Portfolio (Quarterly) Guide ↗

Summit Investment Advisory Services, LLC

· CIK 0001914395

13F Portfolio $398M AUM 89 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q4 2025 · All 11 New 30 Added 30 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	FVD	FIRST TR EXCHANGE-TRADED FD	—	7,381	$340K	0.13%	SOLD
2	BSX	BOSTON SCIENTIFIC CORP	Healthcare	2,532	$241K	0.09%	SOLD
3	VBK	VANGUARD INDEX FDS	—	793	$239K	0.09%	SOLD
4	IJK	ISHARES TR	—	2,086	$202K	0.08%	SOLD

Sector Allocation

Financial Services 51.7%

Technology 31.9%

Consumer Cyclical 9.8%

Utilities 3.4%

Healthcare 3.3%