Summit Investment Advisory Services, LLC Portfolio Holdings

Summit Investment Advisory Services, LLC has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $251 Billion distributed in 76 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Capital Group Divid Value ETF with a value of $40.8B, Capital Group Growth ETF Shs C with a value of $36.3B, Capital Group Core Equity ETF with a value of $27.8B, Franklin Templeton ETF Tr with a value of $26.9B, and Ishares Core Dividend Growth E with a value of $24.1B.

Examining the 13F form we can see an increase of $21.1B in the current position value, from $230B to 251B.

Summit Investment Advisory Services, LLC is based out at Roseville, MN

Below you can find more details about Summit Investment Advisory Services, LLC portfolio as well as his latest detailed transactions.