Summit Investment Advisory Services, LLC Top Holdings and 13F Report (2026) About Summit Investment Advisory Services, LLCInvestment ActivitySummit Investment Advisory Services, LLC has $269.19 million in total holdings as of March 31, 2026.Summit Investment Advisory Services, LLC owns shares of 81 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 10.64% of the portfolio was purchased this quarter.About 6.23% of the portfolio was sold this quarter.This quarter, Summit Investment Advisory Services, LLC has purchased 82 new stocks and bought additional shares in 33 stocks.Summit Investment Advisory Services, LLC sold shares of 31 stocks and completely divested from 4 stocks this quarter.Largest Holdings Capital Group Dividend Value ETF $42,077,472Capital Group Growth ETF $37,381,490Franklin Income Focus ETF $28,810,277Capital Group International Focus Equity ETF $25,089,559iShares Core Dividend Growth ETF $23,299,164 Largest New Holdings this Quarter 301505707 - ROBO Global Robotics & Automation ETF $259,955 Holding97717X719 - WisdomTree China ex-State-Owned Enterprises Fund $202,235 Holding921932869 - Vanguard S&P Mid-Cap 400 Growth ETF $200,184 Holding Largest Purchases this Quarter Capital Group International Focus Equity ETF 813,514 shares (about $23.99M)Capital Group Growth ETF 70,911 shares (about $2.85M)CAPITAL GROUP EQUITY ETF TR 14,027 shares (about $411.83K)ROBO Global Robotics & Automation ETF 3,799 shares (about $259.96K)WisdomTree China ex-State-Owned Enterprises Fund 5,347 shares (about $202.24K) Largest Sales this Quarter Capital Group Core Equity ETF 252,295 shares (about $9.69M)SPDR Portfolio S&P 1500 Composite Stock Market ETF 33,118 shares (about $2.62M)iShares Core Dividend Growth ETF 17,110 shares (about $1.20M)Capital Group Dividend Value ETF 16,514 shares (about $702.51K)FIDELITY COVINGTON TRUST 6,948 shares (about $264.02K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSummit Investment Advisory Services, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCGDVCapital Group Dividend Value ETF$42,077,472$702,506 â–¼-1.6%989,12715.6%ETFCGGRCapital Group Growth ETF$37,381,490$2,849,914 â–²8.3%930,11913.9%ETFINCMFranklin Income Focus ETF$28,810,277$36,254 â–²0.1%1,002,09110.7%ETFCGXUCapital Group International Focus Equity ETF$25,089,559$23,990,526 â–²2,182.9%850,7829.3%ETFDGROiShares Core Dividend Growth ETF$23,299,164$1,200,782 â–¼-4.9%331,9918.7%ETFCGUSCapital Group Core Equity ETF$18,533,083$9,693,177 â–¼-34.3%482,3816.9%ETFFIDELITY COVINGTON TRUST$12,211,705$264,024 â–¼-2.1%321,3614.5%ENHANCED SMALLSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$9,373,900$2,618,307 â–¼-21.8%118,5673.5%ETFIVWiShares S&P 500 Growth ETF$7,663,828$234,589 â–¼-3.0%67,7562.8%ETFVTIVanguard Total Stock Market ETF$6,055,745$9,625 â–²0.2%18,8762.2%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$3,821,445$3,703 â–²0.1%26,8301.4%ETFIVEiShares S&P 500 Value ETF$3,220,732$85,306 â–¼-2.6%15,2531.2%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$2,913,061$83,518 â–²3.0%29,7521.1%ETFIJHiShares Core S&P Mid-Cap ETF$2,807,973$2,026 â–¼-0.1%41,5811.0%ETFVUGVanguard Growth ETF$2,716,642$10,482 â–¼-0.4%6,2201.0%ETFUSMViShares MSCI USA Min Vol Factor ETF$2,173,523$60,559 â–¼-2.7%23,4370.8%ETFVBVanguard Small-Cap ETF$1,898,157$29,335 â–²1.6%7,2470.7%ETFSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$1,891,801$6,585 â–¼-0.3%47,9790.7%ETFSPYVSPDR Portfolio S&P 500 Value ETF$1,840,826$17,257 â–¼-0.9%32,5350.7%ETFSPYSPDR S&P 500 ETF Trust$1,835,497$1,301 â–²0.1%2,8220.7%FinanceDGRWWisdomTree U.S. Quality Dividend Growth Fund$1,732,904$174,538 â–¼-9.2%19,7280.6%ManufacturingSPMDSPDR Portfolio S&P 400 Mid Cap ETF$1,665,247$3,908 â–¼-0.2%28,1200.6%ETFVTVVanguard Value ETF$1,544,386$2,943 â–²0.2%7,8720.6%ETFPYLDPIMCO Multi Sector Bond Active ETF$1,471,560$139,828 â–²10.5%56,1670.5%ETFIJRiShares Core S&P Small-Cap ETF$1,457,836$995 â–¼-0.1%11,7270.5%ETFBLUEROCK PVT REAL ESTATE FD$1,306,728$139,940 â–¼-9.7%78,6710.5%COMVOVanguard Mid-Cap ETF$1,237,461$33,600 â–²2.8%4,3090.5%ETFSPLGSPDR Portfolio S&P 500 ETF$1,157,324$26,331 â–¼-2.2%15,1200.4%ETFMINOPIMCO Municipal Income Opportunities Active Exchange-Traded Fund$1,145,314$109,942 â–²10.6%25,3560.4%ETFIVViShares Core S&P 500 ETF$904,662$3,919 â–¼-0.4%1,3850.3%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$851,367$9,604 â–¼-1.1%20,0350.3%ETFIWRiShares Russell Mid-Cap ETF$779,970$194 â–²0.0%8,0220.3%ETFMGKVanguard Mega Cap Growth ETF$779,522$20,204 â–¼-2.5%2,1220.3%ETFARK ETF TR$762,5500.0%11,2820.3%INNOVATION ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$732,405$65,858 â–¼-8.3%15,1580.3%ETFVOOVanguard S&P 500 ETF$672,606$129,026 â–²23.7%1,1260.2%ETFKOMPSPDR S&P Kensho New Economies Composite ETF$654,400$16,782 â–¼-2.5%11,1910.2%ETFCAPITAL GROUP EQUITY ETF TR$654,257$411,832 â–²169.9%22,2840.2%US SMALL AND MIDVIGVanguard Dividend Appreciation ETF$584,335$67,101 â–¼-10.3%2,7170.2%ETFETYEaton Vance Tax-Managed Diversified Equity Income Fund$575,040$101,673 â–¼-15.0%41,7000.2%Financial ServicesIWMiShares Russell 2000 ETF$524,1470.0%2,1140.2%FinanceMGCVanguard Mega Cap ETF$507,4440.0%2,1470.2%ETFPIMCO ETF TR$502,255$112,945 â–¼-18.4%5,4430.2%ACTIVE BD ETFEVTEaton Vance Tax-Advantaged Dividend Income Fund$480,926$3,290 â–²0.7%19,5900.2%Financial ServicesDUSADavis Select U.S. Equity ETF$427,3570.0%8,4220.2%ETFAMLPAlerian MLP ETF$425,929$5,422 â–²1.3%8,0910.2%ETFENTGEntegris$425,8160.0%3,6320.2%Computer and TechnologyVUSEVident U.S. Equity Strategy ETF$417,338$440 â–²0.1%6,6440.2%ETFMDTMedtronic$381,172$693 â–²0.2%4,3990.1%MedicalIWFiShares Russell 1000 Growth ETF$372,2470.0%8730.1%ETFNVDANVIDIA$369,581$3,314 â–²0.9%2,1190.1%Computer and TechnologyGLDSPDR Gold Shares$353,267$15,060 â–²4.5%8210.1%FinanceCAPITAL GROUP DIVIDEND GROWE$351,894$70,472 â–²25.0%9,8020.1%SHS ETFVXUSVanguard Total International Stock ETF$343,978$308 â–²0.1%4,4610.1%ETFIXUSiShares Core MSCI Total International Stock ETF$333,3910.0%3,8480.1%ManufacturingAAPLApple$316,354$49,724 â–¼-13.6%1,2470.1%Computer and TechnologyMSFTMicrosoft$315,1520.0%8510.1%Computer and TechnologyIUSViShares Core S&P U.S. Value ETF$314,185$1,022 â–²0.3%3,0730.1%ManufacturingVIDIVident International Equity Strategy ETF$311,883$542 â–²0.2%8,6350.1%FinanceIWDiShares Russell 1000 Value ETF$298,9240.0%1,3990.1%ETFSCHXSchwab US Large-Cap ETF$289,2190.0%11,2800.1%ETFAIRRFirst Trust RBA American Industrial Renaissance ETF$288,620$21,716 â–²8.1%2,6050.1%ManufacturingPEGPublic Service Enterprise Group$272,559$27,037 â–¼-9.0%3,3670.1%UtilitiesXNTKSPDR NYSE Technology ETF$268,432$13,269 â–²5.2%1,0520.1%ETFQUALiShares MSCI USA Quality Factor ETF$264,261$575 â–²0.2%1,3780.1%ETFQQQInvesco QQQ$263,493$577 â–²0.2%4570.1%FinanceSCHFSchwab International Equity ETF$263,4140.0%10,6430.1%ETFROBOROBO Global Robotics & Automation ETF$259,955$259,955 â–²New Holding3,7990.1%ETFETVEaton Vance Tax-Managed Buy-Write Opportunities Fund$252,219$5,235 â–²2.1%18,4510.1%Financial ServicesMTUMiShares MSCI USA Momentum Factor ETF$249,359$240 â–²0.1%1,0390.1%ETFMDYVSPDR S&P 400 Mid Cap Value ETF$247,261$3,491 â–¼-1.4%2,9040.1%ETFFTCSFirst Trust Capital Strength ETF$247,206$27,086 â–¼-9.9%2,6650.1%ETFARKGARK Genomic Revolution ETF$244,918$13,078 â–²5.6%9,2700.1%ETFSPDWSPDR Portfolio Developed World ex-US ETF$243,158$2,556 â–¼-1.0%5,3270.1%ETFVBKVanguard Small-Cap Growth ETF$239,5950.0%7930.1%ETFBRK.BBerkshire Hathaway$237,683$23,002 â–¼-8.8%4960.1%FinanceEFAiShares MSCI EAFE ETF$233,8890.0%2,4080.1%FinanceBILSSPDR Bloomberg 3-12 Month T-Bill ETF$225,3310.0%2,2660.1%ETFCXSEWisdomTree China ex-State-Owned Enterprises Fund$202,235$202,235 â–²New Holding5,3470.1%ManufacturingIVOGVanguard S&P Mid-Cap 400 Growth ETF$200,184$200,184 â–²New Holding1,6010.1%ETFEXGEaton Vance Tax-Managed Global Diversified Equity Income Fund$138,017$2,901 â–²2.1%15,9370.1%Financial ServicesFVDFirst Trust Value Line Dividend Index Fund$0$340,096 â–¼-100.0%00.0%ETFBSXBoston Scientific$0$241,426 â–¼-100.0%00.0%MedicalGOOGAlphabet$0$213,699 â–¼-100.0%00.0%Computer and TechnologyIJKiShares S&P Mid-Cap 400 Growth ETF$0$202,131 â–¼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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