Summit Investment Advisory Services, LLC - Q42025 Holdings

Summit Investment Advisory Services, LLC holds 82 stocks with a total portfolio value of $ 264.96M as of Q42025. In Q42025, Summit Investment Advisory Services, LLC added 82 new positions, increased stakes in 0 stocks, reduced 0 holdings, and fully exited 0 positions. The largest holding is Capital Group Dividend Value (CGDV), representing 16.56% of the total portfolio.