Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Summit Investment Advisory Services, LLC (CIK 1914395) reported $269.2M across 80 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CGDV ($42.1M, 15.63%), CGGR ($37.4M, 13.89%), INCM ($28.8M, 10.70%), CGXU ($25.1M, 9.32%), DGRO ($23.3M, 8.66%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $42.1M | 15.63% | 989,127 | Trimmed |
| 2 | CGGR | CAPITAL GROUP GROWTH ETF | $37.4M | 13.89% | 930,119 | Added |
| 3 | INCM | FRANKLIN TEMPLETON ETF TR | $28.8M | 10.70% | 1.0M | Added |
| 4 | CGXU | CAPITAL GROUP INTL FOCUS EQT | $25.1M | 9.32% | 850,782 | Added |
| 5 | DGRO | ISHARES TR | $23.3M | 8.66% | 331,991 | Trimmed |
| 6 | CGUS | CAPITAL GROUP CORE EQUITY ET | $18.5M | 6.88% | 482,381 | Trimmed |
| 7 | FESM | FIDELITY COVINGTON TRUST | $12.2M | 4.54% | 321,361 | Trimmed |
| 8 | SPTM | SPDR SERIES TRUST | $9.4M | 3.48% | 118,567 | Trimmed |
| 9 | IVW | ISHARES TR | $7.7M | 2.85% | 67,756 | Trimmed |
| 10 | VTI | VANGUARD INDEX FDS | $6.1M | 2.25% | 18,876 | Added |
| 11 | ITOT | ISHARES TR | $3.8M | 1.42% | 26,830 | Added |
| 12 | IVE | ISHARES TR | $3.2M | 1.20% | 15,253 | Trimmed |
| 13 | SPYG | SPDR SERIES TRUST | $2.9M | 1.08% | 29,752 | Added |
| 14 | IJH | ISHARES TR | $2.8M | 1.04% | 41,581 | Trimmed |
| 15 | VUG | VANGUARD INDEX FDS | $2.7M | 1.01% | 6,220 | Trimmed |
| 16 | USMV | ISHARES TR | $2.2M | 0.81% | 23,437 | Trimmed |
| 17 | VB | VANGUARD INDEX FDS | $1.9M | 0.71% | 7,247 | Added |
| 18 | SDVY | FIRST TR EXCHANGE TRADED FD | $1.9M | 0.70% | 47,979 | Trimmed |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | $1.8M | 0.68% | 2,822 | Added |
| 20 | SPYV | SPDR SERIES TRUST | $1.8M | 0.68% | 32,535 | Trimmed |
| 21 | DGRW | WISDOMTREE TR | $1.7M | 0.64% | 19,728 | Trimmed |
| 22 | SPMD | SPDR SERIES TRUST | $1.7M | 0.62% | 28,120 | Trimmed |
| 23 | VTV | VANGUARD INDEX FDS | $1.5M | 0.57% | 7,872 | Added |
| 24 | PYLD | PIMCO ETF TR | $1.5M | 0.55% | 56,167 | Added |
| 25 | IJR | ISHARES TR | $1.5M | 0.54% | 11,727 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31