Summit Investment Advisory Services, LLC - Portfolio Stock Holdings

Summit Investment Advisory Services, LLC disclosed 90 stock positions in a recent SEC 13F filing. $398,463,000 of stock holdings were filed, with the largest holdings including CGDV, PVAL, and CGGR. This filing represented positions held on June 30, 2026, and was filed on July 24, 2026.

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.