Summit Investment Advisory Services, LLC reported 10 positions worth $4.72M for the quarter ended Sep 30, 2026, down 0.3% on the prior quarter. It opened 0 new positions, added to 4, trimmed 3 and exited 1. Its largest holding is Nvidia Corp at 22.8% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
No new positions this quarter.
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| TER Teradyne, Inc | -428 | $207.08K | 4.37% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 4,722 | $1.08M | 22.84% | +10 | +0.2% | Added | 0% |
| 2 | AMZN Amazon Com Inc | Consumer Discretionary | 3,384 | $843.12K | 17.86% | +80 | +2.4% | Added | 0% |
| 3 | ENTG Entegris Inc | Technology | 3,706 | $570.95K | 12.09% | +74 | +2.0% | Added | 0% |
| 4 | AAPL Apple Inc. | Technology | 1,557 | $518.35K | 10.98% | 0 | 0.0% | Unchanged | 0% |
| 5 | MSFT Microsoft Corp | Technology | 726 | $372.58K | 7.89% | -125 | -14.7% | Reduced | 0% |
| 6 | GLD Spdr Gold Trust | Financial Services | 939 | $357.61K | 7.57% | +83 | +9.7% | Added | 0% |
| 7 | GOOG Alphabet Inc. | Technology | 772 | $263.05K | 5.57% | 0 | 0.0% | Unchanged | 0% |
| 8 | MDT Medtronic plc | Healthcare | 2,901 | $250.30K | 5.3% | -519 | -15.2% | Reduced | 0% |
| 9 | BRK-B Berkshire Hathaway Inc | Financial Services | 483 | $240.51K | 5.09% | -13 | -2.6% | Reduced | 0% |
| 10 | PEG Public Service Enterprise Group Inc | Utilities | 3,367 | $226.73K | 4.8% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Summit Investment Advisory Services.
As of its Q3 2026 13F filing, Summit Investment Advisory Services, LLC’s five largest positions were Nvidia Corp (NVDA) at 22.8%, Amazon Com Inc (AMZN) at 17.9%, Entegris Inc (ENTG) at 12.1%, Apple Inc. (AAPL) at 11.0%, Microsoft Corp (MSFT) at 7.9% of the reported portfolio.
Summit Investment Advisory Services, LLC reported a 13F portfolio worth $4.72M across 10 positions for Q3 2026. That is down 0.3% from the previous quarter.
Its largest purchases by value were Spdr Gold Trust ($31.61K), Amazon Com Inc ($19.93K), Entegris Inc ($11.40K). It opened 0 new positions.
Its largest sales by value were Teradyne, Inc ($207.08K), Microsoft Corp ($64.15K), Medtronic plc ($44.78K). It exited 1 positions entirely.
From the Form 13F-HR reports Summit Investment Advisory Services, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.