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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Summit Investment Advisory Services, LLC

Quarter ended Q2 2025 · Filed August 5, 2025 · Accession 0001951757-25-001026

Total Value
$117.8M
Positions
53
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (53)

#IssuerTicker / CUSIPSharesValue% of Filing
1INVESCO EXCH TRD SLF IDX FDIVZ489,692$11.3M9.59%
2ISHARES TR46428761419,918$8.5M7.18%
3INVESCO EXCH TRD SLF IDX FDIVZ428,670$8.4M7.15%
4ISHARES TR46436E528297,431$6.9M5.86%
5INVESCO EXCH TRD SLF IDX FDIVZ275,372$6.4M5.45%
6ISHARES TR46435UAA9260,076$6.3M5.36%
7ISHARES TR46428762218,005$6.1M5.19%
8INVESCO EXCH TRD SLF IDX FDIVZ250,941$4.9M4.16%
9ISHARES TR46435GAA0184,146$4.5M3.79%
10INVESCO QQQ TRIVZ8,081$4.5M3.78%
11FRANKLIN TEMPLETON ETF TRFGDL176,273$4.3M3.63%
12ISHARES TR46428759819,378$3.8M3.19%
13FIRST TR EXCHANGE-TRADED FD33733A20178,258$3.0M2.55%
14INVESCO EXCHANGE TRADED FD TIVZ16,195$2.9M2.50%
15INVESCO EXCH TRD SLF IDX FDIVZ109,801$2.5M2.12%
16INVESCO EXCH TRD SLF IDX FDIVZ112,928$2.5M2.11%
17ISHARES TR46436E38796,377$2.3M1.94%
18ISHARES TR46436E47893,176$2.1M1.78%
19ISHARES TR46436E37977,274$1.8M1.55%
20INVESCO EXCH TRD SLF IDX FDIVZ80,784$1.7M1.48%
21SPDR SERIES TRUST78464A50832,486$1.7M1.44%
22SPDR SERIES TRUST78464A40917,714$1.7M1.43%
23ISHARES TR46428749915,900$1.5M1.24%
24VANGUARD INDEX FDS9229087694,735$1.4M1.22%
25ISHARES TR46435U16854,385$1.3M1.07%
26APPLE INCAAPL6,034$1.2M1.05%
27ISHARES U S ETF TR46431W60614,231$1.2M1.05%
28INVESCO EXCH TRD SLF IDX FDIVZ49,617$1.0M0.87%
29CINCINNATI FINL CORP1720621016,245$930,0600.79%
30FIRST TR EXCHANGE-TRADED FD33738D30919,370$888,8720.75%
31JANUS DETROIT STR TR47103U84515,238$773,3150.66%
32MICROSOFT CORPMSFT1,372$682,3990.58%
33INVESCO EXCH TRADED FD TR IIIVZ31,401$656,9140.56%
34AMAZON COM INCAMZN2,869$629,4300.53%
35INVESCO EXCH TRADED FD TR IIIVZ2,718$617,1520.52%
36INVESCO EXCH TRD SLF IDX FDIVZ28,818$590,4740.50%
37ISHARES TR46432F8426,816$568,9910.48%
38ISHARES TR46434VBD120,497$516,1170.44%
39VANGUARD INDEX FDS922908363868$493,2910.42%
40NVIDIA CORPORATIONNVDA2,961$467,8710.40%
41ISHARES TR46434V40710,789$465,4370.40%
42INVESCO EXCH TRD SLF IDX FDIVZ23,516$439,7440.37%
43LPL FINL HLDGS INC50212V1001,147$430,1840.37%
44ISHARES TR46435G2508,018$380,6450.32%
45COSTCO WHSL CORP NEW22160K105367$363,7500.31%
46SPDR S&P 500 ETF TRSPY558$344,7870.29%
47ISHARES TR46435U7136,504$319,9260.27%
48ISHARES TR4642876711,956$294,1080.25%
49PRICE T ROWE GROUP INCTROW2,800$270,2000.23%
50ISHARES TR4642871681,955$259,6390.22%
51PROCTER AND GAMBLE CO7427181091,538$244,9630.21%
52ISHARES TR4642874811,702$236,0840.20%
53VANGUARD INDEX FDS922908736527$231,1370.20%