Summit Investment Advisory Services, LLC
•CIK: 1914395•Filing: Q4 2025
**Summit Investment Advisory Services, LLC** manages $265M across a diversified portfolio of 82 holdings. The strategy exhibits significant concentration in specific sectors, highlighted by top positions in CGDV ($43.9M) and CGGR ($38.2M). Further allocations include substantial weights in CGUS ($29.6M) and INCM ($28.1M). This structure suggests a focused, tactical approach utilizing core holdings like VTI ($6.3M) alongside specialized sector exposure.
Total AUM
$265.0M
QoQ Performance
+14.4%
Positions
41
Top 10 Concentration
78.4%
Latest Filing
Q4 2025
Top Holdings Allocation
CGDV
CGGR
CGUS
INCM
DGRO
CGDV16.6%
CGGR14.4%
CGUS11.2%
INCM10.6%
DGRO9.1%
SPTM4.7%
FESM4.7%
IVW3.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other97.9%
ETF1.3%
Technology0.5%
Healthcare0.2%
Utilities0.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW7 new positions
↑46 increased
↓20 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022