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Summit Investment Advisory Services, LLC
Summit Investment Advisory Services, LLC is a Minnesota-based SEC-registered investment adviser founded in 2011, headquartered in Roseville, MN. The firm provides discretionary and non-discretionary portfolio management services primarily to individuals and high-net-worth individuals, tailoring investment strategies to each client's goals, risk tolerance, and financial circumstances. As of 2025, the firm employs around 13 professionals and oversees approximately $632.5 million in assets under management. Summit serves retail and high-net-worth investors, focusing on personal relationships and customized portfolio solutions.
Investment Strategy
Summit Investment Advisory Services utilizes a client-focused, goals-based investment approach offering continuous supervisory and management services. Advisors construct portfolios based on each client's objectives, risk tolerance, and liquidity needs, typically managing household accounts for maximum efficiency. Strategies may include mutual funds, ETFs, equities, fixed income, and alternative investments such as hedge funds and REITs. Advisors provide personalized asset allocation and allow reasonable restrictions for values-based investing, emphasizing customization for individual financial profiles while avoiding generic investment models.
Latest 13F Filing Activity
Summit Investment Advisory Services, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 53 equity positions with a total 13F market value of $118M. The fund increased holdings in Invesco Exch TRD SLF Idx FD, Invesco Exch TRD SLF Idx FD, Ishares TR among other positions. Summit Investment Advisory Services, LLC reduced exposure to Capital Group Dividend Value, Capital Group Growth Etf, Franklin Templeton Etf TR among others.
Top Holdings
Equity Positions (53)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BSJP | INVESCO EXCH TRD SLF IDX FD | 9.59% | $11.3M | 489,692 | $23.07 | $23.07 | +$11.3M |
I IWF | ISHARES TR | 7.18% | $8.5M | 19,918 | $421.77 | $424.58 | +$8.1M |
B BSCR | INVESCO EXCH TRD SLF IDX FD | 7.15% | $8.4M | 428,670 | $19.65 | $19.65 | +$8.4M |
I IBHF | ISHARES TR | 5.86% | $6.9M | 297,431 | $23.23 | $23.23 | +$6.9M |
B BSJQ | INVESCO EXCH TRD SLF IDX FD | 5.45% | $6.4M | 275,372 | $23.33 | $23.33 | +$6.4M |
Industry Allocation
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