Summit Investment Advisory Services, LLC - Q12026 Holdings

Summit Investment Advisory Services, LLC holds 81 stocks with a total portfolio value of $ 269.19M as of Q12026. In Q12026, Summit Investment Advisory Services, LLC added 3 new positions, increased stakes in 33 stocks, reduced 31 holdings, and fully exited 4 positions. The largest holding is Capital Group Dividend Value (CGDV), representing 15.63% of the total portfolio.