account_balance
Investment manager · 13F filer · SEC CIK 1914395
Summit Investment Advisory Services, LLC
Follow Summit Investment Advisory Services
Email when they file new holdings (about 4 times a year) or take a 5%+ stake in a company. Free.
Reported value$403Mas of Sep 30, 2026
Positions87 1 new, 3 sold out
Top 10 weight76.7%CGDV alone is 13%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
CGDVCapital Group Dividend Value
12.6%
CGGRCapital Group Growth ETF
11.3%Added +3%
PVALPutnam ETF Trust
11.2%
INCMFranklin Templeton ETF Tr
8.0%Added +3%
CGXUCapital Group Intl Focus Eqt
7.5%Added +4%
FLCGFederated Hermes ETF Trust
7.1%
DGROiShares Tr
6.3%
CGUSCapital Group Core Equity Et
5.7%Added +2%
FESMFidelity Covington Trust
3.5%
FSCCFederated Hermes ETF Trust
3.5%
SPTMSPDR Series Trust
2.7%
IVWiShares Tr
2.3%
CGDVCapital Group Dividend Value
12.6%
CGGRCapital Group Growth ETF
11.3%Added +3%
PVALPutnam ETF Trust
11.2%
INCMFranklin Templeton ETF Tr
8.0%
CGXUCapital Group Intl Focus Eqt
7.5%+4%
FLCGFederated Hermes ETF Trust
7.1%
DGROiShares Tr
6.3%
CGUSCapital Group Core Equity Et
5.7%
FESM3.5%
FSCC3.5%
SPTM
IVW
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
CGDV Capital Group Dividend Value 12.6% Held
CGGR Capital Group Growth ETF 11.3% Added +3%
PVAL Putnam ETF Trust 11.2% Held
INCM Franklin Templeton ETF Tr 8.0% Added +3%
CGXU Capital Group Intl Focus Eqt 7.5% Added +4%
FLCG Federated Hermes ETF Trust 7.1% Held
DGRO iShares Tr 6.3% Held
CGUS Capital Group Core Equity Et 5.7% Added +2%
FESM Fidelity Covington Trust 3.5% Held
FSCC Federated Hermes ETF Trust 3.5% Held
SPTM SPDR Series Trust 2.7% Held
IVW iShares Tr 2.3% Held
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.