Summit Investment Advisory Services, LLC
All 13F Filings
- Location
- Roseville, MN
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 264,956
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/4/2026 | 82 | 264,956 | 13F-HR | Summit Investment Advisory Services, LLC |
| Q3 2025 | 11/7/2025 | 76 | 251,074 | 13F-HR/A - RESTATEMENT | Summit Investment Advisory Services, LLC |
| Q3 2025 | 11/3/2025 | 71 | 229,938 | 13F-HR | Summit Investment Advisory Services, LLC |
| Q2 2025 | 11/7/2025 | 71 | 229,938 | 13F-HR/A - RESTATEMENT | Summit Investment Advisory Services, LLC |
| Q2 2025 | 8/5/2025 | 53 | 117,822 | 13F-HR | Summit Investment Advisory Services, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 203.4 K | 76.8% | 11.39 K | 0 | 11.39 K |
| ETFs | 61.55 K | 23.2% | 2.493 K | 0 | 2.493 K |
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Fund Snapshot
Q4 2025
Latest filed
2/4/2026
Total value ($000)
264,956
Holdings
82
QoQ value change ($000)
13,882
(5.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.