Portfolio (Quarterly) Guide ↗

Summit Investment Advisory Services, LLC

· CIK 0001914395

13F Portfolio $265M AUM 82 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 7 New 34 Added 12 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	ACP	ABRDN INCOME CREDIT STRATEGI	Financial Services	10,000	$58K	0.02%	SOLD

Sector Allocation

Financial Services 59.3%

Technology 22.8%

Healthcare 10.1%

Utilities 4.5%

Communication Services 3.2%