§ 13F · FUND PROFILE
Summit Investment Advisory Services, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $347.8T (13F)Positions · 124Turnover · — · Q4Filed · Feb 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 1.01M | $43.9T | 16.6% | +4% |
| 2 | CGGR | CAPITAL GROUP GROWTH ETF | 859K | $38.2T | 14.4% | +6% |
| 3 | CGUS | CAPITAL GROUP CORE EQUITY ET | 735K | $29.6T | 11.2% | +4% |
| 4 | INCM | FRANKLIN TEMPLETON ETF TR | 1.00M | $28.1T | 10.6% | +10% |
| 5 | DGRO | ISHARES TR | 349K | $24.2T | 9.1% | −2% |
| 6 | SPTM | SPDR SERIES TRUST | 152K | $12.5T | 4.7% | +5% |
| 7 | FESM | FIDELITY COVINGTON TRUST | 328K | $12.4T | 4.7% | +5% |
| 8 | IVW | ISHARES TR | 70K | $8.6T | 3.2% | −1% |
| 9 | VTI | VANGUARD INDEX FDS | 19K | $6.3T | 2.4% | +1% |
| 10 | ITOT | ISHARES TR | 27K | $4.0T | 1.5% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SUMMIT SIGNAL
AC read
Summit Investment Advisory Services, LLC is a Other fund managing $347760.2 trillion in assets. The fund runs a portfolio of 124 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed