StockDriftsStockDriftsTop 50 Summit Investment Advisory Services, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 15.63% | 989.1K | $42.1M | -1.64%(-16.51K) | $26.71(+78.95%) | 2026-03-31 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 13.89% | 930.1K | $37.4M | +8.25%(+70.91K) | $25.67(+80.50%) | 2026-03-31 | |
| INCM | FRANKLIN TEMPLETON ETF TR | 10.7% | 1.00M | $28.8M | +0.13%(+1.26K) | $26.43(+10.23%) | 2026-03-31 | |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 9.32% | 850.8K | $25.1M | +2182.88%(+813.51K) | $29.36(+14.26%) | 2026-03-31 | |
| DGRO | ISHARES TR | 8.66% | 332.0K | $23.3M | -4.90%(-17.11K) | $47.44(+54.25%) | 2026-03-31 | |
| CGUS | CAPITAL GROUP CORE EQUITY ET | 6.88% | 482.4K | $18.5M | -34.34%(-252.29K) | $26.03(+67.01%) | 2026-03-31 | |
| FESM | FIDELITY COVINGTON TRUST | 4.54% | 321.4K | $12.2M | -2.12%(-6.95K) | $32.32(+36.54%) | 2026-03-31 | |
| SPTM | SPDR SERIES TRUST | 3.48% | 118.6K | $9.4M | -21.83%(-33.12K) | $50.50(+78.01%) | 2026-03-31 | |
| IVW | ISHARES TR | 2.85% | 67.8K | $7.7M | -2.97%(-2.07K) | $58.71(+133.77%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 2.25% | 18.9K | $6.1M | +0.16%(+30) | $253.33(+43.97%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.02% | +48.24% |
| Top 20 Holdings Unweighted | +12.58% | +42.69% |
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