Summit Investment Advisory Services, LLC: 13F holdings
CIK 19143952026Q2
| Positions | 89 |
|---|---|
| Reported value | $398.5m |
| Filed | 2026-07-24 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| CGDV CAPITAL GROUP DIVIDEND VALUE | 1,020,802 | $50.3m | 12.6% |
| PVAL PUTNAM ETF TRUST | 865,998 | $44.1m | 11.1% |
| CGGR CAPITAL GROUP GROWTH ETF | 934,072 | $44.1m | 11.1% |
| FRANKLIN TEMPLETON ETF TR | 1,105,667 | $31.9m | 8.0% |
| CGXU CAPITAL GROUP INTL FOCUS EQT | 847,237 | $29.3m | 7.4% |
| FEDERATED HERMES ETF TRUST | 796,716 | $26.5m | 6.7% |
| DGRO ISHARES TR | 339,666 | $25.7m | 6.5% |
| CGUS CAPITAL GROUP CORE EQUITY ET | 502,993 | $22.4m | 5.6% |
| FEDERATED HERMES ETF TRUST | 416,300 | $15.5m | 3.9% |
| FIDELITY COVINGTON TRUST | 309,901 | $15.0m | 3.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1914395")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.