Summit Investment Advisory Services, LLC
Annual return '25
+18.7%
SPY '25
+17.7%
Alpha
+0.9ptsvs SPY
Invested
$269.2M
Holdings
82
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$CGDV
CAPITAL GROUP DIVIDEND VALUE
Held since at least Q1 2024
15.6%
02
$CGGR
CAPITAL GROUP GROWTH ETF
Held since at least Q1 2024
13.9%
03
$INCM
FRANKLIN TEMPLETON ETF TR
Held since at least Q1 2024
10.7%
04
$CGXU
CAPITAL GROUP INTL FOCUS EQT
Held since at least Q1 2024
9.3%
05
$DGRO
ISHARES TR
Held since at least Q1 2024
8.7%
06
$CGUS
CAPITAL GROUP CORE EQUITY ET
Held since at least Q1 2024
6.9%
07
$FESM
FIDELITY COVINGTON TRUST
Held since at least Q1 2024
4.5%
08
$SPTM
SPDR SERIES TRUST
Held since at least Q1 2024
3.5%
09
$IVW
ISHARES TR
Held since at least Q1 2024
2.8%
10
$VTI
VANGUARD INDEX FDS
Held since at least Q1 2024
2.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:13 UTC.