VANGUARD INDEX FDS	VALUE ETF	$1.5M	7872	0.57%	SOLE
24	PIMCO ETF TR	MULTISECTOR BD	$1.5M	56167	0.55%	SOLE
25	ISHARES TR	CORE S&P SCP ETF	$1.5M	11727	0.54%	SOLE
26	BLUEROCK PVT REAL ESTATE FD	COM	$1.3M	78671	0.49%	SOLE
27	VANGUARD INDEX FDS	MID CAP ETF	$1.2M	4309	0.46%	SOLE
28	SPDR SERIES TRUST	STATE STREET SPD	$1.2M	15120	0.43%	SOLE
29	PIMCO ETF TR	MUNI INCOME OPP	$1.1M	25356	0.43%	SOLE
30	ISHARES TR	CORE S&P500 ETF	$905K	1385	0.34%	SOLE
31	ISHARES TR	HDG MSCI EAFE	$851K	20035	0.32%	SOLE
32	ISHARES TR	RUS MID CAP ETF	$780K	8022	0.29%	SOLE
33	VANGUARD WORLD FD	MEGA GRWTH IND	$780K	2122	0.29%	SOLE
34	ARK ETF TR	INNOVATION ETF	$763K	11282	0.28%	SOLE
35	SPDR SERIES TRUST	STATE STREET SPD	$732K	15158	0.27%	SOLE
36	VANGUARD INDEX FDS	S&P 500 ETF SHS	$673K	1126	0.25%	SOLE
37	SPDR SERIES TRUST	STATE STREET SPD	$654K	11191	0.24%	SOLE
38	CAPITAL GROUP EQUITY ETF TR	US SMALL AND MID	$654K	22284	0.24%	SOLE
39	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$584K	2717	0.22%	SOLE
40	EATON VANCE TAX-MANAGED DIVE	COM	$575K	41700	0.21%	SOLE
41	ISHARES TR	RUSSELL 2000 ETF	$524K	2114	0.19%	SOLE
42	VANGUARD WORLD FD	MEGA CAP INDEX	$507K	2147	0.19%	SOLE
43	PIMCO ETF TR	ACTIVE BD ETF	$502K	5443	0.19%	SOLE
44	EATON VANCE TAX ADVT DIV INC	COM	$481K	19590	0.18%	SOLE
45	DAVIS FUNDAMENTAL ETF TR	SELECT US EQTY	$427K	8422	0.16%	SOLE
46	ALPS ETF TR	ALERIAN MLP	$426K	8091	0.16%	SOLE
47	ENTEGRIS INC	COM	$426K	3632	0.16%	SOLE
48	ETF SER SOLUTIONS	VIDENT US EQUITY	$417K	6644	0.15%	SOLE
49	MEDTRONIC PLC	SHS	$381K	4399	0.14%	SOLE
50	ISHARES TR	RUS 1000 GRW ETF	$372K	873	0.14%	SOLE

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.