Summit Investment Advisory Services, LLC
CIK 1914395
13F filing for Q2 2026・No. 4,497
- Holdings
- US$398.46M
- Quarter change
- +US$129.27M
- Entries
- 89
- Net bought (estimate)
- +US$92.42M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 9
- Sold out 1
- Cut 25
- Added 38
- Corporate actions 0
- Unchanged 17
Largest holdings
89 stocks worth US$398.46M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| CAPITAL GROUP DIVIDEND VALUESHS CREAT UNIT | Added | 1,020,802 | US$50.31M | 12.62% |
| PUTNAM ETF TRUSTFOCUSED LAR CAP | New | 865,998 | US$44.12M | 11.07% |
| CAPITAL GROUP GROWTH ETFSHS CREAT UNIT | Added | 934,072 | US$44.09M | 11.06% |
| FRANKLIN TEMPLETON ETF TRINCOME FOCUS ETF | Added | 1,105,667 | US$31.9M | 8.01% |
| CAPITAL GROUP INTL FOCUS EQTSHS CREAT UNIT | Cut | 847,237 | US$29.33M | 7.36% |
| FEDERATED HERMES ETF TRUSTMDT LARGE CAP | New | 796,716 | US$26.54M | 6.66% |
| ISHARES TRCORE DIV GRWTH | Added | 339,666 | US$25.74M | 6.46% |
| CAPITAL GROUP CORE EQUITY ETSHS CREAT UNIT | Added | 502,993 | US$22.37M | 5.61% |
| FEDERATED HERMES ETF TRUSTMDT SMALL CAP | New | 416,300 | US$15.54M | 3.90% |
| FIDELITY COVINGTON TRUSTENHANCED SML CAP | Cut | 309,901 | US$14.97M | 3.76% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 24, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.