Summit Investment Advisory Services, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing, signed by Chief Compliance Officer Russell Rogers, lists 87 distinct securities held by the firm.
The report indicates that Summit Investment Advisory Services holds a significant number of exchange-traded funds (ETFs), with the top holdings being large-cap and broad-market index funds. The Capital Group’s suite of ETFs is heavily represented, including the Capital Group Growth ETF Shares with 958,358 shares and the Capital Group Core Equity ET Shares with 514,467 shares.
Other major positions include the iShares Core S&P 500 ETF with 1,388 shares and the Vanguard Index Funds Morningstar Large Cap ETF with 963,9 shares. The firm also holds substantial positions in SPDR Series Trust ETFs, specifically the SPDR Series Trust ST STR PR SP1500 ETF with 11,705,3 shares and the SPDR Series Trust ST STR SP400VAL ETF with 2,646,7 shares.
Within the individual stock holdings, the report lists Alphabet Inc. Class C Capital Stock with 772 shares, Amazon.com Inc. with 3,384 shares, and Apple Inc. with 1,557 shares. The filing also includes positions in Medtronic PLC, Microsoft Corporation, and NVIDIA Corporation, with share counts of 2,901, 726, and 4,722 respectively.
Additional holdings detailed in the filing include various bond-focused ETFs such as the PIMCO ETF Trust Multi-Sector Bond ETF with 69,151 shares and the Eaton Vance Tax-Managed Global Bond ETF with 16,600 shares. The firm also lists positions in the ALPS ETF Trust ALERIAN MLP ETF, the ARK Genomic Revolution ETF, and the WisdomTree US Quarterly Dividend Growth ETF.
