Summit Investment Advisory Services, LLC - Portfolio Stock Holdings
Summit Investment Advisory Services, LLC disclosed 90 stock positions in a recent SEC 13F filing. $403,105,490 of stock holdings were filed, with the largest holdings including CGDV, CGGR, and PVAL. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $745,821,237 and has 11 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
90Est. Stock Holding Value:
$403,105,490Top Stock Holdings By Sector
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Portfolio Stock Holdings - Summit Investment Advisory Services, LLC
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Stock
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Holdings (Shares)
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% of Portfolio
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