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Manager record

Summit Investment Advisory Services, LLC

Roseville, MN · CIK 1914395 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$398.46MReported 13F valueQ2 2026 · as filed
89Holdings listed
+48.0%vs prior quartervalue change includes market moves
5Quarters on record
Jul 24Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $229.9M$229.9MQ2 202571 holdingsQ3 2025: $251.1M$251.1MQ3 202576 holdingsQ4 2025: $265.0M$265.0MQ4 202582 holdingsQ1 2026: $269.2M$269.2MQ1 202681 holdingsQ2 2026: $398.5M$398.5MQ2 202689 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 24 2026 13F-HR · period Q2 2026

$398.46M · 89 holdings listed · View original SEC filing ↗
Apr 23 2026 13F-HR · period Q1 2026

$269.19M · 81 holdings listed · View original SEC filing ↗
Feb 04 2026 13F-HR · period Q4 2025

$264.96M · 82 holdings listed · View original SEC filing ↗
Nov 07 2025 13F-HR/A · period Q3 2025

$251.07M · 76 holdings listed · amendment (restatement) · View original SEC filing ↗
Nov 07 2025 13F-HR/A · period Q2 2025

$229.94M · 71 holdings listed · amendment (restatement) · View original SEC filing ↗
Nov 03 2025 13F-HR · period Q3 2025

$229.94M · 71 holdings listed · View original SEC filing ↗
Aug 05 2025 13F-HR · period Q2 2025

$117.82M · 53 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 24, 2026 · Change methodology