0001951757-23-000168.txt : 20230417
0001951757-23-000168.hdr.sgml : 20230417
20230417091006
ACCESSION NUMBER: 0001951757-23-000168
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230331
FILED AS OF DATE: 20230417
DATE AS OF CHANGE: 20230417
EFFECTIVENESS DATE: 20230417
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Summit Investment Advisory Services, LLC
CENTRAL INDEX KEY: 0001914395
IRS NUMBER: 463724686
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-22794
FILM NUMBER: 23823010
BUSINESS ADDRESS:
STREET 1: 3065 CENTRE POINTE DRIVE
STREET 2: SUITE 2
CITY: ROSEVILLE
STATE: MN
ZIP: 55113
BUSINESS PHONE: (651) 490-2939
MAIL ADDRESS:
STREET 1: 3065 CENTRE POINTE DRIVE
STREET 2: SUITE 2
CITY: ROSEVILLE
STATE: MN
ZIP: 55113
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
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false
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0001914395
XXXXXXXX
03-31-2023
03-31-2023
Summit Investment Advisory Services, LLC
3065 CENTRE POINTE DRIVE
SUITE 2
ROSEVILLE
MN
55113
13F HOLDINGS REPORT
028-22794
N
RUSSELL ROGERS
CHIEF COMPLIANCE OFFICER
(651) 490-2939
RUSSELL ROGERS
ROSEVILLE
MN
04-17-2023
0
53
140493266
false
INFORMATION TABLE
2
F_13F_SIAS_Q12023.xml
EATON VANCE TAX-MANAGED GLOB
COM
27829C105
146953
18187
SH
SOLE
0
0
18187
EATON VANCE TAX-MANAGED BUY-
COM
27828Y108
180608
14300
SH
SOLE
0
0
14300
EATON VANCE TAX-MANAGED GLOB
COM
27829F108
96004
12292
SH
SOLE
0
0
12292
ALPS ETF TR
ALERIAN MLP
00162Q452
251515
6507
SH
SOLE
0
0
6507
ARK ETF TR
GENOMIC REV ETF
00214Q302
582919
19385
SH
SOLE
0
0
19385
ARK ETF TR
INNOVATION ETF
00214Q104
387529
9607
SH
SOLE
0
0
9607
CAPITAL GROUP GROWTH ETF
SHS CREATION UNI
14020G101
18659889
830805
SH
SOLE
0
0
830805
CAPITAL GROUP CORE EQUITY ET
SHS CREATION UNI
14020V108
18058169
762270
SH
SOLE
0
0
762270
CAPITAL GROUP DIVIDEND VALUE
SHS CREATION UNI
14020W106
19767992
792622
SH
SOLE
0
0
792622
EATON VANCE TAX ADVT DIV INC
COM
27828G107
1072552
47437
SH
SOLE
0
0
47437
EATON VANCE TAX-MANAGED DIVE
COM
27828N102
328508
28150
SH
SOLE
0
0
28150
EATON VANCE TX ADV GLBL DIV
COM
27828S101
231768
14351
SH
SOLE
0
0
14351
FIRST TR EXCHANGE-TRADED FD
CAP STRENGTH ETF
33733E104
201673
2765
SH
SOLE
0
0
2765
FIRST TR VALUE LINE DIVID IN
SHS
33734H106
425620
10598
SH
SOLE
0
0
10598
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
33741X102
1170936
43936
SH
SOLE
0
0
43936
ISHARES TR
CORE S&P TTL STK
464287150
2534013
27985
SH
SOLE
0
0
27985
ISHARES TR
CORE S&P500 ETF
464287200
697459
1697
SH
SOLE
0
0
1697
ISHARES TR
CORE S&P MCP ETF
464287507
2319697
9273
SH
SOLE
0
0
9273
ISHARES TR
CORE S&P SCP ETF
464287804
1219139
12607
SH
SOLE
0
0
12607
ISHARES TR
CORE HIGH DV ETF
46429B663
1082935
10653
SH
SOLE
0
0
10653
ISHARES TR
CORE DIV GRWTH
46434V621
27580228
551715
SH
SOLE
0
0
551715
ISHARES TR
HDG MSCI EAFE
46434V803
840866
28533
SH
SOLE
0
0
28533
ISHARES TR
MSCI USA MIN VOL
46429B697
2279145
31333
SH
SOLE
0
0
31333
ISHARES TR
RUS MID CAP ETF
464287499
535305
7656
SH
SOLE
0
0
7656
ISHARES TR
RUS 1000 VAL ETF
464287598
215600
1416
SH
SOLE
0
0
1416
ISHARES TR
RUS 1000 GRW ETF
464287614
230648
944
SH
SOLE
0
0
944
ISHARES TR
RUSSELL 2000 ETF
464287655
441126
2473
SH
SOLE
0
0
2473
ISHARES TR
S&P 500 GRWT ETF
464287309
6129473
95938
SH
SOLE
0
0
95938
ISHARES TR
S&P 500 VAL ETF
464287408
3337282
21990
SH
SOLE
0
0
21990
ISHARES TR
S&P MC 400GR ETF
464287606
243080
3399
SH
SOLE
0
0
3399
LEGG MASON ETF INVT
FRANKLIN US LOW
52468L406
225619
6052
SH
SOLE
0
0
6052
PIMCO ETF TR
ACTIVE BD ETF
72201R775
485127
5230
SH
SOLE
0
0
5230
PIMCO ETF TR
INTER MUN BD ACT
72201R866
257276
4923
SH
SOLE
0
0
4923
PIMCO ETF TR
MUNI INCOME OPP
72201R635
394828
8885
SH
SOLE
0
0
8885
PUBLIC SVC ENTERPRISE GRP IN
COM
744573106
231127
3701
SH
SOLE
0
0
3701
SPDR SER TR
PRTFLO S&P500 GW
78464A409
788641
14246
SH
SOLE
0
0
14246
SPDR SER TR
PRTFLO S&P500 VL
78464A508
525328
12901
SH
SOLE
0
0
12901
SPDR SER TR
PORTFOLI S&P1500
78464A805
6870668
136242
SH
SOLE
0
0
136242
SPDR SER TR
PORTFOLIO S&P400
78464A847
767046
17457
SH
SOLE
0
0
17457
SPDR SER TR
PORTFOLIO S&P500
78464A854
258999
5379
SH
SOLE
0
0
5379
SPDR SER TR
PORTFOLIO S&P600
78468R853
6017887
159330
SH
SOLE
0
0
159330
SPDR S&P 500 ETF TR
TR UNIT
78462F103
682866
1668
SH
SOLE
0
0
1668
SPDR SER TR
S&P KENSHO NEW
78468R648
489688
11468
SH
SOLE
0
0
11468
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
498687
3238
SH
SOLE
0
0
3238
VANGUARD INDEX FDS
GROWTH ETF
922908736
1834012
7353
SH
SOLE
0
0
7353
VANGUARD WORLD FD
MEGA GRWTH IND
921910816
763024
3731
SH
SOLE
0
0
3731
VANGUARD WORLD FD
MEGA CAP INDEX
921910873
342678
2394
SH
SOLE
0
0
2394
VANGUARD INDEX FDS
MID CAP ETF
922908629
646122
3063
SH
SOLE
0
0
3063
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
397619
1057
SH
SOLE
0
0
1057
VANGUARD INDEX FDS
SMALL CP ETF
922908751
1290324
6807
SH
SOLE
0
0
6807
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
3863144
18928
SH
SOLE
0
0
18928
VANGUARD INDEX FDS
VALUE ETF
922908744
1304297
9444
SH
SOLE
0
0
9444
WISDOMTREE TR
US QTLY DIV GRT
97717X669
309628
4967
SH
SOLE
0
0
4967